Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Sean B
Series 63, Series 65
Mercer, PA
Capital Analysts
Sean Battin is a financial advisor at Capital Analysts with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Lincoln Investment and Horace Mann Investors. Outside of his advisory role, he serves as a board member for Cochranton Community Church, assisting with strategic planning and decision-making. Capital Analysts provides investment management and advisory services to a diverse client base, including individual investors, trusts, foundations, and charitable organizations, through a nationwide network of independent advisors and firm-managed programs. The firm offers both discretionary portfolio management by an in-house research team and non-discretionary services via advisors and third-party managers.
Gregory S
CFP®, Series 63, Series 65
Mercer, PA
Capital Analysts
Gregory Sankey is a CFP® with 18 years of industry experience, currently serving with Capital Analysts since 2020. He previously worked at The Horace Mann Companies from 2007 to 2020. Sankey is also the president and owner of Sankey Financial Services, an insurance and financial services business. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and an in-house Investment Management & Research team.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters