Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Andrew C

Series 66

Moosic, PA

Capital Analysts

Andrew Cross is a financial advisor with Capital Analysts in Moosic, PA, holding a Series 66 designation and seven years of industry experience. He previously worked at Arendt's Outdoor Services, Inc. for eleven years before joining Lincoln Investment in 2019. Outside of his advisory role, Cross serves on the Finance Committee at Heritage Baptist Church, assisting with the yearly budget and giving statements. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment teams.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
user avatar
firm logo

Alan P

Series 63, Series 66

Moosic, PA

Capital Analysts

Alan Puklin is a financial advisor at Capital Analysts with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Ameriprise, Oppenheimer, and Morse Asset Management. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a combination of in-house discretionary investment management and advisor-managed solutions.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
Warmer team member

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.

Find your advisor

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”)