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

Daniel F

Series 66

DuBois, PA

Janney Montgomery Scott

Daniel Fishbone is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 28 years of industry experience. He has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
user avatar
firm logo

Jordan R

CFP®, Series 66

DuBois, PA

Janney Montgomery Scott

Jordan Russell is a CFP® with seven years of industry experience, currently serving at Janney Montgomery Scott. His background includes prior work with Russell Stone Products and an academic tenure at Pennsylvania State University. Outside of his advisory role, he is active in community organizations, serving as President of Friends of Curwensville Lake and Vice President Elect of the Junior Chapter of the DuBois Chamber of Commerce. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with a broad range of financial services, including portfolio management and trustee capabilities.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
user avatar
firm logo

Candice W

Series 63, Series 65

DuBois, PA

Janney Montgomery Scott

Candice Waxler is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at Edward Jones and Cetera Wealth Services. Waxler serves as Vice President of the Downtown Dubois Group, a nonprofit focused on promoting and developing the downtown area of DuBois, PA. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse clientele including individuals, families, trusts, estates, and institutional clients. The firm provides a range of brokerage, financial planning, and advisory services, utilizing a combination of in-house and third-party portfolio management across multiple programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
user avatar
firm logo

Kathryn H

CFP®, Series 66

DuBois, PA

Janney Montgomery Scott

Kathryn Ho is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2007. She holds a Series 66 license and is based in DuBois, PA. Outside of financial advising, she serves as Secretary for the DuBois Area Baseball Booster Club. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
user avatar
firm logo

Mary Ruth W

Series 66

DuBois, PA

Janney Montgomery Scott

Mary Ruth Wilson is a financial advisor with Janney Montgomery Scott in DuBois, PA, holding a Series 66 designation and 21 years of industry experience. She has been with Janney Montgomery Scott since 2016. Outside of her advisory role, she serves as Chairman of the Board for the Tri County Church of God in Du Bois, overseeing governance and financial matters. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by centralized asset management and custody capabilities.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
user avatar
firm logo

John Y

Series 63, Series 65

DuBois, PA

Janney Montgomery Scott

John Yount is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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”)