Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Nathanael S
Series 65, Series 63
Johnstown, PA
OSAIC Institutions, INC.
Nathanael Shaffer is a financial advisor with OSAIC Institutions, Inc. holding Series 65 and Series 63 designations and has seven years of industry experience. His prior work background includes roles at UPS, Infinex Investments, Inc., and 1st Summit Bank. Outside of finance, he works as a loader for UPS, dedicating approximately 60 hours per month outside of trading hours. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure.
Angela M
Series 63, Series 66
Johnstown, PA
OSAIC Institutions, INC.
Angela Moffat is a financial advisor with OSAIC Institutions, INC. She holds Series 63 and Series 66 licenses and has 15 years of industry experience. Her career includes roles at 1ST SUMMIT Financial Partners, Infinex Investments, Inc., First Commonwealth Bank, and KeyBank. Outside of her advisory role, she serves on the boards of the Westmoreland Intermediate Foundation and the Ligonier Valley Historical Society. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer model that supports both discretionary and non-discretionary accounts.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's 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