Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

364 advisors near
17406

Out of 400,000+ nationwide

user avatar
firm logo

Christopher E

Series 66

Lancaster, PA

LPL Financial

Christopher Ecker is a financial advisor with LPL Financial, holding a Series 66 designation and having over one year of industry experience. Prior to joining LPL Financial in 2023, he worked for Prosper Mortgage Funding for 13 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Joseph M

Series 63, Series 66

York, PA

Raymond James Financial

Joseph Mahoney Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for eight years and is the owner of Integrity Wealth Strategies. Mahoney also manages Mahoney Properties, an LLC formed to hold his office location in York, PA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools, and maintains specialized programs for municipal finance and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Keirsten B

Series 66

York, PA

LPL Financial

Keirsten Baker Miller is a financial advisor with LPL Financial, holding a Series 66 designation and currently based in York, PA. She has been active in the industry since 2025, with prior experience at The Financial Advisory Group and Amwins. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor-facing technology and a broad platform of related financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

John S

Series 63, Series 65

York, PA

Thrivent Investment Management

John Spadafora Jr. is a financial advisor with Thrivent Investment Management in York, PA, holding Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial plans without discretionary trading authority. The firm offers ongoing and one-time planning engagements and integrates planning with managed-account programs under a consolidated billing option.

Business ownership considerations
user avatar
firm logo

Michelle Q

Series 63, Series 65

Spring Grove, PA

Edward Jones

Michelle Quinn is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at M&T Securities for 16 years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Kenneth S

Series 63

Elizabethtown, PA

LPL Financial

Kenneth Shedleski is a financial advisor with LPL Financial, holding a Series 63 designation and 38 years of industry experience. He previously worked at Grove Point Investments, LLC and H. Beck, Inc, among other firms. Outside of his advisory work, Shedleski operates Aspen Home Improvements, a business he has been involved with since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

James B

CFP®, ChFC®, Series 63, Series 65

Dover, PA

LPL Financial

James Baker is a financial advisor with LPL Financial in Dover, PA, holding CFP® and ChFC® designations and over 30 years of industry experience. His career includes roles at Grove Point Investments, H. Beck, FSC Securities Corporation, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

John L

Series 66

Etters, PA

Raymond James Financial

John Lowder Jr. is a financial advisor with Raymond James Financial, holding a Series 66 credential and bringing 16 years of industry experience. He has worked with Fulton Financial Advisors since 2017 and has been associated with Raymond James Financial Services Advisors, Inc. since 2014. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning and uses analytical tools to help clients understand potential outcomes, supporting a diverse client base through a large network of advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Jacob M

CFP®, Series 66

York, PA

Ameriprise

Jacob Mendoza is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Mendoza is a board member of the Kaltreider-Benfer Library in Red Lion, PA. Ameriprise is a large institutional firm that offers retirement-income planning services targeting individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary retirement recommendations, supported by a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
firm logo

J W

Series 63, Series 65

York, PA

Merrill

J Kevin Wertz serves as a First Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1977 and manages portfolios by building personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He also provides advice through the firm's Investment Advisory Program, managing strategies on a discretionary basis when applicable. Kevin holds a Chartered Retirement Planning Counselor™ (CRPC™) designation earned in 2007 and a Bachelor's Degree in Economics from the University of Pittsburgh. His clientele includes affluent families, corporate executives, and successful business owners who seek long-term financial strategies and relationships. He focuses on family wealth management strategies, personal retirement planning, individual and corporate investment strategy, and retirement income. Outside of his professional duties, Kevin enjoys golfing, spending time with his family, and playing table tennis.

Wealth management Retirement income strategy General retirement planning Executive Founder/Business Owner
user avatar
firm logo

Andrews D

Series 63, Series 65

York, PA

Fidelity

Andrews Dadeboe is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to his current role, he worked at Delaware Distributors, L.P., Morgan Stanley, and Frito Lay. Outside of advising, he is a co-founder of Forty1 Sports, a sports agency involved in roster management and athlete relations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a methodology that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, offering diversified model portfolios and advisory services.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

Colton K

Series 66

York, PA

Ameriprise

Colton Kubicki is a Series 66-licensed financial advisor with Ameriprise in York, PA, and has three years of industry experience. He previously worked at Quo Vadimus LLC and has served on the Board of Directors for the Golden Connections Community Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice centered on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

David B

Series 66

York, PA

Thrivent Investment Management

David Bruce is a financial advisor with Thrivent Investment Management in York, PA, holding a Series 66 credential and one year of industry experience. Prior to joining Thrivent, he worked at Fedex Freight, Volkswagen, and Freedom Armory. Outside of his advisory role, he owns KEK Design LLC, a business focused on buying and selling sporting goods by appointment, and serves as a deacon at Genesis Church, participating in community ministries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers holistic, goal-based financial analyses and planning that clients can combine with managed-account programs under a consolidated billing option, while keeping planning and investment services distinct.

Business ownership considerations
user avatar
firm logo

Audrey M

CFP®, Series 63, Series 65

Elizabethtown, PA

Raymond James Financial

Audrey Myer is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors since 2025. Her prior experience includes roles at Cetera and Masland & Barrick Advisory. She is a board member and investment committee member for a nonprofit organization and acts as a trustee for a family trust. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports clients through advisory programs and institutional consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Michael M

CFP®, Series 66

York, PA

LPL Financial

Michael Mcfeeley is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial. He previously worked for Lincoln Financial Advisors Corporation for 16 years. Mcfeeley has a role with Academy Financial involving non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Andrew K

Series 66

York, PA

LPL Financial

Andrew Kahan is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Bank of America, Merrill, and M&T Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management programs, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Jeff W

Series 63, Series 65

York, PA

Cetera

Jeff Wineka is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, LPL Financial, and M&T Securities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and provides access to various program platforms and third-party money managers.

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

John P

Series 66

Elizabethtown, PA

Raymond James Financial

John Phillips is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services since 2006. Phillips is also a 20% equity partner in DDMP Investment Advisors, a separate support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and supports its clients through a broad network of advisors and affiliated firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Anthony B

Series 66

York, PA

Wells Fargo Clearing

Anthony Bavlish is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2024, he worked in campus recreation at the University of South Carolina and at Karns Quality Foods. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a broad range of brokerage and advisory solutions.

Retired Founder/Business Owner
user avatar
firm logo

Eric L

Series 63, Series 65

Lancaster, PA

LPL Financial

Eric Landis is a financial advisor at LPL Financial with 28 years of industry experience. He previously worked for National Planning Corporation for 20 years before joining LPL Financial in 2017. Landis holds Series 63 and Series 65 licenses and co-owns an insurance agency involved in insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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”)