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Kevin K
CFP®, ChFC®, Series 63, Series 65
Archbald, PA
LPL Enterprise
Kevin Kelly is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds the CFP® and ChFC® designations and worked previously at Pruco Securities, LLC for 26 years before joining LPL Enterprise. Kelly is also involved as a financial advisor with Kelly Asset Management and Prudential focusing on property and casualty. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and brokerage and insurance products, delivering advice primarily through investment adviser representatives using a combination of proprietary research and third-party strategists.
Madison S
Series 66
Scranton, PA
Merrill
Madison Sickler is a financial advisor with Merrill in Scranton, PA, holding a Series 66 designation. Madison has experience with several firms, including Bank of America, LPL Financial, Fidelity Deposit and Discount Bank, and PennEast Credit Union. Prior to entering the financial industry, Madison worked briefly in legal services and horticulture. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Kimberly S
Series 63, Series 65
Dunmore, PA
LPL Financial
Kimberly Santarsiero is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She joined LPL Financial in 2018 after working with Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives, offering a variety of advisory programs and financial planning services with both discretionary and non-discretionary management options.
John S
Series 66
Scranton, PA
Morgan Stanley
John Sweeney Jr. is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 66 designation and 25 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Sweeney serves on the Board of Trustees and Finance Committee at the University of Scranton. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and global market analyses.
John T
Series 66
Tunkhannock, PA
LPL Financial
John Tosi is a financial advisor with LPL Financial who holds a Series 66 credential and has 25 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 10 years before joining LPL Financial in 2019. Outside of his advisory work, he is involved in agriculture through Tosi Farms and has an interest in coin collecting. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, supported by discretionary and non-discretionary management and research from LPL and third-party sources.
Vincent K
Series 63, Series 66
Dunmore, PA
LPL Financial
Vincent Kubilus III is a financial advisor with LPL Financial in Dunmore, PA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at LPL Financial since 2016 and concurrently at Peoples Security Bank & Trust since 2015. Kubilus serves as AVP at Peoples Security Bank & Trust and Peoples National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary management, retirement plan consulting, and access to model portfolios and third-party research.
Christopher D
Series 63, Series 65
Scranton, PA
Merrill
Christopher Di Mattio is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Invest Financial Corporation for 21 years. Di Mattio is actively involved in several nonprofit organizations, including serving as President of La Festa Italiana, a cultural event in Scranton, and holding leadership roles with local charitable foundations and educational institutions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies constructed by internal and third-party teams, with features including strategic asset allocation and tax-aware options.
William M
Series 63, Series 66
Dunmore, PA
LPL Financial
William Mcandrew is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at INVEST Financial Corporation for 11 years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.
David M
Series 63, Series 66
Clarks Summit, PA
LPL Financial
David Morris is a financial advisor with LPL Financial in Clarks Summit, PA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior roles include positions at OSAIC and SagePoint Financial, with over a decade associated with Stockdale Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.
Alec R
Series 66
Scranton, PA
Morgan Stanley
Alec Rodway is a financial advisor with Morgan Stanley, holding a Series 66 designation and six years of industry experience. His career includes roles at Morgan Stanley Private Bank and Bank of America. Outside of finance, he is involved in media and entertainment activities such as video editing, event hosting, and DJing, as well as streaming on Twitch. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with firm-approved tools and offers a range of retail and institutional investment solutions.
Joseph B
Series 63, Series 65
Clarks Summit, PA
LPL Financial
Joseph Barrasse is a financial advisor at LPL Financial with 39 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for 37 years, followed by Cadaret, Grant & Co., Inc. for two years. Barrasse serves as the mayor of Clarks Green, PA, in addition to his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and various investment strategies.
Rosemary C
Series 63
Clarks Summit, PA
Raymond James Financial
Rosemary Caffrey is a financial advisor with Raymond James Financial who holds a Series 63 designation and has 45 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2016. 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 plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools to illustrate potential outcomes and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Scott H
Series 63, Series 66
Scranton, PA
Morgan Stanley
Scott Hartshorn is a financial advisor with Morgan Stanley in Scranton, PA, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.
Maria E
Series 63, Series 65
Dunmore, PA
LPL Financial
Maria Emiliani is a financial advisor with LPL Financial in Dunmore, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining LPL Financial, she worked at Gerrity's Supermarkets for five years. Outside of her advisory role, Emiliani has part-time employment with Rhythm Fitness LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
Brian G
CFP®, Series 66
Dunmore, PA
Edward Jones
Brian Goldsack is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Prior to this, he was involved with Novo Hill Real Estate starting in 2013. He co-hosts a business podcast where he interviews business owners about their industries and life stories. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and operates under a fiduciary standard, with a nationwide network of over 23,000 advisors and more than $1 trillion in assets under management.
Laura S
Series 66
Clarks Summit, PA
LPL Financial
Laura Sporcic is a financial advisor with LPL Financial in Clarks Summit, PA, holding a Series 66 credential and three years of industry experience. Her prior roles include positions at OSAIC and SagePoint Financial, and she has been associated with Stockdale Financial Group since 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.
Richard D
ChFC®, Series 63
Factoryville, PA
Cetera
Richard Doeringer is a ChFC®-designated financial advisor with 40 years of industry experience. He is currently affiliated with Cetera and co-owns RDDM Investments LLC, a financial services firm. In addition to his advisory roles, he has worked as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance since 1986. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various investment strategies and program structures.
William M
Series 66
South Abington Twp, PA
OSAIC
William Mulligan III is a financial advisor at OSAIC with one year of industry experience and holds a Series 66 designation. His prior roles include work at The O.N. Equity Sales Company and Levy Realty Group. Outside of his advisory work, he teaches driver education through NCC Drivers Education. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.
Bernard F
PFS™, Series 63
Throop, PA
Cetera
Bernard Fagnani is a financial advisor with Cetera, holding a PFS™ designation and Series 63 license, and has 27 years of industry experience. He has been associated with Cetera and its related entities since 1999 and also operates a CPA practice that he has managed since 1974. Additionally, he is involved in a firearms business and works as an insurance agent selling health products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, retirement plan, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services. The firm supports a large network of advisors with access to various program structures, custodial relationships, and third-party money managers.
Kathleen B
Series 66
Scranton, PA
Wells Fargo Advisors
Kathleen Buck is a Series 66 licensed financial advisor with 17 years of industry experience. She is currently with Wells Fargo Advisors, having joined in 2024, and previously worked at Wells Fargo Clearing Services LLC and Merrill Lynch. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.
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Finding advisors...
220 advisors near
18414
within the area shown on the map
Out of 400,000+ nationwide