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265 advisors near
18434
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Carmen F
Series 63, Series 65
Moosic, PA
Mass Mutual Investors Services
Carmen Ferranti is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has worked with MetLife Securities Inc. and Metropolitan Life Insurance Company since 2004, and has been with Mass Mutual Investors Services since 2017. Outside of advisory work, she is involved in individual and group life and health insurance sales. Mass Mutual Investors Services, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools to develop written recommendations through annual, collaborative client engagements.
Ron B
Series 63, Series 65
Dunmore, PA
LPL Financial
Ron Bednarz is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 25 years of industry experience, including roles at Cadaretgrant and running Bednarz Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services with both discretionary and non-discretionary management, supported by model portfolios and research.
Jeremy G
Series 66, Series 63
Dunmore, PA
LPL Financial
Jeremy Geadrities is a financial advisor with LPL Financial in Dunmore, PA, holding Series 66 and Series 63 licenses and six years of industry experience. His career includes roles at Prudential Investment Management Services and Gwfs Equities, Inc. He has also been involved in business activities related to Peoples Security Retirement Plan Services and Peoples Security Wealth Advisors, both DBAs associated with LPL Financial. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research.
Shane H
Series 63, Series 66
Dickson City, PA
Charles Schwab
Shane Hart is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2019, following previous roles at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. He is also the owner of Hart Ventures LLC, an entity established for potential future business operations that is currently inactive. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and centralized operational and supervisory infrastructure.
Neal D
Series 66
Scranton, PA
Wells Fargo Advisors
Neal Deangelo III is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds a Series 66 credential and previously worked at Tri Mountain Ventures, LLC. Outside of his advisory role, he is involved in managing a private investment firm focused on a fine arts practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options and tailored recommendations supported by Wells Fargo research and tools.
Torie Y
Series 63, Series 66
Spring Brook Twn, PA
Thrivent Investment Management
Torie Yoder is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Thrivent Financial for Lutherans since 1996 and Thrivent Investment Management since 2005. Outside of her advisory role, she is involved in maintaining a residential rental property. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing approach while maintaining separate services.
Patrick I
Series 63, Series 65
Dunmore, PA
LPL Financial
Patrick Iannetta is a financial advisor with LPL Financial in Dunmore, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Prudential Investments Management Services LLC, where he worked for 21 years. He has also been affiliated with Empower Financial Services and Empower Advisory Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing a mix of discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.
Logan B
Series 66
Pittston, PA
LPL Financial
Logan Buglio is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He also serves as a deputy coroner for Luzerne County and works as an assistant at a family funeral home. In addition, Buglio is a self-employed musician, performing as an organist at several local churches. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research and various portfolio management options.
Katherine O
Series 65, Series 63
Dunmore, PA
LPL Financial
Katherine Oven is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Northwestern Mutual Wealth Management Company, Commonwealth Financial Network, and Ameritas. Outside of her advisory role, she serves as Vice President of the Dunmore Borough Council. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by extensive research and technology.
Ryan M
Series 63, Series 65
Scranton, PA
Merrill
Ryan Mcgee is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on personal retirement planning, portfolio management services, and retirement income solutions tailored to clients' individual goals. Ryan holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Susquehanna University. He emphasizes connecting all aspects of a client's financial life to help prioritize and pursue meaningful objectives. Outside of his professional work, Ryan enjoys biking, fishing, football, hiking, traveling, and spending time with his family.
Stacy M
Series 66
Scranton, PA
Merrill
Stacy Macgregor is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in 2008 as a client associate, working alongside and mentored by her parents, both financial advisors. Encouraged to pursue the role herself, Stacy now provides financial advisory services to a multi-generational client base, including many early clients and their descendants. Her advisory approach centers on delivering "sensitive and sensible" financial guidance that prioritizes client relationships alongside portfolio management. Stacy focuses on understanding life priorities such as home, health, family, and philanthropy to tailor financial strategies that simplify and clarify complex wealth matters. Her client expertise includes education planning, legacy planning, personal retirement planning, and addressing the financial needs of women. Stacy holds the Chartered Retirement Planning Counselor™ (CRPC) designation and the Personal Investment Advisor (PIA) credential. She earned a Bachelor’s degree in Psychology from the University of South Florida. Residing in Waverly, Pennsylvania, Stacy enjoys cooking, traveling, and spending time with her family. She and her husband support various community organizations.
Brendan D
Series 66
Dalton, PA
LPL Financial
Brendan Dwyer is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked at Grove Point Investments, Grove Point Advisors, and H Beck, Inc. Outside of his advisory work, he serves as a school board director for Lackawanna Trail School District and acts in a fiduciary capacity for an estate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Michael E
Series 63, Series 65
Clarks Summit, PA
Wells Fargo Advisors
Michael Eastburn is a financial advisor with Wells Fargo Advisors in Clarks Summit, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes long tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also fully involved in running Eastburn Wealth Management, LLC, an advisory firm he owns. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individual, trust, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.
James V
Series 63, Series 66
Scranton, PA
LPL Financial
James Vanwert III is a financial advisor with LPL Financial in Scranton, PA, holding Series 63 and Series 66 licenses and having 16 years of industry experience. He has worked with LPL Financial since 2022 and previously with Cuna Mutual Group and Cuna Brokerage Services, Inc. outside of routine investment-related activities. 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 advisors, offering financial planning, advisory programs, retirement consulting, and brokerage services.
Brian W
Series 63, Series 66
Blakely, PA
LPL Financial
Brian Weber is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2026, he worked at MML Investors Services, MassMutual Life Insurance, Guardian Life Insurance Company, Park Avenue Securities, First National Bank of Pennsylvania, and in the automotive industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management with access to research and model portfolios.
Alan W
Series 63, Series 66
Scranton, PA
Wells Fargo Advisors
Alan Whitaker is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors Financial Network since 2010. Outside of his advisory role, Whitaker participates in several investment-related ventures, including executive decisions at Cedar and Holly LLC and managing operations at Art & Alan LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo’s research and planning tools to develop individualized recommendations.
Justin P
Series 63, Series 65
Peckville, PA
Mass Mutual Investors Services
Justin Patchcoski is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at Metlife Securities since 2010. Outside of his advisory role, he is an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing analytical tools like Monte Carlo simulations and automated asset allocation to support its recommendations.
Ronald Y
Series 63, Series 65
Scranton, PA
Merrill
Ronald Yanoski is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 31 years of experience focused on goals-based planning and retirement planning for families and business owners. He specializes in areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, tax minimization, and retirement income. Ronald works closely with clients to develop personalized financial plans that reflect their unique ambitions and priorities. He holds a Bachelor’s Degree from the University of Scranton and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Ronald is a lifelong resident of the Scranton area and is actively involved in his community, contributing to local animal shelters, youth sports, and the Italian American Heritage Society. Outside of his professional work, Ronald enjoys baseball, camping, cooking, football, golfing, music, sewing, woodworking, traveling, and spending time with his family.
Steven D
Series 66
Waverly, PA
Equitable Advisors
Steven Deriancho is a financial advisor with Equitable Advisors in Waverly, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003, having previously worked with Axa Advisors, LLC. Outside of his advisory role, Deriancho serves as a board member and coach for the Abington Area Girls Softball League and is a board member of LifeCraft Sciences, Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.
Anthony L
Series 66
Moosic, PA
Mass Mutual Investors Services
Anthony Lima is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His work history includes roles at MML Investors Services LLC and Mass Mutual Life Insurance Company/MMGP since 2024, along with prior experience in various positions from 2016 to 2024. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and structured annual planning relationships to deliver goal-based recommendations.
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Finding advisors...
265 advisors near
18434
within the area shown on the map
Out of 400,000+ nationwide