Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

727 advisors near
17109

Out of 400,000+ nationwide

user avatar
firm logo

Matthew G

Series 66

Harrisburg, PA

Guardian Life

Matthew Gunter is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience and has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2019. Outside of his advisory role, he is involved in selling non-Guardian products on a limited basis. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar
firm logo

John O

Harrisburg, PA

Integrated Wealth Concepts LLC

John Obrock is a financial advisor with Integrated Wealth Concepts LLC in Harrisburg, PA. He holds over eight years of experience in the industry and has been associated with Integrated Wealth Concepts since 2026. He also has a long-standing career at WildeMan and Obrock, CPA's, where he has worked since 1985. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors wrap-fee programs with a focus on customized portfolios and a combination of internal and third-party asset management.

Retirement income strategy Active portfolio management Wealth management Founder/Business Owner Executive
user avatar
firm logo

William G

ChFC®, Series 63

Harisburg, PA

Eagle Strategies (NY Life)

William Gammon is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® and Series 63 designations. He has 11 years of industry experience, currently serving clients in Harrisburg, PA. His career includes roles at Nylife Securities LLC and New York Life Insurance Company since 2014. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and operates primarily with a non-discretionary asset base.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Michael W

Series 63, Series 66

Hershey, PA

Valic Financial Advisors

Michael Waverka is a financial advisor with Valic Financial Advisors in Hershey, PA, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Valic Financial Advisors since 2012 and also serves as an agent at Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Martin C

Series 63

Lemoyne, PA

Janney Montgomery Scott

Martin Chronister is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and possessing 57 years of industry experience. He has been with Janney Montgomery Scott since 1978. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities through various advisory and brokerage services.

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

Edward F

CFP®, Series 63, Series 65

Camp Hill, PA

PNC Wealth Management

Edward Frome is a CFP® professional with 29 years of experience in the financial services industry. He is currently with PNC Wealth Management and has previously worked at Wells Fargo Clearing Services LLC and Ameriprise Financial Services, Inc. since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and implements portfolios via approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
user avatar
firm logo

Stephen L

CFP®, Series 63, Series 65

Harrisburg, PA

Newedge Advisors

Stephen Landersman is a CFP®-certified financial advisor with 37 years of industry experience, currently with NewEdge Advisors since 2021. His prior experience includes 15 years at CUSO Financial Services and roles at NewEdge Securities. Outside of his advisory work, Landersman is involved in several business ventures, including serving as President of Unifi Advisors LLC and as Secretary/Treasurer of Blue Ridge Medical Spa, a medical spa providing Botox injections and other esthetic services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and access to third-party managers through multiple program structures, emphasizing centralized due diligence and technology-supported advisor solutions.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Seth G

Series 63, Series 65

Mechanicsburg, PA

Empower Advisory Group

Seth Gray is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at PA Options for Wellness and NewRez, and has been with Empower in various roles since 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm uses an integrated service model linked to Empower’s recordkeeping systems, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Eugene A

Series 63

Lemoyne, PA

Janney Montgomery Scott

Eugene Anastasio Jr. is a financial advisor at Janney Montgomery Scott with 37 years of experience in the industry. He holds the Series 63 designation and has been with Janney Montgomery Scott since 2008. Outside of his advisory role, he is the owner and president of METANO, LLC and serves as a committee member of Owl Hollow Associates, LLC. 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 clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

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

Debra S

Series 63, Series 65

Mechanicsburg, PA

Mariner

Debra Sherman is a financial advisor at Mariner with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Mariner Wealth Advisors since 2021, previously serving at Domani Wealth, LLC and PBWM Holdings, LLC. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm uses a discretionary, customized portfolio approach supported by in-house research and third-party managers, with an emphasis on integrating tax and accounting services alongside traditional portfolio management.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Julie B

CFP®, Series 63, Series 65

Harrisburg, PA

OSAIC Institutions, INC.

Julie Bramlitt is a CFP® with 20 years of experience in the financial industry. She currently works with OSAIC Institutions, INC. and has previously held roles at firms including Infinex Investments, Inc., Mid Penn Bank, and LPL Financial. Bramlitt is also involved as a licensed agent with MediPlan Connect, conducting joint seminars related to Medicare plans. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model that combines discretionary and non-discretionary management with third-party and lending platform solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Gerald W

Series 63

Wormleysburg, PA

Hornor, Townsend & Kent, LLC

Gerald Waln is a financial advisor at Hornor, Townsend & Kent, LLC with 32 years of industry experience. He holds a Series 63 designation and has been with Hornor Townsend & Kent since 2017. Prior to that, he spent time at Penn Mutual Life Insurance, MSI, and Mass Mutual. Outside of advisory work, he serves as a lay pastor and is involved in several local civic and nonprofit boards, including senior housing and community beautification organizations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, working with third-party asset managers to offer both discretionary and non-discretionary account options.

Business succession planning Wealth management
user avatar
firm logo

Stephen M

Series 63, Series 65

Harrisburg, PA

AE Wealth Management, LLC

Stephen Myers is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at AE Wealth Management since 2021 and is also co-founder of Reverent Asset Management, where he sells fixed life insurance, annuities, and long-term care products. Additionally, he sells home and auto insurance to friends and family. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, employing a variety of investment strategies and serving a large client base through standardized model and platform services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
user avatar
firm logo

Phillip P

Series 63

Palmyra, PA

Ameritas Advisory Services, LLC

Phillip Palanzo is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 39 years of industry experience. He has worked with Ameritas in various capacities since 1997 and has operated Palanzo Financial Services, Inc. since 1976. He is licensed as an independent insurance agent specializing in fixed life insurance and annuity products. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management and consulting solutions across discretionary and non-discretionary programs.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
user avatar
firm logo

Colton C

Series 63, Series 65

Camp Hill, PA

Empower Advisory Group

Colton Comstock is a financial advisor with Empower Advisory Group in Camp Hill, PA, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Efs, Inc and GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Robert H

Series 63, Series 66

Harrisburg, PA

Eagle Strategies (NY Life)

Robert Hassler is a financial advisor with Eagle Strategies (NY Life) in Harrisburg, PA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Eagle Strategies since 2020 and has worked with Nylife Securities LLC and New York Life Insurance Co. since 2010 and 2007, respectively. Outside of his advisory work, Hassler serves as chair of the Endowment Fund Committee at Messiah United Methodist Church and is involved with several local high school sports booster clubs. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm offers multiple program types tailored to client objectives, including financial plans, fee-based advice, retirement plan consulting, and advisory services linked to insurance and annuity products, with a significant portion of its assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Ryan C

CFP®, Series 63, Series 65

Duncannon, PA

GWN Securities Inc.

Ryan Christensen is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2008. He is a licensed insurance agent offering life insurance, annuities, and long-term care products. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selection. The firm uses a combination of affiliated and unaffiliated sub-advisers and employs both traditional asset allocation and tactical, momentum-based strategies in some legacy programs.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
user avatar
firm logo

Seth S

Series 63, Series 65

Mechanicsburg, PA

Commonwealth Financial Network

Seth Scott is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company for a decade before joining Commonwealth and founding Four Arrows Financial Group, where he dedicates part of his time to fixed insurance sales. Four Arrows Financial Group is a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management and retirement plan consulting, and offers advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Brian H

Series 63, Series 65

Camp Hill, PA

Eagle Strategies (NY Life)

Brian Hankinson is a financial advisor with Eagle Strategies (NY Life) based in Camp Hill, PA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes a twelve-year tenure at Coco Chiropractic Associates LLC before beginning his financial services career with New York Life Insurance Co and NYLIFE Securities LLC in 2017. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant focus on non-discretionary assets and advisory services linked to insurance and annuity products within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Bradley N

CFP®, Series 63, Series 65

Harrisburg, PA

Focus Partners Wealth, LLC

Bradley Newman is a CFP® with 22 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. He previously worked at Kovitz Investment Group Partners, LLC, Fort Pitt Capital Group LLC, and Roof Advisory Group, Inc. Newman is a member of the Investment Committees for the United Way of the Capital Region and Ronald McDonald House of Central PA, where he contributes his expertise in cash-flow and investment strategy. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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”)