Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

William G

Series 66

Mechanicsburg, PA

Raymond James Financial

William Gekas is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked in various roles since 2014, including positions at DoorDash Inc. and Penn State University. Gekas is also an associate at Financial Compass Group Inc., where he supports financial advisory services in a non-producing capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and advisory services supported by analytical tools and maintains unique affiliations, such as with a municipal advisor, to enhance its service offerings.

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

De Sean L

Series 63, Series 65

Mechanicsburg, PA

Cetera

De Sean Longino is a financial professional with Cetera, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at MassMutual, PFM Asset Management, Thrivent Financial, Northwestern Mutual, and Psecu. He serves as president and board member of Sandy Shores Inc., a charity promoting financial literacy. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors who serve individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services through a multi-manager platform with access to affiliated and unaffiliated 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

Scott B

ChFC®, Series 63

Newville, PA

Ameriprise

Scott Bechtold is a financial advisor with Ameriprise, holding the ChFC® designation and Series 63 license, with 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advisory work, he is involved in business ownership and management activities related to office operations and market research through entities such as LJS Group LLC. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with substantial investable assets. The firm provides advisory, brokerage, and insurance solutions, delivering retirement-income recommendations through a centralized consulting team using research, modeling, and tax-efficiency analysis.

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

Ronald L

CFP®, Series 63, Series 65

Camp Hill, PA

Cetera

Ronald Leuschen is a financial advisor at Cetera with 36 years of industry experience. He holds the CFP® designation and has worked previously at American Express Financial Advisors Inc. and Ids Life Insurance Company. In addition to advisory work, he is involved in selling health and annuity insurance as an agent and manages a financial services DBA, Advantage Wealth Management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform providing access to affiliated and third-party managers, with a range of discretionary and non-discretionary portfolio management and financial planning services.

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

Gerald R

Series 63, Series 65, Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Gerald Rasmus is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. He has worked at MML Investors Services and MassMutual since 2018 and previously at Baltimore Life from 2010 to 2018. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations in collaborative annual engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Ryan S

CFP®, Series 66

Mechanicsburg, PA

Ameriprise

Ryan Stephenson is a CFP®-credentialed financial advisor with Ameriprise in Mechanicsburg, PA, and has 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on the board of the Bob Craig Youth Foundation and coaches youth softball in Mechanicsburg. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm employs a centralized service team to produce personalized recommendation reports, drawing on proprietary research and third-party data within a defined investment ecosystem.

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

James G

CFP®, Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

James Grier is a CFP® credentialed financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, and has eight years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2017 and previously worked at Enterprise Holdings and Millersville University of Pennsylvania. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved software and offers specialized planning programs such as divorce and estate-settlement planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Jordan L

Series 66

Mechanicsburg, PA

Ameriprise

Jordan Lawson is a financial advisor with Ameriprise in Mechanicsburg, PA, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Crowley Maritime, Leon's Transportation, and Frederick County Public Schools. Outside of his advisory work, he is involved with Stephenson Foundational Management, LLC, and also works part-time in warehouse management and clerical support for a local logistics company. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions typical of a large institutional provider.

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

Edward T

CFP®, Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Edward Trainor is a CFP® professional with 17 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Co in Mechanicsburg, PA. He has been with these firms since 2008. Outside of his advisory role, Trainor is involved as an investor in a golf simulator business through The Conodoguinet Club, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using proprietary software and offers a range of educational seminars and specialized planning services.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Donald M

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Donald Montgomery is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MML Investors Services and Mass Mutual Life Insurance Company since 2010. Mass Mutual Investors Services, LLC 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, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Scott M

Series 63, Series 65

Camp Hill, PA

Cambridge Investment Research Advisors

Scott Moyer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he is an independent insurance agent with Moyer Financial Services LLC. Cambridge Investment Research Advisors serves a diverse clientele including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary model strategies and third-party managers with both discretionary and non-discretionary approaches.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Trevor L

Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Trevor Leo is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds the Series 66 designation and has worked with MML Investors Services, LLC and MassMutual Life Insurance Co since 2018. Prior to this, he was employed at Mid Penn Bank for one year. 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, wrap and money-manager programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Matthew E

ChFC®, Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Matthew Eberly is a financial advisor at MassMutual Investors Services with 21 years of industry experience. He holds the ChFC® designation and is registered with Series 63 and Series 65 licenses. His career includes roles at Wienken Advisors Ltd since 2013 and a longstanding association with MassMutual and its subsidiary MML Investors Services since 2004. Outside of his advisory work, he serves as president of the South Mountain Cyclones youth softball club. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

James T

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

James Thomas is a financial advisor with MassMutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 65 designations and over 21 years of industry experience. He has worked at MassMutual Life Insurance Company and MassMutual Investors Services since 2004 and was previously with Wienken Advisors, Ltd. from 2015 to 2023. In addition to his advisory role, he co-leads and instructs financial literacy seminars at Appalachian Financial Literacy Group, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides tailored financial planning through collaborative annual engagements, utilizing firm-approved software tools to analyze client goals and deliver written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Shea F

Series 66

Mechanicsburg, PA

LPL Financial

Shea Fisler is an advisor with LPL Financial holding a Series 66 designation and has been in the industry since 2025. Prior to joining LPL Financial, Shea worked at Investor First Wealth Management and has experience in educational roles at Messiah University, Covenant College, and Northern York County School District. 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 asset management services through a large network of advisors and utilizes various advisory strategies supported by advanced operational and research tools.

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

Michael C

Series 66

Carlisle, PA

Edward Jones

Michael Cornfield is a financial advisor with Edward Jones in Carlisle, PA, holding a Series 66 designation and 17 years of industry experience. He has worked at Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business exit / sale strategy General estate planning guidance Inheritance planning Retired Founder/Business Owner Executive
firm logo

Wilbur G

Series 66

Carlisle, PA

Edward Jones

Wilbur Gordon is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held roles at several companies including XFINITY, Archtelecom, and Shippensburg University. He was also the owner of Marketbid L.L.C., an e-commerce business selling cell phone accessories that ceased operations in April 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and a large network of advisors and branch offices across the United States.

Wealth management Passive / index investing Retirement income strategy ESG / Sustainable investing Military & Veterans Young Professionals Values-based investing
user avatar
firm logo

Mandeep S

Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Mandeep Singh is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds a Series 66 designation and has worked previously at Janney Montgomery Scott LLC, Bank of America, Merrill, and PNC Financial Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools to deliver written recommendations tailored to client goals.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

James D

Series 63, Series 65

Dillsburg, PA

Primerica Advisors

James Deffenbaugh is a financial advisor with Primerica Advisors in Dillsburg, PA, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Service since 1992. Aside from advisory work, he is involved in sales of loan products and home security services through Primerica Mortgage, LLC and affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors alongside corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-based investment strategies managed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Christopher Z

Series 66

Camp Hill, PA

Cetera

Christopher Zeigler is a financial advisor at Cetera with six years of industry experience and holds a Series 66 license. He has worked with Orrstown Financial Advisors and Cetera Wealth Services, and also serves as board president of Bethany Development Corporation, which provides low-income senior housing. Additionally, Zeigler is vice president of Family Design Resources, a foster care services organization, and works as a basketball official for recreational and high school leagues. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to 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
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”)