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Brian D
Series 63, Series 66
Wilkes-Barre, PA
Mass Mutual Investors Services
Brian Dougher is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Guardian Life and has been with Mass Mutual since 2022. Outside of his advisory role, he is involved in life, disability, and fixed annuities insurance sales and manages accounting operations for Meridian Financial Partners, LLC. MassMutual 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 ongoing financial planning, asset management, and educational seminars, delivering tailored recommendations using firm-approved software without investment discretion as part of the planning process.
Nyle B
Series 63, Series 66
Wilkes-Barre, PA
Mass Mutual Investors Services
Nyle Berkes is a financial advisor at Mass Mutual Investors Services with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Berkes serves as a board member of the Community Giving Foundation, participating in charitable fund distribution and community events. 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 firm-approved software and offers specialized services including divorce planning and employer-sponsored planning programs.
Robert K
CFP®, Series 63
Kingston, PA
Ameriprise
Robert Kosek Jr. is a CFP®-designated financial advisor with Ameriprise who has 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 1999. Outside of his advisory role, he is involved with Stephenson Foundational Management LLC, where he manages an advisory business. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.
William P
Series 66
Dickson City, PA
Ameriprise
William Philipps is a Series 66-licensed financial advisor with Ameriprise in Shohola, PA, and has 12 years of industry experience. He has been with Ameriprise since 2013, including six years at the current firm. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Brian Z
Series 63, Series 66
Moosic, PA
LPL Financial
Brian Zabriski is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked at M&T Bank since 2001 and joined LPL Financial in 2021. 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 investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.
Vincent R
Series 63, Series 66
Wilkes Barre, PA
Morgan Stanley
Vincent Rocco is a financial advisor with Morgan Stanley in Wilkes Barre, PA, holding Series 63 and Series 66 credentials and nine years of industry experience. Since 2014, he has also served as a professor at the University of Scranton. 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 through a structured planning process and a wide range of investment offerings.
James S
Series 63, Series 65
Scranton, PA
Morgan Stanley
James Schuster is a financial advisor with Morgan Stanley in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and methodologies, including Monte Carlo simulations, to support its financial planning services.
Andrew W
Series 63
Scranton, PA
Morgan Stanley
Andrew Wilshinsky is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 63 credential and 34 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Wilshinsky serves as a co-trustee on multiple trusts, including charitable and personal trusts, and is trustee of Sigrid's Animal Trust, which is dedicated to animal-related purposes. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.
Vitangelo R
Series 66
Wilkes-Barre, PA
Mass Mutual Investors Services
Vitangelo Recchia is a financial advisor with Mass Mutual Investors Services in Wilkes-Barre, PA. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and provides event-driven planning programs such as estate-settlement and employer-sponsored planning.
Russell G
Series 66, Series 63
Wilkes-Barre, PA
Ameriprise
Russell Goodman Jr. is a financial advisor with Ameriprise in Wilkes-Barre, PA, holding Series 66 and Series 63 credentials and 27 years of industry experience. He has worked with Ameriprise and its affiliates since 2000. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning with tax-aware withdrawal strategies.
James T
Series 63, Series 65
Clarks Summit, PA
LPL Financial
James Teeple Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He previously worked at SagePoint Financial, Inc. for seven years and OSAIC for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research.
Michele E
Series 63, Series 66
Moosic, PA
Mass Mutual Investors Services
Michele Ednock is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has nine years of industry experience. She previously worked at NYLIFE Securities LLC and The Advocacy Alliance. Michele is based in Moosic, PA. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars.
Mark K
Series 63
Wilkes Barre, PA
Morgan Stanley
Mark Korlishin is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 26 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he worked at Citigroup Global Markets beginning in 1999. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.
Christopher H
CFP®, Series 66, Series 63
Dickson City, PA
Ameriprise
Christopher Hauber is a CFP® professional with four years of experience, currently serving as a financial advisor at Ameriprise. His prior experience includes roles at The Vanguard Group and Ameriprise Financial. Outside of his advisory work, he owns a retail business called Mr. Mojo and operates an e-commerce store specializing in infant apparel and accessories. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.
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.
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