Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

725 advisors near
17070

Out of 400,000+ nationwide

firm logo

Malene F

Series 66

Palmyra, PA

Edward Jones

Malene Frost is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Her prior roles include positions at Equinox, Bedford Stuyvesant Restoration Corporation, GlaxoSmithKline, and Calvin Klein. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Ronald V

Series 66

Camp Hill, PA

Thrivent Investment Management

Ronald Vansteenacker is a Series 66-credentialed financial advisor with 12 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering holistic, goal-based analyses and written recommendations across various planning topics without managing client portfolios directly.

Business ownership considerations
user avatar
firm logo

Steven F

Series 63, Series 65

Lemoyne, PA

LPL Financial

Steven Fetterhoff is a financial advisor at LPL Financial with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Cetera, Cetera Wealth Services, LLC, and Royal Alliance. Outside of his advisory work, Fetterhoff serves as a volleyball official for NCAA Division I and II games. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
firm logo

Tyler B

Series 63, Series 65

Camp Hill, PA

Edward Jones

Tyler Baldwin is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at First Command Brokerage Services, Johnson Controls, City Light & Power, and Baltimore County Public Schools. He has served in the Air Force Reserve since 2011. 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 wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Founder/Business Owner Military & Veterans
firm logo

Stephen B

Series 66

Camp Hill, PA

Merrill

Stephen Brindle is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on wealth management planning for high net worth individuals and families, providing a customized experience tailored to each client's goals and values. Stephen's approach centers on understanding each client's priorities, risk tolerance, investment personality, time horizon, and liquidity needs to develop personalized wealth management strategies. His expertise encompasses areas such as college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, and tax minimization. Since beginning his career with Merrill in 2008, Stephen has earned the CERTIFIED FINANCIAL PLANNER™ certification and holds the Personal Investment Advisor designation. He graduated from James Madison University with a bachelor's degree in finance, including a European business concentration and an environmental studies minor. Stephen is involved in his local community, serving on the Friends of Fort Hunter Board and contributing to volunteer efforts with the Central PA Food Bank. His personal interests include adventure sports, fishing, gardening, hiking, music, photography, spending time with family, traveling, and volleyball.

Wealth management ESG / Sustainable investing General retirement planning Charitable giving & philanthropy General estate planning guidance Financial Professional HENRY (High Earners, Not Rich Yet) Young Families
user avatar
firm logo

Elizabeth M

Series 63, Series 66

Hummelstown, PA

Thrivent Investment Management

Elizabeth Mc Kinley is a financial advisor with Thrivent Investment Management and holds Series 63 and Series 66 licenses. She has seven years of industry experience, all with Thrivent Financial and Thrivent Investment Management since 2018. Outside of her advisory work, she serves on the Board of Directors for the YWCA Carlisle and Cumberland County and works as a voting machine operator and clerk for the Cumberland County Bureau of Elections. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers planning engagements either as one-time or ongoing relationships and combines planning with managed-account services under a consolidated billing option called WealthPlan.

Business ownership considerations
user avatar
firm logo

Carol S

Series 63, Series 66

Harrisburg, PA

LPL Financial

Carol Seidel Mcnelley is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at LPL Financial since 2018 and previously was with Invest Financial Corporation from 2015 to 2018. Outside of her advisory role, she operates as an independent voice work contractor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationally. The firm offers a wide range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research and model portfolios from various sources.

College savings (529s, UTMA, etc.)
firm logo

Brian F

Series 65, Series 66

Camp Hill, PA

Merrill

Brian Fields serves as the Resident Director at Merrill's Camp Hill office. With over 45 years of experience in business and finance, including 25 years as a financial advisor, he joined Merrill in 2019. Brian's previous roles include work at Legg Mason, Morgan Stanley, and RBC Wealth Management in Lemoyne, PA, as well as positions in corporate finance with Giant Food Stores and Ahold USA as a Controller. He holds a Bachelor's Degree in Accounting from The Ohio State University and an MBA from Penn State University. Brian is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor, focusing on areas such as college education planning, retirement income, tax minimization, and small business strategies. He is dedicated to helping families and business owners plan for their financial futures by developing personalized financial strategies. Brian is involved with the Financial Planning Association of Central Pennsylvania and volunteers with the Mechanicsburg North Rotary and the Ohio State University Alumni Association of Central PA. He has been married for over 41 years and enjoys football, golfing, hiking, reading, and spending time with his family.

General retirement planning Retirement income strategy Income planning Divorce financial planning College savings (529s, UTMA, etc.) Women Professionals Women's Finance Young Families Parents
user avatar
firm logo

Peyton W

Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Peyton Wolfe is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and beginning his career in 2025. He previously worked at MSC Industrial Supply and served as an educator at Northern Lebanon High School and Temple University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides collaborative, annual financial planning engagements supported by firm-approved analytical tools, with a focus on recommending investment categories and strategies.

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

Dean C

Series 63, Series 65

Camp Hill, PA

Raymond James Financial

Dean Cook Jr. is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Raymond James since 2003. Outside of his advisor role, he operates an independent contractor business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by risk profiling and modeling tools, and maintains specialized services such as municipal advisory support and SIMPLE IRA employer consulting programs.

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

Thomas W

Series 66, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Thomas Weber is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 65 and Series 66 licenses and 14 years of industry experience. He previously worked at Wienken Advisors, Ltd. for seven years and currently co-leads financial literacy seminars as an instructor with Appalachian Financial Literacy Group, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning relationships using proprietary software and also conducts 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

Pene S

Series 63, Series 65

Camp Hill, PA

LPL Enterprise

Pene Shoemaker is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

John L

Series 63, Series 65

Mechanicsburg, PA

LPL Financial

John Lanzetta is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior experience includes roles at Securities America Advisors, Questar Capital Corporation, and Ic Advisory Services. Outside of his advisory work, he operates LifeSpan Financial Associates, a business related to non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Sarah H

Series 66

Hershey, PA

Equitable Advisors

Sarah Hilbolt is a financial advisor with Equitable Advisors in Hershey, PA, holding a Series 66 designation and 18 years of industry experience. She previously worked at AXA Advisors, LLC, and has been with Equitable Advisors since 2014. Outside of her advisory role, she serves as a power of attorney for her mother. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing a delivery model that emphasizes LPL-sponsored programs and endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

Brian L

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Brian Logan is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2003 and is also associated with Wienken Advisors since 2008. Outside of his advisory work, he is an investor in a local golf simulator business. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning engagements as annual collaborations using firm-approved software 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

Ella S

Series 66

Mechanicsburg, PA

Ameriprise

Ella Still is a financial advisor with Ameriprise holding a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise in 2026, she held various roles including positions at The Hershey Company and 2R Consulting Group. She has a background in education, having worked with the Northern York County School District for 13 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, utilizing proprietary research and third-party data within a defined investment framework.

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

Melissa P

Series 63, Series 66

Mechanicsburg, PA

LPL Financial

Melissa Pujia is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Securities Service Network, Inc. for 14 years before joining LPL Financial in 2020. She is also a notary in Mechanicsburg, PA. 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 broad range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Travis N

Series 66

Lemoyne, PA

Wells Fargo Clearing

Travis Ney is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and beginning his advisory career in 2025. He is also the owner of Red Tie Entertainment Inc, a wedding DJ business he founded in 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Retired Founder/Business Owner
firm logo

Thomas W

Series 63, Series 65

Camp Hill, PA

Merrill

Thomas Wertz is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. He co-founded the Wertz Eberts Group and has been with Merrill since 1991, bringing over 30 years of experience to his role. He and his team focus on creating wealth management strategies to build, preserve, and distribute wealth by understanding clients' goals, risk tolerance, time horizon, and liquidity needs. Thomas holds a Bachelor's Degree from Indiana University of Pennsylvania and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His expertise includes college education planning, legacy planning, liquidity management, managing new wealth, tax minimization, and retirement income. He resides in Enola with his wife, Holly, and their three children. Thomas's personal interests include biking, football, golfing, hiking, music, and reading.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Tax-loss harvesting Parents Mid-Career Professionals
firm logo

John H

Series 63, Series 65

Camp Hill, PA

Merrill

John Hallahan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1995 following his graduation from Lynchburg College with a bachelor's degree in business. In his role, John helps clients develop personalized wealth management strategies that are tailored to their financial situations and goals, taking into account changing market conditions. John’s expertise covers a range of areas including college education planning, legacy planning, liquidity management, small business strategies, tax minimization, and retirement income. He focuses on building a comprehensive understanding of each client’s financial picture and priorities, and leverages investment insights from Merrill as well as banking and lending solutions from Bank of America to address diverse financial needs. In addition to his professional work, John participates in community volunteering, reflecting the Merrill tradition of engagement in the communities served. Outside of work, he enjoys fishing, golfing, hunting, and spending time with his family. John holds the Personal Investment Advisor (PIA) designation.

Wealth management Retirement income strategy Tax-loss harvesting College savings (529s, UTMA, etc.) Business sale tax planning
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")