Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

358 advisors near
17406

Out of 400,000+ nationwide

user avatar
firm logo

Derrick H

Series 63, Series 65

York, PA

LPL Financial

Derrick Hamm is a financial advisor at LPL Financial with 27 years of industry experience. His prior roles include positions at SCF Investment Advisors, SCF Securities, and Williams Financial Group. He is also involved in music as an artist with Blackout Films. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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

Jason W

Series 63, Series 65

York, PA

Raymond James Financial

Jason Weber is a financial advisor with Raymond James Financial in York, PA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has previously worked at Wells Fargo Advisors Financial Network LLC and has been with Raymond James Financial and its affiliated entities since 2018. Weber is also the owner of Ashton Rae Inc. and LongView Wealth Solutions, both support companies based in York. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm employs non-discretionary planning tailored to client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

David S

Series 63

York, PA

Raymond James Financial

David Sprenkle is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 35 years of industry experience. Prior to joining Raymond James, he worked at Janney Montgomery Scott, LLC for 13 years. He is also involved in Sprenkle Wealth Management LLC, a financial advisory business he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its services through a large advisor network and affiliated firms.

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

Clint N

Series 63, Series 65

York, PA

Fidelity

Clint Neff is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Santander Securities, AXA Advisors, and MassMutual. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is involved in managing model portfolios, advisory services for registered investment companies, and uses systematic methodologies alongside AI tools in its research.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

Kenneth H

Series 66

Manheim, PA

Edward Jones

Kenneth Hameloth is a Series 66-licensed financial advisor with Edward Jones, based in Manheim, PA. He has 19 years of industry experience, all of which has been with Edward Jones. Outside of his advisory role, he owns and maintains rental property in Manheim. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Molly B

Series 66

York, PA

Thrivent Investment Management

Molly Bruce is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing four years of industry experience. She has worked with various Thrivent entities since 2021 and previously was affiliated with Messiah University for five years. Outside of her advisory role, she serves on the board of Shining Stars Therapeutic Ministries, which provides therapeutic horsemanship instruction. Thrivent Investment Management offers Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses without discretionary trading authority. The firm allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Emily S

Series 66

York, PA

LPL Financial

Emily Sides is a financial advisor with LPL Financial in York, PA, holding a Series 66 designation and nine years of industry experience. She previously worked at RBC Wealth Management for seven years before joining LPL Financial in 2023. 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 brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

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

William H

Series 66

York, PA

Ameriprise

William Heird is a financial advisor at Ameriprise with one year of industry experience. He previously worked at Edward Jones for two years and has a background in healthcare, having been employed at Bozeman Health and the Advanced Vein and Laser Center. He holds a Series 66 designation. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides written recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and recent algorithmic automation.

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

Robert B

Series 63, Series 66

Mountville, PA

OSAIC

Robert Bruner is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Capital. Outside of advising, he is involved in seasonal tax preparation and life insurance premium financing through his own firm, Bruner Wealth Management, and coaches basketball at Dayspring Christian Academy. OSAIC serves a diverse client base ranging from individual investors to institutions and offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk assessment, and access to multiple investment platforms and third-party managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

David H

Series 66

York, PA

Raymond James Financial

David Herbst is a financial advisor with Raymond James Financial in York, PA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and KCA Wealth Management. He is also involved with Integrity Wealth Strategies LLC in a support capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to provide tailored, non-discretionary planning and consulting, and it supports a broad network of advisors with municipal and public finance services.

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

Alfred C

Series 63, Series 65

Landisville, PA

Cetera

Alfred Cooke III is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at multiple firms including New York Life Insurance, Securian Financial Services, and runs his own entity, Cooke Financial, LLC. Outside of advisory roles, he is involved in selling life, disability, and annuity insurance. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with various program options and manages over $256 billion in assets.

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

Tyler B

Series 66

Dover, PA

LPL Financial

Tyler Baker is a financial advisor with LPL Financial in Dover, PA, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Investments and Grove Point Advisors from 2022 to 2025 and has operated Baker Financial Group since 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, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

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

Christopher G

Series 65, Series 63

Elizabethtown, PA

Thrivent Investment Management

Christopher Grant is a financial advisor with Thrivent Investment Management in Elizabethtown, PA, holding the Series 65 and Series 63 credentials and bringing nine years of industry experience. Prior to joining Thrivent in 2017, he worked at Lowe's from 2013 to 2017. Outside of his advisory role, he has volunteered for over a decade with Cigars for Good, a nonprofit organization focused on raising funds to support children and families in need. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Business ownership considerations
user avatar
firm logo

Cameron G

Series 66

York, PA

LPL Financial

Cameron Goodling is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets and Geller Brothers LLC. He also has experience working in education and retail sectors, including a role with the West York Area School District. 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 financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and technology solutions.

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

Bryan E

Series 66

Elizabethtown, PA

Ameriprise

Bryan Everhart is a Series 66-licensed financial advisor with Ameriprise in Columbia, PA, with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his primary role, he is also an Associate Financial Advisor at Liberty Wealth Advisory Group, where he provides investment and retirement planning advice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

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

Brian G

Series 63, Series 65

York, PA

Raymond James Financial

Brian Gleason is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 27 years of industry experience. Prior to joining Raymond James, he worked at Prospera Financial Services for six years. Gleason also serves as a branch manager and brokerage compliance officer at Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, charitable organizations, and institutional investors. The firm offers tailored non-discretionary planning and consultative services, utilizing analytical tools and encourages implementation through its advisory programs or other providers.

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

Eugene K

Series 63, Series 65

York, PA

Raymond James Financial

Eugene Klesser II is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Triad Advisors LLC, OneDigital Investment Advisors, JPMorgan Chase Bank, and J.P. Morgan Securities. He is currently associated with Jeffrey A. Gay, CFP, supporting the financial advisor practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning and consulting tailored to client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA employer advisory programs.

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

Russel U

ChFC®, Series 63, Series 66

Etters, PA

Cetera

Russel Urffer Jr. is a financial advisor at Cetera with 51 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Cetera in 2025, he spent over 17 years with Concourse Financial Group Securities Inc. Outside of his advisory role, he serves as president of MidAtlantic Insurance Consultants Ltd, a wholesale distributor of life, disability, annuity, and long-term care insurance products, and is treasurer of the Harrisburg Forest #43 Tall Cedars of Lebanon International. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform featuring 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 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")