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Collin S

CFP®, Series 63, Series 66

Ebensburg, PA

STIFEL

Collin Seymour is a financial advisor at Stifel with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Stifel in 2024, he held roles at Bank of America, Merrill Lynch, and The Vanguard Group. He serves as a board member of the Central Cambria Education Foundation. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Adam C

CFA®, Series 63, Series 65

Altoona, PA

Cetera

Adam Corle Landolfi is a CFA® charterholder with 14 years of industry experience, currently advising at Cetera. His prior work includes roles at Girard Securities, Inc., Cetera Wealth Services, LLC, and Iron Way Wealth Management, where he provides financial advisory services as an independent contractor. Outside of advisory work, he serves as an assistant golf coach at The Pennsylvania State University. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers diverse investment solutions through a multi-manager platform, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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James I

Series 63

Altoona, PA

Raymond James Financial

James Isola is a financial advisor with Raymond James Financial in Altoona, PA, holding a Series 63 credential and bringing 29 years of industry experience. His prior work includes eight years at Wells Fargo Clearing Services/Advisors LLC. Outside of advisory roles, he is engaged in client services and administration at Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm uses fact-finding and analytical tools to tailor non-discretionary planning and consulting to client goals and supports a broad network of advisors and affiliated firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Amy S

Series 63, Series 65

Altoona, PA

Cambridge Investment Research Advisors

Amy Seltzer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2011 and has operated Seltzer Financial Strategies since 2004. Outside of her advisory work, she serves as co-treasurer of the Agudath Achim Sisterhood and is a board trustee of The Georgio Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals using a range of portfolio management approaches and custody arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Keith B

Series 63, Series 65

Altoona, PA

Primerica Advisors

Keith Becker is a financial advisor with Primerica Advisors in Altoona, PA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1999. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-driven strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a percentage-based tiered wrap fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Kaitlin E

Series 63, Series 66

Altoona, PA

LPL Financial

Kaitlin Eberhart is a financial advisor with LPL Financial in Altoona, PA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at Next Financial Group, Inc. for 18 years before joining LPL Financial in 2025. Eberhart is also registered as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Kim F

Series 63, Series 66

Altoona, PA

LPL Financial

Kim Fogle is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2025, Kim worked for NEXT Financial Group from 2009 to 2023. Outside of financial advising, Kim is a certified yoga instructor specializing in Yin, Restorative, Trauma Sensitive, and Hot Power yoga. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both internal and third-party sources.

College savings (529s, UTMA, etc.)
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John F

CFP®, ChFC®, Series 63, Series 65

Altoona, PA

Cetera

John Fleming is a financial advisor with Cetera, holding the CFP® and ChFC® designations and over 40 years of industry experience. He previously worked at First Allied Securities, Inc. and First Allied Advisory Services, Inc., and has been involved with VIP Ventures, LLC for more than two decades. Outside of his advisory work, he operates a law office providing attorney and paralegal services. 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 with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michael I

Series 63, Series 65

Altoona, PA

Raymond James Financial

Michael Irwin is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. His career includes roles at Jersey Shore State Bank and NSS Group, alongside a long tenure at Raymond James Financial. Outside of his advisory work, he is an owner of a support company and is involved in various non-investment-related business activities. 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, institutional clients, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical modeling, and supports clients in implementing recommendations through multiple advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Matthew H

Series 63, Series 65

Patton, PA

LPL Financial

Matthew Holtz is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group Inc for 18 years. Outside of advising, he owns Matt Holtz Paintless Dent Repair and an independent car care business in Patton, PA. LPL Financial serves individual and institutional clients with a wide range of advisory programs, retirement plan consulting, and brokerage services delivered through a large national network. The firm combines discretionary and non-discretionary management with model portfolios and research from multiple sources, and offers institutional solutions alongside individual client advice.

College savings (529s, UTMA, etc.)
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Linda B

Series 63, Series 66

Altoona, PA

LPL Financial

Linda Burns is a financial advisor at LPL Financial with 27 years of industry experience. She previously worked for NEXT Financial Group, Inc. for 25 years before joining LPL Financial in 2025. Burns holds Series 63 and Series 66 designations and is based in Altoona, Pennsylvania. She is also involved in non-variable insurance activities related to investments. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Kenneth D

Series 63, Series 66

Altoona, PA

LPL Financial

Kenneth Decker is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. He previously spent 26 years with Next Financial Group, Inc. Decker operates Ken Decker Financial, a business associated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering diverse advisory programs and financial planning services through its national network of representatives.

College savings (529s, UTMA, etc.)
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Joseph Z

Series 63, Series 65

Altoona, PA

OSAIC

Joseph Zerbee is a financial advisor with Osaic Wealth, Inc. in Altoona, PA, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Securities America, Inc., where he worked for a total of 18 years. Outside of his advisory work, Zerbee is also involved as an insurance agent, selling fixed annuities and life insurance products. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a diverse investment platform that incorporates firm-provided tools for asset allocation, risk assessment, and automated rebalancing across multiple asset classes and account structures.

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

Series 66

Altoona, PA

Ameriprise

Alex Hinton is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. He previously worked at S&T Bank, BB&T, United Bank, and NewDay Financial. 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 recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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David M

Series 63, Series 66

Altoona, PA

Ameriprise

David Miller is a financial advisor at Ameriprise with 40 years of industry experience. He has been with Ameriprise and its predecessor firms since 1985. Outside of his advisory role, he manages his own business, David G. Miller Group LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team to support clients’ retirement planning.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Timothy H

Series 63, Series 66

Altoona, PA

LPL Financial

Timothy Holtz is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Next Financial Group, Inc. for 26 years. Outside his advisory work, he is engaged in insurance sales and serves as a notary in Altoona, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

College savings (529s, UTMA, etc.)
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Ryan H

Series 63, Series 65

Patton, PA

LPL Financial

Ryan Holtz is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has two years of industry experience, including prior work at NEXT Financial Group, Inc. Outside of his advisory role, he is the owner of Holtz Plumbing & Heating LLC, a business he has operated since 2012. 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 a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research from in-house and third-party sources.

College savings (529s, UTMA, etc.)
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Buddy F

Series 63, Series 66

Altoona, PA

Raymond James Financial

Buddy Fulton is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Fulton Bank since 2019 and has held advisory roles at Raymond James Financial Services Advisors since 2016. His background includes positions at Pennsylvania Highland Community College and Saint Francis University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm uses fact-finding and analytical tools to tailor non-discretionary planning and investment consulting to client goals and supports a broad network of advisors with specialized programs and partnerships.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Sarah D

Series 66

Altoona, PA

LPL Financial

Sarah Decker is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and has previously been involved with Ken Decker Financial and Tusseymountain Food Corp. She also worked at The State Theater. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with capabilities in both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Brian S

Series 63, Series 65

Patton, PA

LPL Financial

Brian Simanski is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to joining LPL Financial in 2025, he spent 10 years at Next Financial Group Inc. He is also the business owner of Dingers, LLC, which operates The Pirate's Cove in Patton, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios, providing both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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