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Mitchell W

Series 65

Dillsburg, PA

Inspire Advisors, LLC

Mitchell Wirth is a financial advisor at Inspire Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Daymark Financial Solutions, Members 1st Federal Credit Union, and Select Medical. He is also an independent licensed insurance agent in Pennsylvania, focusing on life and fixed annuities as well as accident and health insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a combination of fundamental, technical, and quantitative methods to construct portfolios, often delegating management to sub-advisors and offering tax-mitigation services.

ESG / Sustainable investing
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Michael S

CFP®, Series 66

Dillsburg, PA

Inspire Advisors, LLC

Michael Smith is a CFP® professional with 23 years of experience in financial advising. He currently serves at Inspire Advisors, LLC and previously spent 20 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, he is vice-president of Our Father’s Hope, a nonprofit organization supporting orphans and foster children. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and primarily serves individual and institutional clients. The firm integrates Biblically Responsible Investing using proprietary tools and employs various analytical methods to construct portfolios, often delegating management to sub-advisors and affiliated managers.

ESG / Sustainable investing
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Nicole J

Series 65

Dillsburg, PA

Inspire Advisors, LLC

Nicole Johndro is a financial advisor at Inspire Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Inspire Advisors, she served as Communications and Development Director for In Him Christian Wellness, a faith-based nonprofit organization. In this role, she worked on marketing strategy, fundraising campaigns, and donor relations. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing and employs a variety of quantitative and fundamental strategies implemented through model portfolios and proprietary ETFs.

ESG / Sustainable investing
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Christopher P

Series 66

Dillsburg, PA

Inspire Advisors, LLC

Christopher Pagotto is a financial advisor at Inspire Advisors, LLC with seven years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he serves as a percussion music judge, providing commentary and scoring for high school indoor percussion competitions. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing using proprietary scoring and screening tools and employs a range of portfolio strategies including index-based and tactical allocations.

ESG / Sustainable investing
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Holly R

Series 65, Series 63

Gettysburg, PA

Thrivent Advisor Network, LLC

Holly Rosensteel is a financial advisor with Thrivent Advisor Network, LLC, holding Series 65 and Series 63 licenses and possessing four years of industry experience. She has been with Thrivent Advisor Network since 2020 and previously worked at Freeburn & Hamilton for sixteen years. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement-plan advisory, and access to various investment programs and independent managers.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
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Nathan H

Series 66

Gettysburg, PA

Lifemark Securities Corp.

Nathan Hockley is a financial advisor with Lifemark Securities Corp. and holds a Series 66 designation. He has 25 years of industry experience, including prior roles at Cambridge Investment Research Advisors and his own firm, Hockley & O'Donnell Financial Services. Outside of his advisory work, he volunteers with the Center for Youth and Community Development, serving on various nonprofit committees. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven and tailored through risk assessments, with both discretionary and non-discretionary account management.

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management
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Ross F

Series 65, Series 63

Dillsburg, PA

Ashton Thomas Securities, LLC

Ross Fronk is a financial advisor at Ashton Thomas Securities, LLC with 14 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Realta Equities, Inc., Coastal Insurance Services, and Realta Investment Advisors, Inc. Outside of his advisory role, he serves as a board member for Northern York Football & Cheer and co-owns a baseball and softball training facility in Dillsburg, PA. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers various investment programs, retirement plan consulting, and fiduciary services, managing approximately $1.86 billion across six offices with a team of 18 advisors.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management
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Richard A

Series 65, Series 63

Gettysburg, PA

PNC Wealth Management

Richard Alexander is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera, Raymond James & Associates, and operated Alexander Investment Management Services. Alexander serves as CEO and board member of Trumpet and Torch Ministries and owns Seeds for the Harvest. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven Portfolio Solutions Strategist Digital Offering. This program uses approved model strategies implemented with mutual funds and ETFs, featuring annual rebalancing without individual security trading or margin use.

Passive / index investing Active portfolio management Wealth management Executive
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Garrett R

Series 63, Series 65

Gettysburg, PA

OSAIC Advisory Services, LLC

Garrett Rohrbaugh is a financial advisor at OSAIC Advisory Services, LLC with seven years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Triad Advisors and Wealthcare Advisory Partners. Outside of his advisory work, he serves as a board member and chair of the Public Relations Committee for the Rotary Club of Gettysburg and is secretary of the Thurmont Historical Society. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a wide range of clients, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers diverse advisory services through multiple program models, integrating proprietary guidance and third-party platforms to manage client portfolios.

Annuities
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Kirk C

Series 63, Series 65

Gettysburg, PA

PNC Wealth Management

Kirk Cowden is a financial advisor with PNC Wealth Management in Gettysburg, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with PNC Investments since 2007. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, online discretionary model account pilot for employees that employs algorithm-driven risk assessment and investment implementation via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Richard E

CFP®, Series 65

Hanover, PA

Savant Wealth Management

Richard Ellenberger is a CFP® and holds a Series 65 license with 11 years of industry experience. He has worked at Savant Wealth Management since 2023, following six years at Domani Wealth, LLC and two years at Pbwm Holdings. Ellenberger is based in Hanover, PA. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and financial planning services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee and supports its services with integrated accounting, legal, and trust affiliates.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Makayla S

Series 66

Hanover, PA

VOYA Financial Advisors, Inc.

Makayla Stonesifer is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Finra. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice through various program structures, primarily using non-discretionary recommendations, and operates as both an SEC-registered investment adviser and a broker-dealer.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Veronica M

Series 63, Series 65

Hanover, PA

Transamerica Retirement Advisors, LLC

Veronica Malone is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Transamerica Investors Securities Corporation, VOYA Financial Advisors, and Principal Securities Inc. Outside of finance, she has worked with Visiting Angels, a non-financial organization. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed and non-discretionary advice supported by Morningstar Investment Management’s proprietary portfolio models and software. The firm focuses on asset allocation and retirement planning guidance, operating at scale with a large client base and a high client-to-advisor ratio.

General retirement planning Retirement income strategy Income planning
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Scott R

Series 63, Series 66

Hanover, PA

Kestra Advisory

Scott Raab is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior experience includes roles at Lincoln Financial Advisors Corporation, Cadaret, Grant & Co., Inc., and his own firm, Smolins & Raab Financial Group. Outside of Kestra, he is involved as a registered representative with COASTLINE WEALTH, providing financial advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional clients, and individuals. The firm provides a broad range of services from fiduciary consulting to plan design and investment management, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Connor S

Series 66

Gettysburg, PA

Osaic Advisory Services, LLC

Connor Smith is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. He has held roles at Kampstra Wealth Management and Triad Advisors, among others. Smith is also a shareholder and financial advisor at Kampstra Enterprises, where he provides investment advice and business management services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and proprietary and third-party platforms.

Annuities
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Alyssum K

Series 63, Series 65

York, PA

Janney Montgomery Scott

Alyssum Keefer is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house management and third-party solutions.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Heather B

Series 66

Hanover, PA

PNC Wealth Management

Heather Baer is a financial advisor with PNC Wealth Management in Hanover, PA, holding a Series 66 designation and 11 years of industry experience. She has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithm-driven risk assessments and managed model strategies executed via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Kyle L

Series 66

York, PA

Janney Montgomery Scott

Kyle Lingg is a financial advisor with Janney Montgomery Scott in York, PA, holding a Series 66 designation and bringing 11 years of industry experience. He worked at RBC Capital Markets from 2014 to 2021 before joining Janney Montgomery Scott, where he has been since 2021. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Kevin B

Series 63, Series 65

Hanover, PA

PNC Wealth Management

Kevin Byers is a financial advisor with PNC Wealth Management in Hanover, PA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with PNC Investments since 2008. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot for employees that utilizes algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Andrew C

CFP®, Series 66

York, PA

Janney Montgomery Scott

Andrew Carrolus is a CFP®-certified financial advisor with 21 years of industry experience. He has been with Janney Montgomery Scott since 2004. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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