Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

52 advisors near
17844

Out of 400,000+ nationwide

user avatar
firm logo

Benjamin W

Series 66

Selinsgrove, PA

OneAscent Financial Services LLC

Benjamin Wilhelm is a financial advisor at OneAscent Financial Services LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Brokers International Financial Services and BlueSkies Wealth Management. Wilhelm is also involved with Lone Oak Financial Services, LLC, a financial services business focused on securities and insurance. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and other institutions. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, employing individualized asset-allocation strategies and various overlay and automated management programs.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
user avatar
firm logo

Michael B

Series 63, Series 65

Lewisburg, PA

Good Life Advisors, LLC

Michael Barrett is a financial advisor with Good Life Advisors, LLC in Lewisburg, PA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Good Life Advisors and affiliated with LPL Financial since 2015. Good Life Advisors is a large registered investment adviser serving individuals, business entities, trusts, estates, and charitable organizations with approximately $4.35 billion in assets under management. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, using a tailored investment approach that incorporates fundamental, technical, and cyclical analysis along with ongoing monitoring and rebalancing.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Aiden G

Series 65

Selinsgrove, PA

OneAscent Financial Services LLC

Aiden Gaugler is a financial advisor at OneAscent Financial Services LLC with a Series 65 license and less than one year of industry experience. Prior to joining OneAscent, he held positions at Sheetz and worked in educational institutions including Commonwealth University, PA Cyber, and Selinsgrove Area School District. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through various advisory teams. The firm offers discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting services.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
user avatar
firm logo

Eric M

Series 63, Series 66

Lewisburg, PA

Equity Services, inc.

Eric Mcdowell is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 66 credentials and has 35 years of industry experience. He has been with Equity Services and National Life since 2006. Outside of his advisory role, Mcdowell serves on the boards of the Sand Run Hunting Club and the Milton, PA Planning Commission. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, utilizing third-party asset managers and model portfolios.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
user avatar
firm logo

David G

Series 63, Series 65

Hummels Wharf, PA

Hornor, Townsend & Kent, LLC

David Guyer is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Cetera Advisor Networks and Partners Financial Group, Inc. In addition to his advisory role, he has worked as a probation officer for Northumberland County Juvenile Court since 1995. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering financial planning, advisory programs, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, providing a range of investment and brokerage services supported by third-party asset manager relationships.

Business succession planning Wealth management
user avatar
firm logo

James R

Series 63

Hummels Wharf, PA

Hornor, Townsend & Kent, LLC

James Richmond is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and bringing 32 years of industry experience. He has served at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2016. Richmond is active in community service, including serving as a board member of the Greater Susquehanna Valley United Way finance committee and as a director on the Board of Directors for the Union/Snyder Agency on Aging. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and works with third-party asset managers to provide tailored investment strategies.

Business succession planning Wealth management
user avatar
firm logo

Benjamin B

Series 63, Series 65

Middleburg, PA

Ameritas Advisory Services, LLC

Benjamin Burns is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 63 and Series 65 designations and having 14 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also involved with Clancy Burns Corporation and Weaver Financial Services, Inc. Burns is licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers managed account programs and fee-based management of variable annuity and life insurance subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and monitoring.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar
firm logo

Peter S

CFP®, Series 63

Selinsgrove, PA

Integrity Alliance, LLC

Peter Stockett is a CFP® with 25 years of industry experience, currently affiliated with Integrity Alliance, LLC. He has worked at Brokers International Financial Services since 2009 and previously at Woodbury Financial Services, Inc. from 2006 to 2009. Stockett serves as a board member for Brighter Financial Futures, an organization focused on financial literacy education for K-12 students. Integrity Alliance is a large advisor network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm provides advisory and brokerage services to a diverse client base, offering portfolio management, financial planning, wrap and non-wrap programs, and third-party manager referrals.

Annuities ESG / Sustainable investing
user avatar
firm logo

Jeffrey C

Series 63

Lewisburg, PA

Commonwealth Financial Network

Jeffrey Crossland is a financial advisor with Commonwealth Financial Network based in Lewisburg, PA, holding a Series 63 credential and over 34 years of industry experience. He has led The Crossland Group since 1999 and also maintains a legal career as an attorney and part-time assistant district attorney. In addition to his advisory work, he provides tax preparation services through The Crossland Group. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by offering a range of advisory programs and back-office support, including investment management, trading, compliance, and practice management. The firm provides access to a variety of discretionary portfolios and distinct program structures tailored to advisor and client needs.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Scott F

Series 63, Series 65

Milton, PA

OSAIC Institutions, INC.

Scott Frost is a financial advisor with OSAIC Institutions, Inc. based in Milton, PA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at multiple firms including First Commonwealth and Santander Securities, and serves as a councilman for the Borough of Selinsgrove. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of representatives. The firm combines advisory and broker-dealer services with a hybrid model that offers both discretionary and non-discretionary account management, access to alternative investments, and a lending marketplace.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Andria L

Series 63, Series 65

Milton, PA

Primerica Advisors

Andria Lamay is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and with 19 years of industry experience. She has been with Primerica Advisors since 2005 and Primerica Financial Services since 2011. In addition to her advisory role, she receives compensation for sales and referrals related to mortgage products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, maintaining oversight of model selection and implementation.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Steven D

Series 63, Series 65

Shamokin Dam, PA

Cetera

Steven Deckard is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked with firms including LPL Financial LLC and Mass Mutual, and operates Deckard Sales, LLC, a manufacturing representative agency. Deckard also serves as a board member for Mid Penn Management, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform that includes affiliated and third-party managers, serving over 800,000 clients and managing more than $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

Wendy W

Series 63, Series 65

Milton, PA

Primerica Advisors

Wendy Wolfe is a financial advisor with Primerica Advisors in Milton, PA. She holds Series 63 and Series 65 credentials and has one year of industry experience. Her prior roles include positions at Wise Markets Distribution, PFS Investments Inc., Primerica Financial Services, and FCCB. Outside of her advisory duties, Wendy is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies developed by third-party asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

David E

Series 65, Series 63

Middleburg, PA

Primerica Advisors

David Eia is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 19 years of industry experience. He has been associated with Primerica since 2005 and previously worked at the Department of Human Services from 2015 to 2021. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by third-party asset managers and provides advisory services through a large network of financial advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Christina G

Series 63, Series 66

Hummels Wharf, PA

Raymond James Financial

Christina Greak is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Raymond James since 2015 and also has tenure at Fulton Bank and Fulton Financial Corporation. Outside of her advisory role, she serves as Vice President at Fulton Financial Advisors in a non-investment capacity. 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, and institutional clients. The firm employs tailored, non-discretionary planning utilizing risk profiling and analytical tools to support client goals, and it maintains distinctive offerings such as municipal advisory services 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

John M

Series 63

Lewisburg, PA

OSAIC

John Molinaro is a financial advisor at OSAIC with 44 years of industry experience. He holds the Series 63 designation and previously worked at Securities America Advisors, Inc. and Securities America, Inc. for over two decades. He is also the owner of MoneyWise, Inc., where he sells and services insurance and fixed annuity contracts. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage, investment advisory, and financial planning services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation and portfolio-construction tools and provides access to third-party money managers and wrap programs.

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

Brendan M

Series 66

Mifflinburg, PA

Ameriprise

Brendan Mutchler is a financial advisor with Ameriprise in Montoursville, PA, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2020 and previously worked at Liberty Mountain from 2015 to 2019. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations primarily for assets held in Ameriprise-managed accounts.

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

Melissa D

Series 63, Series 65

Selinsgrove, PA

Edward Jones

Melissa Dayhoff Bratton is a financial advisor with Edward Jones in Selinsgrove, PA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She previously worked with M&T Securities and M&T Bank from 2003 to 2020. Outside of her advisory role, she owns and operates Cluckin & Truckin Farm, a homestead farm in Sunbury, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retired Founder/Business Owner Executive
user avatar
firm logo

Betsy G

Series 66

Mifflinburg, PA

Cetera

Betsy Guffey is a Series 66-licensed financial advisor with 14 years of industry experience. She is currently with Cetera and has prior experience at Lincoln Investment Planning, Inc. and Mifflinburg Bank & Trust Co. Betsy serves as treasurer for the Susquehanna Valley Spinners and Weavers Guild. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with multiple program structures and access to third-party managers.

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

Alexander H

Series 63, Series 66

Selinsgrove, PA

Cetera

Alexander Hoppes is a financial advisor with Cetera, holding Series 63 and Series 66 designations and four years of industry experience. His career includes roles at Cetera Investment Services LLC, The Northumberland National Bank, and Fulton Bank. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals across wealth levels, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with more than 10,000 advisors and over $256 billion in assets under management.

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")