Overwhelmed by options?
Answer a few questions to see advisors matched to you.
54 advisors near
18232
within the area shown on the map
Out of 400,000+ nationwide
Susan L
Series 66
Lehighton, PA
Thrivent Investment Management
Susan Lovejoy is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Thrivent Financial for Lutherans since 2006 and Thrivent Investment Management since 2005. Outside of her financial advisory role, she serves as President of both the Rotary Club of Lehighton and the Council of Trinity Evangelical Lutheran Church, leading community and congregational activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics without implementing those recommendations. The firm combines goal-based analyses with optional managed-account services under a consolidated billing program called “WealthPlan,” while maintaining separation between planning and portfolio management.
Marti J
Series 66
Hazleton, PA
Edward Jones
Marti Joines is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, Marti worked at Henkels & McCoy and City Light & Power. Marti holds the Series 66 designation and is based in Hazleton, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Christina K
Series 66
Jim Thorpe, PA
Thrivent Investment Management
Christina Kuhn is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 24 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based financial planning on a one-time or ongoing basis, separate from implementation, and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”
Brian K
Series 63, Series 66
Jim Thorpe, PA
Cetera
Brian Keich is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Wells Fargo Advisors and Mauch Chunk Trust Company, where he also serves as division manager. Outside of his advisory role, Keich is involved with the Tamaqua Lions Club as president and serves on the Tamaqua Police Pension Commission. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering a range of portfolio management and consulting services. The firm operates a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies.
Trevor L
Series 63, Series 66
Albrightsville, PA
LPL Financial
Trevor Lange is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with LPL Financial since 2008. Trevor also acts in a fiduciary capacity alongside family members. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.
Erik S
CFP®, Series 66
Sugarloaf, PA
LPL Financial
Erik Sharkey is a financial advisor at LPL Financial with CFP® and Series 66 credentials and five years of industry experience. He has worked at several firms, including MML Investors Services, MassMutual Life Insurance, and Equity Services. Outside of his advisory role, Sharkey operates a full-service accounting firm and provides education on student loan strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations, through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by research and various portfolio management options.
Michael D
Series 66
Lansford, PA
Ameriprise
Michael Davis is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership in Pennsylvania. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver personalized, tax-efficient income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.
Brooke V
Series 66
New Tripoli, PA
LPL Financial
Brooke Vaccaro is a financial advisor at LPL Financial with three years of industry experience and holds a Series 66 designation. Prior to joining LPL Financial, Vaccaro worked at Krietzberg Wealth Management and New York Life Insurance Company. She also has experience teaching at Monmouth University. Outside of her advisory role, Vaccaro is involved with Java Joint, a non-investment related employment position. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research and technologies.
Daryl B
Series 66
Jim Thorpe, PA
Cetera
Daryl Brown is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. His prior work includes roles at BOK Financial and Thrivent Financial. Outside of his advisory work, he leads sponsorship, fundraising, and community outreach efforts for the Jim Thorpe Youth Soccer Association. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
William F
ChFC®, Series 63, Series 65
Hazleton, PA
LPL Financial
William Feudale Jr. is a financial advisor at LPL Financial with 32 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2018, he worked at INVEST Financial Corporation and SagePoint Financial. He is also the proprietor of Feudale Financial Services LLC, an insurance agency. 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, financial planning, and brokerage services with both discretionary and non-discretionary management, supported by model portfolios and research from internal and third-party sources.
Mark W
Series 63, Series 65
Albrightsville, PA
Ameriprise
Mark Wieland is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs algorithmic automation alongside research and oversight committees to generate tailored retirement income recommendations.
Ryan M
Series 63, Series 66
Hazleton, PA
LPL Financial
Ryan Mcandrew is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Northwest Bank and LPL Financial since 2018. Prior to his financial advising career, he was employed in various roles including at The Pennsylvania State University and the Happy Valley Brewing Company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by proprietary and third-party research, with both discretionary and non-discretionary management options.
Nicholas K
Series 66
Hazle Township, PA
Cetera
Nicholas Kubishin is a financial advisor with Cetera holding a Series 66 designation and three years of industry experience. He concurrently operates Kubishin & Ator, PC, providing accounting and tax services related to investments. Prior to joining Cetera, he held positions at several academic institutions and worked with the Scranton/Wilkes-Barre Railriders. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, 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 with a variety of portfolio management and financial planning services.
Todd L
Series 63, Series 65
Tamaqua, PA
LPL Enterprise
Todd Lengel is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Lengel is also the owner of Schuylkill Insurance & Financial Services, an insurance sales business. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.
Stephen Z
Series 63, Series 65
Tamaqua, PA
Raymond James Financial
Stephen Zuber is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Tower Financial Partners and Raymond James Financial Services Advisors since 2011. In addition to his advisory role, he acts as an insurance agent providing fixed annuity products. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and advanced analytical tools to support client goals and provides specialized municipal and public finance advisory services.
Franklin A
Series 63
Hazle Township, PA
Cetera
Franklin Ator is a financial advisor with Cetera, holding a Series 63 designation and over 23 years of industry experience. He has been with Cetera since 2003 and is also a 50 percent shareholder in Kubishin & Ator, PC, a CPA firm. Additionally, he is involved as a shareholder and officer in a grocery store business and holds an ownership stake and officer role in a real estate holding company. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting discretionary and non-discretionary strategies across a broad client base.
Gerald H
Series 63, Series 65
Jim Thorpe, PA
Cetera
Gerald Haggerty Jr is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Avantax-related firms for over 20 years prior to joining Cetera. He also owns and operates Haggerty's Tax Service, providing tax preparation services. Cetera Investment Advisers LLC is a large SEC-registered advisory 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 supporting diverse investment strategies.
William H
Series 63, Series 65, Series 66
Conygham, PA
LPL Financial
William Horan is a financial advisor with LPL Financial in Conygham, PA, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has worked at M&T Securities since 2002 and joined LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Christopher K
Series 63
Hazle Township, PA
Cetera
Christopher Kubishin is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2001. In addition to his advisory role, Kubishin is an owner and officer at Kubishin & Ator, PC, an accounting firm, and serves as a shareholder and officer involved in financial decisions at a grocery store. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across multiple program structures.
Serena S
Series 66
Palmerton, PA
LPL Financial
Serena Stauffer is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, she held various roles including positions at Kutztown University, Lehigh Carbon Community College, Dunkin, and Lighthouse Christian Academy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
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.
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")
Finding advisors...
54 advisors near
18232
within the area shown on the map
Out of 400,000+ nationwide