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Frank C

ChFC®, Series 63, Series 65

Camp Hill, PA

LPL Financial

Frank Conte is a ChFC® credentialed financial advisor with 44 years of industry experience. He currently works at LPL Financial and previously spent 17 years with Cambridge Investment Research. Conte is a founding partner of Conte Wealth Advisors LLC and serves as a volunteer firefighter with the Hampden Township Volunteer Fire Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a wide range of financial planning and advisory programs, supported by proprietary and third-party research, and provides both discretionary and non-discretionary portfolio management.

College savings (529s, UTMA, etc.)
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Eric G

Series 63, Series 66

Harrisburg, PA

Cambridge Investment Research Advisors

Eric Gilroy is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and was previously affiliated with Nationwide Securities and Nationwide from 2011 to 2018. Outside of his advisory role, Gilroy is an owner of an independent insurance agency and an advisory representative of a registered investment adviser. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers multiple investment platforms and strategies, ranging from proprietary model portfolios to third-party managed solutions, with varying discretionary options tailored to client objectives.

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

CFP®, Series 63, Series 65

Elizabethtown, PA

Raymond James Financial

Audrey Myer is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors since 2025. Her prior experience includes roles at Cetera and Masland & Barrick Advisory. She is a board member and investment committee member for a nonprofit organization and acts as a trustee for a family trust. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports clients through advisory programs and institutional consulting.

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

Series 63, Series 65

Harrisburg, PA

LPL Financial

John Holler is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with LPL Financial since 2013 and has operated his own practice, John W. Holler, since 1998. Outside of advising, he is involved in tax preparation through John Holler Tax Preparation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Shawn G

CFP®, ChFC®, Series 66

Mechanicsburg, PA

LPL Financial

Shawn Greenland is a financial advisor with LPL Financial, holding the CFP®, ChFC®, and Series 66 designations and bringing 25 years of industry experience. He previously spent 18 years at Next Financial Group Inc before joining LPL Financial in 2025. 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 and utilizes model portfolios, research from multiple sources, and technology-driven strategies.

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

Series 66

Elizabethtown, PA

Raymond James Financial

John Phillips is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services since 2006. Phillips is also a 20% equity partner in DDMP Investment Advisors, a separate support company. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and supports its clients through 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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Nathan M

Series 65, Series 63

Wormleysburg, PA

Cambridge Investment Research Advisors

Nathan Muchmore is a financial advisor with Cambridge Investment Research Advisors and holds Series 65 and Series 63 credentials. He has 10 years of industry experience, including prior roles at Northwestern Mutual Investment Management and AE Financial Services. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to pension plans and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm employs a variety of investment platforms and strategies, including proprietary models and third-party solutions, with both discretionary and non-discretionary options tailored to client needs.

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

Series 66

Camp Hill, PA

Morgan Stanley

Meron Yemane is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Yemane serves as a commissioner on Pennsylvania's Civil Rights Agency, a bipartisan committee appointed by the governor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models developed by its Global Investment Committee.

General estate planning guidance
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Stephen S

CFP®, Series 63, Series 65

Hummelstown, PA

LPL Financial

Stephen Stackhouse is a CFP®-certified financial advisor with LPL Financial, where he has worked for 15 years. He has 30 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

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

Series 66

Lemoyne, PA

Wells Fargo Clearing

David Bartoli is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Bartoli is also involved in real estate partnerships. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets.

Retired Founder/Business Owner
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John G

Series 63, Series 65

Camp Hill, PA

Ameriprise

John Grove is a financial advisor with Ameriprise in Camp Hill, PA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in fiduciary activities, including serving as an executor and attorney-in-fact. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial 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 to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Joshua B

Series 66

Camp Hill, PA

LPL Enterprise

Joshua Burda is a financial advisor at LPL Enterprise with Series 66 credentials and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, Weis, and UTZ Quality Foods. Outside of finance, he is involved with Big Worm Tackle, a business he has been associated with since 2019. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services, utilizing model portfolios and third-party asset management within an integrated platform that includes insurance products and collateralized lending options.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Andrew B

Series 66

Camp Hill, PA

LPL Enterprise

Andrew Brosten is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His previous roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. He is also involved with non-variable insurance activities through Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, brokerage, and insurance products using an integrated platform that combines advisory programs with other financial product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Matthew W

Series 63, Series 65

Harrisburg, PA

LPL Financial

Matthew Warntz is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 65 licenses and 27 years of industry experience. His work history includes roles at Nationwide Financial, Nationwide Securities, CUSO Financial Services, and PSECU. He has also been involved with St Matthew's Lutheran Church for over a decade. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by extensive research and technology resources.

College savings (529s, UTMA, etc.)
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Kelly L

Series 63, Series 65

Camp Hill, PA

Morgan Stanley

Kelly Light is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2002. He is based in Camp Hill, PA. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and models.

General estate planning guidance
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Christopher M

Series 63, Series 65

Mechanicsburg, PA

Fidelity

Christopher Moulton is a financial advisor at Fidelity with 16 years of industry experience. His prior work includes roles at Edward Jones, The Carney Group, and Citizens Securities, Inc. He holds Series 63 and Series 65 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing a broad investable universe of mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Nicholas H

Series 63, Series 66

Lemoyne, PA

RBC Capital Markets

Nicholas Hansen is a financial advisor with RBC Capital Markets in Lemoyne, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining RBC Capital Markets in 2018. Outside of his advisory role, he owns and operates a concession food business and serves on the Board of Directors and Finance Committee for the Christian School Association of Greater Harrisburg. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, and brokerage services tailored to client risk profiles. The firm utilizes a combination of in-house and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Dustyn S

Series 66

Mechanicsburg, PA

Equitable Advisors

Dustyn Solomon is a financial advisor with Equitable Advisors in Mechanicsburg, PA, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2004 and previously affiliated with Axa Advisors, LLC from 2004 to 2020. Outside of his advisory role, Solomon serves as an assistant baseball coach for Upper Allen. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Adam J

CFP®, ChFC®, Series 63, Series 65

Mechanicsburg, PA

Cetera

Adam Jaroch is a CFP® and ChFC® with 29 years of industry experience. He is currently affiliated with Cetera and has previously worked at First Allied Advisory Services and First Allied Securities. In addition to his advisory role, he is an officer at Planwise Financial Partners, LLC, and owns Adam Jaroch LLC, a holding company. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a large nationwide network of independent advisors, managing 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
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David H

Series 63, Series 65

Mechanicsburg, PA

Cambridge Investment Research Advisors

David Hamilton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously spent 23 years at Concourse Financial Group Securities Inc. and has operated Hamilton Musser PC, a tax service firm, since 1986. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers multiple investment implementation platforms and strategies, including proprietary models and access to unaffiliated strategists, with both discretionary and non-discretionary options tailored to client objectives.

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