Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

81 advisors near
17202

Out of 400,000+ nationwide

user avatar
firm logo

Randy M

Series 63, Series 66

Chambersburg, PA

LPL Financial

Randy Martin is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has been with LPL Financial Services since 2010. 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, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Alyssa P

CFP®, Series 63, Series 66

Chambersburg, PA

Cetera

Alyssa Proctor is a CFP® with 14 years of industry experience, currently serving at Cetera. Her prior roles include positions at BB&T Securities, MML Investors Services, and F&M Trust, where she manages client relationships in trust and investment services. Outside of her advisory work, she is involved in payroll and bookkeeping for her spouse's landscaping business and owns Pro 5 Holdings LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, 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

Lacey H

CFP®, Series 63, Series 65

Chambersburg, PA

Cetera

Lacey Houck is a CFP® professional with 11 years of experience in the financial advisory industry. She currently works at Cetera and has previously held roles at Avantax Advisory Services and Avantax Insurance Agency. Outside of her advisory work, she is associated with Ocker Financial Services LLC in a non-investment capacity. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with a broad range of investment programs.

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

Rebekah C

Series 66

Chambersburg, PA

Merrill

Rebekah Crouse is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 2006 and holds Series 7 and 66 FINRA registrations, as well as life and health and long-term care insurance licenses. Rebekah is a qualified Portfolio Advisor who provides clients with investment guidance, including recommending individual or combined strategies, funds, or portfolios from Merrill or approved third-party managers. She specializes in a customized financial experience tailored to clients' unique goals and risk tolerance. Her areas of focus include college education planning, divorce transition planning, equity compensation services, legacy planning, LGBT wealth planning, socially responsible and ESG investing, women and wealth, individual and corporate investment strategy, and retirement income. Rebekah works closely with individuals, families, and business owners to help them shape their financial plans in alignment with their lifestyle choices. Rebekah earned a bachelor's degree in business administration and finance from Shippensburg University of Pennsylvania. She also holds the Personal Investment Advisor (PIA) professional designation. Outside of her professional role, she is involved with Shalom Christian Academy. Rebekah enjoys cooking, reading, running, soccer, and spending time with her family.

Retirement income strategy Income planning Long-term care insurance College savings (529s, UTMA, etc.) Divorce financial planning Women Professionals Women's Finance LGBTQIA Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
user avatar
firm logo

Gary G

Series 63, Series 65

Chambersburg, PA

LPL Enterprise

Gary Guell is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has previously worked at Pruco Securities, LLC for 23 years and has maintained a long-term association with Prudential Insurance Company of America since 1991. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with insurance and lending products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
firm logo

Christopher S

Series 66

Greencastle, PA

Edward Jones

Christopher Smith is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his current role, he worked in media at WAAY-TV and briefly with Squad Fitness. Outside of his advisory work, he has served as a meteorologist during newscasts for Allen Media at WAAY-TV. Edward Jones is a full-service wealth management firm serving more than 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.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Doctor or Medical Professional
user avatar
firm logo

Larry W

Series 63, Series 65

Chambersburg, PA

Cetera

Larry Wright is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera since 2004. Outside of his advisory role, he works as a truck driver for Well Span Health. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, 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 diverse program structures.

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

Daniel B

Series 63, Series 66

Chambersburg, PA

Cetera

Daniel Baer is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cetera since 2017. He also serves as a board member of the Greater Chambersburg Chamber Foundation, which focuses on charitable and educational purposes, and is involved in trust and estate administration for ACNB Bank. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform, supporting various program structures and custodial relationships.

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

Matthew B

Series 66

Chambersburg, PA

Cetera

Matthew Berger is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has been with Cetera and its related entities since 2013. Outside of his advisory role, Berger serves as vice president of a community outreach organization, maintains a community center, and is a board member for the Waynesboro Country Club and the Antietam Humane Society. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money 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

Eric S

Series 63, Series 65

Waynesboro, PA

OSAIC

Eric Shank is a financial advisor at OSAIC with 31 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked for Fortis Investors, Inc./Woodbury Financial Services, Inc. for 29 years. He also serves as a board member of Grace Baptist Church in Waynesboro, PA. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across various investment types.

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

Andrew S

Series 66

Waynesboro, PA

OSAIC

Andrew Shank is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. His prior work includes roles at Woodbury Financial Services Inc. and AFS Insurance and Financial Services, as well as experience outside finance at RC Engine Service. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across a variety of asset classes.

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

Robert C

Series 66

Waynesboro, PA

Edward Jones

Robert Correll is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent ten years at WACCO Properties, Inc. Correll serves on several local boards, including the Waynesboro Beneficial Fund and United Way of Franklin County, and is involved with community organizations such as the Waynesboro Youth Soccer Association and the Waynesboro Area YMCA. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive
firm logo

John H

CFP®, Series 66

Chambersburg, PA

Edward Jones

John Heeter is a CFP® and holds a Series 66 license, with eight years of industry experience. He has worked at Edward Jones since 2018 and previously served six years in the US Navy. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Business ownership considerations Business exit / sale strategy Divorce financial planning Retirement withdrawal strategies Military & Veterans Founder/Business Owner
user avatar
firm logo

Benjamin L

Series 66

Chambersburg, PA

Cetera

Benjamin Lefever is a financial advisor with Cetera, holding a Series 66 credential and over 20 years of industry experience. He has worked at Cetera and its affiliated entities since 2013 and has been associated with Orrstown Bank since 2006. Outside of his advisory role, Lefever serves as a committee member for the Edwin D Martin & Judith M Martin Private Foundation and holds board positions with the Cumberland Valley School of Music and Mercy House of Chambersburg. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through multiple program platforms and a multi-manager approach.

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

Robert A

Series 63, Series 65

Chambersburg, PA

Primerica Advisors

Robert Allison is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of advisory services, he has been involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm’s approach includes curating third-party asset managers and using a tiered wrap fee structure.

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

Shaun B

Series 66

Greencastle, PA

Edward Jones

Shaun Basalik is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he has been associated with Vector Marketing in a commission-based capacity. 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, 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.

Divorce financial planning Business ownership considerations Retirement income strategy General retirement planning Multi-generational wealth transfer Founder/Business Owner Divorced Intergenerational Families
user avatar
firm logo

Brian B

CFP®, Series 66

Chambersburg, PA

Cetera

Brian Barrows is a CFP®-certified financial advisor with three years of industry experience, currently affiliated with Cetera. He has held roles at multiple firms, including Barrows Trostle Advisors and Avantax Advisory Services. Outside of advising, he is involved in client service management focused on accounting and tax preparation. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $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
firm logo

Barry R

Series 66

Waynesboro, PA

Edward Jones

Barry Ratcliffe is a financial advisor with Edward Jones in Waynesboro, PA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and has been self-employed since 1996. Outside of finance, Ratcliffe is involved in acting, affiliated with several major entertainment agencies including Lions Gate, Disney, and Universal. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated products. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Retirement income strategy Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive
user avatar
firm logo

Michael S

Series 63, Series 65

Mercersburg, PA

LPL Financial

Michael Skubon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2001. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Megan S

Series 63, Series 65

Chambersburg, PA

Merrill

Megan Stickell is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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")