Overwhelmed by options?
Answer a few questions to see advisors matched to you.
74 advisors near
17876
within the area shown on the map
Out of 400,000+ nationwide
Richard W
Series 63, Series 65
Sansbury, PA
Ameriprise
Richard Wible is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Prior to joining Ameriprise in 2026, he worked at United Planners' Financial Services for 21 years. He is president of REW Insurance & Financial Services and serves as a director of the Lewisburg Sunset Community Foundation; he is also the owner of a retail cigar business, Members Only Cigar. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.
Joseph S
Series 66
Elysburg, PA
Cetera
Joseph Springer is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has worked with Cetera and its affiliates since 2025 and has prior experience with Avantax Insurance Services and related firms. Outside of advisory work, he serves as an elected official in Ralpho Township and operates accounting and tax preparation businesses. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services delivered through a large network of independent advisors.
Keely R
Series 66
Shamokin Dam, PA
Raymond James Financial
Keely Rodarmel is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked at Krouse Financial and has a diverse background including roles at Geisinger Medical Center and Kutztown University of Pennsylvania. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad 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 uses analytical tools like risk profiling and probability modeling to support client goals.
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.
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.
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.
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.
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.
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.
Michael S
Series 63, Series 65
Danville, PA
Cambridge Investment Research Advisors
Michael Stramara is a financial advisor with Cambridge Investment Research Advisors in Danville, PA, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and has prior experience with AIM, Inc. Outside of advising, he serves as Vice President and independent insurance agent for Associated Insurance Management Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent financial professionals using a range of portfolio management strategies and platform arrangements.
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.
Eric K
Series 65, Series 63
Danville, PA
Cetera
Eric Kishbaugh is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Cetera Wealth Services, LLC and J & J Financial, where he also operates as a registered representative. In addition to advisory work, Kishbaugh acts as an independent insurance agent specializing in health, fixed annuities, and life insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and custodial relationships.
Mary J
Series 63
Lewisburg, PA
Mass Mutual Investors Services
Mary Jansen is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 29 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company since 1996. Outside of her advisory work, she owns a rental real estate business in Shavertown, Pennsylvania. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved analytical tools.
Terra D
Series 63, Series 66
Selinsgrove, PA
Edward Jones
Terra Decker is a financial advisor at Edward Jones in Selinsgrove, PA, with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Kish Bank for 17 years before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Jeffrey M
Series 63, Series 65
Danville, PA
LPL Financial
Jeffrey Mckinnon is a financial advisor with LPL Financial in Danville, PA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Advisors, and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both internal research and third-party subadvisors across various strategies.
Brenda B
Series 65, Series 63
Milton, PA
Primerica Advisors
Brenda Blakeney is a financial advisor with Primerica Advisors in Milton, PA, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. She has worked with Primerica Advisors since 2006 and Primerica Financial Services since 2003. Prior to her financial career, she was employed by the Federal Bureau of Prisons for 25 years. Outside of advising, she is involved in sales of home-related products and loan services through affiliated Primerica companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and uses model-driven investment strategies managed by third-party asset managers.
Michael J
Series 66
Lewisburg, PA
Edward Jones
Michael Johnson is a Series 66-credentialed financial advisor with 17 years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Cetera Investments Advisers LLC, Cetera Investment Services LLC, and First National Bank of Pennsylvania. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
David S
Series 63, Series 65
Lewisburg, PA
OSAIC
David Shrom is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for FSC Securities Corporation for 29 years. In addition to his advisory role, he owns a sole proprietorship involved in life insurance and variable annuity sales. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a focus on diversified portfolios managed using firm-provided asset-allocation tools and risk-tolerance assessments.
Stephen E
Series 63, Series 65
Sunbury, PA
Cetera
Stephen Engle is a financial advisor with Cetera who holds the Series 63 and Series 65 designations and has 35 years of industry experience. He has worked at Cetera since 2025 and previously spent over three decades with Purdy Insurance Agency, where he remains active as an insurance agent specializing in life, health, and fixed annuities. Engle also serves as an elected board member of the Community Giving Foundation in Sunbury, PA. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.
Sheri M
Series 66
Selinsgrove, PA
Edward Jones
Sheri Marshall is a financial advisor at Edward Jones in Selinsgrove, PA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Arthrex Inc and Novus Surgical. Outside of her advisory role, she is the managing partner of Oleve Solutions LLC, a company formed to purchase real estate and consolidate rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary solutions, and provides affiliated mutual funds, tax-efficient services, and a securities-based lending option.
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...
74 advisors near
17876
within the area shown on the map
Out of 400,000+ nationwide