Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Beth V
Series 65
Lancaster, PA
Chestnut Street Investment Counsel, LLC
Beth Vulopas is a Series 65-licensed financial advisor with six years of industry experience, currently with Chestnut Street Investment Counsel, LLC. Her prior roles include positions at Financial Advisory Services, LLC, Atwater Malick, Vulopas & Associates Daily Money Management, and Wheatland Advisors. Chestnut Street Investment Counsel serves individuals, trusts, estates, retirement plans, and businesses with discretionary investment management and comprehensive wealth planning. The firm combines fundamental and technical analysis with a generally long-term investment orientation, offering portfolio management, financial planning, and fiduciary retirement plan services.
Zachary B
Series 63, Series 65
Lancaster, PA
Mangolds Investment Advisors Inc.
Zachary Buterbaugh is a financial advisor with Mangolds Investment Advisors Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His background includes roles at Primerica Advisors and operating as a sole proprietor. Outside of advisory services, he is involved with Mangold's Tax Service Inc., a tax preparation business. Mangolds Investment Advisors serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, nonprofits, and business entities. The firm offers discretionary portfolio management, written financial planning, and educational workshops, tailoring investment programs based on clients’ goals, time horizons, and risk tolerance.
Joshua G
Series 63, Series 65
Lancaster, PA
Odyssey Group Wealth Advisors
Joshua Groff is a financial advisor with Odyssey Group Wealth Advisors in Lancaster, PA, holding Series 63 and Series 65 licenses with 12 years of industry experience. His career includes roles at PFM Fund Distributors, Inc. and Commonwealth Financial Network before joining Odyssey Group Wealth Advisors in 2018. Odyssey Group Wealth Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages approximately $421 million and employs a discretionary investment approach utilizing mutual funds, ETFs, stocks, and bonds tailored to client objectives.
Greg B
Series 63, Series 65
Lancaster, PA
Hershey Financial Advisers, LLC
Greg Boll is a financial advisor with Hershey Financial Advisers, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Leigh Baldwin & Co., LLC since 2011. Outside of his advisory role, he serves as treasurer for Cocolico Community Chapel. Hershey Financial Advisers provides investment management, comprehensive financial planning, and insurance solutions to individual, institutional, and charitable clients. The firm offers model-based programs emphasizing asset allocation and active management, serving approximately 591 clients with $139.3 million in discretionary assets under management.
Raymond B
ChFC®, Series 63
Stevens, PA
Bradley Advisory
Raymond Bradley is a financial advisor at Bradley Advisory with 37 years of industry experience. He holds the ChFC® designation and Series 63 license, and has been affiliated with Ausdal Financial Partners, Inc. since 2009. In addition to his advisory work, he owns and operates a life and health insurance practice providing investment advice and financial planning in Stevens, PA. Bradley Advisory serves individuals, families, small corporations, and trusts, managing approximately $90 million in client assets. The firm employs a value-oriented, long-term investment approach focused on diversification, periodic rebalancing, and the use of mutual funds and ETFs, offering both discretionary and non-discretionary account management.
Robert R
ChFC®
Lancaster, PA
Cedar Spring Advisors, LLC
Robert Rago is a ChFC® credentialed financial advisor with three years of industry experience, currently practicing at Cedar Spring Advisors, LLC. Prior to his advisory career, he worked in various roles including at Ferrera Candy Company and Kellogg Company. He also owns and operates Rago Financial, a business focused on insurance and consulting services. Cedar Spring Advisors serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm employs a tailored investment approach that incorporates fundamental analysis, various strategies including options, and third-party managed solutions, overseeing approximately $169 million in assets across nearly 284 client relationships.
Michael N
CFP®, Series 63, Series 65
Lancaster, PA
Life Stewardship Advisors
Michael Novak is a Certified Financial Planner® at Life Stewardship Advisors in Lancaster, PA, with 10 years of industry experience. He has been with Life Stewardship Advisors since 2013. Novak serves as a board member of the Water Street Mission, a nonprofit organization, and is a supervisor for Pequea Township. Life Stewardship Advisors is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm offers discretionary portfolio management and financial planning services tailored to client objectives and utilizes a variety of investment strategies.
Christian P
CFP®, Series 63, Series 65
Lancaster, PA
Odyssey Group Wealth Advisors
Christian Pascuzzo is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Odyssey Group Wealth Advisors and has previously worked at firms including Commonwealth Financial Network, Spring Ridge Financial Group, RKL Wealth Management LLC, and The Prudential Insurance Company of America. Odyssey Group Wealth Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, and corporations. The firm emphasizes asset allocation and fundamental analysis, managing portfolios that typically include mutual funds, ETFs, stocks, and bonds.
Aaron S
CFP®, Series 66
Lancaster, PA
Odyssey Group Wealth Advisors
Aaron Sherman is a CFP® with 11 years of industry experience, currently practicing at Odyssey Group Wealth Advisors in Lancaster, PA. He has worked at Odyssey Group Wealth Advisors since 2018 and previously spent 10 years at Commonwealth Financial Network. Outside of advising, he is the owner of Sterling 22AB, LLC, an entity involved in managing commercial real estate in Lancaster. Odyssey Group Wealth Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages approximately $421 million across 245 client relationships, employing a discretionary investment approach with portfolios constructed from mutual funds, ETFs, stocks, and bonds tailored to client objectives.
Michelle F
CFP®, Series 63, Series 65
Lancaster, PA
Cedar Spring Advisors, LLC
Michelle Fletcher is a CFP®-certified financial advisor with 33 years of industry experience. She has worked at Cedar Spring Advisors, LLC since 2017 and has been involved with Fletch Financial since 2011. Prior to that, she spent a decade at INVEST Financial Corporation. Cedar Spring Advisors serves individual and high-net-worth clients as well as charitable organizations, providing portfolio management and financial planning services tailored to client goals and risk tolerance through a variety of investment strategies and third-party managed solutions.
Teressa B
Series 65
Lancaster, PA
Sequinox Wealth Management, LLC
Teressa Beard is a financial advisor at Sequinox Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Mulholland Wealth Advisors, LLC and J.W. Cole Advisors, Inc. prior to her current role. Outside of advising, she serves as an Executive Administrative Assistant for Sequinox. Sequinox Wealth Management provides discretionary portfolio management, financial planning, and third-party money manager selection for individual clients and charitable organizations. The firm primarily uses model portfolios and allocates to third-party sub-advisers, serving 757 clients with $160 million in discretionary assets under management.
Matthew L
CFP®, Series 66
Lancaster, PA
Sequinox Wealth Management, LLC
Matthew Lebo is a CFP® and Series 66-registered financial advisor with 11 years of industry experience. He is currently with Sequinox Wealth Management, LLC and has also worked at Mulholland Wealth Advisors, LLC and Sageworth Trust Company. Sequinox Wealth Management provides discretionary portfolio management, financial planning, and third-party money manager selection for individual clients and charitable organizations. The firm serves 757 clients with $160 million in discretionary assets under management and implements client programs primarily through model portfolios and allocations to third-party advisers.
Justin M
CFP®, ChFC®, Series 66
Lancaster, PA
Cedar Spring Advisors, LLC
Justin McMaster is a financial advisor at Cedar Spring Advisors, LLC with 14 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Cedar Spring Advisors since 2017. He is also the owner of McMaster Financial Services, LLC, which provides financial investment services, small business consulting, tax preparation, and insurance. Cedar Spring Advisors serves individual and high-net-worth clients as well as charitable organizations, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm customizes investment programs based on client goals and risk tolerance, employing a range of strategies and utilizing third-party managed solutions.
Curt S
Series 63, Series 65
Lancaster, PA
MCM Wealth
Curt Stauffer is a financial advisor at MCM Wealth with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CS Planning Corp., Seven Summits Capital, LLC, and Coastal Investment Advisors. MCM Wealth provides investment advisory and financial planning services to individuals, trusts, small-business retirement plans, family offices, institutions, and pooled investment vehicles. The firm uses a multi-asset class, core-and-satellite approach with portfolios tailored to client goals and offers a proprietary rules-based options overlay platform for eligible clients.
Gerard C
Series 63, Series 65
Lancaster, PA
Hershey Financial Advisers, LLC
Gerard Clunan Jr. is a financial advisor with Hershey Financial Advisers, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including 25 years at Hershey Financial Advisers and Leigh Baldwin & Co., LLC. Outside of his advisory work, he serves as president of both the Gate Club and Gideons International of Pennsylvania, and is a board member of the Student Life Center at Temple University. Hershey Financial Advisers provides investment management, financial planning, and insurance solutions to individual, institutional, and charitable clients. The firm offers model-based investment programs and individualized financial plans, managing approximately $139 million in discretionary assets for nearly 600 clients.
Edward P
Series 63, Series 65
Strasburg, PA
Crosswalk Investment Advisory, Inc.
Edward Plakans is a financial advisor at Crosswalk Investment Advisory, Inc. in Strasburg, PA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Crosswalk Investment Advisory since 1999. Crosswalk Investment Advisory, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, corporations, and estates. The firm employs a range of investment strategies, including buy-and-hold, asset allocation, short-term trading, short sales, and option writing, managing approximately $63.9 million in client assets.
Christopher H
Series 63, Series 65
Lancaster, PA
Lancaster County Financial Group, LLC
Christopher Hasircoglu is a financial advisor with Lancaster County Financial Group, LLC, holding Series 63 and Series 65 licenses and 35 years of industry experience. His prior roles include positions at Securities Service Network, Inc., Securities America, Inc., and OSAIC. He also sells occasional term life and short-term health insurance products. Lancaster County Financial Group provides investment advisory services to individuals, trusts, retirement plans, and businesses, serving both high-net-worth and non-high-net-worth clients. The firm offers discretionary managed asset allocation portfolio management, fee-based wealth planning, and hourly consulting, managing accounts with individualized asset allocation models and regular portfolio rebalancing.
Ryan D
Series 63, Series 65
Ephrata, PA
Hearthstone Financial Group
Ryan Daniels is a financial advisor at Hearthstone Financial Group with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors/PFS Investments, Inc., as well as operating Rfinances, LLC since 2019. Daniels has a military background, having served nine years in the United States Army. Hearthstone Financial Group provides ongoing portfolio management for individuals, high-net-worth clients, and business entities, focusing on equities and exchange-traded funds. The firm utilizes a mix of long- and short-term trading strategies based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to clients’ documented risk tolerance and time horizon.
Donald L
Series 63, Series 65
Lancaster, PA
Sequinox Wealth Management, LLC
Donald Lamison is a financial advisor with Sequinox Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Highland Financial, Ltd and Trustmont Financial Group, Inc. Lamison is also the head varsity hockey coach for the Westmont Hilltop High School hockey team in Johnstown, PA. Sequinox Wealth Management provides discretionary portfolio management, financial planning, and third-party money manager selection for individual and charitable clients. The firm serves over 750 clients through a four-advisor team and implements client programs primarily via model portfolios and sub-adviser allocations.
Richard R
Series 65, Series 63
Lancaster, PA
Rowley Financial
Richard Rowley is a financial advisor at Rowley Financial in Lancaster, PA, with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has served as Vice President of Rowley & Associates, Inc. since 2020. In addition to his advisory work, he is a licensed insurance agent specializing in life and disability insurance. Rowley Financial provides advisory services to individual investors, including high-net-worth and non-high-net-worth clients, as well as pension and profit-sharing plan sponsors. The firm employs a discretionary investment approach tailored to client objectives and utilizes various analytical methods while offering education through workshops and seminars.
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...
Find a financial advisor
Out of 400,000+ nationwide