Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

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.

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

Serena S

Series 66

Palmerton, PA

LPL Financial

Serena Stauffer is a Series 66 licensed financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL, she worked at Kutztown University, Lehigh Carbon Community College, Dunkin, and Lighthouse Christian Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by technology tools, and oversees over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Matthew E

Series 66

Tamaqua, PA

Edward Jones

Matthew Edmonds is a financial advisor with Edward Jones in Tamaqua, PA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
firm logo

Brenda E

Series 66

Lehighton, PA

Edward Jones

Brenda Edmonds is a financial advisor with Edward Jones in Lehighton, PA, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Edward Jones since 2017 and previously spent seven years with Transamerica Agency Network. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Anthony D

Series 63, Series 65

Tamaqua, PA

OSAIC

Anthony Damiano Jr. is a financial advisor at OSAIC with 36 years of industry experience. He held a position at Lincoln Financial Advisors for 15 years prior to joining OSAIC in 2025. In addition to his advisory work, he is an insurance agent offering accident and health, disability, life insurance, and annuities, and also works as a substitute teacher for Panther Valley School District. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and risk management techniques to construct portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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

Richard H

Series 63, Series 65

Hazle Township, PA

Primerica Advisors

Richard Houseknecht is a financial advisor with Primerica Advisors in Hazle Township, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2000 and 2001, respectively. Outside of investment advisory, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports account custody and trade execution through BNY Mellon Advisors and Pershing.

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

Alex H

Series 66

Jim Thorpe, PA

Cetera

Alex Haggerty is a financial advisor at Cetera with eight years of industry experience and holds a Series 66 designation. He is the owner of Haggerty Financial LLC and serves as Minister of Music at Trinity Lutheran Church, where he directs the choir and plays the organ for Sunday services. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services across multiple 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

Mason O

Series 66

Lehighton, PA

Ameriprise

Mason Oteri is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, Mason worked in education and spent time involved with a speed raceway. 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 tailored retirement income planning through a collaborative and research-driven process.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Dale M

Series 63, Series 65

Lehighton, PA

OSAIC

Dale Mccandless is a financial advisor at Osaic with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Signator Investors, Inc. for 20 years before joining Osaic in 2018. He is also the President and CEO of Next Step Financial Solutions, an LLC involved in the sale and marketing of securities and insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with portfolios constructed using asset allocation tools, risk assessments, and access to multiple investment platforms.

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

Samuel N

Series 66

Hazleton, PA

LPL Financial

Samuel Nalesnik is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining LPL Financial, he worked at Northwest Bank, Wagner, Dreese, Elsasser & Associates, P.C., and BBD, LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning and asset management solutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Deron G

Series 63, Series 65, Series 66

Hazle Township, PA

Edward Jones

Deron Glickert is a financial advisor at Edward Jones with 15 years of industry experience and holds Series 63, 65, and 66 designations. His prior roles include positions at Wealth Resources Network and LPL Financial, among others. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest networks of financial advisors and branch offices in the industry.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Family Business Business succession planning Charitable giving & philanthropy Founder/Business Owner Values-based investing Christian Faith Based
user avatar
firm logo

Matthew M

Series 63, Series 65

Hazle Township, PA

Ameriprise

Matthew Manfredi is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Ameriprise and its related entities since 2015. Manfredi also owns and manages Manfredi and Associates, an advisory business based in Hazleton, PA. Ameriprise provides a retirement-income planning service primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
firm logo

Thomas S

Series 63, Series 66

Hazleton, PA

Edward Jones

Thomas Seigendall is a financial advisor with Edward Jones in Hazleton, PA, holding Series 63 and Series 66 licenses. He has 20 years of industry experience, all with Edward Jones since 2006. 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 under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

General estate planning guidance Wealth management Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

Christopher K

Series 66

Conyngham, PA

LPL Financial

Christopher Kokinda is a financial advisor with LPL Financial in Conyngham, PA, holding a Series 66 designation and 24 years of industry experience. He worked at M&T Securities from 2003 to 2021 before joining LPL Financial. 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 advisory services including financial planning, model portfolio programs, and institutional platforms, supported by various investment strategies and advisor tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Donald G

Series 63, Series 66

Hazle Township, PA

Edward Jones

Donald Glickert is a financial advisor at Edward Jones with 26 years of industry experience, including 25 years at Edward Jones. He holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as an adviser to Faith Assembly of God. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Charitable giving tax strategies Wealth management ESG / Sustainable investing Charitable giving & philanthropy Educators, Teachers, and Academics Religious/faith focused Values-based investing
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)