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

Corey G

CFP®, Series 63, Series 65

Pittston, PA

Farther

Corey Golden is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Farther since 2026. He previously worked at Stifel, Nicolaus & Company, Incorporated for 10 years and was president and chief compliance officer of Golden Wealth Management, an independent registered investment advisor. Outside of financial advising, he co-owns and operates a small business that produces and sells ketchup. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models and algorithmic rebalancing, with a focus on ETFs, mutual funds, equities, fixed income, and AI-assisted advisor judgment.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar
firm logo

Bernard M

Series 63, Series 65

Falls, PA

Private Advisor Group, LLC

Bernard Martin Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at LPL Financial since 2002 and joined Private Advisor Group in 2016. Outside of his advisory role, he manages The Barn at Glistening Pond LLC, a venue for weddings in Falls, PA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions, including proprietary and third-party platforms.

Annuities Founder/Business Owner
user avatar
firm logo

Theresa D

Series 66

Tunkhannock, PA

LPL Financial

Theresa Detrick is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Lincoln Financial Securities Corporation, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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 portfolios, and institutional platforms, supported by advanced operational and research tools.

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

Rachel O

Series 66

Dallas, PA

Edward Jones

Rachel Oberg is a financial advisor with Edward Jones in Dallas, PA, holding a Series 66 designation and two years of industry experience. She previously spent thirteen years at Misericordia University before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

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

Arthur B

Series 63, Series 65

Shavertown, PA

LPL Financial

Arthur Baird is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera, Voya Financial Advisors, and PNC Wealth Management. Outside of his financial career, he has been involved with The Lion Brewery. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies.

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

Denise M

ChFC®, Series 63

Factoryville, PA

Cetera

Denise Maleski is a financial advisor at Cetera with 27 years of industry experience. She holds the ChFC® and Series 63 credentials. Her career includes roles at Davis, Gregory & Kyle Inc., DGK Insurance, and RDDM Investments LLC. Outside of advisory work, she is involved in insurance sales and administration and serves as president of a financing company. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to various program structures and 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

Michael K

Series 63, Series 65

Dallas, PA

LPL Financial

Michael Kolojejchick Jr. is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2016. His prior experience includes roles at Peoples Security Bank and Trust, Vicus Capital, Inc., and Walnut Street Advisers Inc. He is also affiliated with Ash Brokerage for non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, including model portfolios and institutional platforms, supported by technology tools for operational and research purposes.

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

Christopher M

Series 63, Series 65

Tunkhannock, PA

LPL Financial

Christopher Manci is a financial advisor with LPL Financial in Tunkhannock, PA, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Nationwide Securities and 1717 Capital Management Company. He is also involved in insurance services through Manci Insurance Services, LLC, which he owns and operates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

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

Timothy L

Series 63, Series 66

Tunkhannock, PA

Edward Jones

Timothy Laur II is a financial advisor with Edward Jones in Tunkhannock, PA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he manages a nonprofit soccer program and serves as president of an investment property LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including managed solutions and separately managed accounts, with a nationwide network of over 23,700 financial advisors and approximately $1.01 trillion in assets under management.

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

Julie C

Series 63, Series 65

Pittston, PA

LPL Financial

Julie Clementi is a financial advisor with LPL Financial in Pittston, PA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at Community Bank, First Keystone Bank, Infinex Investments, Valley National Investments, Santander Securities, and Santander Bank. Outside of her advisory work, she serves as a notary for the Eastern Monroe Public Library. 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, utilizing both proprietary and third-party strategies.

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

Laura B

Series 63, Series 66

Factoryville, PA

Raymond James & Associates

Laura Bullock is a financial advisor with Raymond James & Associates based in Factoryville, PA. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. Her career includes roles at MassMutual, M&T Securities, and multiple Raymond James entities since 2021. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Janice P

Series 63, Series 66

Tunkhannock, PA

Cetera

Janice Perry is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 23 years of industry experience. She has worked with Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014 and has been associated with First National Bank of PA since 2009. Outside of her advisory role, she is involved in fixed life insurance sales independent of Cetera and is eligible to receive referral fees from a trust department. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 and operates a multi-manager platform providing diverse investment program options.

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

John T

Series 66

Tunkhannock, PA

LPL Financial

John Tosi is a Series 66-credentialed financial advisor with 25 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 10 years with Wells Fargo Advisors Financial Network LLC. Outside of advisory work, he is involved in coin collecting and operates a small agricultural business, Tosi Farms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

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

Richard D

ChFC®, Series 63

Factoryville, PA

Cetera

Richard Doeringer is a ChFC®-designated financial advisor with 40 years of industry experience. He is currently affiliated with Cetera and co-owns RDDM Investments LLC, a financial services firm. In addition to his advisory roles, he has worked as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance since 1986. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various investment strategies and 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

Robert S

Series 63, Series 65

West Pittston, PA

LPL Enterprise

Robert Swank is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He worked at Pruco Securities, LLC for 28 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, consulting, and access to third-party asset managers and wrap programs through its network of investment adviser representatives.

Tax-loss harvesting
user avatar
firm logo

George O

Series 66

Dallas, PA

Edward Jones

George Oberg is a financial advisor at Edward Jones in Dallas, PA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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

Kelli L

Series 63, Series 65

Falls, PA

OSAIC

Kelli Lyons Stevens is a financial advisor at Osaic with 26 years of industry experience and holds Series 63 and Series 65 licenses. She has previously worked at American Portfolios Financial Services and BCG Securities. In addition to her advisory role, she operates an insurance agency focused on life insurance and fixed business products not available through her firm. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, including financial planning and managed account solutions. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

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