Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

76 advisors near
16668

Out of 400,000+ nationwide

firm logo

Michael H

Series 66

Altoona, PA

Edward Jones

Michael Harris is a financial advisor at Edward Jones in Altoona, PA, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

John S

CFP®, Series 63, Series 65

Altoona, PA

LPL Financial

John Stanek is a CFP® with over 41 years of experience in the financial industry. He has worked at LPL Financial since 2025 and previously spent 26 years with Next Financial Group, Inc. Outside of his advisory work, he is also an author. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by proprietary and third-party research.

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

Guy L

CFP®, Series 63, Series 65

Altoona, PA

Cetera

Guy Landolfi is a CFP® with 39 years of industry experience, currently affiliated with Cetera since 2023. His career includes roles at Cetera Wealth Services, Girard Securities, and ownership of a CPA practice since 1982. He serves as an elected board member of a local nonprofit organization and is involved in interior and exterior design through a separate business. Cetera Investment Advisers LLC offers a wide range of investment advisory services to individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform that enables advisors to implement diverse portfolio strategies, supporting both discretionary and non-discretionary accounts 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

Letitia C

Series 63, Series 65

Carrolltown, PA

LPL Financial

Letitia Cordell is a financial advisor at LPL Financial with 33 years of industry experience. She previously worked at NEXT Financial Group, Inc. for 26 years before joining LPL Financial in 2025. Cordell holds Series 63 and Series 65 designations and is based in Carrolltown, PA. Outside of her advisory role, she is also involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

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

Timothy S

CFP®, Series 66

Ebensburg, PA

STIFEL

Timothy Scanlan is a financial advisor at Stifel with 23 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Stifel in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as president of the Ebensburg Youth League and is active as a board member in local community organizations, including the Ebensburg Main Street Partnership. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

David N

Series 66

Altoona, PA

Cambridge Investment Research Advisors

David Neumann is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 12 years of industry experience. He has been with Cambridge since 2016. Outside his advisory role, he is the managing member of Neumann Financial LLC and also operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services with a range of portfolio management options and a combination of proprietary and third-party investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Jeffrey S

Series 66

Altoona, PA

Edward Jones

Jeffrey Smithbower is a financial advisor at Edward Jones in Altoona, PA, with eight years of industry experience. He holds a Series 66 credential and has worked previously at Conemaugh Health Systems and Glendale School District. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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

Theresa R

Series 63

Altoona, PA

LPL Financial

Theresa Riley is a financial advisor with LPL Financial, holding a Series 63 designation and 26 years of industry experience. She has been with Linsco/Private Ledger Corp. since 2004. Riley is involved in a private financial entity, Fusco Riley Financial, LLC, and operates under the DBA Fusco Riley Reismeier Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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

Walter S

Series 63, Series 65

Altoona, PA

LPL Financial

Walter Sedlock III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has previously worked at Cadaret, Grant & Co., Inc. and has maintained long-term engagements with Hancock Capital Management, Inc., The Hancock Group Inc., Hancock Associates, Inc., and Allan Hancock Agency Inc. Outside of his role at LPL Financial, he continues to provide limited services through his independent firm, Hancock Capital Management, Inc. 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 and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and various institutional client solutions.

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

George D

Series 63, Series 65

Altoona, PA

Cetera

George Delbaggio Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Cetera since 2015, including Cetera Wealth Services, LLC since 2019, and was previously with Summit Financial Group Inc. Outside of his advisor role, he owns Periwinkle Stables, LLC, a horse barn managed for his family’s use. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary 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

Robert M

Series 63

Altoona, PA

Mass Mutual Investors Services

Robert Muri is a financial advisor with Mass Mutual Investors Services in Altoona, PA, holding a Series 63 designation and 30 years of industry experience. His career includes 21 years at Metlife Securities Inc. and nine years with MassMutual Life Insurance Company and Mass Mutual Investors Services. He is also an agent involved in fixed annuities. MassMutual 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 financial planning, asset management, wrap and money-manager programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

John Z

Series 63, Series 65

Altoona, PA

OSAIC

John Zerbee is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Everbank, Securities America Advisors, Inc., and Cashman Financial Group Inc. In addition to his advisory work, he is involved in activities related to health product distribution through Shaklee Nutritional Products. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering a range of integrated brokerage, advisory, and financial planning services. The firm employs sophisticated portfolio construction tools and supports multiple advisory platforms and third-party managed account solutions.

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

Colin B

Series 66

Altoona, PA

LPL Financial

Colin Burns is a financial advisor at LPL Financial based in Altoona, PA, holding a Series 66 designation. He has one year of industry experience and previously worked at Pennsylvania State University and Intech Network Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies in its investment approach.

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

Paige M

Series 66

Altoona, PA

Raymond James Financial

Paige Mccreary is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds the Series 66 designation and has worked at Fulton Bank since 2019. Her other business activity includes a role as a financial advisor with Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Craig K

Series 63

Altoona, PA

LPL Financial

Craig Kilmer is a financial advisor with LPL Financial and holds a Series 63 designation. He has 40 years of industry experience, including prior roles at Cadaret, Grant & Co., Inc., and Principal Life Insurance Company. He is also involved with Hancock Associates Inc., The Hancock Group Inc., and Hancock Capital Management, Inc. 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 consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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

Jeffrey S

Series 65, Series 63

Altoona, PA

LPL Financial

Jeffrey Stanek is a financial advisor at LPL Financial with 11 years of industry experience and holds Series 65 and Series 63 licenses. He previously worked at Next for 10 years before joining LPL Financial. Outside of his advisory role, he hosts a baseball-focused radio and podcast program called Figure It Out Baseball. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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")