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Matthew F

Series 63, Series 66

Sciota, PA

LPL Financial

Matthew Field is a financial advisor with LPL Financial in Sciota, PA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior experience includes seven years with Nationwide and Nationwide Securities LLC. He is involved with Hagy Financial Services, LLC and Hagy Insurance Agency, which provides property and casualty insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing a range of portfolio management strategies and research resources.

College savings (529s, UTMA, etc.)
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Nancy R

Series 66

Stroudsburg, PA

Morgan Stanley

Nancy Robilotta is a financial advisor with Morgan Stanley in Stroudsburg, PA, holding a Series 66 designation and 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Samantha P

Series 66

Phillipsburg, NJ

Cetera

Samantha Prusia is a financial professional with seven years of industry experience, currently affiliated with Cetera. She holds the Series 66 designation and has worked at multiple firms including Cetera Advisors and First Allied Securities. Prusia also operates EM Winters Financial Services, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with both 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
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Tarik E

Series 66

Stroudsburg, PA

Morgan Stanley

Tarik El Bassiouni is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its Private Bank division since 2013. Outside of his advisory role, he coaches basketball for the Stroudsburg Area School District. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, utilizing structured planning tools and investment committee insights to deliver tailored solutions.

General estate planning guidance
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Rocco S

Series 63, Series 65

East Stroudsburg, PA

Primerica Advisors

Rocco Stigliano is a financial advisor with Primerica Advisors in East Stroudsburg, PA, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1993. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-based strategies and selective separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and utilizes a tiered wrap-fee structure while maintaining oversight of investment models and related arrangements.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Timothy F

Series 66

Columbia, NJ

Equitable Advisors

Timothy Ferguson is a financial advisor with Equitable Advisors in Columbia, NJ, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles in education and hospitality. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, providing financial planning, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing various sponsored programs and third-party managers to offer advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Michael C

Series 63, Series 65

East Stroudsburg, PA

Raymond James Financial

Michael Chell is a financial advisor with Raymond James Financial in East Stroudsburg, PA, holding Series 63 and Series 65 designations with 41 years of industry experience. He has been with Raymond James Financial and its affiliate since 2010. In addition to his advisory role, he serves as CEO of Chell Financial Group, Inc., a support company for Raymond James business operations. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and models to align with client goals, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Robert C

Series 63

Belvidere, NJ

LPL Financial

Robert Claussen is a financial advisor with LPL Financial in Belvidere, NJ, holding a Series 63 designation and 44 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved in selling group health insurance as an independent broker. 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 financial planning and advisory programs, including retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research.

College savings (529s, UTMA, etc.)
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Sean R

Series 66

Stroudsburg, PA

Morgan Stanley

Sean Robilotta is a financial advisor at Morgan Stanley with a Series 66 designation. He joined the firm in 2024 and has prior work experience at Walmart and East Stroudsburg University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

General estate planning guidance
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John S

Series 65, Series 63

Sciota, PA

LPL Financial

John Sobrinski Jr. is a financial advisor with LPL Financial in Sciota, PA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and Triad Advisors, Inc., and has operated Sobrinski Financial Services since 2014. 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 retirement plan consulting, utilizing a variety of model portfolios, third-party subadvisors, and technologies including machine learning.

College savings (529s, UTMA, etc.)
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Elizabeth W

Series 63, Series 65

East Stroudsburg, PA

OSAIC

Elizabeth Watson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Securities America Advisors and Questar Asset Management, among other firms, before joining OSAIC. Outside of her advisory role, she mentors women in leadership positions within a church setting through a special assignment in women's ministries. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by various tools and third-party platforms.

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

Series 63, Series 65

Scotrun, PA

Raymond James Financial

Michael Savage is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been associated with Raymond James since 2010 and has operated his own support company, Savage Financial Group, since 2014. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to align with client goals, and it supports municipal and public-finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Carole S

Series 63, Series 65

Belvidere, NJ

LPL Financial

Carole Sarson is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2019, following a three-year tenure at Kestra Financial Services. Outside of her advisory work, she serves on the board of the Windrush III Condo Association, a nonprofit organization in Tarpon Springs, Florida. LPL Financial is a registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by comprehensive research and technology tools.

College savings (529s, UTMA, etc.)
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Peter J

Series 63, Series 65

Stroudsburg, PA

Morgan Stanley

Peter Joseph is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015 respectively, and previously at Citigroup Global Markets beginning in 1993. Outside of his advisory role, he is involved as an executor of an estate and is a member of River Road General Store LLC, a real estate-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.

General estate planning guidance
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Dale H

CFP®, ChFC®, Series 63

Blakeslee, PA

Cetera

Dale Hearn is a CFP® and ChFC® professional with 39 years of industry experience. He has been affiliated with Cetera since 2025 and previously worked with Concourse Financial Group Securities Inc for 28 years. Outside of his financial advisory work, he serves as a committee member for a biblical literacy class and acts as executor for an estate. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes access to affiliated and third-party managers across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Sergey K

Series 66

Sciota, PA

Equitable Advisors

Sergey Kuznetsov is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked with AxA Advisors. Outside of his advisory role, he is involved as Treasurer of the ElArte Foundation Inc. and participates in renewable energy ventures including Tunkhannock Solar Partners and My Healthy Cookie Co. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Thomas K

Series 63, Series 66

Belvidere, NJ

Cetera

Thomas Karabinus is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and its affiliated entities since 2005. In addition to his advisory role, he has served on the Belvidere Board of Education since 1978. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Ashley B

Series 66

East Stroudsburg, PA

Raymond James Financial

Ashley Bolton is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. She holds the Series 66 designation and has previously worked in educational and support roles outside the financial services sector. Bolton also works as an associate at support companies related to Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored planning and consulting using analytical tools and supports municipal and public finance through unique affiliations and specialized programs.

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