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Ron B

Series 63, Series 65

Dunmore, PA

LPL Financial

Ron Bednarz is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 25 years of industry experience, including roles at Cadaretgrant and running Bednarz Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services with both discretionary and non-discretionary management, supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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Jeremy G

Series 66, Series 63

Dunmore, PA

LPL Financial

Jeremy Geadrities is a financial advisor with LPL Financial in Dunmore, PA, holding Series 66 and Series 63 licenses and six years of industry experience. His career includes roles at Prudential Investment Management Services and Gwfs Equities, Inc. He has also been involved in business activities related to Peoples Security Retirement Plan Services and Peoples Security Wealth Advisors, both DBAs associated with LPL Financial. 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, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

College savings (529s, UTMA, etc.)
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Shane H

Series 63, Series 66

Dickson City, PA

Charles Schwab

Shane Hart is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2019, following previous roles at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. He is also the owner of Hart Ventures LLC, an entity established for potential future business operations that is currently inactive. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and centralized operational and supervisory infrastructure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Neal D

Series 66

Scranton, PA

Wells Fargo Advisors

Neal Deangelo III is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds a Series 66 credential and previously worked at Tri Mountain Ventures, LLC. Outside of his advisory role, he is involved in managing a private investment firm focused on a fine arts practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options and tailored recommendations supported by Wells Fargo research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Benjamin B

Series 66

Honesdale, PA

Raymond James Financial

Benjamin Burkhardt is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has three years of industry experience. His work history includes roles at Krupa Wealth Management and coaching varsity football for the Wallenpaupack School District. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and investment consulting tailored to client goals, supported by analytical tools and a broad advisor network.

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

Series 63, Series 65

Dunmore, PA

LPL Financial

Patrick Iannetta is a financial advisor with LPL Financial in Dunmore, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Prudential Investments Management Services LLC, where he worked for 21 years. He has also been affiliated with Empower Financial Services and Empower Advisory Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing a mix of discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Thomas S

Series 63, Series 65

Honesdale, PA

Ameriprise

Thomas Sporer Jr. is a financial advisor with Ameriprise based in Honesdale, PA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, he serves on the Board of Directors and as Treasurer of the Texas Rod and Gun Club, Inc., and is a board member of the Eagle Home Association. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers these services through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Katherine O

Series 65, Series 63

Dunmore, PA

LPL Financial

Katherine Oven is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Northwestern Mutual Wealth Management Company, Commonwealth Financial Network, and Ameritas. Outside of her advisory role, she serves as Vice President of the Dunmore Borough Council. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by extensive research and technology.

College savings (529s, UTMA, etc.)
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James V

Series 63, Series 66

Scranton, PA

LPL Financial

James Vanwert III is a financial advisor with LPL Financial in Scranton, PA, holding Series 63 and Series 66 licenses and having 16 years of industry experience. He has worked with LPL Financial since 2022 and previously with Cuna Mutual Group and Cuna Brokerage Services, Inc. outside of routine investment-related activities. 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 advisors, offering financial planning, advisory programs, retirement consulting, and brokerage services.

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

Series 63, Series 66

Blakely, PA

LPL Financial

Brian Weber is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2026, he worked at MML Investors Services, MassMutual Life Insurance, Guardian Life Insurance Company, Park Avenue Securities, First National Bank of Pennsylvania, and in the automotive industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management with access to research and model portfolios.

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

Series 63, Series 66

Scranton, PA

Wells Fargo Advisors

Alan Whitaker is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors Financial Network since 2010. Outside of his advisory role, Whitaker participates in several investment-related ventures, including executive decisions at Cedar and Holly LLC and managing operations at Art & Alan LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo’s research and planning tools to develop individualized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Justin P

Series 63, Series 65

Peckville, PA

Mass Mutual Investors Services

Justin Patchcoski is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at Metlife Securities since 2010. Outside of his advisory role, he is an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing analytical tools like Monte Carlo simulations and automated asset allocation to support its recommendations.

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

Series 66

Honesdale, PA

Cetera

Gordon Rhoads is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, and Securities America Inc. Rhoads also has experience with Wayne Bank alongside his advisory career. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and unaffiliated 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
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Thomas F

CFP®, Series 63, Series 65

Blakely, PA

LPL Financial

Thomas Fiorelli III is a CFP® with 24 years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Cadaret, Grant & Co., Inc. and Strategic Planning Associates, LLC. Outside of his advisory work, he serves on the board of the Valley View Cougar Kickoff Club, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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James V

Series 63, Series 65

Clifford Twp., PA

LPL Enterprise

James Verboys is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Pruco Securities, LLC for 29 years before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment programs, combining advisory programs with brokerage and insurance products on an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Kevin B

Series 66

Scranton, PA

Wells Fargo Advisors

Kevin Bender is a financial advisor at Wells Fargo Advisors in Scranton, PA, holding a Series 66 license with 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with planning options that include specialized areas such as business-owner transition and special-needs planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Nadine B

CFP®, Series 66

Dickson City, PA

Ameriprise

Nadine Bartkowski is a CFP® professional with 16 years of experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she is a stockholder in a family-owned Sub S corporation that operates two bowling alleys. Ameriprise is an institutional firm offering retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, combining research and modeling to deliver tailored, tax-efficient retirement income recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jeremy P

Series 63, Series 66

Carbondale, PA

Cetera

Jeremy Patten is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Cetera and its affiliated entities since 2016. He serves as treasurer for the Masonic Hall Association of Honesdale, overseeing the organization's financial duties. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors and approximately 800,000 clients. The firm offers a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform and 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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Kurt K

Series 63, Series 66

Scranton, PA

LPL Financial

Kurt Kushner is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at Nationwide Financial Network, Nationwide Securities, LLC, and Nationwide Insurance Company, with tenure spanning from 1998 to 2018. Kushner operates under several LPL business entities in Scranton, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Michael K

Series 66

Honesdale, PA

Raymond James Financial

Michael Krupa is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Raymond James Financial Services, Inc., where he has worked since 2020, following six years at Wells Fargo. Krupa is the owner and president of Krupa Wealth Management, a support company based in Honesdale, PA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and it supports client implementation through various advisory programs.

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