Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

300 advisors near
18702

Out of 400,000+ nationwide

user avatar
firm logo

Alexander P

Series 63, Series 65

Moosic, PA

Janney Montgomery Scott

Alexander Pucilowski is a financial advisor with Janney Montgomery Scott in Moosic, PA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior roles include positions at CNL Securities Corp. and AXA Distributors, LLC, as well as service in the Florida Army National Guard. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through a combination of in-house portfolio management, third-party managers, and multiple advisory programs, and offers brokerage, financial planning, and consulting services.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
user avatar
firm logo

Patrick G

Series 63, Series 65

Pittston, PA

Farther

Patrick Golden is a financial advisor at Farther with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at STIFEL, Private Client Services, LLC, and operated Golden Wealth Management. He is also an insurance agent. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through both a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach implemented with proprietary model portfolios, algorithmic rebalancing, and a range of asset types, including ETFs, mutual funds, equities, and fixed income.

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

John C

Series 66

Plains Twp, PA

Integrity Alliance, LLC

John Cyprich is a financial advisor with Integrity Alliance, LLC and holds a Series 66 designation. He has nine years of industry experience, previously working at Bankers Life Securities, Inc. and Bankers Life and Casualty. He is also a partner in Keystone Legacy Financial LLC, where he manages an insurance marketing agency and writes insurance policies. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent adviser representatives. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing various portfolio management approaches across multiple custodial platforms.

Annuities ESG / Sustainable investing
user avatar
firm logo

Scott S

Series 63, Series 65

Forty Fort, PA

GWN Securities Inc.

Scott Skammer is a financial advisor with GWN Securities Inc. in Forty Fort, PA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with GWN Securities since 2015 and also has a background with McCarthy Tire Service Co. Outside of his advisory role, Skammer serves as an adjunct professor teaching undergraduate finance and is treasurer of a nonprofit organization providing meals to local nursing home residents. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm employs a range of investment strategies, including legacy market-timing and momentum-based approaches, and manages approximately $3.65 billion across over 37,000 client accounts.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
user avatar
firm logo

Desmond S

Series 63, Series 65

Kingston, PA

Transamerica Financial Advisors

Desmond Scott is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has held roles at multiple firms, including Grober Imbey Agency, Inc., Netlaw, and World Financial Group, Inc. In addition to advisory work, he supports small businesses with accounting and planning needs through his own firm, D. Scott and Associates, LLC. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with access to proprietary and third-party investment models, managing over $2 billion in client assets across discretionary and non-discretionary accounts.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

Barry K

Series 63, Series 65

Kingston, PA

Transamerica Financial Advisors

Barry King is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has been affiliated with World Financial Group since 2001. King also serves as a representative for WealthWave, focusing on marketing activities. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and offers multiple program platforms such as Transamerica ONE and TFA365.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

Sandra H

Series 63, Series 65

Wilkes-Barre, PA

Janney Montgomery Scott

Sandra Harper is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Janney Montgomery Scott for a total of 22 years, with a brief one-year tenure at Chapin, Davis. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
user avatar
firm logo

Malo C

Series 63, Series 65

Kingston, PA

Transamerica Financial Advisors

Malo Carpenter is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked with firms including World Financial Group and WealthWave and currently holds a role at Netlaw focused on estate planning. Carpenter is also involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individual investors, retirement plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, delivering services through a large network of advisors and managing approximately $1.7 billion in regulatory assets under management.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

Lisa P

Series 66

Luzerne, PA

&PARTNERS

Lisa Probanski Bonito is a financial advisor at &Partners with a Series 66 designation and two years of industry experience. Prior to joining &Partners, she worked at Wells Fargo Clearing, Maximus, and Navient. &Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and various advisory services using a combination of fundamental, technical, and quantitative analysis, with accounts managed by in-house advisors or third-party managers.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Richard K

Series 63, Series 65

Moosic, PA

Janney Montgomery Scott

Richard Kearney is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Janney Montgomery Scott and its predecessor firm since 1991. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
user avatar
firm logo

Carla J

Series 65, Series 63

Wilkes Barre Twp, PA

Eagle Strategies (NY Life)

Carla Jagodzinski is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. She has 21 years of industry experience, including roles at Blu Door Financial and New York Life Insurance Company. She is also a committee member and authorized founder of the Luzerne Foundation’s David J. Miller Scholarship Fund, which provides scholarships to local students and supports Big Brothers Big Sisters of Northeast PA. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives and manages a substantial asset base primarily on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Derek T

Series 63, Series 65

Kingston, PA

Transamerica Financial Advisors

Derek Thompson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at JP Morgan securities and Chase Bank, as well as driver and business owner roles with companies such as Uber, Lyft, and Apex Business LLC. He is also involved with Netlaw, a firm that provides estate planning services including wills and trusts. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

Megan A

Series 66

Scranton, PA

Commonwealth Financial Network

Megan Alpert is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. She holds the Series 66 designation and has worked at firms including Bank of America and Merrill. Megan also works as a success and fulfillment coach outside of her financial advisory practice. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of managed-account programs, third-party asset manager access, and back-office services including trading and reporting.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Tyler M

Series 66

Scranton, PA

Empower Advisory Group

Tyler Mulligan is a financial advisor at Empower Advisory Group with a Series 66 designation. He has been in the industry since 2022, previously working at Bank of America and Merrill. Prior to his financial services career, he spent several years at Joyce Outdoor Advertising. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and participants, as well as selected retail clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, emphasizing long‑term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

David T

Series 63, Series 66

Luzerne, PA

&PARTNERS

David Tarantini is a financial advisor at &PARTNERS with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing for a combined 16 years. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and various advisory services through a combination of proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Patrick H

Series 65, Series 66

Scranton, PA

PNC Wealth Management

Patrick Hannon is a financial advisor with PNC Wealth Management in Scranton, PA, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. He has been with PNC Investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering for employees that uses algorithmic risk assessment and approved model strategies implemented via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
user avatar
firm logo

Robert G

CFP®, Series 66

Luzerne, PA

&PARTNERS

Robert Gover is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at \u0026Partners, LLC since 2024 and previously spent 15 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. \u0026Partners serves a broad range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Claude H

Series 65

Kingston, PA

Transamerica Financial Advisors

Claude Hicks is a financial advisor with Transamerica Financial Advisors, holding a Series 65 designation and currently based in Kingston, PA. He has experience with several firms since 2024 and has been involved with Highstreet IT Solutions, LLC since 2011. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
user avatar
firm logo

James M

ChFC®, Series 63, Series 66

Plains, PA

Guardian Life

James Murphy is a ChFC® credentialed financial advisor with 29 years of industry experience. He has been with Primerica Advisors since 1999 and also maintains a longstanding association with Guardian Life Insurance Co of America beginning in 1996. Murphy serves on the board of directors at Fox Hill Country Club. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a combination of proprietary and third-party investment strategies and offers a range of account-level services.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired 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")