Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
David S
Series 63, Series 65
Hermitage, PA
Raymond James Financial
David Stabile is a financial advisor with Raymond James Financial Services, Inc. He holds Series 63 and Series 65 designations and has 45 years of industry experience. Prior to joining Raymond James in 2020, he worked at Merrill Lynch for nine years and has been associated with FINRA since 2010. Outside of his advisory role, he serves as a director on the Sharon Sanitary Authority board. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its recommendations through advisory programs and other providers.
Marvin G
Series 63
New Castle, PA
LPL Financial
Marvin Gardner is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. His career includes long-term roles at Waddell & Reed and Gardners Tax & Financial Service, where he continues involvement in tax preparation and accounting. Gardner also manages Woodmere Estates, a real estate rental business. 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 and access to third-party asset managers, supported by advanced research and operational tools.
Robert M
Series 63, Series 65
New Castle, PA
Cambridge Investment Research Advisors
Robert Mrozek is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked with Cambridge Investment Research since 2016. Outside of advisory work, he operates an independent insurance agency and manages office rental space. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple portfolio management options and utilizes both proprietary and third-party model strategies tailored to client objectives.
Michael S
Series 63, Series 65
Sharon, PA
LPL Financial
Michael Sirianni is a financial advisor with LPL Financial in Sharon, PA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His career includes roles at Stifel Independent Advisors, Morgan Stanley, 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.
Trevor P
Series 63, Series 65
New Castle, PA
Cetera
Trevor Popovitch is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera Investment Services LLC and affiliated entities since 2014. 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 a range of portfolio management and financial planning services, with multiple program structures and access to both affiliated and third-party managers.
Jeremy E
Series 63, Series 65
Sharon, PA
Ameriprise
Jeremy Evans is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Ameriprise in 2026, he worked at Good Life Advisors, LLC and LPL Financial, LLC for a combined total of over a decade. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice based on extensive investment research and tax-aware withdrawal strategies.
James C
Series 63, Series 66
Hubbard, OH
Edward Jones
James Carpenter III is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2017. Prior to that, he was affiliated with PNC Bank and PNC Investments from 2014 to 2017. He has served as a board member of the Steam Academy of Warren, where he participates in monthly meetings related to the school's operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Rene O
Series 63, Series 65
New Castle, PA
LPL Financial
Rene Ornelas is a financial advisor with LPL Financial based in New Castle, PA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes roles at Independent Advisor Alliance, Independent Financial Partners, NRP Advisors, Wells Fargo Advisors, and Morgan Stanley. Outside of his advisory work, he is also a musician who performs and books gigs. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment options, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.
Lewis R
Series 63, Series 66
Hermitage, PA
Raymond James Financial
Lewis Rosa III is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been associated with Raymond James and the Ristvey Investment Group since 2011. Outside of his advisory role, he serves as a board member on the Finance and Investment Committee for Shenango Valley Catholic School System. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Joseph T
Series 66
Sharon, PA
Ameriprise
Joseph Trani is a financial advisor with Ameriprise in Sharon, PA, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2016, including his current role starting in 2020, and is also involved with PGP LLC, where he assists with general office operations. Ameriprise provides a retirement-income planning service focused on individuals with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Donald R
Series 63
Hermitage, PA
Cetera
Donald Reed Jr. is a financial advisor with Cetera in Hermitage, PA, holding a Series 63 designation and 32 years of industry experience. He has been associated with Cetera since 2004 and operates Reed & Reed Associates, Inc., an accounting and income tax service, where he is a CPA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various program options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.
Michael B
Series 66
New Castle, PA
Ameriprise
Michael Bruno is a financial advisor at Ameriprise with 19 years of industry experience, holding a Series 66 designation. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2007. Outside of his advisory work, Bruno is involved in officiating football at the junior high, high school, and college levels. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.
David W
Series 63, Series 65
Hermitage, PA
LPL Financial
David Wright is a financial advisor with LPL Financial in Hermitage, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with LPL Financial since 2010 and previously worked at PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.
Matthew D
Series 63
Hermitage, PA
Cetera
Matthew Dailey is a financial advisor with Cetera, holding a Series 63 designation and 22 years of industry experience. He has been with Cetera since 2006 and is also a part owner of Reed & Reed Associates, Inc., an accounting and income tax services firm where he works as a CPA. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services using a multi-manager platform with discretionary and non-discretionary program options.
John B
Series 63, Series 65
Poland, OH
OSAIC
John Beato is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Osaic in 2023, he held positions at Bank of America and Merrill. Beato is also an insurance agent, selling fixed annuities, life insurance, and long-term care products. Osaic Wealth, Inc. serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various investment vehicles.
Gary H
Series 63, Series 66
New Castle, PA
Cetera
Gary Hesselgesser is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014. He also has a role at First National Bank of Pennsylvania where he has worked since 2006. Outside of Cetera, he is involved in fixed life insurance sales and receives compensation for referrals to the First National Bank Trust Department. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with a broad range of investment program options.
Michael B
Series 66
New Castle, PA
Cetera
Michael Busin II is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has worked in various roles at Cetera and First National Bank of Pennsylvania since 2013. In addition to his advisory role, Busin serves as a portfolio manager for First National Bank of Pennsylvania, supporting the commercial banking team in the Northwest region. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of investment and financial planning services through a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients, offering multiple program structures and access to both affiliated and third-party asset managers.
Craig D
Series 66
Grove City, PA
Edward Jones
Craig Denman is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013, based in Grove City, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, operates under a fiduciary standard, and maintains a large national network of financial advisors and branch offices.
Mark S
Series 63, Series 65
Hermitage, PA
LPL Financial
Mark Steen is a financial advisor with LPL Financial in Hermitage, PA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes roles at Stifel and Butler, Wick & Co., Inc. He also has a minority interest in a teamwear business based in McDonough, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, with access to various investment strategies and platforms.
Joseph K
Series 63, Series 65
Hermitage, PA
Ameriprise
Joseph Kuzmanko is a financial advisor at Ameriprise with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked with several firms including Huntington Investment Company, PNC Investments, and LPL Financial. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide