Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Anthony B
Series 63, Series 65
Mechanicsburg, PA
Vicus Capital, Inc.
Anthony Briselli Jr. is a financial advisor at Vicus Capital, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Vicus Capital since 2001 and Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he is an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm uses a blend of fundamental and technical analysis with various strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory offerings.
Michael R
Series 63, Series 65
Harrisburg, PA
Prospera Financial Services, inc.
Michael Ross is a financial advisor at Prospera Financial Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, Members 1st FCU, and INVEST Financial Corporation. Prospera Financial Services, Inc. is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm offers financial planning, portfolio management, and access to multiple advisory programs and platforms, with a dual registration as an SEC-registered investment adviser and a FINRA member broker-dealer.
Tony T
Series 63, Series 66
Harrisburg, PA
Infinity Financial Services Advisory
Tony Tolene is a financial advisor at Infinity Financial Services Advisory with 16 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Infinity Financial Services Advisory, his career included roles at LPL Financial, PNC Wealth Management, and Chase Investment Services Corp. Outside of finance, he owns and oversees an elderly home care business focused on managing care for his mother. Infinity Financial Services Advisory is a multi-advisor firm serving individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting. The firm employs a multi-method investment approach and utilizes a range of strategies including options and complex products as part of portfolio construction and risk management.
Ralph F
Series 63, Series 65
Harrisburg, PA
Prospera Financial Services, inc.
Ralph Fetrow is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes prior roles at PURSHE KAPLAN STERLING INVESTMENTS, InsightAdvisors, Kovack Advisors, and Invest Financial Corporation. Outside of advising, he is involved in horse care and leisure riding and serves as president of a non-investment-related real estate entity. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves a diverse client base, including individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Michael J
Series 65
Harrisburg, PA
Ethos Financial Group, LLC
Michael Johnson, Jr. is a financial advisor at Ethos Financial Group, LLC in Harrisburg, PA. He holds a Series 65 designation and has experience in financial services since 2026, following five years at Fulton Bank and prior work at Comcast. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations, providing investment management, financial planning, estate planning, and consulting services. The firm emphasizes diversified, risk-conscious portfolios using model allocations and multiple investment vehicles, supplemented by third-party research and operational AI tools.
Zachary W
Series 63, Series 66
Camp Hill, PA
Vicus Capital, Inc.
Zachary Weigl is an investment advisory representative at Vicus Capital, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Rosenblatt Securities and PGIM, Inc. Outside of his advisory role, he has experience in the food service industry. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a range of strategies combining fundamental and technical analysis and offers retirement plan consulting with fiduciary services, utilizing both proprietary and third-party investment solutions.
Colin B
Series 63, Series 66
Camp Hill, PA
Thrivent Advisor Network, LLC
Colin Bernd is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at several Thrivent-related entities since 2020 and previously held positions at LifeGuide Financial Advisors and Messiah College. He is also a licensed insurance producer involved in selling and servicing fixed insurance contracts. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction, utilizing a range of investment vehicles and combining internal portfolio management with oversight of independent managers.
Robert E
CFP®, Series 63, Series 65
Camp Hill, PA
ON Investment Management CO
Robert Eichinger is a financial advisor with ON Investment Management CO in Camp Hill, PA, holding the CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including over three decades at The O.N. Equity Sales Company. Outside of advising, he serves as president of Cumberland Financial Group, where he sells insurance products. ON Investment Management Company (ONIMCO), a subsidiary of The O.N. Equity Sales Company, provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services, including comprehensive and modular financial plans and access to third-party investment programs, with a client base primarily managed through a combination of discretionary and non-discretionary advisory relationships.
Timothy B
Series 63, Series 65
Harrisburg, PA
Prospera Financial Services, inc.
Timothy Boyd is a financial advisor with Prospera Financial Services, Inc. in Harrisburg, PA, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at State Farm Investment Management Corporation and Northwestern Mutual Investment Management, as well as operating his own insurance agency. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Laura P
Series 63, Series 65
Lemoyne, PA
Gibbs Wealth Management, LLC
Laura Pesek is a financial advisor with Gibbs Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Rose Financial Management, Woodbury Financial Services, and Questar Asset Management. She is also an insurance agent involved in sales of fixed annuities, disability, health, life, property and casualty insurance, and employee benefits through her sole proprietorship, LP Financial Associates. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a mix of analytical approaches to guide investment allocations.
Christopher V
Series 63, Series 66
Camp Hill, PA
Thrivent Advisor Network, LLC
Christopher Van Hart is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for over a decade. Van Hart serves as Board President of Family Promise of Harrisburg Capital Region, a nonprofit organization focused on supporting homeless families. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, while offering access to independent managers and ongoing portfolio oversight.
Scott R
Series 66
Harrisburg, PA
Guardian Life
Scott Rucci is a financial advisor at Guardian Life with a Series 66 designation. He has one year of industry experience, including prior roles at Financial Growth Partners and PayPal. Guardian Life’s subsidiary, Park Avenue Securities, offers brokerage and advisory services to individuals, retirement plans, and businesses. The firm provides a range of investment and financial planning solutions, combining advisor-led management with model-based strategies and access to insurance and alternative investments.
Dennis B
Series 63, Series 65
Camp Hill, PA
Commonwealth Financial Network
Dennis Browne is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been co-owner of Capital View Wealth Management, LLC since 2010 and has worked at Cambridge Investment Research Advisors, Inc. for 15 years prior to his current role. Browne also serves as a FINRA arbitrator in Lemoyne, PA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors. The firm offers a broad range of managed account programs, access to third-party asset managers, and custody and clearing services, supporting both individual and institutional clients across diverse investment platforms.
Song S
Series 63, Series 66
Harrisburg, PA
OSAIC Institutions, INC.
Song Shim is a financial advisor with OSAIC Institutions, Inc. in Harrisburg, PA, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Cetera Investment Services, First National Bank of PA, CUSO Financial Services, L.P., and J.P. Morgan Securities. Shim is also an owner of a rental property, which is unrelated to his client services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, including discretionary and non-discretionary management, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer model.
Matthew G
Series 66
Harrisburg, PA
Guardian Life
Matthew Gunter is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience and has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2019. Outside of his advisory role, he is involved in selling non-Guardian products on a limited basis. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.
John O
Harrisburg, PA
Integrated Wealth Concepts LLC
John Obrock is a financial advisor with Integrated Wealth Concepts LLC in Harrisburg, PA. He holds over eight years of experience in the industry and has been associated with Integrated Wealth Concepts since 2026. He also has a long-standing career at WildeMan and Obrock, CPA's, where he has worked since 1985. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors wrap-fee programs with a focus on customized portfolios and a combination of internal and third-party asset management.
William G
ChFC®, Series 63
Harisburg, PA
Eagle Strategies (NY Life)
William Gammon is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® and Series 63 designations. He has 11 years of industry experience, currently serving clients in Harrisburg, PA. His career includes roles at Nylife Securities LLC and New York Life Insurance Company since 2014. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and operates primarily with a non-discretionary asset base.
Martin C
Series 63
Lemoyne, PA
Janney Montgomery Scott
Martin Chronister is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and possessing 57 years of industry experience. He has been with Janney Montgomery Scott since 1978. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities through various advisory and brokerage services.
Edward F
CFP®, Series 63, Series 65
Camp Hill, PA
PNC Wealth Management
Edward Frome is a CFP® professional with 29 years of experience in the financial services industry. He is currently with PNC Wealth Management and has previously worked at Wells Fargo Clearing Services LLC and Ameriprise Financial Services, Inc. since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and implements portfolios via approved model strategies managed by PNC or third-party strategists.
Stephen L
CFP®, Series 63, Series 65
Harrisburg, PA
Newedge Advisors
Stephen Landersman is a CFP®-certified financial advisor with 37 years of industry experience, currently with NewEdge Advisors since 2021. His prior experience includes 15 years at CUSO Financial Services and roles at NewEdge Securities. Outside of his advisory work, Landersman is involved in several business ventures, including serving as President of Unifi Advisors LLC and as Secretary/Treasurer of Blue Ridge Medical Spa, a medical spa providing Botox injections and other esthetic services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and access to third-party managers through multiple program structures, emphasizing centralized due diligence and technology-supported advisor solutions.
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