Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Ryan N

Series 63, Series 66

Taylor, PA

LPL Financial

Ryan Namiotka is a financial advisor with LPL Financial in Taylor, Pennsylvania, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been affiliated with both LPL Financial and NBT Bank since 2013. Outside of his advisory role, he owns Abington Kids Creative Learning Center, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and incorporating advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Nicholas P

Series 63, Series 65

Dunmore, PA

LPL Financial

Nicholas Parise is a financial advisor with LPL Financial in Dunmore, PA, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior work includes roles at PNC Bank and PNC Investments LLC. Outside of his advisory work, he is involved with DCNP Realty, LLC, 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 other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and supported by advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

William C

Series 63, Series 66

Clarks Summit, PA

LPL Financial

William Colon is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and New York Life Insurance. Outside of his advisory work, he operates a recreational rental business called Luna Travel & Rentals. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting strategies that include discretionary and non-discretionary management with a range of investment options.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Robert W

CFP®, Series 63, Series 65

Dunmore, PA

LPL Financial

Robert Wright is a financial advisor with LPL Financial in Dunmore, PA, holding CFP® certification and securities licenses Series 63 and 65. He has 28 years of industry experience, including previous roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, with a focus on diverse investment strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Harold J

Series 63

Clarks Summit, PA

Raymond James Financial

Harold Jones is a financial advisor at Raymond James Financial with over 56 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory role, he serves as an officer and treasurer of HJFS Wolfe LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to 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
user avatar
firm logo

James V

Series 63, Series 66

Scranton, PA

LPL Financial

James Van Wert Jr. is a financial advisor with LPL Financial in Scranton, PA, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He previously worked for Cuna Brokerage Services, Inc. and Cuna Mutual Group for over 29 years before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary model portfolios and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

John S

Series 63, Series 65

Scranton, PA

LPL Financial

John Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Nationwide Securities, Inc. for 17 years and Pitt Ohio Express Inc. for 29 years. Outside of his advisory role, he works as a sales representative for a transportation services company. 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, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Ronald P

Series 63, Series 66

Scott Twp., PA

Cambridge Investment Research Advisors

Ronald Paull III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and with 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of his advisory role, he is involved in beekeeping, volunteer teaching at a gym, and operates a lawn mowing service. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Paul E

Series 63, Series 65

Scranton, PA

Morgan Stanley

Paul Eckenrode is a financial advisor with Morgan Stanley in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations as part of its financial planning process.

General estate planning guidance
user avatar
firm logo

Joseph M

Series 63

Moosic, PA

Mass Mutual Investors Services

Joseph Manley Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 43 years of industry experience. His prior work includes 36 years at Metlife Securities Inc. and over a decade at MassMutual Life Insurance Company. 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, using firm-approved software and a collaborative planning process.

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

Peter A

Series 63, Series 65

Dunmore, PA

LPL Financial

Peter Albano is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at several firms, including FNCB Bank, Community Bank, INVEST Financial Corporation, and Citizens Securities, Inc. Outside of his advisory role, he is also an insurance agent specializing in non-variable life insurance. 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, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Peter B

Series 63, Series 65

Clarks Summit, PA

LPL Enterprise

Peter Barrasse Jr. is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 43 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC for over four decades. Outside of his advisory role, he manages a real estate rental business in Clarks Summit, Pennsylvania. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, access to asset managers, and wrap programs, along with affiliated trust and insurance services.

Tax-loss harvesting
user avatar
firm logo

Robert C

ChFC®, Series 63, Series 65

Blakely, PA

LPL Financial

Robert Caselli is a ChFC®-designated financial advisor with 44 years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Cadaret, Grant & Co., Inc. and Strategic Planning Associates. Outside of his advisory work, he is involved with Strategic Planning Associates, LLC, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Kyle M

Series 66

Dunmore, PA

Edward Jones

Kyle Mc Cloe is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at Kamo & Sons, LLC and IBEW LU 81, and serves as a platoon sergeant in the United States Army Reserves, where he leads training and mentoring at the company level. He is also the vice president of the American Legion Post 579, providing information to local veterans about available services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Business ownership considerations Business succession planning Retirement income strategy General retirement planning Multi-generational wealth transfer Founder/Business Owner
user avatar
firm logo

Jennifer W

Series 63, Series 65

Clarks Summit, PA

Ameriprise

Jennifer Williamson is a financial advisor with Ameriprise in Dalton, PA, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. She has been with Ameriprise and its affiliated entity since 2012. Outside of her advisory role, she is a silent owner of a family business involved in real property and a mobile home park in Factoryville, PA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team, emphasizing the use of Ameriprise-managed accounts and affiliated investment products.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Jeffrey F

Series 63, Series 65

Clarks Summitt, PA

Cambridge Investment Research Advisors

Jeffrey Feather is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 27 years before joining Cambridge and is also involved in insurance and benefits as well as operating a wealth management business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored investment solutions through multiple platforms with both proprietary and unaffiliated strategies, supported by institutional features such as advisor transition programs and compliance oversight.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

William P

Series 66

Dunmore, PA

LPL Financial

William Portanova III is a Series 66-licensed financial advisor with LPL Financial, based in Dunmore, PA, and has one year of industry experience. Before joining LPL Financial in 2025, he worked at Cadaret Grant and Assured Partners. He previously operated Electric City Axe Throwing from 2021 to 2023. 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, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Nicholas K

Series 66

Dunmore, PA

LPL Financial

Nicholas Kohut is a Series 66-licensed financial advisor with LPL Financial, based in Dunmore, PA, and has three years of industry experience. His prior work includes roles at FNCB Bank and Chiaro Investment Services. 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 model portfolio programs, and supports its advisors with various operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Kevin M

Series 63, Series 66

Scranton, PA

LPL Financial

Kevin Messett is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He worked at Nationwide and Nationwide Advisory Services for over 16 years before joining LPL Financial in 2018. Outside of his advisory role, he owns New Seasons Financial, a mortgage and real estate services 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and extensive non-advisory financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Amanda B

Series 66

Clarks Summit, PA

OSAIC

Amanda Boland is a financial advisor at OSAIC with four years of industry experience. She holds the Series 66 designation and has previously held roles at FSC, O'Brien Planning Strategies, and educational institutions including Scranton Preparatory School and The University of Scranton. Boland also operates a sole proprietorship as an insurance agent specializing in life insurance, fixed annuities, and long-term care insurance. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering a wide range of brokerage and advisory services. The firm employs advanced portfolio construction tools and supports multiple advisory platforms, with a notable corporate structure resulting from several mergers and private-equity ownership.

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