Overwhelmed by options?
Answer a few questions to see advisors matched to you.
505 advisors near
17013
within the area shown on the map
Out of 400,000+ nationwide
Colton C
Series 63, Series 65
Camp Hill, PA
Empower Advisory Group
Colton Comstock is a financial advisor with Empower Advisory Group in Camp Hill, PA, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Efs, Inc and GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Christian S
CFP®, Series 65, Series 63
Boiling Springs, PA
First Command Advisory Services
Christian Snook is a CFP® professional with 13 years of experience currently serving at First Command Advisory Services. He has been with the firm since 2015 and also holds roles with First Command Financial Planning, Inc. and First Command Insurance Services, Inc. Outside of his financial advisory work, Snook coaches wrestling for grades 7-9 at South Middleton School District and supports Penn State University wrestling events by operating the scoreboard. First Command Advisory Services is an SEC-registered investment adviser focusing on individuals, corporate and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team, combining model portfolios and third-party managers.
Ryan C
CFP®, Series 63, Series 65
Duncannon, PA
GWN Securities Inc.
Ryan Christensen is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2008. He is a licensed insurance agent offering life insurance, annuities, and long-term care products. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selection. The firm uses a combination of affiliated and unaffiliated sub-advisers and employs both traditional asset allocation and tactical, momentum-based strategies in some legacy programs.
Seth S
Series 63, Series 65
Mechanicsburg, PA
Commonwealth Financial Network
Seth Scott is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company for a decade before joining Commonwealth and founding Four Arrows Financial Group, where he dedicates part of his time to fixed insurance sales. Four Arrows Financial Group is a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management and retirement plan consulting, and offers advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.
Brian H
Series 63, Series 65
Camp Hill, PA
Eagle Strategies (NY Life)
Brian Hankinson is a financial advisor with Eagle Strategies (NY Life) based in Camp Hill, PA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes a twelve-year tenure at Coco Chiropractic Associates LLC before beginning his financial services career with New York Life Insurance Co and NYLIFE Securities LLC in 2017. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant focus on non-discretionary assets and advisory services linked to insurance and annuity products within an integrated New York Life affiliate structure.
John M
Series 63, Series 65
Mechanicsburg, PA
PNC Wealth Management
John McGowan is a financial advisor with PNC Wealth Management in Mechanicsburg, PA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with PNC Investments and its affiliated entities since 2014. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist offering that uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.
Jacob H
Series 66
Carlisle, PA
PNC Wealth Management
Jacob Hoffacker is a financial advisor with PNC Wealth Management in Carlisle, PA, holding a Series 66 designation and five years of industry experience. He previously worked at Thrivent Financial and Equitable Advisors, Llc. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital offering that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third parties.
Kevin L
Series 63, Series 65
Mechanicsburg, PA
Bankers Life Advisory Services, Inc.
Kevin Lachance is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with Bankers Life Advisory Services since 2018 and has been affiliated with related entities in the Bankers Life family since 2007. Outside of advisory work, he is also an insurance agent with Bankers Life & Casualty, where he is appointed to write Medicare supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.
Adam R
Series 63, Series 65
Boiling Springs, PA
First Command Advisory Services
Adam Rowe is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with First Command Advisory Services since 2015 and has also worked with affiliated entities including First Command Financial Planning, Inc. and First Command Insurance Services, Inc. since 2012. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage portfolios from approved mutual funds, ETFs, and third-party managers.
Gavin F
Series 65
Camp Hill, PA
AE Wealth Management, LLC
Gavin Flatch is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Illgenfritz Financial Group and Jason M Flatch State Farm, as well as work outside the financial sector such as a private seller on eBay and at Silvi Materials. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion through standardized model portfolios and discretionary asset management strategies supported by a large advisor team and extensive platform services.
Nigel S
Series 63, Series 65
Carlisle, PA
TIAA-CREF
Nigel Stearns is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior experience includes roles at Merrill Lynch, Citizens Securities, Citizens Bank, Forthwright Wealth Planning, Cushman and Wakefield, and Niagara University. Outside of his advisory work, he is involved with West Shore Country Club as part of their grounds crew. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates point-in-time planning services from ongoing discretionary management and operates within a vertically integrated group that includes affiliated funds and donor-advised fund services.
Andrew G
ChFC®, Series 63, Series 65
Camp Hill, PA
Commonwealth Financial Network
Andrew Grace is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including 15 years at Cambridge Investment Research Advisors and Cambridge Investment Research, and is currently a co-owner of Capital View Wealth Management. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, technology, and compliance services.
Ryan M
Series 65
Mechanicsburg, PA
J. W. Cole Advisors, Inc.
Ryan Modzeleski is an advisor at J. W. Cole Advisors, Inc. with a Series 65 designation and one year of industry experience. Prior to joining J. W. Cole Advisors, he worked at RKL Private Wealth and EnergySage, among other firms. J. W. Cole Advisors operates through a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm employs a combination of fundamental and technical analysis, along with model- and manager-based strategies, and provides access to various digital advice platforms and third-party investment advisers.
Courtney M
Series 66
Mechanicsburg, PA
TIAA-CREF
Courtney Miller Findley is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing 13 years of industry experience. She has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing portfolio management through model and customized strategies, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.
Ashli L
Series 63, Series 65
Carlisle, PA
Carson Wealth
Ashli Lehman is a financial advisor with Carson Wealth, holding Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Wells Fargo Bank, J.P. Morgan Securities, and PNC Bank. Outside of finance, she works as a bartender and distributes nutritional products. Carson Wealth manages approximately $50.6 billion through over 650 advisors, offering services such as discretionary asset management, financial planning, and retirement plan services. The firm employs an Investment Committee to oversee model portfolios and provides tailored solutions including custom indexing and access to alternative investments.
Scott R
CFP®, Series 63, Series 65
Carlisle, PA
Carson Wealth
Scott Rucki is a CFP® professional with 28 years of experience in the financial advisory industry. He is currently affiliated with Carson Wealth and has previously worked at firms including Cetera, Orrstown Bank, TIAA-CREF, and Vanguard Advisers. His career spans a range of roles across wealth management and advisory services. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors diverse model portfolios integrating fundamental and technical analysis.
Anthony D
Series 66
Carlisle, PA
Empower Advisory Group
Anthony Dellanoce is a financial advisor with Empower Advisory Group holding a Series 66 license. He has been in the industry since 2026 and has prior experience with Allstate Insurance, Century 21 A Better Way, the Pennsylvania House of Representatives CORE, Quigley Motors Inc., and Kearney & Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies with recordkeeping and administrative platforms, focusing on long-term portfolio returns and collaboration with affiliated Empower entities.
Alan M
Series 63
Lemoyne, PA
Janney Montgomery Scott
Alan Meminger is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and over 62 years of industry experience. He has been with Janney Montgomery Scott in various capacities since 2003. 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 and offers a wide range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.
Robert S
Series 63, Series 65
Shermans Dale, PA
Independent Financial Partners
Robert Smalanskas is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior work includes roles at PNC Investments, Waddell & Reed, Inc., and Citizens Securities, Inc. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and notable retirement-plan advisory and pension consulting capabilities.
James S
Series 63, Series 65
Mechanicsburg, PA
Bankers Life Advisory Services, Inc.
James Schmitt is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience, having been affiliated with various Bankers Life entities since 2004. Outside of his advisory role, he manages a team of insurance agents focused on retirement planning products and is initiating a real estate investment business. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.
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...
505 advisors near
17013
within the area shown on the map
Out of 400,000+ nationwide