Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

726 advisors near
17070

Out of 400,000+ nationwide

user avatar
firm logo

Ralph T

Series 63

Lemoyne, PA

Arkadios Wealth Advisors

Ralph Thrush III is a financial advisor at Arkadios Wealth Advisors with 27 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Ameriprise Financial Advisors Inc. and Triad Advisors. Outside of his advisory role, he serves on the board of directors for the Bob Craig Youth Foundation, a nonprofit supporting youth activities in central Pennsylvania. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans delivered through various account structures and integrates fundamental, technical, and cyclical analysis in its investment approach.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar
firm logo

Clinton S

CFP®, Series 65

Mechanicsburg, PA

Apollon Wealth Management, LLC

Clinton Smith III is a CFP® and Series 65 credentialed advisor with eight years of industry experience. He has worked at Apollon Wealth Management, LLC since 2021, following roles at SevenBridge Financial Group, LLC and BDO USA LLP. He serves as a board member for the Boys and Girls Club of Harrisburg, a nonprofit organization. Additionally, he is an owner of Hidden Still Spirits Inc., a commercial distiller and distributor, and Midway Berkeley Springs LLC, a family entertainment center. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, and various institutional clients. The firm combines centrally managed model strategies with locally managed portfolios, investing across multiple asset classes and offering specialized services including ESG models, Direct Indexing, and portfolio management for pooled and insurance-dedicated funds.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar
firm logo

Albert D

Series 63, Series 65

Mechanicsburg, PA

Vicus Capital, Inc.

Albert Dagostino is a financial advisor with Vicus Capital, Inc. in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Vicus Capital (formerly PFG Financial Advisors) since 2001 and also has experience with Cetera Wealth Services, LLC since 2013. Outside of advisory work, he operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Vicus Capital serves a broad client base, including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies, providing tailored advisory services through multiple platforms and maintaining specialized programs such as ERISA fiduciary consulting and fee-based annuity offerings.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
user avatar
firm logo

Ernie I

CFP®, Series 66

Mechanicsburg, PA

JFS Wealth Advisors, LLC

Ernie Irwin is a CFP® and holds a Series 66 license with eight years of experience in the financial services industry. He is currently with JFS Wealth Advisors, LLC, where he has worked since 2023. Prior to joining JFS, he held positions at Peoplesbank Wealth Management, Wheatland Advisors, Inc., and PNC Investments. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm’s approach involves a written Financial Goal Plan and an internal Investment Committee that uses Modern Portfolio Theory to guide portfolio allocations, with services including continuous investment management, financial planning, tax preparation, and fiduciary retirement plan services.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar
firm logo

Andrew O

Series 65, Series 63

Camp Hill, PA

Foundations Investment Advisors LLC

Andrew Ogle is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at 1st Choice Financial Services, Milton Hershey School, Zander Insurance, and Northwestern Mutual. Outside of his advisory role, he is involved with 1st Choice Financial Services as a financial planning assistant, where he meets with clients and creates financial plans utilizing insurance products. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

Private / alternative investments ESG / Sustainable investing Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Derek M

Series 66

Dillsburg, PA

Inspire Advisors, LLC

Derek Mauldin is a financial advisor with Inspire Advisors, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Thrivent Financial and In Him Christian Wellness. Outside of his advisory work, he volunteers as Treasurer for Mechanicsburg Brethren in Christ Church and serves as a board member for a Christian counseling nonprofit focused on mental health. Inspire Advisors, LLC manages over $1.3 billion in discretionary client assets and serves individual, high-net-worth, institutional, and charitable clients. The firm incorporates Biblically Responsible Investing through proprietary tools and employs diverse investment methods while frequently utilizing sub-advisors and offering tax-mitigation services.

ESG / Sustainable investing
user avatar
firm logo

David S

Series 63, Series 65

Elizabethtown, PA

Coppell Advisory Solutions LLC

David Stofflet is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been associated with Coppell Advisory Solutions and its related entities in various roles since 2014 and has operated Stofflet Financial since 2001. Outside of advisory services, Mr. Stofflet works as an insurance agent, offering life, disability, and health insurance products. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporate clients. The firm provides discretionary portfolio management and financial planning using a combination of tailor-made asset allocation models, fundamental and technical analysis, and an open-architecture platform that includes a wide range of investment options.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner
user avatar
firm logo

Eric B

CFP®, Series 65, Series 63

Harrisburg, PA

Silver Oak Securities, Incorporated

Eric Beittel is a CFP®-credentialed financial advisor with 26 years of industry experience, currently serving at Silver Oak Securities, Incorporated since 2023. He previously worked at Ambassador Advisors, LLC, American Portfolios Financial Services, Inc., and Enders Insurance Associates. Outside of investment advising, Beittel owns Beittel Consulting LLC, which provides employee benefits and health coverage consulting primarily for self-employed individuals and employer groups. Silver Oak Securities serves individuals, pension plans, corporations, trusts, and other entities through a team of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers customized advisory programs and emphasizes operational features such as ongoing model monitoring and an automatic investment process tailored to client objectives and risk tolerances.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Jeanna M

Series 66

Mechanicsburg, PA

Dakota Wealth, LLC

Jeanna Montes is a financial advisor at Dakota Wealth, LLC with 22 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. from 2016 to 2023. Outside of finance, she operates a clothing resale business selling used clothing on eBay. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, and business enterprises, offering wealth management, investment management, financial planning, and retirement plan advisory services. The firm focuses on building customized, primarily long-term portfolios and actively manages private funds and registered investment products.

Private / alternative investments Active portfolio management Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Jeffrey G

CFP®, Series 63, Series 65

Mechanicsburg, PA

Dakota Wealth, LLC

Jeffrey Goyette Jr. is a CFP® professional affiliated with Dakota Wealth, LLC, with 12 years of experience in the financial services industry. Prior to joining Dakota Wealth in 2023, he spent seven years with Raymond James Financial Services Advisors INC. and Raymond James Financial Services Inc. Dakota Wealth, LLC serves a diverse clientele including high net worth individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm offers a range of wealth management and investment advisory services, focusing on customized, primarily long-term portfolios that include mutual funds, ETFs, individual equities, fixed income, and alternative investments, with most client assets managed on a discretionary basis.

Private / alternative investments Active portfolio management Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Paul D

CFP®, Series 66

Mechanicsburg, PA

Thrivent Advisor Network, LLC

Paul Dubendorf is a CFP® with 20 years of industry experience, currently serving as an investment advisor representative at Thrivent Advisor Network, LLC and Northeastern Star Asset Management, Inc. He has been with Northeastern Star since 2014 and joined Thrivent Advisor Network in 2025. Outside of advisory services, he is president of Dube's Tax and Payroll Services Inc., a tax preparation and payroll company, and is a licensed insurance agent. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations through a network of advisory persons. The firm emphasizes a long-term investment approach with customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by ongoing client monitoring and formal annual reviews.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
user avatar
firm logo

Keegan C

Series 63, Series 65

Lemoyne, PA

Arkadios Wealth Advisors

Keegan Carl is a financial advisor at Arkadios Wealth Advisors with seven years of industry experience. He has held positions at firms including Wolfe Research Advisors and Berenberg Capital Markets. Keegan holds Series 63 and Series 65 designations. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans utilizing fundamental, technical, and cyclical analysis through various managed account platforms and third-party managers.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar
firm logo

Andrew S

CFP®, Series 66

Camp Hill, PA

Vicus Capital, Inc.

Andrew Spuhler is a CFP® with four years of industry experience currently affiliated with Vicus Capital, Inc. His prior roles include positions at Cetera Wealth Services, Securities America Advisors, and OSAIC. He also operates Spuhler Enterprises LLC. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various model and separately managed strategies, with a particular focus on retirement-plan consulting and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
user avatar
firm logo

Mitchell W

Series 65

Dillsburg, PA

Inspire Advisors, LLC

Mitchell Wirth is a financial advisor at Inspire Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Daymark Financial Solutions, Members 1st Federal Credit Union, and Select Medical. He is also an independent licensed insurance agent in Pennsylvania, focusing on life and fixed annuities as well as accident and health insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a combination of fundamental, technical, and quantitative methods to construct portfolios, often delegating management to sub-advisors and offering tax-mitigation services.

ESG / Sustainable investing
user avatar
firm logo

Andrew K

CFP®, ChFC®, Series 66

Camp Hill, PA

Vicus Capital, Inc.

Andrew Kern is a CFP® and ChFC® with 21 years of industry experience. He is an investment advisory representative at Vicus Capital, Inc., and previously worked at Cetera Wealth Services, LLC, Integrated Wealth Concepts LLC, and LPL Financial. Kern serves as vice president of the Michael J Santanna Jr. Achievement Foundation and is a board member of the Financial Planning Association of Central Pennsylvania. He also volunteers as a youth sports coach. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a combined fundamental and technical analysis approach, offering a range of model and separately managed strategies along with specialized retirement-plan consulting and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
user avatar
firm logo

Douglas C

ChFC®, Series 63

Camp Hill, PA

Vicus Capital, Inc.

Douglas Clelan is a financial advisor with Vicus Capital, Inc. holding the ChFC® designation and Series 63 license. He has 50 years of industry experience, including over three decades at Vicus Capital (formerly PFG Financial Advisors) and Clelan and Company. His prior experience includes 12 years at Cetera Wealth Services, LLC. Outside of his advisory roles, he is an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance, and is involved in a life settlement business. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm combines fundamental and technical analysis with various model and separately managed strategies, emphasizing retirement-plan consulting and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
user avatar
firm logo

Douglas C

Series 63, Series 65

Harrisburg, PA

Prospera Financial Services, inc.

Douglas Charney is a financial advisor at Prospera Financial Services, Inc. with 38 years of industry experience. He has been with Prospera since 2016 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is the owner of an aircraft leasing business and serves on the board that advises the Chancellor of Penn State Harrisburg. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion across about 207 advisors. The firm offers diversified investment advisory and financial planning services through various platforms, combining firm models, third-party sub-advisers, and customizable allocations.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar
firm logo

Michael S

CFP®, Series 66

Dillsburg, PA

Inspire Advisors, LLC

Michael Smith is a CFP® professional with 23 years of experience in financial advising. He currently serves at Inspire Advisors, LLC and previously spent 20 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, he is vice-president of Our Father’s Hope, a nonprofit organization supporting orphans and foster children. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and primarily serves individual and institutional clients. The firm integrates Biblically Responsible Investing using proprietary tools and employs various analytical methods to construct portfolios, often delegating management to sub-advisors and affiliated managers.

ESG / Sustainable investing
user avatar
firm logo

Michael S

Series 63, Series 65

Wormsleysburg, PA

On Investment Management CO

Michael Saracino is a financial advisor at On Investment Management Company with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at THE O.N. Equity Sales Company and Ohio National Financial Services since the mid-2000s. Outside of his advisory role, he is president of Choice Financial Services LLC, where he sells various insurance products. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of third-party investment programs alongside adviser-directed managed accounts, serving both discretionary and non-discretionary client relationships.

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

Jonathan W

Series 66

Harrisburg, PA

Summit Trail Advisors, LLC

Jonathan Williams is a financial advisor at Summit Trail Advisors, LLC in Harrisburg, PA, holding a Series 66 designation with 16 years of industry experience. His prior work includes roles at M & T Securities, Inc. and Wilmington Trust, N.A. Outside of his advisory role, he is involved as a landlord of a residential rental property. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, and institutional retirement plans. The firm employs an open-architecture investment process focused on asset allocation, investment selection, and portfolio construction, utilizing a range of investment vehicles and ongoing manager due diligence.

Private / alternative investments Options & derivatives strategies Wealth management Executive Founder/Business Owner
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")