Top advisors focused on sales professional in Pennsylvania

The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.

If your income depends heavily on commissions or quotas, you need an advisor who understands the ups and downs of sales cycles and how they affect your financial goals. Without this insight, you might mismanage cash flow or miss opportunities to optimize your tax situation.

  • Variable income planning. Look for advisors who build budgets and savings plans that flex with your commission swings, not just fixed salaries.
  • Tax timing strategies. Sales professionals often face uneven income; ask how they help smooth tax liabilities across high- and low-earning periods.
  • Retirement contributions. Confirm how they recommend maximizing retirement savings when your income fluctuates, balancing current needs with future goals.
  • Expense management. Sales roles can involve irregular expenses; check how they incorporate these into your overall financial plan to avoid surprises.

Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.

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Linda P

Series 63

Mt. Laurel, NJ

BC Advisors, LLC

Linda Postorivo is a financial advisor at BC Advisors, LLC with 42 years of industry experience. She holds a Series 63 designation and has worked at MAFG RIA Services, Inc. since 1994 and Mid-Atlantic Companies since 1981. BC Advisors, LLC provides investment advisory services, portfolio analysis, and consolidated performance reporting to a diverse client base including individuals, trusts, pension and profit-sharing plans, corporations, and estates. The firm employs a fundamental analytical approach supplemented by charting and cyclical analysis, offering a broad range of investment strategies and regularly performing due diligence and account reviews.

Active portfolio management
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Matthew S

Series 66

Doylestown, PA

LPL Financial

Matthew Silverhardt is a financial advisor with LPL Financial in Doylestown, PA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining LPL Financial in 2019. Outside of his advisory role, he is the founder and owner of Claire Reid Cabinet, a wellness products and education business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Kristin M

Series 66

Mt Pleasant, SC

Primerica Advisors

Kristin Manna is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has one year of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Consolidated Planning Holdings, Inc. Prior to entering the financial industry, she worked in education for eight years. Outside of advising, Kristin is an author and publisher of a basketball coaching notebook and works as a math tutor for high school students. Park Avenue Securities serves a broad retail client base with a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and investment vehicles.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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Barbara B

Series 66

Conshohocken, PA

RBC Capital Markets

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Keith E

CFP®

Pittsburgh, PA

Keith L. Eliou, CFP

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.

Social Security optimization Retirement income strategy Cash flow / budgeting Charitable giving tax strategies Business exit / sale strategy Founder/Business Owner

Shaun K

Series 66

Aiea, HI

Edward Jones

Shaun Kiriu is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he spent 12 years at Southern Glazer's Wine & Spirits. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Sales Professional

Matthew K

Series 66

Pittsford, NY

Merrill

Matthew Kilmer is the Sales Manager and a Wealth Management Advisor at Merrill Lynch Wealth Management, serving as the Sales Manager of the Central New York Complex since 2011. He has over 25 years of experience guiding high-net-worth individuals through the complexities of significant wealth and leads the Eidlin-Kilmer & Associates team, which focuses on creating tailored financial strategies aligned with client goals. Matt holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Chartered Retirement Planning Counselor (CRPC). He is also designated by Merrill as a Retirement Benefits Consultant and a Defined Contribution Investment Consultant. Matt graduated cum laude from the University of Rochester and has been recognized on Forbes' "Best-in-State Wealth Advisors" list from 2018 through 2026. In addition to his professional roles, Matt is actively involved in his community through board membership with the YMCA of Greater Rochester, where he has served as Board Chair and Annual Campaign Chair. He resides in Pittsford, New York, with his wife and three daughters and enjoys boating, golfing, skiing, and spending time with his family.

Wealth management Active portfolio management Retirement income strategy General retirement planning Sales Professional Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

Marcus W

CFP®

Scottsdale, AZ

Ascension Advisors

Ascension Advisors was created to deliver a more personalized level of service and financial planning. I believe an investment strategy should align with one's values, priorities, and purpose. I created a firm where advisors have the flexibility, technology, and autonomy to craft tailored strategies that empower clients to pursue their goals with intention and confidence. Early in my career, I learned to value quality over quantity—sometimes, less is more. Deep, meaningful relationships built on empathy and trust are the foundation of delivering true client value. Managed growth enables me to cultivate these relationships with intention and provide exceptional client experiences, regardless of client net worth. The need for comprehensive, personalized fiduciary financial planning continues to grow—particularly among select client segments. Ascension Advisors was created to meet that demand. While the core principles of building, managing, protecting, and transferring wealth remain constant, the broader economic and capital markets landscape is dynamic and continuously evolving. Clients are well served when partnering with an advisor who genuinely understands and appreciates their journey—and is committed to helping them reach their destination.

Options & derivatives strategies Concentrated stock management Sales Professional Technology Professional Gen X (Born 1965-1980)

Erik G

CFP®

Lexington, KY

Geiser Wealth Planning, LLC

I founded Geiser Wealth Planning, LLC to help busy people by being their reliable, personal point of contact and to assist them with the important questions and decisions they face in the financial side of their lives. I have over 30 years of experience in the financial services industry with 18 years specifically focused on helping individuals meet their financial goals. Geiser Wealth Planning, LLC provides wealth and investment management using the Assets Under Management fee structure. Geiser Wealth Planning, LLC also specializes in helping Sales Professionals in the Pharmaceutical/Medical Supply and Healthcare industry. Please visit www.geiserwealthplanning.com for more details and information.

General retirement planning Sales Professional Mid-Career Professionals Gen X (Born 1965-1980)
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Jeffrey S

CFP®, Series 63

Wilmette, IL

North Shore Investment Consulting LLC

Jeffrey Smith is a CFP® professional with 21 years of experience in financial advising. He has been the sole advisor at North Shore Investment Consulting LLC since 2004. North Shore Investment Consulting LLC provides fee-only investment management, comprehensive financial planning, and consulting primarily to high-net-worth individuals, professionals, retirees, and select profit-sharing plans. The firm emphasizes Modern Portfolio Theory, diversification, indexing, and quantitative optimization, managing portfolios largely on a non-discretionary basis with client consent for trades.

Wealth management Retirement income strategy Cash flow / budgeting General estate planning guidance Attorney Doctor or Medical Professional Sales Professional Retired
View complete list of advisors specializing in sales professional in Pennsylvania
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