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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement Retired

63 advisors near 15658

Out of 400,000+ nationwide

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Robert R

Series 66

Latrobe, PA

Rodino Wealth Management LLC

Robert Rodino is a financial advisor at Rodino Wealth Management LLC in Latrobe, PA, holding a Series 66 designation with two years of industry experience. Prior to founding his independent firm, he worked at Ameriprise Financial Services, LLC. His outside business activities include acting as a licensed insurance agent with limited time spent on insurance sales. Rodino Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers personalized investment advice incorporating fundamental and technical analysis and may engage sub-advisors for portfolio management, conducting quarterly account reviews with attention to rebalancing and tax-loss harvesting.

Wealth management College savings (529s, UTMA, etc.)
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Laura M

CFP®, Series 65

Ligonier, PA

Manion Financial Solutions LLC

Laura Manion is a CFP® professional and principal of Manion Financial Solutions LLC, with six years of experience as a self-employed tutor and two years in financial advisory. Prior to founding her firm in 2024, she worked at Live Oak School for seven years. Outside of her advisory role, she tutors K-12 students. Manion Financial Solutions LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with comprehensive financial planning services. The firm emphasizes client education, workshops, and coordination with third-party professionals while not providing discretionary investment management or accepting custody of client funds.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Isaac N

Series 65

Ligonier, PA

Jarrod Adams Investing, LLC

Isaac Neidbalson is a financial advisor at Jarrod Adams Investing, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked briefly at Northwestern Mutual and has held various roles including at Laurel Valley Golf Club and Ligonier Valley School District. Jarrod Adams Investing, LLC provides discretionary investment advisory and wealth management services to individuals, high net worth individuals, trusts, and estates. The firm manages approximately $73.2 million in client assets and employs a primarily long-term investment approach using mutual funds, ETFs, individual stocks, bonds, and occasionally options for hedging.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Nick A

Series 65

Ligonier, PA

Covington Investment Advisors, Inc.

Nick Allen is a Series 65-licensed financial advisor at Covington Investment Advisors, Inc. with five years of industry experience. He has been with Covington Investment Advisors since 2018, following a four-year period at Indiana University of Pennsylvania. Covington Investment Advisors is a fee-only, SEC-registered firm that provides personalized financial planning and portfolio management to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm emphasizes long-term, fundamental security analysis and strategic asset allocation tailored to clients’ goals and risk tolerance.

General retirement planning Cash flow / budgeting Founder/Business Owner Mid-Career Professionals
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Jacob D

Series 65

Ligonier, PA

Covington Investment Advisors, Inc.

Jacob Devlin is a financial advisor at Covington Investment Advisors, Inc. with a Series 65 designation and one year of industry experience. His prior work includes roles at PNC Financial Services, Hollister, Giant Eagle, and the Penn-Trafford School District. Covington Investment Advisors is a fee-only, SEC-registered firm providing personalized financial planning and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on long-term, fundamental security analysis and strategic asset allocation tailored to clients’ goals and risk tolerance, managing most assets on a discretionary basis.

General retirement planning Cash flow / budgeting Founder/Business Owner Mid-Career Professionals
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Colten M

Series 65

Ligonier, PA

Covington Investment Advisors, Inc.

Colten Mc Cutcheon is an advisor at Covington Investment Advisors, Inc. with a Series 65 designation and one year of industry experience. His prior work includes positions at BNY and Saint Vincent College. Outside of his advisory role, he has experience working at Latrobe Country Club and educational institutions in the Latrobe area. Covington Investment Advisors is a fee-only, SEC-registered firm serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes long-term, fundamental security analysis and strategic asset allocation tailored to clients’ goals and risk tolerance, managing assets on a discretionary basis with comprehensive financial planning services.

General retirement planning Cash flow / budgeting Founder/Business Owner Mid-Career Professionals
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Cindy J

Series 65

Ligonier, PA

Covington Investment Advisors, Inc.

Cindy Jones is a financial advisor at Covington Investment Advisors, Inc. with 17 years of industry experience. She holds a Series 65 designation and has been with Covington Investment Advisors since 2012. Covington Investment Advisors is a fee-only, SEC-registered firm that offers personalized financial planning and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes long-term fundamental security analysis and strategic asset allocation, managing most assets on a discretionary basis tailored to client goals and risk tolerance.

General retirement planning Cash flow / budgeting Founder/Business Owner Mid-Career Professionals
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Ethan G

Series 66

Latrobe, PA

Mutual Advisors, LLC

Ethan Greek is a financial advisor at Mutual Advisors, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Mutual Advisors since 2019, following roles at BPU Investment Management and Indiana University of Pennsylvania. Outside of his advisory work, he is also an Independent Insurance Agent and a Notary Public. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors, serving individuals, institutional investors, trusts, and retirement plan participants. The firm offers asset management and consulting services using both passive and active investment strategies tailored to client objectives.

Annuities Options & derivatives strategies
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Ronald P

ChFC®, Series 63

Latrobe, PA

Mutual Advisors, LLC

Ronald Panichelle is a ChFC® and Series 63 credentialed advisor with 44 years of industry experience. He has worked at Mutual Advisors, LLC since 2019 and previously spent over three decades at Nationwide Advisory Services, Inc. and Nationwide Insurance Company. Outside of his advisory role, he serves as Vice President of Panichelle Financial Group, LLC, an insurance agency specializing in property and casualty insurance. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm provides asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutional investors, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Annuities Options & derivatives strategies
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Jacquelyn R

Series 63, Series 65

Bolivar, PA

IP Financial Advisory Services LLC

Jacquelyn Robinson is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her work history includes roles at Nationwide Insurance and Nationwide Securities, and she is also the owner of Robinsons Computer Services, a company providing computer sales, training, website design, and tax preparation. Additionally, she serves as secretary on the board of directors for All Abilities, a nonprofit organization. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm uses a range of analytical approaches and offers access to third-party investment advisors, with an emphasis on clients other than high-net-worth individuals.

Business succession planning Charitable giving & philanthropy Income planning Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Rebecca H

CFP®, Series 66

Latrobe, PA

Mutual Advisors, LLC

Rebecca Haugh is a CFP® and holds a Series 66 license with 18 years of industry experience. She is currently with Mutual Advisors, LLC and Mutual Securities, Inc., where she has worked since 2020. Prior to this, she spent a decade at BPU Investment Management, Inc. and one year at ERIKS North America. Outside of her advisory role, she is actively involved in community youth sports, serving as President of the Central Valley Youth Soccer Club and volunteering with Central Valley Hockey. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion across 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm combines passive and active investment strategies and offers a broad range of services including asset management, financial consulting, and ERISA plan advisory.

Annuities Options & derivatives strategies
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Daniel D

Series 63, Series 65

Latrobe, PA

Mutual Advisors, LLC

Daniel Dunlap III is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at BPU Investment Management, Inc. for nine years before joining Mutual Advisors and Mutual Securities in 2019. Outside of his advisory role, Dunlap is involved in various non-investment activities, including serving as treasurer and deacon at Harvest Church and holding board positions with several nonprofit organizations. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering a range of services including asset management and financial consulting, and employs a combination of passive and active investment strategies tailored to client objectives.

Annuities Options & derivatives strategies
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Christopher M

Series 63, Series 66

Jennerstown, PA

OSAIC Institutions, INC.

Christopher Mckissick is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and at FIRST Commonwealth Bank since 2007, where he also participates in the bank’s trust division. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing advisory and brokerage services through customized engagements. The firm’s approach includes both discretionary and predominantly non-discretionary asset management, with offerings that include financial planning, ERISA plan services, alternative investments, and lending solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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James B

Series 66

Ligonier, PA

Janney Montgomery Scott

James Bernard is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and previously worked at First Commonwealth Bank. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Christopher S

CFP®, Series 63, Series 65

Ligonier, PA

Janney Montgomery Scott

Christopher Shaffer is a CFP® with three years of industry experience, currently advising at Janney Montgomery Scott. His prior experience includes roles at Global Retirement Partners, LPL Financial, and Berteotti Insurance & Financial Services. Janney Montgomery Scott is a dual-registered broker-dealer and SEC-registered investment adviser managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions with a range of services including portfolio management, financial planning, and retirement plan advisory, utilizing a multi-channel investment platform that integrates third-party and in-house strategies.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Kris G

Series 63, Series 65

Greensburg, PA

Kestra Advisory

Kris Geary is an Investment Advisor Representative with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services since 2012. Outside of advisory services, Geary owns an insurance sales business and serves as a benefits consultant through Keystone Benefits Group, Inc. Kestra Advisory Services provides investment advisory and retirement plan consulting to a wide range of institutional and individual clients, offering services that include fiduciary consulting, plan design, and investment advice supported by due diligence. The firm serves large institutional investors and provides access to multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Ryan J

Series 66

Ligonier, PA

Commonwealth Financial Network

Ryan Jones is a financial advisor with Commonwealth Financial Network in Ligonier, PA. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at Elek Wealth Management, Robert Morris University, and Ligonier Country Club. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors, who have discretion to construct client portfolios from a broad range of securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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John F

CFP®, Series 63, Series 65

Ligonier, PA

Janney Montgomery Scott

John Fiore is a CFP® with 32 years of experience in the financial services industry, currently serving at Janney Montgomery Scott where he has worked since 1999. He is based in Ligonier, PA. Outside of his advisory role, he manages farm property in Somerset, PA, which is used primarily for recreation and includes activities such as timber sales and rental arrangements. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets and supporting over 1,200 advisors. The firm offers a wide range of services including portfolio management, financial planning, retirement plan consulting, and traditional brokerage for individuals, high-net-worth clients, corporations, charities, and institutional accounts.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Chase A

CFP®, Series 66

Ligonier, PA

Janney Montgomery Scott

Chase Alcorn is a CFP® with six years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His prior roles include positions at LPL Financial and Hefren-Tillotson. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions, offering a range of services including portfolio management, financial planning, retirement advisory, and brokerage through a multi-channel investment platform.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Bernard L

Series 63

Ligonier, PA

Commonwealth Financial Network

Bernard Lynch is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 42 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. He is also a co-owner of PGH Benefits, LLC, an entity involved in insurance business activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment options, and provides operational, compliance, and practice-management support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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