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Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

17 advisors near 15767

Out of 400,000+ nationwide

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David H

Series 65

Dubois, PA

City Center Advisors, LLC

David Hardin is a financial advisor at City Center Advisors, LLC with five years of industry experience. He holds a Series 65 designation and is also a member of Einsteinian AI LLC, a non-investment-related business. Prior to his current role, he has been involved with City Center Advisors and its affiliated entities since 2016. City Center Advisors serves individual and high-net-worth clients as well as businesses, providing discretionary asset management, unified managed accounts, ERISA plan services, and limited-scope financial planning. The firm employs a Modern Portfolio Theory approach and actively uses derivatives and option strategies in client portfolios.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Shawn A

CFP®, Series 63, Series 65

Du Bois, PA

Empower Advisory Group

Shawn Amblod is a CFP® with 18 years of experience in financial advisory roles. He is currently with Empower Advisory Group and has previously worked at firms including LPL Financial, Advised Assets Group LLC, and CNB Financial Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Mark L

Series 63, Series 65

Dayton, PA

Private Advisor Group, LLC

Mark Luchesa is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been associated with Private Advisor Group and LPL Financial since 2011 and also operates Marcello Wealth Management, Inc., where he offers fixed annuity products. Additionally, he serves as a board member of the Marcello Charitable Trust. Private Advisor Group, LLC is an SEC-registered advisory firm managing more than $41 billion across over 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Retired Founder/Business Owner
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Michael M

Series 63

Punxsutawney, PA

Ameritas Advisory Services, LLC

Michael Mumau is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 license and bringing 41 years of industry experience. His career includes long-term roles with Ameritas-related firms and independent ventures, including Swift Kennedy & Associates and Mumau Investments and Insurance. Outside of financial advising, he is a part owner of Punx’y Beverage Company, which sells cider, mead, and wine. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and financial planning, utilizing model portfolios, third-party sub-advisers, and custom strategies, with services available on both discretionary and non-discretionary bases.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Eric B

Series 63, Series 65

Punxsutawney, PA

OSAIC Institutions, INC.

Eric Britton is a financial advisor with OSAIC Institutions, INC. in Dubois, PA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and at First Commonwealth Insurance/Advisors since 2002. Britton is also involved with First Commonwealth Bank's Trust Division. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm’s approach includes both advisory and brokerage solutions, utilizing fundamental and technical analysis, asset allocation, and third-party due diligence, with a notable emphasis on non-discretionary assets.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Stephanie S

Series 63, Series 65

Dubois, PA

OSAIC

Stephanie Sedor is a financial advisor at OSAIC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and Robert Javens Financial Advisors & Wealth Strategies. Outside of her advisory work, she is a member of the Rotary Club of DuBois and has experience working with a family-owned greenhouse. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Anthony T

Series 63, Series 65

Dubois, PA

Cetera

Anthony Torretti is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Cetera Financial Specialists LLC since 2013 and joined Cetera in 2024. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios, supported by various custodial and execution platforms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Joseph R

Series 63, Series 65

Dubois, PA

LPL Enterprise

Joseph Rearick is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Pruco Securities, LLC for 10 years and is associated with Encompass Financial Group LLC. LPL Enterprise provides advisory services through a broad network of investment adviser representatives serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a range of securities and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Robert J

Series 63, Series 65

Dubois, PA

OSAIC

Robert Javens is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Woodbury Financial Services Inc. for nine years before joining OSAIC in 2024. Javens has served in leadership roles in several community organizations, including as past president of the Rotary Club of DuBois and the Dubois Continuum of Care Community, and currently serves as president of the Greater Dubois Chamber of Commerce. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer supporting a broad client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services through a large network of financial advisers, utilizing a comprehensive investment process that incorporates risk tolerance, asset allocation, and portfolio optimization.

Annuities Founder/Business Owner Executive Retired
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Charles J

ChFC®, Series 63, Series 65

Dubois, PA

Cetera

Charles Johnson is a financial advisor with Cetera who holds the ChFC® designation along with Series 63 and Series 65 licenses and has 37 years of industry experience. He previously worked at Kovack Advisors, Kovack Securities, and has been associated with Guardian Planners since 2002. Outside of advisory work, he is the author of a book titled "Chuckonomics" and serves as president and secretary of a political action committee focused on promoting constitutional amendments related to election integrity; he is also a board member of the Dubois Continuum of Care nursing facility. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing advisor-managed accounts, model portfolios, and third-party solutions, with a notable combination of retirement and fiduciary capabilities integrated within its institutional platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Kristain K

Series 63, Series 65

Marion Center, PA

Ameriprise

Kristain Krecota is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Investment Professionals, Inc., Lincoln Financial Advisors, and S&T Bank. Outside of his advisory role, he owns Stockings for Seniors of Indiana County, a nonprofit that delivers Christmas stockings to individuals in nursing homes. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Caroline R

Series 63, Series 65

Dubois, PA

LPL Enterprise

Caroline Rearick is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at Pruco Securities, LLC for 28 years before joining LPL Enterprise in 2024. LPL Enterprise provides advisory services through a large network of investment adviser representatives, serving individuals, retirement plans, charitable organizations, and corporate clients. The firm’s approach centers on model portfolios developed by LPL’s Research Department and third-party strategists, with access to various asset management programs and a range of securities and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Melinda S

Series 66

Du Bois, PA

Edward Jones

Melinda Sherry is a financial advisor with Edward Jones in Du Bois, PA, holding a Series 66 designation and three years of industry experience. She previously worked at Matson Insurance Agency for seven years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs with a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Zachary E

Series 66

Reynoldsville, PA

Ameriprise

Zachary Evock is a financial advisor with Ameriprise in Reynoldsville, PA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Ameriprise in 2020, he worked at PNC Investments for six years. Outside of his advisory role, he is connected to Copper Cabin Farm LLC, a livestock sales business owned by his wife. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Zachary D

Series 63, Series 65

Dubois, PA

Cetera

Zachary Dippold is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Cetera and its affiliated entity Cetera Financial Specialists LLC since 2013. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions, with a notable integration of retirement and fiduciary capabilities alongside its broad advisory platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Alec J

Series 66

Dubois, PA

Cetera

Alec Johnson is a financial advisor with Cetera and holds the Series 66 designation. He has been with Cetera and its affiliated entities since 2024 and has no prior industry experience. Outside of his advisory role, he has worked as a social studies teacher for 11th and 12th grade students at Fairfax County Public Schools since 2016. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by various model portfolios and platform options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Kerry K

Series 63

Du Bois, PA

Cetera

Kerry Kinter is a financial advisor with Cetera, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2013. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a blend of advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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