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Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

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Leo F

Series 63

Orefield, PA

Investors' Choice Advisory Services, LLC

Leo Furlong is the sole advisor at Investors' Choice Advisory Services, LLC, with 26 years of industry experience. He holds a Series 63 designation and has worked at Investors' Choice Securities, LLC, Investors' Choice Advisory Services LLC, Furlong & Company, and H.D. Vest Investment Securities, Inc. since 1987. In addition to his advisory role, he operates a separate CPA practice and other business interests. Investors' Choice Advisory Services provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm integrates investment management with tax and accounting services, using model portfolios and customized allocations informed by fundamental and technical analysis.

General retirement planning Wealth management Long-term care insurance Life insurance needs analysis Self-Employed
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Lew C

CFP®

Macungie, PA

Christman Financial Advisors LLC

At Christman Financial Advisors LLC my mission is to help clients "ACHIEVE UNCOMMON FREEDOM". The purpose is to help build, manage, preserve and protect your wealth for generations no matter what stage your in or at. Clients of Christman Financial Advisors understand that by coordinating and managing today’s financial decisions they can achieve their goals for tomorrow while still enjoying the fruits of their labor today. Clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are willing to delegate that responsibility as well as enter into a long-term relationship. They know they can sleep at night knowing that I am looking out for their well being. They want to work with a professional advisor, not a sales representative. At Christman Financial Advisors, I believe people should seek to partner in their financial lives with a professional financial planner who is their guide, not their guru, who delivers discipline over promises of great investment returns, and who is an advocate for them and coordinates that advocacy with the other professionals in their lives. There are several areas that I help families and individuals when it comes to Financial Planning and Wealth Management. 1. Solid investment performance. While I cannot control the actual return you achieve on your investments my philosophy is to invest in vehicles that I know and understand and that will allow you to sleep comfortably at night. I look to diversify your investments and stress capital preservation and maintaining quality of life, not performance. 2. Control and Simplicity. My goal is to simplify your investments and personal finances and take over the burden of the daily management of those investments so that you have more control over that aspect of life. 3. Appropriate products and strategies. I help you choose the right investments and strategies (along with your other Advisors) that match your volatility (risk) tolerance and your unique situation. As a fee only Advisor I do not receive any commission from the sale of any individual product. I recommend what is in YOUR best interests. 4. Help in planning or maintaining a secure retirement and getting their financial house in order. 5. Helping you avoid mistakes. Many investors lose money because they invest at the peak and pull their money out in the troughs. I will act as your guide. A professional that you can call and talk to before making a decision.

General retirement planning HENRY (High Earners, Not Rich Yet) Gen X (Born 1965-1980)
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Mark C

Series 66

Macungie, PA

Mark Cernese & Associates

Mark Cernese is the principal of Mark Cernese & Associates, an independent registered investment adviser based in Macungie, PA. He holds a Series 66 designation and has 13 years of industry experience. In addition to his advisory role, he serves as a contract Chief Financial Officer for two IT managed services providers, providing strategic financial consulting. Mark Cernese & Associates offers discretionary investment management and financial planning services to individuals and institutional clients, including small businesses, nonprofits, and government agencies. The firm employs a passive, cost-conscious investment approach focused on diversification, buy-and-hold strategies, and low-cost securities, tailoring portfolios to client-specific factors such as age, income needs, tax considerations, and risk tolerance.

General retirement planning Active portfolio management
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David M

CFP®, PFS™, Series 66

Danielsville, PA

Markle Wealth Management

David Markle is a CFP® and PFS™ with three years of experience as a financial advisor at Markle Wealth Management, an independent firm he has owned since 2014. He also owns a CPA tax practice that prepares individual tax returns. Markle Wealth Management provides financial planning, investment consultation, and non-discretionary asset management to individuals, estates, trusts, and charitable organizations. The firm follows a long-term, disciplined investment approach emphasizing tax efficiency, cash-flow, and sustainable withdrawal planning, while integrating the principal’s ongoing CPA and tax services with advisory offerings.

General retirement planning Income planning General tax planning Cash flow / budgeting
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Andrew M

Series 65

Macungie, PA

Lakeside Planning

Andrew Mickley is a financial advisor at Lakeside Planning with five years of industry experience. He holds a Series 65 designation and has worked at Deloitte Consulting and Mickley Consulting prior to his current role. Mickley also serves as Head of Client Success at Soostone, which occupies a significant portion of his professional time. Lakeside Planning serves individual and high-net-worth clients by providing tailored investment management and comprehensive financial planning. The firm emphasizes passive investment strategies and integrates tax preparation and employee benefit plan consulting, while also offering educational seminars and speaking engagements.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Tax-loss harvesting
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Christopher E

Series 63, Series 65

Allentown, PA

Englebert Financial Advisers, LLC

Christopher Englebert is a financial advisor at Englebert Financial Advisers, LLC in Allentown, PA, holding Series 63 and Series 65 licenses with 15 years of industry experience. He previously worked at Beirne Wealth Consulting Services, LLC from 2014 to 2019 before joining his current firm in 2019. Englebert Financial Advisers serves individuals, trusts, estates, corporations, charitable organizations, and retirement plans, offering portfolio management, financial assessments, consulting, and ERISA plan services. The firm’s investment approach uses relative strength analysis with model portfolios ranging from conservative to aggressive, combining fundamental, technical, and cyclical analysis, and incorporates third-party advisers and risk-management tools, including options and derivatives in separately managed accounts.

Options & derivatives strategies Active portfolio management Concentrated stock management Wealth management Founder/Business Owner Executive
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Timothy E

Series 65

Allentown, PA

Erickson Financial Group, LLC

Timothy Erickson is a Series 65 licensed financial advisor with seven years of industry experience. He has worked at Erickson Financial Group, LLC since 2019 and previously at MML Investors Services, LLC under the same dba from 2012 to 2019. Erickson is also a licensed insurance professional. Erickson Financial Group is a SEC-registered advisor serving individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services, managing primarily long-term, customized portfolios using ETFs, low-cost mutual funds, and individual equities.

General retirement planning Cash flow / budgeting
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Andrew G

Series 65

Allentown, PA

Englebert Financial Advisers, LLC

Andrew Gaines is a financial advisor at Englebert Financial Advisers, LLC in Allentown, PA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at RAF Equity, Campania International, and Bear Creek Mountain Resort, as well as teaching experience at Muhlenberg College and Emmaus High School. Englebert Financial Advisers serves a diverse client base including individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm uses a relative strength investment approach with model portfolios ranging from conservative to aggressive and incorporates fundamental, technical, and cyclical analysis alongside risk management tools.

Options & derivatives strategies Active portfolio management Concentrated stock management Wealth management Founder/Business Owner Executive
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Chad W

Series 65

Allentown, PA

Erickson Financial Group, LLC

Chad Wakeman is a financial advisor at Erickson Financial Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Erickson Financial Group in 2025, he worked at Vector Security and RB Global and spent ten years at Johnson Controls. Erickson Financial Group is a SEC-registered advisor serving individuals, high-net-worth clients, trusts, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized, primarily long-term portfolios using ETFs, low-cost mutual funds, and individual equities, and offers formal retirement-plan services as an ERISA fiduciary.

General retirement planning Cash flow / budgeting
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Jamie E

Series 63, Series 65

Allentown, PA

Englebert Financial Advisers, LLC

Jamie Englebert is a financial advisor at Englebert Financial Advisers, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Beirne Wealth Consulting Services, LLC from 2014 to 2019. Englebert Financial Advisers provides portfolio management, financial assessments, consulting, and ERISA plan services to individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm uses a relative strength analysis approach with model portfolios and integrates fundamental, technical, and cyclical analysis, offering fiduciary services and educational programs alongside held-away account management.

Options & derivatives strategies Active portfolio management Concentrated stock management Wealth management Founder/Business Owner Executive
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John T

Series 63, Series 65

Allentown, PA

Sector Analysts LLC

John Tumolo is a financial advisor with Sector Analysts LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2017 and previously spent 11 years with LPL Financial LLC. Outside of his advisory role, Tumolo is involved with Tumolo Financial Group, where he provides fixed insurance products including life, health, and long-term care coverage. Sector Analysts LLC serves individual and high-net-worth clients with financial planning, investment consulting, and discretionary asset management. The firm employs a combination of fundamental, technical, and cyclical analysis alongside strategic, tactical, and dynamic asset-allocation approaches, managing assets primarily through its sponsored wrap fee program.

General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) General tax planning
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Aaron R

Series 63, Series 65

Macungie, PA

Renaissance Wealth Management, LLC

Aaron Reyer is a financial advisor at Renaissance Wealth Management, LLC with 25 years of industry experience. He has held positions at OSAIC Wealth, Inc., Renaissance Wealth Management, and Fsc Securities Corporation. Outside of his advisory role, he is a partner in a domain name investment venture and serves on the Finance Committee of Family Promise of Lehigh Valley, a nonprofit organization. Renaissance Wealth Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs tailored investment strategies that include traditional and alternative assets, options, and derivatives, emphasizing alignment with client goals and risk tolerances.

Income planning Retirement withdrawal strategies General tax planning Wealth management Options & derivatives strategies
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Katie H

Series 65

Allentown, PA

Sigma Financial, Inc.

Katie Heiser is a financial advisor at Sigma Financial, Inc. with six years of industry experience. She holds the Series 65 designation. Sigma Financial serves officer-level executives at major public corporations, private equity partners, and retired executives, providing comprehensive financial planning focused on investments, tax and estate planning, insurance analysis, and retirement preparation. The firm employs a long-term, conservative investment approach emphasizing diversification, tax efficiency, and liquidity, while coordinating implementation with clients’ other professional advisors.

Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Debt management General tax planning Long-term care insurance Executive Retired Founder/Business Owner Established Professionals Approaching retirement
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Donna W

ChFC®, Series 63

Allentown, PA

Deep Draft Consulting, LLC

Donna Wanamaker is a financial advisor with M Holdings Securities, Inc., holding the ChFC® designation and Series 63 license, with 23 years of industry experience. She has been involved with Cornerstone Financial Consultants, Ltd. since 1984 and currently serves as Executive Vice President, focusing on business, estate, and insurance planning. Wanamaker also directs insurance services and plan design, selling various insurance products including accident and health, life, fixed annuities, variable life, and variable annuity insurance. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, retirement plan, and other clients through a nationwide network of advisors and independently operated member firms. The firm offers a range of advisory services including investment management, financial planning, retirement consulting, and insurance-contract advisory services, utilizing multiple sponsored platforms and third-party managers.

General retirement planning Wealth management Business Financial Management General estate planning guidance Income planning
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Richard G

CFP®

Allentown, PA

Gurniak Financial Advisors, Inc.

Richard Gurniak is a CFP® professional with 23 years of experience in financial advising. He has been leading Gurniak Financial Advisors, Inc. since 2002 and has been involved with Gurniak & Associates, LLC, an accounting firm where he serves as managing member. He divides his time between financial advisory and accounting work. Gurniak Financial Advisors, Inc. provides portfolio management and financial planning services to individuals, high-net-worth clients, IRAs, trusts, and estates. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, managing accounts on a nondiscretionary basis to allow clients final trading authority.

Passive / index investing
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Patrick H

Series 63, Series 65

Allentown, PA

Sector Analysts LLC

Patrick Hutchinson is a financial advisor with Sector Analysts LLC in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2017 and LPL Financial from 2003 to 2017. Outside of his advisory role, he owns Hutchinson Insurance, offering fixed insurance products including life, disability, and long-term care insurance. Sector Analysts LLC serves individual and high-net-worth clients, providing financial planning, investment consulting, and discretionary asset management. The firm employs a combination of fundamental, technical, and cyclical analysis alongside strategic, tactical, and dynamic asset allocation, managing assets through a proprietary wrap fee program.

General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) General tax planning
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Kerri W

Series 65

Allentown, PA

Sigma Financial, Inc.

Kerri Williams is a financial advisor at Sigma Financial, Inc. in Allentown, PA, holding a Series 65 designation with six years of industry experience. She has been with Sigma Financial since 2012. Sigma Financial serves officer-level executives at major public corporations, private equity partners, and retired executives with comprehensive financial planning focused on investments, tax and estate planning, insurance, company stock and incentive compensation, and retirement preparation. The firm employs a long-term, conservative investment approach emphasizing diversification, tax efficiency, and liquidity, providing written plans and ongoing advisory support without managing portfolios directly or taking custody of assets.

Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Debt management General tax planning Long-term care insurance Executive Retired Founder/Business Owner Established Professionals Approaching retirement
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Elias I

Series 63

Allentown, PA

Sigma Financial, Inc.

Elias Isaac II is a financial advisor at Sigma Financial, Inc. in Allentown, PA, holding a Series 63 designation with 13 years of industry experience. He has been with Sigma Financial, Inc. since 1998, contributing to the firm's services for nearly three decades. Sigma Financial serves officer-level executives at major public corporations, private equity partners, and retired executives, providing comprehensive financial planning focused on investments, tax and estate planning, insurance analysis, company stock, incentive compensation, and retirement preparation. The firm employs a long-term, conservative investment approach emphasizing diversification, low-cost passive vehicles, and tax efficiency, while providing clients written plans and ongoing advisory support without managing portfolios directly or taking custody of assets.

Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Debt management General tax planning Long-term care insurance Executive Retired Founder/Business Owner Established Professionals Approaching retirement
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Rachel L

ChFC®, Series 63

Allentown, PA

Deep Draft Consulting, LLC

Rachel Lower is a financial advisor with Deep Draft Consulting, LLC in Allentown, PA. She holds the ChFC® designation and Series 63 license and has 23 years of industry experience. Prior to her current role at Deep Draft Consulting since 2013, she has worked with Cornerstone Financial Consultants, Ltd. since 2000. Deep Draft Consulting is a state-registered investment adviser that provides financial and business planning services, primarily acting as a solicitor by introducing individual and business clients to third-party investment advisers. The firm does not directly manage client assets and focuses on delivering written financial plans and consultations while leaving portfolio management to recommended advisers.

General retirement planning Wealth management Business Financial Management General estate planning guidance Income planning
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Seth B

Series 63, Series 65

Allentown, PA

Stillwater Private Wealth

Seth Bittner is a financial advisor at Ethos Financial Group, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Innovation Partners LLC, Mercap Securities, Almanack Investment Partners, Penn Mutual Life Insurance Co, and Hornor Townsend & Kent Inc. Outside of advisory work, Bittner is involved in insurance brokerage through multiple entities where he sells life, long-term care, fixed, and variable annuity insurance products. Ethos Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and municipal entities. The firm emphasizes diversified, risk-conscious portfolio management using both quantitative and fundamental research and offers financial planning, estate planning support, and insurance recommendations through licensed agents.

Private / alternative investments Options & derivatives strategies Real estate investing Cash flow / budgeting Debt management
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