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Melissa M Blaszczyk

Advisor at OSAIC — Honesdale, PA

Updated today

Credentials

Series 66

Experience

13 years

Location

Honesdale, PA

OSAIC logo

OSAIC

Institution

Total advisors

7,830

Across 3,557 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Melissa Blaszczyk is a financial advisor with Osaic Wealth Inc. She holds a Series 66 designation and has 13 years of industry experience. Her prior work includes roles at LPL Financial, LLC and Edward Jones. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across a broad range of asset classes.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Honesdale, PA

Honesdale PA

Advisors at this office

1

Most active in

Pennsylvania

Work history

13 years of industry experience

Osaic Wealth Inc

2026 - Present • 1 year

Honesdale, PA

LPL Financial, LLC

2016 - 2026 • 10 years

Suffern, NY

Edward Jones

2010 - 2011 • 1 year

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Kienan G

Series 65

Cochecton, NY

Heritage Hill Adviser

Kienan Garn is a financial advisor at Heritage Hill Adviser with four years of industry experience. He holds a Series 65 designation and has been with Heritage Hill Adviser since 2021. Outside of his advisory role, he works full-time as a program manager for new product development at The Raymond Corporation, a manufacturer of forklifts. Heritage Hill Adviser provides investment advisory and financial planning services primarily to individual clients and retirement account participants. The firm offers both discretionary asset management and non-discretionary consultation, focusing on asset allocation through various analytical techniques and serving a small client base with a single custodian platform.

Cash flow / budgeting Debt management General retirement planning Retirement withdrawal strategies General estate planning guidance
user avatar

Patrick G

CFP®

Greeley, PA

Center Stage Planning LLC

Patrick Graver is a CFP® professional with two years of industry experience. He is the founder of Center Stage Planning LLC, an independent advisory firm based in Greeley, PA. Prior to establishing his own firm, he held roles at Bishoff Financial Group, Cambridge Investment Research Inc., and Creative Financial Planning. Before entering the financial industry, he worked in the performing arts, including engagements with the Fireside Theatre and productions such as The Book of Mormon. Center Stage Planning LLC serves individual and high-net-worth clients, offering investment management and comprehensive financial planning on ongoing and project bases. The fee-only firm employs a blend of fundamental and technical analysis alongside modern portfolio theory to develop individualized investment policies and discretionary portfolios. The firm also provides educational seminars and speaking engagements focused on general financial education.

Business sale tax planning Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Alexi G

CFP®, Series 65

Hawley, PA

Stash Wealth, LLC

Alexi Gilmore Manookian is a CFP® certificant with six years of industry experience, currently serving at Stash Wealth, LLC and SmartPath Advisors, LLC. Prior to these roles, Alexi worked at the Financial Transitionist Institute and Learnvest Planning Services, LLC. Outside of financial advising, Alexi has been involved with the nonprofit RAISE Your Hearts 501(c)(3) for six years and has a background in ski instruction. Stash Wealth, LLC serves individual clients, primarily high-earning professionals, through its multi-step financial planning process and optional ongoing investment management. The firm employs a passive-oriented investment strategy based on Modern Portfolio Theory, supplemented with periodic rebalancing and tax-loss harvesting, while placing emphasis on client education through newsletters, podcasts, and public seminars.

General retirement planning Tax-loss harvesting General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting HENRY (High Earners, Not Rich Yet)
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Jonathan K

Series 63, Series 65

Tafton, PA

Lakewood Financial Group, LLC

Jonathan Kline is a financial advisor at Lakewood Financial Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northeast Financial Group, Inc. and JP Morgan Securities Inc. He has been with Lakewood Financial Group since 2026. Lakewood Financial Group manages approximately $90.6 million for individuals and families, offering integrated investment management and financial planning services. The firm uses a blend of strategic core and tactical overlays in its investment approach, emphasizing tax-sensitive implementation and access to public and private investment vehicles.

Tax-loss harvesting Concentrated stock management Options & derivatives strategies Private / alternative investments Wealth management Executive
user avatar

Andrew K

Series 63, Series 65

Lake Ariel, PA

First Heartland Consultants, Inc.

Andrew Katz is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, Katz serves on the board of the Blair County Tea Party and the Congregation Beth Israel board of trustees, and he volunteers as secretary of the Lake Ariel Lions Club. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering a range of investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Annuities Income planning Cash flow / budgeting
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Amy S

Series 66

Honesdale, PA

Centaurus Financial, Inc.

Amy Sporer is a financial advisor with Centaurus Financial, Inc. in Honesdale, PA, holding a Series 66 designation and 21 years of industry experience. She has been with Centaurus Financial since 2007. Outside of her advisory role, she is involved in the sales and service of disability and accident/health insurance plans for individuals and small business owners. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a variety of investment analysis methods across both discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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