user avatar

Robert Jude Russoli

Advisor at Cetera — Shippensburg, PA East King St

Updated today

Credentials

Series 63, Series 66

Experience

22 years

Location

Shippensburg, PA 17257

Cetera logo

Cetera

Institution

Total advisors

10,190

Across 5,086 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Robert Russoli is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 22 years of industry experience. His prior roles include positions at Wheatland Advisors, Inc. and Orrstown Bank, where he continues to manage the trust department and supervise advisors. Outside of his advisory work, Russoli serves as a board member of the Harrisburg Masonic Temple and as a trustee for the Harrisburg-Snyder Lodge #629. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors.

Client services

Based on Cetera

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

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Shippensburg, PA East King St

77 East King St

Shippensburg PA 17257

Advisors at this office

4

Most active in

Maryland · Pennsylvania

Work history

22 years of industry experience

Cetera

2023 - Present • 3 years

Schaumburg, IL

Wheatland Advisors, Inc

2017 - 2020 • 3 years

Lancaster, PA

Cetera Wealth Services, LLC

2013 - Present • 13 years

El Segundo, CA

Orrstown Bank

2004 - Present • 22 years

Shippensburg, PA

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

Noah E

Series 65

Chambersburg, PA

TruNorth Financial Services, Inc.

Noah Eshenaur is a financial advisor at TruNorth Financial Services, Inc. with a Series 65 designation and three years of industry experience. Prior to joining TruNorth, he worked in various roles including positions at Shippensburg University and Tuscarora Intermediate Unit 11. TruNorth Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses a conservative, diversified investment approach with portfolios constructed primarily of mutual funds and ETFs, supplemented by individual equities and fixed-income securities when appropriate.

General retirement planning College savings (529s, UTMA, etc.) Business succession planning
user avatar

Kristin R

Series 65

Chambersburg, PA

TruNorth Financial Services, Inc.

Kristin Ramsay is a financial advisor at truNorth Financial Services, Inc. with a Series 65 credential and three years of industry experience. She previously worked at Orrstown Bank for eight years before joining truNorth Financial Services in 2019. Outside of advising, she is a minority owner of a coffee roasting and coffee shop business called Denim Coffee Company. truNorth Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs a conservative, diversified investment approach, constructing portfolios primarily with mutual funds and ETFs while offering retirement rollover guidance and consulting services.

General retirement planning College savings (529s, UTMA, etc.) Business succession planning
user avatar

Christopher J

Series 65

Chambersburg, PA

TruNorth Financial Services, Inc.

Christopher Jackson is a financial advisor at TruNorth Financial Services, Inc. in Chambersburg, PA, holding a Series 65 designation with 11 years of industry experience. He previously worked at PNC Wealth Management and Tucker Financial Services. Outside of his advisory role, Jackson is active in community and educational organizations, serving as chairperson of the Shippensburg University Finance Advisory Council and president of University Community Ministries. TruNorth Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs a conservative, diversified investment approach with portfolios primarily consisting of mutual funds and ETFs, managing accounts on a discretionary basis guided by client risk tolerance and an Investment Policy Statement.

General retirement planning College savings (529s, UTMA, etc.) Business succession planning
user avatar

Michael E

Series 63, Series 65

Shippensburg, PA

Mutual Of Omaha Investor Services, Inc.

Michael Eicher is a financial advisor at Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. He has worked with Mutual of Omaha and Mutual of Omaha Investor Services since 2015 in various roles. Outside of advisory services, he is also an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans. The firm offers a range of managed account programs and financial planning solutions, operating through platform relationships with Envestnet and Pershing.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar

William L

Series 63, Series 65

Shippensburg, PA

Mutual Of Omaha Investor Services, Inc.

William Lape is a financial advisor with Mutual Of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. He is the president of ProtectSHIP LLC, where he is involved in administration and training for health insurance products. Lape also serves as a volunteer board member on the Shippensburg Borough Planning Commission and the Gideons International Cumberland South Camp. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers a range of managed account programs and financial planning, utilizing platform relationships with Envestnet and custodial services through Pershing.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar

Chase P

Series 63, Series 65

Chambersburg, PA

Capital Analysts

Chase Polly is a financial advisor at Capital Analysts with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Lincoln Investment and Horace Mann Investors. Outside of advising, he assists with financial management and operations for a nature school owned by his wife. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering portfolio management, access to third-party managers, and retirement-plan advisory services through a nationwide network. The firm combines discretionary investment management by an in-house team with non-discretionary advisory services supported by proprietary fund screening and tax-aware portfolio options.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)