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Robert R
Series 63, Series 66
Shippensburg, PA
Cetera
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.
Jacob B
Series 66, Series 65
Shippensburg, PA
Cetera
Jacob Barling is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and five years of industry experience. His prior work includes roles at Edward Jones and Orrstown Bank, where he also serves as a financial professional in an administrative capacity. Barling participates as a finance committee member for Corpus Christi Catholic Church. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform with access to various portfolio models, discretionary and non-discretionary account options, and multiple custodial relationships.
Phyllis N
CFP®, Series 63
Shippensburg, PA
Cetera
Phyllis Nye is a CFP® professional with 34 years of industry experience, currently serving at Cetera. Her career includes long-term roles at Orrstown Bank and Cetera Wealth Services, LLC. She is involved in community and nonprofit activities such as serving on the finance committee at Our Lady of the Visitation church, acting as vice president of the Summit Health Foundation Board, and participating on the Cumberland County Land Preservation board. Nye also holds leadership roles in local businesses, including vice president of H & H Chevrolet and Cadillac. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and advisory services, operating a multi-manager platform that allows advisors to implement model portfolios or bespoke strategies with discretionary and non-discretionary authorities.
Jarred K
Series 63, Series 65
Shippensburg, PA
Cetera
Jarred Knott is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has worked with Cetera since 2014 and is also a member of the Waynesboro Borough Council. Knott is involved in nonprofit activities, serving as president and treasurer of Mainstreet Waynesboro and participating on the Leadership Franklin County Steering Committee. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors.
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