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683 advisors near
17101
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Joseph D
Series 65
Camp Hill, PA
Foundations Investment Advisors LLC
Joseph Deitrich is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Simplicity Wealth and Liberty Mutual Insurance. In addition to his advisory role, he is a licensed independent insurance agent and partner at 1st Choice Financial Services, where he is involved in insurance and annuity sales as well as business oversight. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach and offers services through a large network of affiliated offices and investment adviser representatives.
Jeffrey N
Series 63, Series 65
Mechanicsburg, PA
Merit Financial Advisors
Jeffrey Nickum is a financial advisor with Merit Financial Advisors and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, Zimmermann Investment Management & Planning, and Professional Financial Advisors, Inc. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team and committee.
Zachary W
Series 66, Series 63
Camp Hill, PA
Vicus Capital, Inc.
Zachary Weigl is an investment advisory representative at Vicus Capital, Inc. with three years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including Rosenblatt Securities and PGIM, Inc. He has also been involved in financial services through Clelan and Company and has experience in fixed insurance sales. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm’s investment approach integrates fundamental and technical analysis across various strategies and emphasizes retirement-plan consulting and fiduciary services.
Colin B
Series 66, Series 63
Camp Hill, PA
Thrivent Advisor Network, LLC
Colin Bernd is a financial advisor with Thrivent Advisor Network, LLC, holding Series 66 and Series 63 credentials and six years of industry experience. He has worked at several Thrivent entities since 2020 and previously gained experience at LifeGuide Financial Advisors and Messiah College. Outside of advisory roles, he is involved in selling and servicing fixed insurance contracts. Thrivent Advisor Network serves individuals, families, trusts, businesses, and retirement plans, managing approximately $6.8 billion in client assets. The firm offers a range of portfolio management and financial planning services, emphasizing diversified investments and ongoing account monitoring.
Robert E
CFP®, Series 63, Series 65
Camp Hill, PA
ON Investment Management CO
Robert Eichinger is a financial advisor with ON Investment Management CO in Camp Hill, PA, holding the CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including over three decades at The O.N. Equity Sales Company. Outside of advising, he serves as president of Cumberland Financial Group, where he sells insurance products. ON Investment Management Company (ONIMCO), a subsidiary of The O.N. Equity Sales Company, provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services, including comprehensive and modular financial plans and access to third-party investment programs, with a client base primarily managed through a combination of discretionary and non-discretionary advisory relationships.
Timothy B
Series 63, Series 65
Harrisburg, PA
Prospera Financial Services, inc.
Timothy Boyd is a financial advisor at Prospera Financial Services, Inc. with 15 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Prospera in 2022, he worked at State Farm Investment Management Corp and State Farm VP Management Corp, and he is also involved with the Timothy Boyd Insurance Agency. Prospera Financial Services, Inc. is a multi-team firm that serves individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services through various platforms and customizable portfolio solutions.
Jonathan S
Series 66
Mechanicsburg, PA
Ethos Financial Group, LLC
Jonathan Stough is a financial advisor with Ethos Financial Group, LLC, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ethos in 2026, he worked at City National Bank and RBC Capital Markets. He serves on the board of directors for both the Witney Ridge Homeowner's Association and the Midwest Food Bank in Pennsylvania. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management, financial planning, and consulting services. The firm uses model portfolios and a Core Allocation strategy focusing on diversified, risk-conscious investments implemented through various vehicle types.
Laura P
Series 63, Series 65
Lemoyne, PA
Gibbs Wealth Management, LLC
Laura Pesek is a financial advisor with Gibbs Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Rose Financial Management, Woodbury Financial Services, and Questar Asset Management. She is also an insurance agent involved in sales of fixed annuities, disability, health, life, property and casualty insurance, and employee benefits through her sole proprietorship, LP Financial Associates. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a mix of analytical approaches to guide investment allocations.
Christopher V
Series 66, Series 63
Camp Hill, PA
Thrivent Advisor Network, LLC
Christopher Van Hart is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked with Thrivent Investment Management Inc and Thrivent Financial for Lutherans since 2008. Van Hart serves as Board President of Family Promise of Harrisburg Capital Region, a nonprofit organization supporting homeless families in the local community. He also holds the position of Board Secretary for the Estate Planning Council of Central Pennsylvania. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $6.8 billion in client assets. The firm offers customized asset allocation and long-term investment strategies, emphasizing low-cost diversified mutual funds and ETFs, alongside individual equities, bonds, and alternative investments.
John G
Series 66
Mechanicsburg, PA
Dakota Wealth, LLC
John Goyette is a financial advisor at Dakota Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including JMG Wealth Management Group, Inc., Lincoln Financial Distributors, Raymond James Financial, Ascensus Investment Advisors, LLC, and MassMutual. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, and business enterprises, offering wealth management, investment management, financial planning, and advisory services. The firm constructs primarily long-term, customized portfolios using a range of investment vehicles and maintains active roles in private funds and registered investment companies.
Justin T
Series 66
Mechanicsburg, PA
Merit Financial Advisors
Justin Taillon is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and nine years of industry experience. He has worked at Zimmerman Investment Management and Planning and Purshe Kaplan Sterling Investments since 2020, and previously at M&M Bedding. Taillon is also a licensed insurance agent and registered representative, occasionally offering commissionable insurance and investment products to clients. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across a diverse client base, including individuals, businesses, retirement plan sponsors, and nonprofit organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, overseen by a central Investment Management team and Investment Committee.
Derek S
Series 66
Mechanicsburg, PA
TIAA-CREF
Derek Shaffer is a financial advisor with TIAA-CREF, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade Investment Management. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering both model and customized portfolio options.
Scott R
Series 66
Harrisburg, PA
Guardian Life
Scott Rucci is a financial advisor with Guardian Life and holds a Series 66 credential. He has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to entering the financial sector, he worked in various positions including at PayPal and Commonwealth University of Bloomsburg. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement plan consulting, and investment advisory programs.
Dennis B
Series 63, Series 65
Camp Hill, PA
Commonwealth Financial Network
Dennis Browne is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been co-owner of Capital View Wealth Management, LLC since 2010 and has worked at Cambridge Investment Research Advisors, Inc. for 15 years prior to his current role. Browne also serves as a FINRA arbitrator in Lemoyne, PA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors. The firm offers a broad range of managed account programs, access to third-party asset managers, and custody and clearing services, supporting both individual and institutional clients across diverse investment platforms.
Song S
Series 63, Series 66
Harrisburg, PA
OSAIC Institutions, inc.
Song Shim is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cetera Investment Services LLC and First National Bank of PA. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of advisers. The firm offers customized advisory services, financial planning, and access to alternative investments while operating a hybrid adviser/broker-dealer structure.
Matthew G
Series 66
Harrisburg, PA
Guardian Life
Matthew Gunter is a financial advisor with Guardian Life and holds a Series 66 credential. He has four years of industry experience, including prior roles at Altria Group Distribution Company and Penn State University. Park Avenue Securities LLC, where he operates, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.
John O
Harrisburg, PA
Integrated Wealth Concepts LLC
John Obrock is a financial advisor with Integrated Wealth Concepts LLC in Harrisburg, PA. He holds over eight years of experience in the industry and has been associated with Integrated Wealth Concepts since 2026. He also has a long-standing career at WildeMan and Obrock, CPA's, where he has worked since 1985. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors wrap-fee programs with a focus on customized portfolios and a combination of internal and third-party asset management.
William G
ChFC®, Series 63
Harisburg, PA
Eagle Strategies (NY Life)
William Gammon is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® and Series 63 designations. He has 11 years of industry experience, currently serving clients in Harrisburg, PA. His career includes roles at Nylife Securities LLC and New York Life Insurance Company since 2014. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and operates primarily with a non-discretionary asset base.
Michael W
Series 63, Series 66
Hershey, PA
Valic Financial Advisors
Michael Waverka is a financial advisor with Valic Financial Advisors in Hershey, PA, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Valic Financial Advisors since 2012 and also serves as an agent at Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.
Martin C
Series 63
Lemoyne, PA
Janney Montgomery Scott
Martin Chronister is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and possessing 57 years of industry experience. He has been with Janney Montgomery Scott since 1978. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities through various advisory and brokerage services.
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Finding advisors...
683 advisors near
17101
within the area shown on the map
Out of 400,000+ nationwide