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338 advisors near
17401
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Andrew R
CFP®, Series 63, Series 65
Hanover, PA
Cetera
Andrew Riggle is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Cetera since 2023. He has been with Cetera Wealth Services, LLC since 2013 and also operates Riggle Wealth Group, LLC, providing financial planning and investment management. Riggle serves as a board member of the VNA of Hanover and Spring Grove endowment and participates on the investment committee for the Dataw Island Owner's Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.
Timothy O
Series 63
Hanover, PA
Cetera
Timothy Ohm is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 63 designation and has worked at Cetera and affiliated firms since 2004. In addition to his advisory role, he is the president and owner of Miller Brown Ohm & Associates, a tax and payroll preparation business, and is active as a financial advisor and insurance agent with responsibilities including life, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a large network of independent advisors, utilizing multiple program platforms and investment strategies.
Patricia M
Series 63, Series 65
York, PA
LPL Financial
Patricia Marschner is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She previously worked at Cambridge Investment Research Advisors and Waddell & Reed, and also owns a wholesale greeting card business. Additionally, Marschner serves as a board member and community services leader for a nonprofit church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions, offering a range of advisory programs and financial planning services supported by both proprietary and third-party research.
Daniel C
Series 66
York, PA
Ameriprise
Daniel Calloway is a financial advisor at Ameriprise with 17 years of industry experience. He previously worked at Edward Jones for 15 years before joining Ameriprise in 2020. Outside of his advisory role, he is the head coach of the FC Ballyhoo U9 soccer team. Ameriprise is a large institutional firm that provides retirement-income planning services primarily for clients with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary retirement recommendations.
Gregory W
Series 63, Series 65
Brogue, PA
Cetera
Gregory Wolfe is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at firms including LPL Financial and Peoplesbank prior to joining Cetera and Orrstown Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and serves over 800,000 clients with more than $256 billion in assets under management.
Paul H
Series 63
York, PA
Raymond James Financial
Paul Heffelfinger is a financial advisor with Raymond James Financial Services Advisors Inc. in York, PA, holding a Series 63 license and bringing 21 years of industry experience. He previously worked at Wells Fargo Advisors from 2015 to 2017. Outside of his advisory role, he is a partner in Gilbert Farms, LLC, where he helps oversee farming operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Dane B
Series 66
York, PA
Ameriprise
Dane Burkholder is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2002. Outside of his advisory role, he serves as president and board member of the Ephrata Gridiron Club and is involved in several business ventures, including a wellness service using AI technologies for athletes. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies. Its retirement-income program combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations.
Katrina S
Series 66
York, PA
Merrill
Katrina Strumsky is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.
Steven B
Series 63, Series 65
York, PA
Raymond James Financial
Steven Blouse is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has been associated with Raymond James since 2011 and has also worked as a Long Term Care Insurance Agent since 2013. Additionally, he serves as an independent contractor financial advisor with Miller and Gay, where he receives office support services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools and risk profiling to support client goals, maintaining a broad network and specialized advisory programs.
Kristin H
CFP®, Series 66
York, PA
Cambridge Investment Research Advisors
Kristin Hershey is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2013. She also holds a Series 66 license and has experience as an independent insurance agent. Outside of her advising role, Hershey serves as a class representative for Leadership York, a nonprofit that provides leadership training, and coaches youth and high school volleyball teams. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals across wealth levels, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals using a range of investment strategies and custody platforms.
Rosemarie F
Series 63
Lewisberry, PA
LPL Financial
Rosemarie Foster is a financial advisor with LPL Financial in Lewisberry, PA, holding a Series 63 designation and bringing 34 years of industry experience. She has been associated with Linsco/Private Ledger Corp since 2003. Foster operates under the Foster Investment Group in Lewisberry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and nonprofits. The firm provides a range of advisory programs and financial planning services supported by research and model portfolios, offering both discretionary and non-discretionary management options.
Noah C
Series 66
York, PA
Morgan Stanley
Noah Caler is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at Santander Bank and GameStop. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.
Robert F
Series 66
York, PA
Merrill
Robert Fegely is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2007, serving as a wealth planner and working with clients and their families to develop customized strategies to achieve their financial goals. His expertise includes executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Robert holds the Certified Financial Planner (CFP®) certification, along with other professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from York College of Pennsylvania. Utilizing a consultative approach, Robert helps clients identify their financial strengths and weaknesses to create long-term wealth management plans tailored to their objectives, time horizons, risk tolerance, and liquidity needs. He is actively involved in his community, participating with the Rotary Club of York and serving on the Board of Directors for The Belmont Theatre. Robert resides in York, PA with his wife and son. His personal interests include music, reading, spending time with his family, and traveling.
Gayle D
Series 63, Series 65
York, PA
Primerica Advisors
Gayle Delong is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been with Primerica Advisors since 2014 and Primerica Financial Services since 2012. Outside of advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an operational model that includes independent due diligence and delegated trading functions.
Connor Q
Series 66
Hanover, PA
Edward Jones
Connor Quinn is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Flowserve and Honeywell Aerospace. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options.
Bridget D
Series 66
Hanover, PA
Cetera
Bridget Darcy is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. Her prior work includes roles at ACNB Bank, LPL Financial, and Pennsylvania State Employees Credit Union, among others. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.
Aaron T
CFP®, Series 63, Series 65
York, PA
LPL Enterprise
Aaron Trinh is a financial advisor with LPL Enterprise and holds the CFP® designation, along with Series 63 and Series 65 licenses. He has 12 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his primary work, he is involved with White Rose Wealth Management LLC, where he provides both insurance and investment services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions. The firm offers a range of financial planning, advisory, and brokerage services, utilizing a platform that integrates adviser programs with the sale of various financial products, including insurance.
Chris P
Series 63, Series 65
York, PA
LPL Financial
Chris Potts is a financial advisor with LPL Financial in York, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2021 and has longstanding ties to M&T Securities and M&T Bank, where he has been active since 2005 and 1985 respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Jere W
CFP®, Series 63
York, PA
LPL Financial
Jere Wise Jr. is a CFP® professional with 28 years of experience in the financial services industry. He is currently an advisor at LPL Financial, where he has worked since 2017. Prior to joining LPL, he held roles at Cetera Investment Services and Northwest Advisors, and he has also been affiliated with Northwest Bank since 2005. Outside of his advisory work, he is involved in selling fixed insurance products through Brokers Service Marketing Group. LPL Financial is a national SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, with portfolio management options supported by LPL Research and third-party subadvisors.
Jody W
Series 63, Series 65
York, PA
Morgan Stanley
Jody Witherow is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley since 2010 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.
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Finding advisors...
338 advisors near
17401
within the area shown on the map
Out of 400,000+ nationwide