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320 advisors near
17033
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Barbara A
Series 63, Series 65
Harrisburg, PA
LPL Financial
Barbara Anderson is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. She previously worked at Invest Financial Corporation for 12 years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts, supported by advanced operational and research tools.
Matthew B
Series 63, Series 65, Series 66
Lebanon, PA
Cambridge Investment Research Advisors
Matthew Barket is a financial advisor with Cambridge Investment Research Advisors and holds Series 63, Series 65, and Series 66 designations. He has 30 years of industry experience, including 15 years at Cambridge Investment Research Advisors and over two decades with affiliated Cambridge entities. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians. The firm provides both discretionary and non-discretionary management and develops proprietary model strategies under the Founders Gate Capital brand.
Rocco C
Series 66
Harrisburg, PA
Edward Jones
Rocco Cangialosi is a financial advisor with Edward Jones in Harrisburg, PA. He holds a Series 66 designation and has 14 years of industry experience, all with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jeffrey S
Series 63, Series 66
Hershey, PA
Edward Jones
Jeffrey Stover is a financial advisor at Edward Jones with 24 years of industry experience, all of which have been with the firm since 2002. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he serves as a finance committee member for the Mohler Senior Center in Hershey, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard, with a large national network of advisors and offices.
Jordan K
Series 66
Hershey, PA
Edward Jones
Jordan Krick is a financial advisor with Edward Jones in Hershey, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he served ten years in the United States Navy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Brandon S
Series 66
Hershey, PA
LPL Enterprise
Brandon Stine is a financial professional with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL, he held roles in data annotation and talent management, as well as various positions in education and landscaping. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.
Donald H
CFP®, Series 63, Series 65
Harrisburg, PA
Cambridge Investment Research Advisors
Donald Healey is a CFP® professional with 43 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2018. Prior to this, he spent 23 years at Signator Investors, Inc. Healey is also a board member of the Bridgeport Condominium Association and serves on the finance council for the Roman Catholic Diocese of Harrisburg. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to both individual and institutional clients, including pension and charitable organizations. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.
Katherine W
Series 63
Cleona, PA
LPL Financial
Katherine Wentling is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. She has been with LPL Financial since 2002. Outside of her advisory work, she serves as a guest teacher in Lebanon County, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions supported by advanced research tools.
Andrew H
CFP®, Series 66
Harrisburg, PA
LPL Enterprise
Andrew Hess is a CFP® with 15 years of experience in financial services, currently affiliated with LPL Enterprise since 2024. His prior roles include positions at The Prudential Insurance Company of America and Ameriprise Financial Services. Hess operates Forest Hills Financial Advisors, a DBA that provides sales and service of insurance and investments. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm uses a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance products through affiliated entities.
John D
Series 66
Lebanon, PA
Wells Fargo Clearing
John Digiacomo is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has previously worked at First Citizens Community Bank, LPL Financial Services, Santander Securities LLC, and Sovereign Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Craig L
Series 66
Lebanon, PA
Edward Jones
Craig Lowrie is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.
Edward T
Series 66
Hershey, PA
OSAIC
Edward Thomas is a Series 66-licensed financial advisor with six years of industry experience. He is currently with OSAIC since 2024, having previously worked at Securities America Advisors from 2020 to 2024. Thomas is also a part owner and Investment Advisor Representative of a wealth management DBA based in Hershey, PA. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various analytical tools and multiple investment program options.
Eric M
Series 63, Series 66
Harrisburg, PA
LPL Financial
Eric Murr is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 66 registrations and 14 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and M&T Securities. He is also involved with Members 1st Federal Credit Union through its investment services and wealth management business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.
Benjamin R
Series 66
Annville, PA
OSAIC
Benjamin Ricker is a financial advisor at Osaic Wealth with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he is also an insurance agent involved in the sale of fixed insurance products. Osaic Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation, portfolio optimization, and a variety of managed account programs.
William B
Series 66
Harrisburg, PA
Cambridge Investment Research Advisors
William Boehm is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research Advisors since 2021, following eight years at MML Investors Services and Mass Mutual Life Insurance Company. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.
Jennifer R
Series 66
East Petersburg, PA
Cambridge Investment Research Advisors
Jennifer Ritter is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and having 10 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2017 and previously spent time with Northwestern Mutual Investment Management. Outside of her advisory role, she is an independent insurance agent and is the owner of Jennifer Ritter LLC. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm employs thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.
Thomas R
Series 66
Harrisburg, PA
Cambridge Investment Research Advisors
Thomas Renko is a financial advisor with Cambridge Investment Research Advisors in Harrisburg, PA, holding a Series 66 designation and 11 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015 and Cambridge Investment Research, Inc. since 2014. Outside of his advisory work, he serves as a soccer coach and girls director of coaching for local clubs in Mechanicsburg, PA. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies under the Founders Gate Capital brand.
Jay G
ChFC®, Series 63, Series 66
Lebanon, PA
Ameriprise
Jay Green is a financial advisor with Ameriprise in Lebanon, PA, holding the ChFC® designation and Series 63 and 66 licenses. He has 30 years of industry experience, including 21 years at Ameriprise and its affiliated entities. Outside of his advisory role, he serves on the boards of Lebanon Valley Rails to Trails, Lebanon County Community Action Partnership, and is a trustee and treasurer for Coleman Memorial Park. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored written recommendations through a centralized consulting team.
Diane K
Series 66
Mount Joy, PA
LPL Financial
Diane Kridler is a financial advisor with LPL Financial in Mount Joy, Pennsylvania, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at Raymond James Financial Services and Ameriprise Financial Services, Inc., among others. She is currently affiliated with Northwest Bank through LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.
Joseph M
Series 63
Lebanon, PA
Mass Mutual Investors Services
Joseph Mcandrew is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 43 years of industry experience. He worked at Metlife Securities Inc. for 42 years before joining Mass Mutual Investors Services in 2017. Outside of his advisory role, he is involved in individual life, property/casualty, health, group life, and group health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and structured planning engagements to deliver tailored financial recommendations.
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320 advisors near
17033
within the area shown on the map
Out of 400,000+ nationwide