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475 advisors near
18074
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Out of 400,000+ nationwide
Ellen R
Series 66
Collegeville, PA
LPL Financial
Ellen Robinson Gunder is a financial advisor at LPL Financial with 25 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Aaron V
Series 66
Sanatoga, PA
Cetera
Aaron Von Alst is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. He previously worked at Sei from 2005 to 2025 and has been with Cetera since 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across multiple program structures.
Christopher H
Series 63, Series 66
Limerick, PA
LPL Financial
Christopher Haring is a financial advisor with LPL Financial in Limerick, PA, holding Series 63 and Series 66 registrations with 21 years of industry experience. His work history includes roles at Edward Jones, Wells Fargo Advisors LLC, Wells Fargo Clearing, and Diamond Credit Union. Outside of his advisory work, he is employed as a helper at Heidel Plumbing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by advisor-facing tools and a broad network of over 22,800 advisors.
John K
Series 63, Series 65
Limerick, PA
Thrivent Investment Management
John Kochel is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a member of the vestry at Augustus Lutheran Church, is an appointed member of the Trappe Borough Zoning Board, and is a partner in a family horse breeding and training business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning across a range of financial topics. The firm offers these services without discretionary trading authority and blends planning with managed accounts through a consolidated billing option called WealthPlan.
John U
ChFC®, Series 63, Series 65
Pottstown, PA
Thrivent Investment Management
John Ungerman is a financial advisor with Thrivent Investment Management in Pottstown, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial planning across a wide range of topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”
Vito M
Series 63, Series 65
Harleysville, PA
Cetera
Vito Martutartus is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include seven years at VOYA Financial Advisors and several years with Cetera and Cetera Wealth Services. He is also involved in independent insurance sales through his business activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, operating at significant scale with more than 10,000 advisors and $256 billion in assets under management.
Patrick G
Series 63
Blue Bell, PA
Cetera
Patrick Groarke is a financial advisor at Cetera with 34 years of industry experience. He holds a Series 63 designation and has previously worked with Wells Fargo Advisors and Wells Fargo Clearing. Groarke is also the managing director and business owner of Galloway Berkshire Capital LLC, a financial services firm offering brokerage and advisory services. Additionally, he works as an insurance agent selling annuities and long-term care products. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, with access to affiliated and third-party money managers across various program structures.
Dennis K
Series 63, Series 65
Quakertown, PA
LPL Financial
Dennis Keyser is a financial advisor with LPL Financial in Quakertown, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at multiple firms including LPL Financial, Thrive Capital Management, Infinex Investments, and several regional banks. 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. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various advisory tools and a large network of investment adviser representatives.
Savannah W
Series 63, Series 65
Quakertown, PA
Primerica Advisors
Savannah Webb is a financial advisor with Primerica Advisors in Quakertown, PA, holding Series 63 and Series 65 credentials and four years of industry experience. Her prior roles include positions at PFS Investments Inc., PPL Electric Utilities, and Primerica Financial Services. In addition to financial advising, she receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies managed by unaffiliated asset managers. The firm operates on a large scale, with thousands of advisors and approximately $15.5 billion in assets under management.
Seth G
Series 66
Blue Bell, PA
LPL Financial
Seth Gansman is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Morgan Stanley. Outside of his advisory role, he serves on the Board of Directors for the Warrington Hunt Home Owners Association and holds a six-year term as a Warrington Township Auditor. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Kathleen A
Series 63, Series 66
Lansdale, PA
Ameriprise
Kathleen Arnold is a financial advisor with Ameriprise in Lansdale, PA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written Recommendation Reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Caroline W
Series 66
Sanatoga, PA
Cetera
Caroline Wasielevski is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. She has held roles at Cetera and affiliated firms since 2022 and has prior work history that includes community and retail positions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services across multiple program structures, supporting over 10,000 advisors and $256 billion in assets under management.
Daniel W
Series 66
Pottstown, PA
Ameriprise
Daniel White is a financial advisor with Ameriprise in Pottstown, PA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of advising, he is involved in managing a commercial real estate holding company, Hillside Maple LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.
James M
CFP®, Series 63, Series 65
Sanatoga, PA
Cetera
James Mari Jr. is a CFP® with 18 years of experience in financial planning and asset management. He is currently affiliated with Cetera and its related entities, having joined in 2025 after eight years at CliftonLarsonAllen Wealth Advisors, LLC, and prior roles at Sun National Bank and INVEST Financial Corp. He is also involved with Flagship Financial LLC as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of advisory services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management options, including model portfolios, third-party managers, and customized strategies, supported by a large network of over 10,000 advisors and approximately $256 billion in assets under management.
Joseph R
Series 66
Collegeville, PA
Wells Fargo Advisors
Joseph Reinemann is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Eon Health, Cadence Consulting Group, and held various roles including at Syracuse University and ACA Compliance Group. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with an emphasis on tailored recommendations and optional implementation through multiple channels.
Robert C
Series 63, Series 65
Perkasie, PA
LPL Financial
Robert Clarke is a financial advisor at LPL Financial with 30 years of industry experience and holds Series 63 and Series 65 designations. He has been with LPL Financial since 2005. Clarke also operates RWC Investment Management, LLC, a separate business entity based in Doylestown, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisers with research tools and a range of investment strategies.
Joseph O
PFS™, Series 63, Series 65
Lansdale, PA
Cetera
Joseph Ochotny Jr. is a financial advisor with Cetera who holds the PFS™ designation and has 27 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services, Inc. for 27 years and operates his own CPA practice since 1990. He serves on the board of directors for Meghan's Foundation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm with over 10,000 advisors, offering portfolio management, financial planning, and retirement services to a diverse client base including individuals, employer-sponsored plans, corporate, charitable, and institutional accounts. The firm provides multiple investment platforms and program structures, incorporating both affiliated and third-party money managers.
Christopher C
Series 63, Series 66
Harleysville, PA
Cetera
Christopher Chichilitti is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Cetera and its affiliate Cetera Investment Services since 2005. Outside of his advisory work, he co-owns a contract painting business and also works part-time as a travel agent specializing in planning trips to Disney World and Universal Studios. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and customizable strategies across multiple program structures.
Joseph H
Series 66
Blue Bell, PA
LPL Financial
Joseph Herron is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. His career includes positions at several firms such as Citadel Federal Credit Union, Cetera, and TD Ameritrade. Herron is also involved with Ardent Investment and Retirement Solutions, a business related to his work at LPL Financial. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.
John S
Series 63, Series 66
Harleysville, PA
Cambridge Investment Research Advisors
John Sanders is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group and Carvana. Outside of finance, he was involved with the United States Soccer Federation’s Elkridge Youth Organization for 13 years. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through a network of independent financial professionals and maintains both proprietary and third-party model strategies.
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475 advisors near
18074
within the area shown on the map
Out of 400,000+ nationwide