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702 advisors near
17011
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Michael H
CFP®, Series 66
Hummelstown, PA
Edward Jones
Michael Hoskins is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Hummelstown, PA, and holds a Series 66 license. Outside of his advisory role, Michael is a board member for Pack 201 Cub Scouts in Hershey, PA. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.
Katherine L
Series 66
Mechanicsburg, PA
Mass Mutual Investors Services
Katherine Lewis is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding a Series 66 license and 19 years of industry experience. She previously worked for Grove Point Investments, LLC for 15 years before joining MassMutual and its affiliate firms in 2021. Outside of her advisory role, she owns Blended Creations, a retail business, and works as a tax preparer with Jackson Hewitt; she also serves as a community ambassador helping plan local events in Hagerstown, MD. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers a range of programs including estate and employer-sponsored planning.
William F
Series 63, Series 66
Harrisburg, PA
Cambridge Investment Research Advisors
William Fogarty is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including The Vanguard Group and Mid Penn Bank. His background also includes experience in the entertainment industry and self-employment. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and provides multi-platform account implementation alongside proprietary and third-party investment strategies.
Maria N
Series 63, Series 65
Camp Hill, PA
Primerica Advisors
Maria Naylor is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has worked at PFS Investments Inc. since 2002 and Primerica Financial Services since 2001. In addition to her advisory role, Naylor is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients, operating primarily as a wrap-fee solution. The firm employs third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on tiered percentage-based fees and ongoing oversight of its investment models.
Scott W
Series 63, Series 65
Mt Wolf, PA
Ameriprise
Scott Wilson is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Ameriprise and its related entities since 1998. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Leigh B
Series 66, Series 63
Lemoyne, PA
Wells Fargo Clearing
Leigh Beshaw is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Wells Fargo in 2026, Leigh worked at Morgan Stanley for 13 years. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Elijah M
Series 66
Camp Hill, PA
LPL Financial
Elijah Manning is a Series 66 licensed financial advisor with LPL Financial, bringing one year of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and PNC Wealth Management. 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, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.
Andre C
Series 63, Series 65
Harrisburg, PA
LPL Financial
Andre Campbell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Northwestern Mutual in various wealth management and investment service roles from 2018 to 2023. Outside of his advisory duties, he is the owner of MACC Management, a business entity for tax and investment purposes. 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, supported by a network of more than 22,800 advisors managing over $819 billion in discretionary assets.
Jennifer C
Series 63, Series 66
Camp Hill, PA
Morgan Stanley
Jennifer Conway is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.
Devon R
Series 63, Series 65
Camp Hill, PA
LPL Financial
Devon Roberson is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual and Nationwide Insurance. Outside of his advisory role, he is involved in soccer coaching with the Eagle FC Football Club and the JT Dorsey Foundation in Pennsylvania. 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 financial planning and portfolio management services through a broad network of investment adviser representatives.
Jeffrey Z
Series 66
Harrisburg, PA
Edward Jones
Jeffrey Zavoda is a Series 66 licensed financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2010, working in their Harrisburg, PA office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Scott D
Series 63, Series 65
Harrisburg, PA
Cambridge Investment Research Advisors
Scott Derr is a financial advisor with Cambridge Investment Research Advisors in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Cambridge in 2010, he worked at VOYA Financial Advisors and Locust Street Securities. He serves as an arbitrator for FINRA Dispute Resolution and is a board member for Presbyterian Senior Living and PHI Investment Management Services. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.
Bradley M
PFS™, Series 63, Series 65
Carlisle, PA
OSAIC
Bradley Mentzer is a financial advisor with Osaic Wealth, holding the PFS™ designation and Series 63 and 65 licenses, with 27 years of industry experience. He has worked at Cetera and Avantax and has maintained his own financial advisory and CPA practices since 2011. He and his wife own the office building housing his tax and investment businesses and rent space to other professional tenants. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation, portfolio optimization, and a variety of investment programs, supported by a complex affiliate network and private-equity ownership.
Aleesha M
Series 65, Series 63
Mechanicsburg, PA
Cambridge Investment Research Advisors
Aleesha Moyer is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of her advisory role, she owns Aleesha Moyer Photography. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals managing a multi-billion dollar asset base.
Thomas B
CFP®, Series 63
Camp Hill, PA
Ameriprise
Thomas Benkovich is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he manages a business focused on strategic planning and staff management through Thomas F Benkovich LLC. Ameriprise is a large institutional firm that provides retirement-income planning services targeted at individuals approaching or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.
Gregory H
Series 63
Mechanicsburg, PA
Raymond James Financial
Gregory Hartman is a financial advisor with Raymond James Financial in Mechanicsburg, PA, holding a Series 63 designation and 23 years of industry experience. His career includes roles at Raymond James Financial Services, HS Financial Services, and Simon Lever LLP, CPA's. He serves on the finance committee of the Dune Deck Condominium Association, contributing to its financial oversight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work, with specialized programs such as SIMPLE IRA Employer Advisory services.
David L
Series 63, Series 66
Camp Hill, PA
LPL Financial
David Langan is a financial advisor with LPL Financial in Camp Hill, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining LPL Financial in 2026, he spent over a decade at Cambridge Investment Research Advisors and held roles at Cetera and Mass Mutual Investors Services. He is also a speaker for the Association of Financial Educators. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.
Robert S
Series 66
Camp Hill, PA
Morgan Stanley
Robert Smith is a Series 66-registered financial advisor with Morgan Stanley who has 19 years of industry experience. He has previously worked at Wells Fargo Clearing, PNC Wealth Management, and Ameriprise. He is based in Camp Hill, PA. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers investment and planning services supported by structured discovery conversations and firm-approved tools.
Keith R
CFP®, Series 66
Mechanicsburg, PA
Mass Mutual Investors Services
Keith Russell is a CFP® professional with seven years of experience currently affiliated with Mass Mutual Investors Services. He has worked at MML Investors Services since 2019 and has been with MassMutual since 2017. Prior to his financial services career, he held positions at Securitas Security Services USA and Shippensburg University. Mass Mutual Investors Services, LLC, a broker-dealer and SEC-registered investment adviser, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars.
Andrew H
Series 66
Harrisburg, PA
LPL Financial
Andrew Herbert is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at PNC Investments and Principal Life Insurance Company. He is also associated with PSECU Financial Services through 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting investment strategies through a large network of advisors.
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Finding advisors...
702 advisors near
17011
within the area shown on the map
Out of 400,000+ nationwide