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319 advisors near
17033
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Out of 400,000+ nationwide
Lonnie F
Series 63, Series 65
Harrisburg, PA
LPL Financial
Lonnie Friedman is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is publishing a book on cold calling titled *The Cure to the Cold Call Blues*. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management approaches supported by in-house and third-party research.
Thomas Z
Series 63, Series 65
Hershey, PA
OSAIC
Thomas Zewe is a financial advisor at Osaic Wealth, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he is part owner of Independent Brokers of America and has interests in local real estate and a restaurant business in Hershey, PA. Osaic Wealth, Inc. serves retail and institutional clients through a large network of advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diverse portfolios across various asset classes.
Christopher H
Series 66
Harrisburg, PA
Cambridge Investment Research Advisors
Christopher Hoover is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and four years of industry experience. Prior to his current role, he was involved with Angelo's Soccer Corner for over 30 years. Outside of his advisory work, he is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual and institutional clients with financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of investment solutions through a network of independent Financial Professionals, utilizing proprietary and third-party model strategies across multiple platform arrangements.
Drew M
Series 63, Series 66
Harrisburg, PA
Edward Jones
Drew Myers is a financial advisor at Edward Jones with 20 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Edward Jones since 2005. 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 with a nationwide network of more than 23,700 financial advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Zachary D
Series 66
Elizabethtown, PA
Raymond James Financial
Zachary Drayer is a Series 66 credentialed financial advisor with five years of industry experience, currently associated with Raymond James Financial in Elizabethtown, PA. His prior roles include positions at BNY Mellon and Saint Francis University. He is also a partner and owner of DDMP Management, LLC, where he performs financial advisor duties alongside ownership responsibilities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools such as deterministic and probability modeling to support client goals.
Matthew K
Series 63, Series 65
Harrisburg, PA
LPL Enterprise
Matthew Kloza is a financial advisor with LPL Enterprise in Harrisburg, PA, holding Series 63 and Series 65 designations and bringing nine years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Kloza also markets his LPL business under the name Forest Hills Financial Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, nonprofits, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio access, third-party asset management, and a range of brokerage and insurance products via its integrated platform.
Daniel B
Series 63, Series 65
Harrisburg, PA
Cambridge Investment Research Advisors
Daniel Brixius is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Cambridge Investment Research since 2010. Outside of his advisory role, he is involved in coaching sports and fitness at Elizabethtown College. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering both proprietary and third-party model strategies across various platform arrangements.
Natalie K
Series 66
Hummelstown, PA
Thrivent Investment Management
Natalie Kratzer is a financial advisor with Thrivent Investment Management in Hummelstown, PA. She holds a Series 66 designation and has 15 years of industry experience, including over a decade with Thrivent Financial for Lutherans and its investment management division. Outside of her advisory role, she operates a business selling nail and beauty products and serves on the board of Friends of Lantern Hill, an educational and feeding program in Baja California, Mexico. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial planning topics without implementation. The firm’s approach integrates planning with managed-account programs through a consolidated billing option while maintaining separate services.
Solomon B
CFP®, Series 63
Elizabethtown, PA
LPL Financial
Solomon Becker is a CFP® professional with 41 years of industry experience, currently affiliated with LPL Financial in Elizabethtown, PA. His prior work includes roles at Wenger Feeds, Kenan Advantage Group, Grove Point Investments, LLC, and H. Beck, Inc. Outside of financial advising, he has an ongoing association with Wenger Feeds. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Stephanie G
Series 63, Series 65
Camp Hill, PA
Primerica Advisors
Stephanie Garner is a financial advisor with Primerica Advisors in Camp Hill, PA, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior work history includes roles at PFS Investments Inc., Primerica Financial Services, and Secured Financials. She is also active as a part-time content creator on Facebook and TikTok. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based investment strategies developed by third-party asset managers and supports account execution and custody through established custodians.
Ellis G
Series 63, Series 65
Harrisburg, PA
Cambridge Investment Research Advisors
Ellis Grossnickle is a financial advisor with Cambridge Investment Research Advisors in Harrisburg, PA, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Cambridge since 2010. Grossnickle serves as Treasurer and volunteer for the Dwight D. Eisenhower Society. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, providing tailored investment solutions across various custody platforms and both proprietary and third-party model strategies.
Stephen H
Series 66
Harrisburg, PA
LPL Financial
Stephen Hocker is a financial advisor with LPL Financial in Harrisburg, PA. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked at Members 1st Federal Credit Union in various roles over several years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from internal and third-party sources.
Eric C
Series 66
Elizabethtown, PA
LPL Financial
Eric Cain is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining LPL Financial in 2022. Outside of his advisory role, he owns and serves as CEO of Do More Stores, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from various sources.
Craig E
Series 66
Hershey, PA
Ameriprise
Craig Eastwood is a financial advisor with Ameriprise in Harrisburg, PA, holding a Series 66 designation and 28 years of industry experience. He has worked at Ameriprise and its affiliate since 2008. Eastwood is also involved with Certainty of Uncertainty, LLC, an advisor-owned entity managing his practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Michael B
Series 66
Lebanon, PA
STIFEL
Michael Battistelli is a financial advisor at Stifel with 21 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2007. Outside of his advisory role, he serves on the boards of the Lebanon Community Library and Lebanon County Library District, is chairman of the Lebanon Valley Economic Development Corporation, and sits on the finance committee of St. Paul the Apostle Church. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
Kerri P
Series 66
Lebanon, PA
STIFEL
Kerri Price is a financial advisor at Stifel with a Series 66 credential and 12 years of experience in the industry. She has been with Stifel, Nicolaus & Company Inc since 2014. Outside of her advisory role, she serves as Finance Committee Chairman and Financial Secretary at Zion's Evangelical Lutheran Church in Jonestown, PA, and is active in the church's Mission Ministry Committee. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, providing both brokerage and advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, offering client-focused asset allocation and planning analyses.
Corey H
CFP®, Series 66
Harrisburg, PA
Raymond James Financial
Corey Hinds is a CFP®-designated financial advisor with 14 years of industry experience currently affiliated with Raymond James Financial in Harrisburg, PA. He has also worked with Fulton Bank since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm employs tailored, non-discretionary planning approaches that utilize risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Jeffrey K
Series 63, Series 66
Lebanon, PA
Cambridge Investment Research Advisors
Jeffrey Kercher is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been affiliated with Cambridge-related entities since 1998. Outside of his advisory role, he works as an independent insurance agent for various independent insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.
Frank V
Series 66
Harrisburg, PA
LPL Financial
Frank Valvano is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years, along with roles at Pride Mobility Products and as a self-employed professional. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and proprietary research to provide both discretionary and non-discretionary management.
Kevin B
Series 66
Manheim, PA
Edward Jones
Kevin Blacker is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Knouse Foods for 14 years. 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 supported by a nationwide network of more than 23,700 financial advisors.
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Finding advisors...
319 advisors near
17033
within the area shown on the map
Out of 400,000+ nationwide