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505 advisors near
17013
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Out of 400,000+ nationwide
Dustyn S
Series 66
Mechanicsburg, PA
Equitable Advisors
Dustyn Solomon is a Series 66 registered financial advisor with Equitable Advisors, where he has worked since 2004. He has 21 years of industry experience, including 16 years at Axa Advisors, LLC. Outside of his advisory role, he serves as an assistant baseball coach for Upper Allen. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models and works with both proprietary and third-party solutions to tailor investment programs to client needs.
Adam J
CFP®, ChFC®, Series 63, Series 65
Mechanicsburg, PA
Cetera
Adam Jaroch is a CFP® and ChFC® with 29 years of industry experience. He is currently affiliated with Cetera and has previously worked at First Allied Advisory Services and First Allied Securities. In addition to his advisory role, he is an officer at Planwise Financial Partners, LLC, and owns Adam Jaroch LLC, a holding company. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a large nationwide network of independent advisors, managing over $256 billion in assets.
David H
Series 63, Series 65
Mechanicsburg, PA
Cambridge Investment Research Advisors
David Hamilton is an investment advisor representative at Cambridge Investment Research Advisors with 36 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Concourse Financial Group Securities Inc for 23 years. Hamilton is also president of Hamilton & Musser, PC, a tax service firm he has been involved with since 1986. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.
William S
Series 63, Series 66
Enola, PA
LPL Financial
William Steele is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked with LPL Financial since 2018 and previously was with Invest Financial Corp. and Cetera Wealth Services, LLC. He is also affiliated with Members 1st Federal Credit Union. 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.
Richard M
Series 63, Series 65
Mechanicsburg, PA
Ameriprise
Richard Morrison Jr. is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he holds ownership shares in a family restaurant and is managing partner of a marketing and management firm supporting non-licensed activities. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, which combines proprietary research, third-party data, and algorithmic tools to develop written recommendation reports and ongoing advice.
Brian K
Series 66
Carlisle, PA
Edward Jones
Brian Kump is a financial advisor at Edward Jones in Carlisle, PA, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he owns a rental property in Newville, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.
Anthony C
CFP®, Series 63, Series 65
Camp Hill, PA
LPL Financial
Anthony Conte is a CFP® professional with 22 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Cambridge Investment Research Advisors and TheGrid, LLC among other firms. Conte serves on the boards of nonprofits including WITF and the Whitaker Center and is president of the CWA Charitable Trust. He is also a columnist for Patriot News/Central Penn Business Journal. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by a large network of advisers and advanced operational tools.
Henry P
Series 63, Series 65
Camp Hill, PA
Ameriprise
Henry Pofi Jr. is a financial advisor at Ameriprise with 36 years of industry experience. He has been with Ameriprise since 2015, initially at Ameriprise Financial Services, Inc. and continuing with Ameriprise since 2020. Pofi holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the Board of Directors for Candle Light International. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.
Daniel S
Series 66
Camp Hill, PA
LPL Financial
Daniel Six is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase, and Equitable Advisors. Outside of his advisory work, he was involved with Martin & Six Enterprises. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.
Jan Z
Series 66
Mechanicsburg, PA
Ameriprise
Jan Zinn is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved with Certainty of Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement-income recommendations.
Christopher W
Series 66, Series 63
Carlisle, PA
OSAIC
Christopher Weber is a financial advisor at OSAIC with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Bradley A. Mentzer, CPA/PFS, DeRock Electric Company, and Rikore Inc. Since 2025, he has been with OSAIC in Carlisle, PA. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and managed portfolio programs. The firm employs a model-based investment process with various program options and maintains a complex network of affiliated entities.
Shane R
Series 63, Series 65
Mechanicsburg, PA
Mass Mutual Investors Services
Shane Rapsey is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Northwestern Mutual and served 12 years at the Defense Logistics Agency. Outside of his advisory role, he is involved as an assistant coach for junior high school wrestling and works as an insurance agent specializing in health and Medicare Advantage products. MassMutual 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, and charitable organizations. The firm offers collaborative financial planning engagements using firm-approved software and educational seminars.
David M
Series 66
Carlisle, PA
OSAIC
David Mcalister is a financial advisor at Osaic with a Series 66 designation and nine years of industry experience. His prior roles include positions at Securities America Advisors, Sterne Agee Financial Services, and Highmark Inc. He also serves as a trustee managing a family trust. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing access to discretionary strategies, third-party managers, and alternative investments.
John W
Series 66
Carlisle, PA
LPL Financial
John Wain is a financial advisor with LPL Financial in Carlisle, PA, holding a Series 66 designation and 16 years of industry experience. He has been with LPL Financial since 2009 and operates his own business, John F. Wain Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, third-party asset management, and various institutional platforms, providing advice through a large network of investment adviser representatives using a range of strategic and tactical investment options.
Emily R
Series 63, Series 65
Mechanicsburg, PA
Mass Mutual Investors Services
Emily Reading is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at MassMutual and Primerica in various advisory roles since 2013. MassMutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and investment management to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software and collaborative client engagements to develop tailored financial strategies.
Bradley P
Series 63, Series 65
Camp Hill, PA
LPL Financial
Bradley Paul is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2021. His prior experience includes positions at DGHP Company and WFG Real Estate, LLC. In addition to his advisory work, he owns a tax preparation and accounting business. 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, with advice implemented through various strategies on discretionary or non-discretionary bases.
Matthew S
Series 66
Lemoyne, PA
RBC Capital Markets
Matthew Silver is a financial advisor at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation and previously worked at Penn State University Graduate School and CVS Health. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.
Andrew M
Series 66
Lemoyne, PA
Wells Fargo Clearing
Andrew May is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. Prior to joining Wells Fargo in 2022, he worked at Edward Jones for 10 years. He is based in State College, PA. 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 management. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Andrea T
Series 66
Lemoyne, PA
Wells Fargo Clearing
Andrea Taylor is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2026, she worked at Morgan Stanley for four years and spent nine years at the Pennsylvania Higher Education Assistance Agency. She is also involved as a coach-mentor with the Jt Dorsey Foundation in Harrisburg, Pennsylvania. Wells Fargo Advisors is a national securities firm providing 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.
Jeffrey W
Series 66
Lemoyne, PA
LPL Financial
Jeffrey West is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. He has previously worked at Cetera, Cetera Wealth Services, Royal Alliance, and has managed his own firms, Freedom Financial Wealth Management, Inc. and Freedom Financial Insurance Services, LLC, where he provides financial planning, investment, and insurance services. West serves as president and board member of the Woodbridge Homeowners Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.
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505 advisors near
17013
within the area shown on the map
Out of 400,000+ nationwide