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378 advisors near
17022
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Out of 400,000+ nationwide
Kenneth H
Series 66
Manheim, PA
Edward Jones
Kenneth Hameloth is a Series 66-licensed financial advisor with Edward Jones, based in Manheim, PA. He has 19 years of industry experience, all of which has been with Edward Jones. Outside of his advisory role, he owns and maintains rental property in Manheim. 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 and investment solutions, supported by a nationwide network of financial advisors and branch offices.
Valerie M
Series 66
Palmyra, PA
Raymond James Financial
Valerie Mcbride is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2015 and also has concurrent roles with Fulton Bank and Fulton Financial Advisors, where she is involved in investment sales and service. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with notable capabilities in municipal and public finance advisory services.
Jessica A
Series 63, Series 66
Harrisburg, PA
LPL Financial
Jessica Aquiler is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at CUNA Brokerage Services and Cuna Mutual Group from 2014 to 2022. Outside of her advisory role, she is the owner of a thoroughbred racing stable. 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 and access to third-party asset management, with a platform supported by research and operational tools.
Robert B
Series 63, Series 66
Mountville, PA
OSAIC
Robert Bruner is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Woodbury Financial Services and Questar Capital. Outside of his advisory role, he is involved in seasonal individual and small business tax preparation and coaches basketball at Dayspring Christian Academy. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, offering brokerage and advisory services through a multi-advisor platform.
Willie S
Series 66
Lebanon, PA
Edward Jones
Willie Sawyers III is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining the firm, he worked for AT&T Mobility for 13 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and advisory services and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Nathan L
CFP®, Series 66
Lebanon, PA
Edward Jones
Nathan Lowrie is a financial advisor with Edward Jones in Lebanon, PA, holding CFP® and Series 66 credentials with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Dutch Valley Foods and maintained ownership of an eCommerce business, Fine Line Automation, which he plans to close in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Alfred C
Series 63, Series 65
Landisville, PA
Cetera
Alfred Cooke III is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at multiple firms including New York Life Insurance, Securian Financial Services, and runs his own entity, Cooke Financial, LLC. Outside of advisory roles, he is involved in selling life, disability, and annuity insurance. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with various program options and manages over $256 billion in assets.
David W
Series 63, Series 65
Mount Gretna, PA
Ameriprise
David Weaver is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at several firms such as MRK Financial Solutions, Avantax, and SWC Wealth Management. He serves on the boards of the Friends of Governor Dick and the Mount Gretna Area Historical Society. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine investment research, third-party data, and algorithmic tools to support tax-aware withdrawal strategies and dependable income sources.
Cody E
Series 66
Lititz, PA
Edward Jones
Cody Eppley is a financial advisor with Edward Jones in Lititz, PA, holding a Series 66 credential and four years of industry experience. Prior to joining Edward Jones in 2021, he was associated with Northwestern Mutual. His background also includes roles with minor league baseball teams, the Lancaster Barnstormers and Southern Maryland Blue Crabs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets with a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products.
Tyler B
Series 66
Dover, PA
LPL Financial
Tyler Baker is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has previously worked at Grove Point Investments, Grove Point Advisors, and Baker Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.
Patrick R
Series 63, Series 65
Harrisburg, PA
LPL Enterprise
Patrick Rosenella is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Rosenella operates under the Forest Hills Financial Advisors DBA for his LPL business. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers, financial planning, and participation in wrap programs.
Christopher G
Series 65, Series 63
Elizabethtown, PA
Thrivent Investment Management
Christopher Grant is a financial advisor with Thrivent Investment Management in Elizabethtown, PA, holding Series 65 and Series 63 licenses and having nine years of industry experience. Prior to joining Thrivent, he worked at Lowe's from 2013 to 2017. Grant volunteers with the nonprofit organization Cigars for Good, which raises funds to support children and families in need through events and partnerships. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial analysis and planning across various topics, including retirement and estate planning. The firm offers these services through a network of Financial Advisors without discretionary trading authority and does not manage institutional portfolios.
Michelle J
Series 66
Hummelstown, PA
LPL Financial
Michelle Joyce is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. She has been with LPL Financial since 2003 and previously worked at Waddell & Reed for one year. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.
Bryan E
Series 66
Elizabethtown, PA
Ameriprise
Bryan Everhart is a Series 66-licensed financial advisor with Ameriprise in Columbia, PA, with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his primary role, he is also an Associate Financial Advisor at Liberty Wealth Advisory Group, where he provides investment and retirement planning advice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.
Brian K
ChFC®, Series 63, Series 65
Hershey, PA
Cambridge Investment Research Advisors
Brian Kennedy is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including prior roles at Lincoln Financial Advisors and Concourse Financial Group Securities. Kennedy is involved in several business activities outside of advisory work, including serving as a board member for Shamrocks Football and owning a sports fitness franchise. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients 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.
Russel U
ChFC®, Series 63, Series 66
Etters, PA
Cetera
Russel Urffer Jr. is a financial advisor at Cetera with 51 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Cetera in 2025, he spent over 17 years with Concourse Financial Group Securities Inc. Outside of his advisory role, he serves as president of MidAtlantic Insurance Consultants Ltd, a wholesale distributor of life, disability, annuity, and long-term care insurance products, and is treasurer of the Harrisburg Forest #43 Tall Cedars of Lebanon International. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Gerald S
Series 63, Series 65
Hummelstown, PA
LPL Financial
Gerald Stefanelli is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Royal Alliance Associates, Investment Advisors Asset Management, and benefEx benefit consulting. He is also involved in non-variable insurance activities. 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.
Howard A
Series 63, Series 65
Middletown, PA
Ameriprise
Howard Ammons Jr. is a financial advisor at Ameriprise with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliate since 2009. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that combine investment research and third-party data to produce written recommendations focused on dependable income and tax-aware withdrawal strategies.
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Finding advisors...
378 advisors near
17022
within the area shown on the map
Out of 400,000+ nationwide