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642 advisors near
17036
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Out of 400,000+ nationwide
Stephanie C
Series 66, Series 63
Camp Hill, PA
Wells Fargo Clearing
Stephanie Chaplinski Kane is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 credentials and bringing 11 years of industry experience. Her prior roles include positions at Santander Securities, Santander Bank, Cetera Investment Services, and TDAmeritrade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Joseph M
Series 63, Series 65
Wormleysburg, PA
Cambridge Investment Research Advisors
Joseph Martin is a financial advisor at Cambridge Investment Research Advisors with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Grove Point Advisors, Grove Point Investments, and Baltimore Life Co. Martin is also an independent insurance agent. 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 advisory services. The firm offers a range of investment solutions through a network of independent Financial Professionals and utilizes multiple platform arrangements with both proprietary and unaffiliated model strategies.
Kevin P
Series 63, Series 65
Hummelstown, PA
LPL Financial
Kevin Parker is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory work, he is involved in an entertainment-related activity started in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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.
Ganga K
Series 63, Series 65
Harrisburg, PA
Primerica Advisors
Ganga Khatiwada is a financial advisor with Primerica Advisors based in Harrisburg, PA, holding Series 63 and Series 65 credentials and having four years of industry experience. Prior to joining Primerica, Khatiwada served in the United States Navy and held positions at the Defense Logistics Agency, Veterans Health Administration, and United Parcel Services. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with model-driven portfolio strategies, supported by third-party asset managers and custodians.
Matthew S
Series 63, Series 65
Camp Hill, PA
Cambridge Investment Research Advisors
Matthew Sheraw is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent eight years at National Planning Corporation. Outside of his advisory role, Sheraw serves as secretary of the West Shore Lions and is a board member of CMU, an organization providing case management services to individuals with disabilities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing both proprietary models and third-party strategies tailored to client objectives.
Thomas M
Series 63, Series 65
Camp Hill, PA
Merrill
Thomas Madden is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides wealth management services to working and retired professionals in central Pennsylvania and across the United States. His approach includes developing strategies for creating, growing, preserving, and distributing wealth in the most tax-advantaged manner. Mr. Madden collaborates closely with clients’ other trusted advisors and offers access to estate planning and trust services through Bank of America Private Bank. Mr. Madden’s areas of expertise encompass family wealth management strategies, institutional and corporate benefit services, personal retirement planning, portfolio management, individual and corporate investment strategies, and retirement income. He follows Merrill’s tradition of community involvement by volunteering with local organizations. A native of central Pennsylvania, Mr. Madden graduated from Bishop McDevitt High School in Harrisburg and earned a Bachelor of Science degree in Petroleum and Natural Gas Engineering from Pennsylvania State University. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Mr. Madden enjoys basketball, golfing, and spending time with his family.
John L
Series 66
Etters, PA
Raymond James Financial
John Lowder Jr. is a financial advisor with Raymond James Financial, holding a Series 66 credential and bringing 16 years of industry experience. He has worked with Fulton Financial Advisors since 2017 and has been associated with Raymond James Financial Services Advisors, Inc. since 2014. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning and uses analytical tools to help clients understand potential outcomes, supporting a diverse client base through a large network of advisors.
Tucker N
Series 66
Harrisburg, PA
OSAIC
Tucker Nicholas is a financial advisor with Osaic Wealth Inc. in Harrisburg, PA, holding a Series 66 designation and starting his advisory career in 2026. His prior work experience includes roles at Orrstown Bank, Smith Barbers LLC, and several entrepreneurial ventures such as Inner State Media LLC. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, institutions, and charitable organizations. The firm provides integrated brokerage and advisory services with a variety of portfolio management tools and access to third-party investment platforms.
Devon B
Series 66
Lemoyne, PA
RBC Capital Markets
Devon Blouch is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Enders Insurance. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.
Justin D
Series 66
Camp Hill, PA
LPL Financial
Justin Dunwoody is a financial advisor with LPL Financial in Camp Hill, PA, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining LPL Financial in 2021, he spent 16 years with Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is a part owner and sales representative of BSD Holdings, a home-based business. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.
Frank C
ChFC®, Series 63, Series 65
Camp Hill, PA
LPL Financial
Frank Conte is a ChFC® credentialed financial advisor with 44 years of industry experience. He currently works at LPL Financial and previously spent 17 years with Cambridge Investment Research. Conte is a founding partner of Conte Wealth Advisors LLC and serves as a volunteer firefighter with the Hampden Township Volunteer Fire Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a wide range of financial planning and advisory programs, supported by proprietary and third-party research, and provides both discretionary and non-discretionary portfolio management.
Eric G
Series 63, Series 66
Harrisburg, PA
Cambridge Investment Research Advisors
Eric Gilroy is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and was previously affiliated with Nationwide Securities and Nationwide from 2011 to 2018. Outside of his advisory role, Gilroy is an owner of an independent insurance agency and an advisory representative of a registered investment adviser. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers multiple investment platforms and strategies, ranging from proprietary model portfolios to third-party managed solutions, with varying discretionary options tailored to client objectives.
Audrey M
CFP®, Series 63, Series 65
Elizabethtown, PA
Raymond James Financial
Audrey Myer is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors since 2025. Her prior experience includes roles at Cetera and Masland & Barrick Advisory. She is a board member and investment committee member for a nonprofit organization and acts as a trustee for a family trust. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports clients through advisory programs and institutional consulting.
John H
Series 63, Series 65
Harrisburg, PA
LPL Financial
John Holler is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with LPL Financial since 2013 and has operated his own practice, John W. Holler, since 1998. Outside of advising, he is involved in tax preparation through John Holler Tax Preparation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Shawn G
CFP®, ChFC®, Series 66
Mechanicsburg, PA
LPL Financial
Shawn Greenland is a financial advisor with LPL Financial, holding the CFP®, ChFC®, and Series 66 designations and bringing 25 years of industry experience. He previously spent 18 years at Next Financial Group Inc before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and utilizes model portfolios, research from multiple sources, and technology-driven strategies.
John P
Series 66
Elizabethtown, PA
Raymond James Financial
John Phillips is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services since 2006. Phillips is also a 20% equity partner in DDMP Investment Advisors, a separate support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and supports its clients through a broad network of advisors and affiliated firms.
Nathan M
Series 65, Series 63
Wormleysburg, PA
Cambridge Investment Research Advisors
Nathan Muchmore is a financial advisor with Cambridge Investment Research Advisors and holds Series 65 and Series 63 credentials. He has 10 years of industry experience, including prior roles at Northwestern Mutual Investment Management and AE Financial Services. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to pension plans and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm employs a variety of investment platforms and strategies, including proprietary models and third-party solutions, with both discretionary and non-discretionary options tailored to client needs.
Meron Y
Series 66
Camp Hill, PA
Morgan Stanley
Meron Yemane is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Yemane serves as a commissioner on Pennsylvania's Civil Rights Agency, a bipartisan committee appointed by the governor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models developed by its Global Investment Committee.
Stephen S
CFP®, Series 63, Series 65
Hummelstown, PA
LPL Financial
Stephen Stackhouse is a CFP®-certified financial advisor with LPL Financial, where he has worked for 15 years. He has 30 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.
David B
Series 66
Lemoyne, PA
Wells Fargo Clearing
David Bartoli is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Bartoli is also involved in real estate partnerships. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets.
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Finding advisors...
642 advisors near
17036
within the area shown on the map
Out of 400,000+ nationwide