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106 advisors near
17740
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Out of 400,000+ nationwide
Ross J
Series 65
Williamsport, PA
Kintra Wealth, LLC
Ross Jarrett is a financial advisor at Kintra Wealth, LLC in Williamsport, PA, holding a Series 65 credential with one year of industry experience. His prior experience includes roles at United Professional Advisors and Alfred State College, along with nine years of service in the US Army. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines model-driven asset allocation with fundamental security analysis and offers specialized services including business exit planning and institutional sub-advisory solutions.
Edward B
Series 63, Series 66
Williamsport, PA
Kintra Wealth, LLC
Edward Barone is a financial advisor with Kintra Wealth, LLC in Williamsport, PA, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Evergreen Wealth Solutions, Commonwealth Financial Network, M&T Securities, and Wilmington Trust. He also conducts fixed insurance sales as an agent under Evergreen Wealth Solutions. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven investment approach focused on tax efficiency and integrates planning with investment strategies.
Shawn V
Series 66
South Williamsport, PA
Lifemark Securities Corp.
Shawn Vuocolo is a financial advisor with Lifemark Securities Corp. in South Williamsport, PA, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Lifemark since 2018 and concurrently manages a baseball sports collectible blog, Finding Nostalgia, which he started in 2016. Prior to joining Lifemark, he worked at Foresters Equity Services, Inc. and has been involved with Fischer Financial Group since 2009. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement-plan sponsors, utilizing programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed on both a discretionary and non-discretionary basis.
Michael K
CFP®, Series 66
Williamsport, PA
Kintra Wealth, LLC
Michael Kolb is a CFP® with 17 years of industry experience, currently serving at Kintra Wealth, LLC. His prior experience includes roles at Evergreen Wealth Solutions, Commonwealth Financial Network, and H K Wealth Management, Inc. He is also involved in community service as an Appropriations committee member for Lycoming County United Way. Kintra Wealth serves a diverse client base including individuals, families, trusts, and institutions, providing wealth management, financial planning, and portfolio management services. The firm employs a model-driven investment approach combined with fundamental analysis, optimizing tax efficiency on a household basis and offering specialized services such as business exit planning and institutional consulting.
Lynn P
CFP®, Series 63
Williamsport, PA
Kintra Wealth, LLC
Lynn Price is a CFP® and Series 63 credentialed advisor at Kintra Wealth, LLC with 12 years of industry experience. Prior to joining Kintra Wealth, Lynn worked at Rtd Financial Advisors, Inc. for 10 years and also spent time at Commonwealth Financial Network and Great Scott Financial Services. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management services. The firm employs a model-driven and fundamentally based investment approach executed on a household level to optimize tax efficiency and incorporates specialized services such as business exit planning and institutional collaborations.
Keith S
Series 63, Series 66
Williamsport, PA
Kintra Wealth, LLC
Keith Sprauer is a financial advisor at Kintra Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Commonwealth Financial Network, Warren Wealth Associates, Global Wealth Advisors, Fisher Investments, Tupler Financial, Inc., and The Bank of New York Mellon. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven investment process combined with fundamental security analysis, and offers specialized services such as business exit planning and sub-advisory support to institutional clients.
Todd R
CFP®, Series 63, Series 65
Williamsport, PA
Kintra Wealth, LLC
Todd Rishel is a CFP® professional with 34 years of industry experience, currently serving at Kintra Wealth, LLC. His prior experience includes roles at M&T Securities, Inc. for 23 years and LPL Financial for two years. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm uses a combined approach of client interviews, model-driven asset allocation, and fundamental security analysis to optimize tax efficiency and coordinate investments on a household basis.
Matthew C
Series 63, Series 65
Williamsport, PA
Janney Montgomery Scott
Matthew Cramer is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has worked at Janney Montgomery Scott since 2017, following eight years at Bank of America and 26 years at Merrill. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, planning, and advisory services.
Michael B
Series 66
Williamsport, PA
Janney Montgomery Scott
Michael Bennett is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott since 2015. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory services.
Christine M
Series 63, Series 65
Williamsport, PA
Janney Montgomery Scott
Christine Marrazzo is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. She has been with Janney Montgomery Scott since 1998. Outside of her advisory work, she participates in community activities including serving on the Finance Committee for St. Boniface Church, and holding board and committee roles with the Jersey Shore Public Library and the Susquehanna Health Foundation. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, and advisory services, and combines in-house portfolio management with third-party managers across multiple programs.
Amber M
Series 66
Lock Haven, PA
J. W. Cole Advisors, Inc.
Amber Malek is a financial advisor with J.W. Cole Advisors, Inc. She holds a Series 66 designation and has four years of industry experience. Prior to joining J.W. Cole Advisors, she worked at Diversified Asset Planners and Restek Corporation. Outside of her advisory role, she serves as president of the board for the Infant Development Program in Lock Haven, PA. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.
Michelle S
Series 66
Williamsport, PA
Bankers Life Advisory Services, Inc.
Michelle Smith is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and eight years of industry experience. She has been with Bankers Life and its affiliated entities since 2011. Outside of her advisory role, Smith serves as treasurer for St. John's Lutheran Church and the St. John Cemetery Association, managing financial responsibilities for both organizations. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, periodic rebalancing, and a combination of fundamental and technical analysis in its investment approach.
Courtney K
Series 66
Williamsport, PA
Janney Montgomery Scott
Courtney Kasenchak is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 18 years of industry experience. Prior to joining Janney in 2021, she worked at Bank of America and Merrill from 2014 to 2021. She serves on the advisory council of the East Lycoming YMCA, focusing on community childcare and education needs. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers.
Jason H
Series 66
Williamsport, PA
GWN Securities Inc.
Jason Hurwitz is a financial advisor with GWN Securities Inc. in Montoursville, PA, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining GWN Securities in 2018, he worked at Morgan Stanley from 2015 to 2018. Outside of his advisory role, Hurwitz is involved in music as the owner and musician for a local wedding and event music business, serves as president of the Reciprocity Club of Williamsport, and is a board trustee for the Williamsport Symphony Orchestra. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of over 400 advisors. The firm offers discretionary managed accounts and model portfolios, employing a range of investment strategies including legacy market-timing and momentum approaches.
Brandy P
Series 66
Williamsport, PA
Janney Montgomery Scott
Brandy Plocinski is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 22 years of industry experience. She worked at Merrill Lynch for 15 years before joining Janney Montgomery Scott, where she has been since 2021. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, and institutional sponsors, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.
Allen K
Series 66
Williamsport, PA
Janney Montgomery Scott
Allen Kiessling is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. He holds a Series 66 credential and has worked at Janney since 2021. His prior experience includes roles at Bank of America and Merrill. Kiessling serves on several nonprofit boards and coaches youth sports in the Williamsport, PA area. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, corporate and retirement plans, and charitable organizations, offering a range of brokerage, financial planning, and advisory services through both in-house and third-party investment management.
John C
Series 66
Williamsport, PA
Janney Montgomery Scott
John Confer is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and The Hartman Agency Inc. Outside of his advisory role, John serves as Vice Chair of the YMCA Advisory Council in Williamsport, is Vice President of the BNI GSV Business Exchange in Milton, and is a board member of Wildwood Cemetery in Williamsport. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, and other entities through a range of brokerage, financial planning, and advisory programs, combining in-house and third-party portfolio management with custody and trustee services.
William D
Series 66
Williamsport, PA
Janney Montgomery Scott
William Daniels is a financial advisor with Janney Montgomery Scott in Williamsport, PA, holding a Series 66 designation and 21 years of industry experience. He has worked at Janney Montgomery Scott since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage and advisory services supported by in-house portfolio management, third-party managers, and a centralized Client Service Center.
Timothy H
Series 63, Series 65
Lock Haven, PA
Empower Advisory Group
Timothy Hanna is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Great West Life & Annuity Insurance Company since 2008. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model links its advisory services with Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio outcomes and client savings rates.
Curtis S
Series 66
Williamsport, PA
Guardian Life
Curtis Sauers is a financial advisor with Guardian Life and holds a Series 66 credential. He has two years of industry experience and has worked at firms including Park Avenue Securities and Northwestern Mutual. Outside of finance, he has experience working at Tony’s Delicatessen and Fresh Meats. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and access to proprietary and third-party investment programs.
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Finding advisors...
106 advisors near
17740
within the area shown on the map
Out of 400,000+ nationwide