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52 advisors near
17967
within the area shown on the map
Out of 400,000+ nationwide
Jace W
Series 66
Hazleton, PA
Wells Fargo Advisors
Jace Whitaker is a financial advisor with Wells Fargo Advisors in Hazleton, PA, holding a Series 66 license and having two years of industry experience. Prior to his advisory role, he worked in various positions including at Double Diamond Resorts. He serves as Treasurer for the United Way of Greater Hazleton, participating in financial oversight and board communications. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial product offerings.
Ronald A
Series 63, Series 65
Hazle Township, PA
Ameriprise
Ronald Amentler is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliate since 1992. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Marti J
Series 66
Hazleton, PA
Edward Jones
Marti Joines is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, Marti worked at Henkels & McCoy and City Light & Power. Marti holds the Series 66 designation and is based in Hazleton, PA. 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 large network of financial advisors and branch offices nationwide.
Patrick R
Series 63
Catawissa, PA
LPL Financial
Patrick Reilley is a financial advisor with LPL Financial, holding a Series 63 credential and bringing 34 years of industry experience. He worked at Lincoln Investment Planning, Inc. for 33 years before joining LPL Financial in 2026. Outside of his advisory work, he serves on the Board of Directors for UNB Bank Mt Carmel and previously operated a business supplying solar panels to the Dominican Republic. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by extensive advisor tools and a broad platform of affiliated financial services.
Roger H
Series 66
Ashland, PA
Cetera
Roger Heidlebaugh is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc, Santander Bank, and Bb&T Securities. He also serves as a portfolio analyst for Vizo Financial Corporate Credit Union, working with credit unions on investment access and information. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a variety of portfolio management and financial planning options, utilizing a multi-manager platform with discretionary and non-discretionary authorities across multiple program structures.
Jack H
Series 66
Bloomsburg, PA
STIFEL
Jack Howell is a financial advisor at Stifel with a Series 66 designation and has been with the firm since 2024. Prior to joining Stifel, he held positions at The Links at Hemlock Creek, Wilkes University, TY Delta Motors, Keyser Construction, and the Bloomsburg School District. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.
Bradley S
Series 63
Drums, PA
Cambridge Investment Research Advisors
Bradley Swisher is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 28 years of industry experience. He has worked at Cambridge since 2019 and previously was affiliated with Royal Alliance Associates and Signator Investors. Swisher also owns Swisher Financial, an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management platforms and strategies.
William F
ChFC®, Series 63, Series 65
Hazleton, PA
LPL Financial
William Feudale Jr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, and has 32 years of industry experience. He previously worked at INVEST Financial Corporation, SagePoint Financial, Penn Investment Advisors, AMP Asset Management, and MSI Financial Services. He is also the proprietor of Feudale Financial Services, LLC, which operates an insurance agency offering term, whole, universal, disability, and long-term care insurance. 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 access to third-party asset management, supported by a large network of investment adviser representatives.
Ryan M
Series 63, Series 66
Hazleton, PA
LPL Financial
Ryan Mcandrew is a financial advisor with LPL Financial based in Hazleton, PA, holding Series 63 and Series 66 licenses and with six years of industry experience. He has worked at Northwest Bank since 2018 and has a background that includes roles at The Pennsylvania State University and Happy Valley Brewing Company. 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 financial planning and a variety of investment programs, combining advisory and brokerage services through a large network of investment adviser representatives.
Nicholas R
Series 66
St. Clair, PA
Wells Fargo Clearing
Nicholas Ravella is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving plans with tailored investment options that include insurance-related vehicles and bank deposit sweep programs.
Nicholas K
Series 66
Hazle Township, PA
Cetera
Nicholas Kubishin is a financial advisor with Cetera holding a Series 66 designation and three years of industry experience. He concurrently operates Kubishin & Ator, PC, providing accounting and tax services related to investments. Prior to joining Cetera, he held positions at several academic institutions and worked with the Scranton/Wilkes-Barre Railriders. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, 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 with a variety of portfolio management and financial planning services.
Todd L
Series 63, Series 65
Tamaqua, PA
LPL Enterprise
Todd Lengel is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is the owner of an insurance sales business in Tamaqua, Pennsylvania. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and various institutional entities. The firm’s approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to multiple asset managers and financial planning services.
Stephen Z
Series 63, Series 65
Tamaqua, PA
Raymond James Financial
Stephen Zuber is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Tower Financial Partners and Raymond James Financial Services Advisors since 2011. In addition to his advisory role, he acts as an insurance agent providing fixed annuity products. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and advanced analytical tools to support client goals and provides specialized municipal and public finance advisory services.
Franklin A
Series 63
Hazle Township, PA
Cetera
Franklin Ator is a financial advisor with Cetera who holds a Series 63 designation and has 24 years of industry experience. He has worked with Cetera since 2000 and is a 50 percent shareholder of Kubishin & Ator, PC, a CPA firm. Outside of financial advising, he is involved as a shareholder and officer in a grocery store business. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services across multiple program platforms and custodial relationships.
Christopher H
Series 63, Series 65
Bloomsburg, PA
STIFEL
Christopher Howell is a financial advisor with Stifel in Bloomsburg, PA, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory role, Howell is co-owner of Howiekling Aviation LLC and serves as a trustee of a non-family trust. Stifel serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group.
Alexander N
Series 66
Bloomsburg, PA
Thrivent Investment Management
Alexander Nole is a financial advisor at Thrivent Investment Management with a Series 66 designation and five years of industry experience. His prior work includes positions at Geisinger Health System and Government Employees Insurance Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm delivers holistic, goal-based planning with written recommendations across various financial topics, offering clients the option to combine planning with managed accounts under a consolidated billing program called “WealthPlan.”
William H
Series 63, Series 65, Series 66
Conygham, PA
LPL Financial
William Horan is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and has 24 years of industry experience. He worked at M&T Securities for 19 years before joining LPL Financial in 2021. 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 financial planning and investment services through a large network of advisors, utilizing various portfolio strategies and technology tools to support client account management.
Christopher K
Series 63
Hazle Township, PA
Cetera
Christopher Kubishin is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2001. In addition to his advisory role, Kubishin is an owner and officer at Kubishin & Ator, PC, an accounting firm, and serves as a shareholder and officer involved in financial decisions at a grocery store. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across multiple program structures.
Lisa S
Series 63, Series 65
Bloomsburg, PA
LPL Financial
Lisa Shilko is a financial advisor at LPL Financial with 25 years of industry experience. She has held positions at LPL Financial since 2018 and previously worked at M&T Securities, Inc. for over three decades. Outside of her advisory role, she is a 25% owner of LipTech LLC. 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 a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.
Matthew E
Series 66
Tamaqua, PA
Edward Jones
Matthew Edmonds is a financial advisor with Edward Jones in Tamaqua, PA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.
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52 advisors near
17967
within the area shown on the map
Out of 400,000+ nationwide