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71 advisors near
19956
within the area shown on the map
Out of 400,000+ nationwide
Mason L
Series 63, Series 65
Salisbury, MD
Cetera
Mason Little is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior work includes nine years with Wells Fargo Advisors and six years associated with CFS Financial and Cetera Advisors LLC. Cetera Investment Advisers LLC serves individuals across wealth levels, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account structures.
Regina C
Series 66
Millsboro, DE
Cetera
Regina Chavez is a Series 66-credentialed financial professional with three years of industry experience, currently affiliated with Cetera. Her prior work includes roles at Infinity Welding, FOODMATE, and Mountaire Farms. Chavez is involved with CFS Retirement Solutions and Comprehensive Financial Solutions, both financial services businesses. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Conor W
Series 63, Series 66
Georgetown, DE
Edward Jones
Conor Williams is a financial advisor at Edward Jones with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Pacer Financial Inc and Pacer ETFS. Outside of his advisory work, he has been involved in entrepreneurial activities with Gidget's Gadgets since 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies.
Andrew C
Series 63, Series 65
Seaford, DE
Cetera
Andrew Casertano is a financial professional at Cetera with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Securian Life Insurance and New York Life Insurance. Casertano is also an author of a book titled "The Game of Wealth." Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers. The firm operates a multi-manager platform that allows advisors to customize investment strategies across various program structures and custodial relationships.
John R
Series 66
Seaford, DE
Edward Jones
John Rittenhouse is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he is a trustee of Harvest Christian Church and is involved in writing, speaking, and coaching through his faith-based self-help book and related activities. 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 broad range of investment advisory services and maintains a large network of advisors and branch offices nationwide.
Albert A
Series 66
Millsboro, DE
Equitable Advisors
Albert Antlitz is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2021. Prior to his advisory role, he was involved with the Dorchester County Soil Conservation District and has experience in outside business brokerage. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through various advisory programs and third-party asset managers.
James Z
CFP®, Series 66
Salisbury, MD
Cetera
James Zimmerman is a CFP® professional with five years of industry experience currently affiliated with Cetera. He has worked at Cetera Advisors LLC and Hammond Wealth Management and maintains ownership of Bryant's Landscaping alongside his financial advisory role. Zimmerman is involved in landscaping businesses outside the financial sector. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Melinda T
Series 63, Series 66
Laurel, DE
Edward Jones
Melinda Tingle is a financial advisor at Edward Jones with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1999. Outside of her advisory role, she teaches a college finance course on investments, serves as a board member of the Laurel Redevelopment Corporation, acts as president of the Good Samaritan Aid Organization, and is an advisory board member for the Carl M Freeman Foundation Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products.
William P
Series 63, Series 65
Harbeson, DE
Cambridge Investment Research Advisors
William Parrish is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at several firms, including Sterne Agee Financial Services, Verus Capital Partners, and Securities America. He is also president of Parrish Investments & Consulting, Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party strategies, with tailored approaches to client objectives.
Danielle M
Series 66
Salisbury, MD
Ameriprise
Danielle Moore is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she serves as Vice President of JDT Together Inc., an S-corporation she helped establish. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset requirements, offering tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
Leesa M
Series 63, Series 65
Seaford, DE
LPL Financial
Leesa Mereider is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. Her career includes tenures at M&T Securities and Wilmington Brokerage Services Company prior to joining LPL Financial in 2021. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.
Glenn S
CFP®, Series 66
Georgetown, DE
LPL Financial
Glenn Sweeten Jr. is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with LPL Financial, having previously worked at Edward Jones for nine years and Morgan Stanley for one year. Glenn is based in Georgetown, Delaware. 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 portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.
Lance R
ChFC®, Series 66
Millsboro, DE
Edward Jones
Lance Rogers is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® and Series 66 designations and is based in Millsboro, DE. Rogers serves as a committee member for the Sussex County (DE) Pension Fund Committee. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of investment advisory programs and affiliated financial services.
Caitlin H
Series 66
Millsboro, DE
Edward Jones
Caitlin Hess is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, she worked at M&T Bank for two years and held management roles in the salon and spa industry for over thirteen years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Amanda L
Series 66
Laurel, DE
Edward Jones
Amanda Lee is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2008, including a recent role beginning in 2026. Outside of her advisory work, she serves as the board secretary for the Laurel Redevelopment Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.
Gerald P
Series 63, Series 65
Georgetown, DE
Raymond James Financial
Gerald Peden Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has worked at Raymond James Financial since 2008 and has held roles at Fulton Financial Advisors and Delaware National Bank. He serves on the Finance/Investment Committee for the Indian River School District. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advisory services supported by analytical tools and maintains specialized offerings such as municipal advisory and SIMPLE IRA Employer Advisory programs.
Zachary K
Series 66
Salisbury, MD
Cetera
Zachary King is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has held various roles in financial services and mortgage companies. He is also the operations manager at Comprehensive Financial Solutions, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services, employing a multi-manager platform with various program options and custodial relationships.
Joseph G
Series 63, Series 66
Delmar, DE
LPL Financial
Joseph Garner is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Grove Point Investments LLC and David Lerner Associates. Outside of his advisory role, he is involved with Garner Group Financial, LLC, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.
Kevin T
ChFC®, Series 66
Millsboro, DE
Edward Jones
Kevin Thompson is a financial advisor at Edward Jones with the ChFC® designation and Series 66 license. He has five years of industry experience and has worked at Edward Jones since 2020. Prior to joining Edward Jones, Thompson held positions at the Greater Georgetown Chamber of Commerce, Mezcali, Baywood Greens, and Tunnell Companies LP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, access to separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.
Andrew S
Series 63, Series 65
Millsboro, DE
Ameriprise
Andrew Sammons is a financial advisor with Ameriprise in Milton, DE, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Commonwealth Financial Network and First Allied Advisory Services. He is also the owner of Select Financial Inc, an insurance agency. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, delivering non-discretionary, research-driven recommendations that integrate tax-smart withdrawal strategies and Social Security options. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
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Finding advisors...
71 advisors near
19956
within the area shown on the map
Out of 400,000+ nationwide