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678 advisors near
17050
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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 at Osaic with a Series 66 designation and one year of industry experience. His prior work history includes roles at Orrstown Bank, Smith Barbers LLC, and several entrepreneurial ventures such as Inner State Media LLC. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment approach with portfolio optimization tools and supports discretionary strategies as well as third-party managers.
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 a Series 66 designation and previously worked at Merrill and Enders Insurance. His background also includes roles at Fidelity Brokerage Services and involvement with the University of Connecticut Athletic Department. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies and integrates in-house and third-party managers to meet clients’ specific needs.
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 21 years of industry experience. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company for 16 years. Outside of his advisory role, he is a part owner and sales representative of BSD Holdings, a home-based business. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.
Frank C
ChFC®, Series 63, Series 65
Camp Hill, PA
LPL Financial
Frank Conte is a financial advisor at LPL Financial with 44 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior roles include 17 years with Cambridge Investment Research Advisors and Cambridge Investment Research, as well as leadership positions at The Conte-Browne Group. Outside of his advisory work, Conte serves as a volunteer firefighter with the Hampden Township Volunteer Fire Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. Its platform includes financial planning, model portfolio programs, third-party asset management, and institutional solutions, supported by a large network of investment adviser representatives.
Eric G
Series 63, Series 66
Harrisburg, PA
Cambridge Investment Research Advisors
Eric Gilroy is a financial advisor with Cambridge Investment Research Advisors in Harrisburg, PA, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously spent seven years with Nationwide Securities. Outside of his advisory role, he operates an independent insurance agency under Gilroy Group LLC. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains affiliated model strategies under the Founders Gate Capital brand.
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 credentials and bringing 29 years of industry experience. He has been associated with LPL Financial since 2013 and has operated his own practice, John W. Holler, since 1998. Outside of advisory work, he is involved in tax preparation through John Holler Tax Preparation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by operational tools and a broad non-advisory financial services platform.
Shawn G
CFP®, ChFC®, Series 66
Mechanicsburg, PA
LPL Financial
Shawn Greenland is a financial advisor with LPL Financial, holding CFP®, ChFC®, and Series 66 credentials and bringing 26 years of industry experience. He previously worked at Next Financial Group Inc for 18 years and Waddell & Reed for 7 years. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Nathan M
Series 65, Series 63
Wormleysburg, PA
Cambridge Investment Research Advisors
Nathan Muchmore is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 registrations and 10 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Management and AE Financial Services. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through proprietary and third-party strategies.
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.
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.
John G
Series 63, Series 65
Camp Hill, PA
Ameriprise
John Grove is a financial advisor with Ameriprise in Camp Hill, PA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in fiduciary activities, including serving as an executor and attorney-in-fact. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.
Mike R
Series 63, Series 66
Carlisle, PA
LPL Financial
Mike Russ is a financial advisor with LPL Financial in Carlisle, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Members 1st Federal Credit Union and Invest Financial Corporation. Outside of his advisory work, he coaches a soccer camp at Messiah College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm provides a broad range of financial planning and investment management services through a large network of advisors, offering both proprietary and third-party model portfolios supported by advanced research and operational tools.
Joshua B
Series 66
Camp Hill, PA
LPL Enterprise
Joshua Burda is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and Weis. Outside of finance, he is involved with Big Worm Tackle, an outdoor equipment business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.
Andrew B
Series 66
Camp Hill, PA
LPL Enterprise
Andrew Brosten is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities LLC. Brosten is also involved in non-variable insurance activities through Prudential. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.
Matthew W
Series 63, Series 65
Harrisburg, PA
LPL Financial
Matthew Warntz is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Nationwide Securities, Nationwide Financial, and CUSO Financial Services. Warntz also served at St Matthew's Lutheran Church for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.
Justin I
Series 66
Carlisle, PA
Cetera
Justin Imler is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has worked at Cetera and Orrstown Financial Advisors since 2021. Outside of advisory work, he also sells fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers both discretionary and non-discretionary portfolio management, financial planning, ERISA retirement services, and access to third-party money managers across a variety of program structures.
Kelly L
Series 63, Series 65
Camp Hill, PA
Morgan Stanley
Kelly Light is a financial advisor with Morgan Stanley in Camp Hill, PA, holding Series 63 and Series 65 designations and having 24 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.
Christopher M
Series 63, Series 65
Mechanicsburg, PA
Fidelity
Christopher Moulton is a financial advisor at Fidelity with 16 years of industry experience. His prior work includes roles at Edward Jones, The Carney Group, and Citizens Securities, Inc. He holds Series 63 and Series 65 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing a broad investable universe of mutual funds, ETFs, and ETPs.
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Finding advisors...
678 advisors near
17050
within the area shown on the map
Out of 400,000+ nationwide