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725 advisors near
17070
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Nathan B
Series 66
Camp Hill, PA
LPL Enterprise
Nathan Blyler is a financial advisor at LPL Enterprise with a Series 66 designation. He has professional experience that includes roles at Mercer and Highmark, Inc. Nathan also volunteers with nonprofit organizations Harrisburg River Runners and Castaway Critters. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and sales services.
Matthew H
Series 66
Camp Hill, PA
LPL Enterprise
Matthew Heisey is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and currently based in Camp Hill, PA. He has less than one year of industry experience and previously worked in various roles at The Hershey Company, Amazon, DoorDash, and Uber Eats. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services, utilizing an integrated platform that combines adviser programs with the sale of financial products and insurance through affiliated entities.
Steven D
Series 66
Camp Hill, PA
Charles Schwab
Steven Damion is a financial advisor with Charles Schwab, holding a Series 66 license and over 15 years of industry experience. His prior roles include positions at JPMorgan Chase & Co. and RBC Capital Markets. He is currently based in Camp Hill, PA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s approach combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.
Vickie G
Series 66
Harrisburg, PA
Edward Jones
Vickie Geesaman is a financial advisor with Edward Jones in Harrisburg, PA, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a broad network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Patrick B
Series 66
Lemoyne, PA
Wells Fargo Clearing
Patrick Bartoli is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked for Morgan Stanley Private Bank, National Association for 11 years. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Joseph C
Series 63, Series 65
Mechanicsburg, PA
Cetera
Joseph Clegg is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 25 years of industry experience. He has worked at Cetera and its affiliate Cetera Wealth Services since 2013. Clegg is the owner and president of Ridgeline Wealth Solutions, a financial services firm, and also sells health and Medicare insurance plans. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and retirement services, utilizing a multi-manager platform with access to affiliated and third-party managers.
Kenneth S
Series 63
Elizabethtown, PA
LPL Financial
Kenneth Shedleski is a financial advisor with LPL Financial in Elizabethtown, PA, holding a Series 63 designation and 38 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. He is also involved with Aspen Home Improvements, an outside business unrelated to investment advisory. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and a variety of technology-driven investment strategies.
Caden M
Series 66
Mechanicsburg, PA
Ameriprise
Caden Malone is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Orrstown Bank and Select Medical. Malone also has a background in education, having been employed at Pennsylvania State University and Cedar Cliff High School. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, offering advisory, brokerage, and insurance solutions through affiliated entities. The firm utilizes a centralized consulting team and algorithmic tools to deliver customized, tax-efficient retirement recommendations.
Dhiren C
Series 63, Series 65
Harrisburg, PA
Primerica Advisors
Dhiren Chauhan is a financial advisor at Primerica Advisors with five years of industry experience. He holds the Series 63 and Series 65 licenses. Chauhan is a partner in Pranj LLC, a beauty salon business unrelated to investment services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.
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.
Jeremy J
Series 66
Mechanicsburg, PA
Mass Mutual Investors Services
Jeremy Jamison is a financial advisor at MassMutual Investors Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Wienken Advisors, Ltd. Outside of his advisory role, Jamison owns an ice cream shop in Greencastle, PA. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and structured annual planning engagements.
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.
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Finding advisors...
725 advisors near
17070
within the area shown on the map
Out of 400,000+ nationwide