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690 advisors near
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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.
Nicholas H
Series 63, Series 66
Lemoyne, PA
RBC Capital Markets
Nicholas Hansen is a financial advisor with RBC Capital Markets in Lemoyne, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining RBC Capital Markets in 2018. Outside of his advisory role, he owns and operates a concession food business and serves on the Board of Directors and Finance Committee for the Christian School Association of Greater Harrisburg. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, and brokerage services tailored to client risk profiles. The firm utilizes a combination of in-house and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.
Dustyn S
Series 66
Mechanicsburg, PA
Equitable Advisors
Dustyn Solomon is a Series 66 registered financial advisor with Equitable Advisors, where he has worked since 2004. He has 21 years of industry experience, including 16 years at Axa Advisors, LLC. Outside of his advisory role, he serves as an assistant baseball coach for Upper Allen. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models and works with both proprietary and third-party solutions to tailor investment programs to client needs.
Adam J
CFP®, ChFC®, Series 63, Series 65
Mechanicsburg, PA
Cetera
Adam Jaroch is a CFP® and ChFC® with 29 years of industry experience. He is currently affiliated with Cetera and has previously worked at First Allied Advisory Services and First Allied Securities. In addition to his advisory role, he is an officer at Planwise Financial Partners, LLC, and owns Adam Jaroch LLC, a holding company. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a large nationwide network of independent advisors, managing over $256 billion in assets.
David H
Series 63, Series 65
Mechanicsburg, PA
Cambridge Investment Research Advisors
David Hamilton is an investment advisor representative at Cambridge Investment Research Advisors with 36 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Concourse Financial Group Securities Inc for 23 years. Hamilton is also president of Hamilton & Musser, PC, a tax service firm he has been involved with since 1986. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.
William S
Series 63, Series 66
Enola, PA
LPL Financial
William Steele is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked with LPL Financial since 2018 and previously was with Invest Financial Corp. and Cetera Wealth Services, LLC. He is also affiliated with Members 1st Federal Credit Union. 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 portfolios, third-party asset management, and institutional platforms.
Richard M
Series 63, Series 65
Mechanicsburg, PA
Ameriprise
Richard Morrison Jr. is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he holds ownership shares in a family restaurant and is managing partner of a marketing and management firm supporting non-licensed activities. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, which combines proprietary research, third-party data, and algorithmic tools to develop written recommendation reports and ongoing advice.
Brian K
Series 66
Carlisle, PA
Edward Jones
Brian Kump is a financial advisor at Edward Jones in Carlisle, PA, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he owns a rental property in Newville, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.
Anthony C
CFP®, Series 63, Series 65
Camp Hill, PA
LPL Financial
Anthony Conte is a CFP® professional with 22 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Cambridge Investment Research Advisors and TheGrid, LLC among other firms. Conte serves on the boards of nonprofits including WITF and the Whitaker Center and is president of the CWA Charitable Trust. He is also a columnist for Patriot News/Central Penn Business Journal. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by a large network of advisers and advanced operational tools.
Henry P
Series 63, Series 65
Camp Hill, PA
Ameriprise
Henry Pofi Jr. is a financial advisor at Ameriprise with 36 years of industry experience. He has been with Ameriprise since 2015, initially at Ameriprise Financial Services, Inc. and continuing with Ameriprise since 2020. Pofi holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the Board of Directors for Candle Light International. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.
Daniel S
Series 66
Camp Hill, PA
LPL Financial
Daniel Six is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase, and Equitable Advisors. Outside of his advisory work, he was involved with Martin & Six Enterprises. 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 third-party asset management, supported by a large network of investment adviser representatives.
Jan Z
Series 66
Mechanicsburg, PA
Ameriprise
Jan Zinn is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved with Certainty of Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement-income recommendations.
Christopher W
Series 66, Series 63
Carlisle, PA
OSAIC
Christopher Weber is a financial advisor at OSAIC with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Bradley A. Mentzer, CPA/PFS, DeRock Electric Company, and Rikore Inc. Since 2025, he has been with OSAIC in Carlisle, PA. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and managed portfolio programs. The firm employs a model-based investment process with various program options and maintains a complex network of affiliated entities.
Christopher D
Series 66
Middletown, PA
Edward Jones
Christopher Dixon is a Series 66-credentialed financial advisor with Edward Jones, based in Middletown, PA. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Shane R
Series 63, Series 65
Mechanicsburg, PA
Mass Mutual Investors Services
Shane Rapsey is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Northwestern Mutual and served 12 years at the Defense Logistics Agency. Outside of his advisory role, he is involved as an assistant coach for junior high school wrestling and works as an insurance agent specializing in health and Medicare Advantage products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative financial planning engagements using firm-approved software and educational seminars.
Roy M
Series 66
Hummelstown, PA
Raymond James Financial
Roy Michaelson is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 22 years of industry experience. His career includes roles at Wells Fargo Clearing and multiple positions within Raymond James organizations. He is also associated with Fulton Financial Advisors, where he is involved in investment sales and service activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored financial planning and investment consulting using analytical tools and supports advisory programs across a large network, with specialized capabilities in municipal and public finance.
David M
Series 66
Carlisle, PA
OSAIC
David Mcalister is a financial advisor at Osaic with a Series 66 designation and nine years of industry experience. His prior roles include positions at Securities America Advisors, Sterne Agee Financial Services, and Highmark Inc. He also serves as a trustee managing a family trust. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing access to discretionary strategies, third-party managers, and alternative investments.
John W
Series 66
Carlisle, PA
LPL Financial
John Wain is a financial advisor with LPL Financial in Carlisle, PA, holding a Series 66 designation and 16 years of industry experience. He has been with LPL Financial since 2009 and operates his own business, John F. Wain Financial Services. 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 financial planning, third-party asset management, and various institutional platforms, providing advice through a large network of investment adviser representatives using a range of strategic and tactical investment options.
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690 advisors near
17025
within the area shown on the map
Out of 400,000+ nationwide