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683 advisors near
17043
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Out of 400,000+ nationwide
Tammie S
Series 63, Series 66
Lemoyne, PA
RBC Capital Markets
Tammie Standford is a financial advisor with RBC Capital Markets in Lemoyne, PA, holding Series 63 and Series 66 licenses with seven years of industry experience. She previously worked at Ameriprise for two years and has a background in business ownership through Bedford Creek Marina & Campground, LLC. Standford is also a co-owner of Bedford Creek Properties, LLC, which is involved in equipment and boat rentals. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.
Johnston K
Series 66, Series 63
Enola, PA
LPL Financial
Johnston Kelso is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining LPL Financial, he worked at The Vanguard Group and HR Block. Kelso is also involved with Members 1st Federal Credit Union in a financial institution role. 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 financial planning, model portfolio programs, and institutional platforms, combining advisory services with a broad range of financial and credit products.
Brandon S
Series 66
Hershey, PA
LPL Enterprise
Brandon Stine is a financial professional with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL, he held roles in data annotation and talent management, as well as various positions in education and landscaping. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.
Carly M
Series 66
Camp Hill, PA
Edward Jones
Carly Main is a financial advisor at Edward Jones in Camp Hill, PA, holding a Series 66 designation with three years of industry experience. Prior to her current role, she worked at Method 3 and has experience in customer service roles at Leeds Restaurant and Lounge and Enterprise Rent-A-Car. Outside of advising, she serves as a server at Leeds LTD Restaurant and Lounge. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and advisory services, operating under a fiduciary standard.
Donald H
CFP®, Series 63, Series 65
Harrisburg, PA
Cambridge Investment Research Advisors
Donald Healey is a CFP® professional with 43 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2018. Prior to this, he spent 23 years at Signator Investors, Inc. Healey is also a board member of the Bridgeport Condominium Association and serves on the finance council for the Roman Catholic Diocese of Harrisburg. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to both individual and institutional clients, including pension and charitable organizations. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.
Marshall N
Series 63, Series 65
Lemoyne, PA
Wells Fargo Clearing
Marshall Ney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support diversified investment strategies.
Andrew H
CFP®, Series 66
Harrisburg, PA
LPL Enterprise
Andrew Hess is a CFP® with 15 years of experience in financial services, currently affiliated with LPL Enterprise since 2024. His prior roles include positions at The Prudential Insurance Company of America and Ameriprise Financial Services. Hess operates Forest Hills Financial Advisors, a DBA that provides sales and service of insurance and investments. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm uses a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance products through affiliated entities.
John M
Series 65, Series 63
Camp Hill, PA
LPL Financial
John Myers is a financial advisor at LPL Financial with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Cambridge Investment Research Advisors and NYLIFE Securities LLC among other firms. 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 model portfolios, third-party asset management, and institutional platforms.
Cole B
Series 66
Enola, PA
LPL Financial
Cole Backenstose is a financial advisor with LPL Financial based in Enola, PA, holding a Series 66 designation and two years of industry experience. His prior work experience includes roles at Member's First Federal Credit Union, Hershey Entertainment & Resorts, and Shippensburg University. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a broad range of financial services.
Anastasios T
Series 63, Series 65
Mechanicsburg, PA
LPL Financial
Anastasios Trispagonas is a financial advisor with LPL Financial based in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has previously worked at Nationwide Securities, LLC and Grove Financial & Associates, Inc. Outside of his advisory role, he is involved with several business entities including Trispagonas Insurance, LLC and Liberty Grove Insurance Services LLC. 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 management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.
Randall K
Series 63, Series 65
Camp Hill, PA
LPL Enterprise
Randall Kaufmann is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for 28 years. He serves as a board member of the Eastern Museum of Motor Racing, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers and wrap programs.
Austin R
Series 66
Camp Hill, PA
Morgan Stanley
Austin Rodriguez is a financial advisor with Morgan Stanley in Camp Hill, PA, holding a Series 66 license and four years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2022 and has prior work experience outside the financial sector at Texas Roadhouse and BrandRep. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize structured discovery and modeling without individual security recommendations as part of standalone plans.
Jonathan E
Series 66
Mechanicsburg, PA
LPL Financial
Jonathan Edris is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. He previously worked at Jones Financial Group, Kampstra Wealth Management, and OSM Worldwide. Outside of advisory roles, he is involved with Jones Financial Group as a DBA entity supporting LPL's business operations. 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 management solutions, including access to third-party asset managers and institutional platforms, supported by advanced technology tools for operational and research purposes.
Jeffrey H
Series 63
Mechanicsburg, PA
Ameriprise
Jeffrey Hopp is a financial advisor at Ameriprise Financial Services LLC with 40 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing for nine years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Kenneth R
Series 63, Series 65
Camp Hill, PA
Ameriprise
Kenneth Rapp is a financial advisor with Ameriprise in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise since 1995. Outside of his advisory role, he serves on the Board of Directors for Salt N' Light Youth Ministry and participates in local election operations as a Judge of Elections. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering written recommendation reports and combining research, modeling, and tax-efficiency analysis to support client planning.
Josh C
Series 63, Series 65
Wormleysburg, PA
Cambridge Investment Research Advisors
Josh Cesare is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and 19 years of industry experience. He has previously worked at Voya Financial Partners and MetLife Securities. Outside of his advisory role, he serves as a football official for the Pennsylvania Interscholastic Athletic Association. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services, operating through a large network of financial professionals and offering various platforms and proprietary model strategies.
Eric M
Series 63, Series 66
Harrisburg, PA
LPL Financial
Eric Murr is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 66 registrations and 14 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and M&T Securities. He is also involved with Members 1st Federal Credit Union through its investment services and wealth management business. 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 variety 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.
Lee H
ChFC®, Series 66
Camp Hill, PA
Morgan Stanley
Lee Henwood is a financial advisor at Morgan Stanley with 7 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Bank of America, Merrill, and William Lowden & Associates Limited. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and Corporate Financial Planning agreements.
Corey B
CFP®, ChFC®, Series 63, Series 65
Camp Hill, PA
LPL Financial
Corey Basehore is a financial advisor with LPL Financial in Camp Hill, PA. He holds the CFP® and ChFC® designations and has 30 years of industry experience, including 25 years at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supported by a large network of investment adviser representatives.
Edmund K
Series 63, Series 65
Mechanicsburg, PA
Cetera
Edmund Kloske Jr. is a financial advisor at Cetera with 32 years of industry experience, holding Series 63 and Series 65 credentials. He previously worked at Avantax in various capacities from 1993 to 2025. Outside of finance, he serves on the board of the Havanese Club of America and provides information technology consulting as a Certified Computer Professional. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary authorities.
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Finding advisors...
683 advisors near
17043
within the area shown on the map
Out of 400,000+ nationwide