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725 advisors near
17070
within the area shown on the map
Out of 400,000+ nationwide
Shane M
Series 66
Camp Hill, PA
LPL Enterprise
Shane Miller is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he has been involved with Maloney's Beer Distributor since 2021. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolio management, and access to brokerage and insurance products through an integrated advisory and brokerage platform.
Zachary L
Series 66
Camp Hill, PA
Thrivent Investment Management
Zachary Lebo is a Series 66-licensed financial advisor with Thrivent Investment Management in Camp Hill, PA, where he has worked since 2021. He has four years of industry experience and additionally has experience working with Rich Valley Golf in a physical maintenance role. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority.
Sotirios K
Series 63, Series 65
Mechanicsburg, PA
Ameriprise
Sotirios Kolokithas is a financial advisor with Ameriprise in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.
Robert A
Series 63, Series 65
Camp Hill, PA
LPL Enterprise
Robert Angeli is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and worked at Pruco Securities Corporation for 46 years before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, access to model wealth portfolios, and third-party asset management through an integrated platform combining advisory and brokerage services.
Jordan K
Series 66
Hershey, PA
Edward Jones
Jordan Krick is a financial advisor with Edward Jones in Hershey, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he served ten years in the United States Navy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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 66 and Series 63 licenses and two years of industry experience. He previously worked at The Vanguard Group and HR Block. Kelso is also affiliated with Members 1st Federal Credit Union in a financial institution role. 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 a broad range of advisory programs and retirement plan consulting, using both discretionary and non-discretionary management supported by internal and third-party research.
Brandon S
Series 66
Hershey, PA
LPL Enterprise
Brandon Stine is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation. Prior to joining LPL Enterprise, he worked in various roles spanning technology, education, and service industries. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, model portfolio programs, and brokerage and insurance products through an integrated platform.
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
Wormleysburg, PA
Cambridge Investment Research Advisors
Donald Healey is a CFP®-certified financial advisor with 43 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He previously worked for Signator Investors, Inc. for 23 years before joining Cambridge in 2018. Healey serves on the board of the Bridgeport Condominium Association and the Diocese of Harrisburg Finance Council, and he operates an independent insurance agency in Wormleysburg, PA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing proprietary models and access to external strategists with both discretionary and non-discretionary options.
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 bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment choices, including insurance-related vehicles and bank deposit sweep options.
Andrew H
CFP®, Series 66
Harrisburg, PA
LPL Enterprise
Andrew Hess is a CFP® professional affiliated with LPL Enterprise, bringing 14 years of experience in the financial services industry. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Ameriprise Financial Services, Inc. He is based in Harrisburg, PA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services through both advisory and brokerage channels. The firm provides financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.
John M
Series 65, Series 63
Camp Hill, PA
LPL Financial
John Myers is a financial advisor with LPL Financial in Camp Hill, PA, holding Series 65 and Series 63 licenses. He has one year of experience in the industry, including prior roles at Cambridge Investment Research Advisors and NYLIFE Securities LLC. 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 advisers. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.
Cole B
Series 66
Enola, PA
LPL Financial
Cole Backenstose is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has previous roles at Member's First Federal Credit Union, Hershey Entertainment & Resorts, and several other organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.
Anastasios T
Series 63, Series 65
Mechanicsburg, PA
LPL Financial
Anastasios Trispagonas is a financial advisor with LPL Financial in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He previously worked at Nationwide Securities, LLC and Grove Financial & Associates, Inc. He is involved with a non-investment related entity, Trispagonas Insurance, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios.
Randall K
Series 63, Series 65
Camp Hill, PA
LPL Enterprise
Randall Kaufmann is a financial advisor at LPL Enterprise with 29 years of industry experience. He previously worked at Pruco Securities, LLC for 28 years and has been associated with Prudential Insurance Company of America for over three decades. Kaufmann serves as a board member for the Eastern Museum of Motor Racing, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance products, relying on both internal and third-party portfolio management.
Austin R
Series 66
Camp Hill, PA
Morgan Stanley
Austin Rodriguez is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. Outside of finance, he has been employed by Texas Roadhouse since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using firm-approved tools and supports clients across multiple service areas, managing approximately $2.74 trillion in client assets.
Jonathan E
Series 66
Mechanicsburg, PA
LPL Financial
Jonathan Edris is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. His prior roles include positions at Jones Financial Group, Kampstra Wealth Management, and OSM Worldwide. He also worked at Mount Saint Marys University and Out Door Country Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning services, and uses research and technology to support diversified investment strategies.
Jeffrey H
Series 63
Mechanicsburg, PA
Ameriprise
Jeffrey Hopp is a financial advisor with Ameriprise in Harrisburg, PA, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria, 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 in its approach and delivers recommendations through a centralized retirement-income consulting team.
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.
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Finding advisors...
725 advisors near
17070
within the area shown on the map
Out of 400,000+ nationwide