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697 advisors near
17011
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Hayden B
Series 66
Camp Hill, PA
LPL Financial
Hayden Bankes is a financial advisor at LPL Financial with three years of industry experience. He previously worked at Cambridge Investment Research Advisors and Belco Community Credit Union. In addition to his advisory role, he is an independent insurance agent. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.
Tara M
Series 63, Series 65
Harrisburg, PA
OSAIC
Tara Mchugh Hollister is a financial advisor with Osaic Wealth, Inc. based in Harrisburg, PA. She holds the Series 63 and Series 65 licenses and has 20 years of industry experience, including 19 years with CUSO Financial Services, LP. She is also an insurance agent offering various health and life insurance products and is the owner of Capital Wealth Management Group, LLC, which she plans to operate beginning in 2026. Osaic Wealth serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment solutions supported by asset-allocation tools, automated rebalancing, and access to third-party money managers.
John O
Series 66
Lemoyne, PA
Wells Fargo Clearing
John Ohara is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo entities since 2016, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.
Sarah L
ChFC®, Series 66
Camp Hill, PA
LPL Financial
Sarah Leer is a financial advisor at LPL Financial with 23 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining LPL Financial in 2021, she spent 17 years with MML Investors Services and MassMutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, providing both discretionary and non-discretionary management.
Loni R
Series 63
Camp Hill, PA
Morgan Stanley
Loni Rothenberger is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 22 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.
John F
Series 63, Series 66
Camp Hill, PA
Morgan Stanley
John Fabian is a financial advisor with Morgan Stanley in Camp Hill, PA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets Inc. In addition to his advisory role, he serves as a board member for the Dauphin County Land Bank Authority and is a partner in two real estate-related businesses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools.
Damian F
Series 63, Series 65
Camp Hill, PA
Merrill
Damian Foster is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1995. He applies a disciplined investment approach that centers on understanding the long- and short-term financial goals of his clients. Damian utilizes his professional experience alongside the resources available at Merrill to develop practical financial solutions tailored to individual needs. Damian’s expertise spans a range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, investment strategy for individuals and corporations, tax minimization, and retirement income planning. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Damian earned his Bachelor's degree from Indiana University of Pennsylvania. In addition to his professional commitments, Damian is involved in his community through organizations such as the Lebanon City Biddy Basketball and the Lebanon City Civil Service Commission. Outside of work, he enjoys basketball, gardening, music, reading, running, and spending time with his family.
Lauren F
Series 66
Harrisburg, PA
LPL Financial
Lauren Fuller is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 credential and three years of industry experience. Her prior work includes positions at Primanti Brothers and Crown Bolt. Outside of her advisory role, she is involved with doTerra Essentials Oils, a business she started in 2020. 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 range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management along with research from various sources.
Michael F
Series 66
Harrisburg, PA
LPL Financial
Michael Fedash is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2018 and concurrently at Members 1st Investment Services since 2013. 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 representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, including discretionary and non-discretionary management supported by model portfolios and third-party research.
Emily B
Series 66
Camp Hill, PA
Morgan Stanley
Emily Biden is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its affiliated firms since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.
Eugene E
Series 66
Camp Hill, PA
Merrill
Eugene Eberts II is a Senior Financial Advisor at Merrill Lynch Wealth Management. He co-founded The Wertz Eberts Group and brings over 15 years of experience to his role. Eugene and his team focus on delivering detailed financial analysis to assist individuals, families, and businesses in building strong financial futures. Raised in the Central Pennsylvania region, Eugene earned a bachelor's degree in Business Administration with an emphasis in International Business from Slippery Rock University. His expertise includes education planning, family wealth management strategies, personal retirement planning, and retirement income. Eugene holds the Personal Investment Advisor (PIA) designation. Outside of work, Eugene enjoys cooking, football, gardening, golfing, hiking, skiing, and spending time with his family.
Eric M
Series 66
Harrisburg, PA
LPL Financial
Eric Morrison is a financial advisor with LPL Financial in Harrisburg, PA. He holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked for ten years at Smigel, Anderson & Sacks, LLP. Outside of advisory work, he is associated with Morris Four Corporation, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and services, including financial planning and retirement plan consulting, supported by research and model portfolios from LPL Research and third-party subadvisors.
Toni R
ChFC®, Series 66
Dillsburg, PA
Edward Jones
Toni Robertson is a financial advisor at Edward Jones in Dillsburg, PA, holding the ChFC® designation and Series 66 license with seven years of industry experience. Prior to joining Edward Jones in 2018, she worked at Ahold USA - RBS from 2012 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard through a nationwide network of over 23,700 financial advisors.
Eric D
Series 66
Camp Hill, PA
Edward Jones
Eric De Walt is a financial advisor with Edward Jones in Camp Hill, PA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Cetera Investment Advisers, First National Bank of PA, and CCO Investment Services Corp. He has been with Edward Jones since 2018. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Charles S
CFP®, Series 63, Series 65
Camp Hill, PA
LPL Financial
Charles Schreader Jr. is a CFP® professional with 31 years of experience in the financial services industry. He has worked at LPL Financial since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. He operates Schreader Wealth Management, a business affiliated with his work at LPL Financial. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options.
W M
Series 63, Series 65
Lemoyne, PA
Wells Fargo Clearing
W Mclean is a financial advisor with Wells Fargo Clearing based in Lemoyne, PA. He holds Series 63 and Series 65 designations and has 43 years of industry experience. Prior to joining Wells Fargo Clearing in 2026, he worked for Morgan Stanley Private Bank, N.A. for 11 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.
Jonathan L
CFP®, Series 66
Lemoyne, PA
Wells Fargo Clearing
Jonathan Levin is a CFP® professional with 17 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2010 to 2016 and has been involved with K2 Mortgage since 2003. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.
David B
Series 63, Series 65
Harrisburg, PA
LPL Financial
David Bedard is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Ameriprise Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.
Mary T
Series 63, Series 66
Camp Hill, PA
Cambridge Investment Research Advisors
Mary Tarczynski is a financial advisor with Cambridge Investment Research Advisors in Camp Hill, PA. She holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to her current role, she worked at Edward Jones for four years and has held positions at Purshe Kaplan Sterling Investments and Grandview Asset Management. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing both proprietary and third-party model strategies tailored to client objectives.
John R
Series 66
Camp Hill, PA
Morgan Stanley
John Reeve 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, UBS Financial Services, Inc., and several other firms. John has a background that includes roles at Drexel University and Essent Guaranty. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.
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Finding advisors...
697 advisors near
17011
within the area shown on the map
Out of 400,000+ nationwide