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60 advisors near
15473
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Michael K
Series 66
California, PA
Edward Jones
Michael Kanalis Jr. is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he spent 15 years at PennWest University (California University of PA). He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Chad N
CFP®, Series 66
Charleroi, PA
Edward Jones
Chad Novotney is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Edward Jones since 2014. 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 wide range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Tiffany G
Series 63, Series 65
Uniontown, PA
Cetera
Tiffany Guittap is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior roles include positions at OSAIC Institutions, Mid Penn Bank, and WesBanco Securities. She serves as chair of the Fayette Advisory Board at Penn State University and holds leadership roles in local high school sports booster organizations. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, with a multi-manager platform that includes affiliated and third-party managers, supporting discretionary and non-discretionary authorities across multiple program structures.
Mark L
Series 63, Series 65
Perryopolis, PA
LPL Enterprise
Mark Lyons is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has worked at Prudential Insurance Company of America since 2004 and was previously with Pruco Securities, LLC for 20 years. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.
Richard R
Series 63, Series 65, Series 66
Finleyville, PA
LPL Financial
Richard Rose is a financial advisor with LPL Financial and holds Series 63, 65, and 66 credentials. He has 51 years of industry experience, including 17 years with Triad Advisors prior to joining LPL Financial. Rose also engages in tax preparation and accounting services as part of his professional activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.
Hayden P
Series 66
Belle Vernon, PA
LPL Enterprise
Hayden Pascoe is a Series 66 licensed financial advisor with three years of industry experience. He is currently with LPL Enterprise and has prior experience at The Prudential Insurance Company of America and Pruco Securities LLC. In addition to his advisory role, Pascoe is involved with Health Benefits Group, where he sells Medicare advantage and supplement plans. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, and access to various third-party asset managers, integrating advisory programs with insurance product sales and lending services.
Derek M
Series 66
Uniontown, PA
Edward Jones
Derek Murray is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked in various roles including positions at Tristar Motors and University Motors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies, including discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and is noted for its extensive advisor and branch network as well as affiliated services such as a trust company and securities-based lending.
Austin N
Series 66
Perryopolis, PA
LPL Enterprise
Austin Naser is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. His background also includes positions at Waynesburg University and Trinity High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and brokerage products through an integrated platform that combines multiple adviser programs and insurance products.
Evan H
CFP®, ChFC®, Series 65, Series 63
Perryopolis, PA
LPL Enterprise
Evan Haines is a financial advisor with LPL Enterprise holding CFP® and ChFC® designations and nine years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, and attended Allegheny College. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios through an integrated platform that combines adviser programs with brokerage and insurance products.
James G
Series 63, Series 66
California, PA
Edward Jones
James Gwyer is a financial advisor at Edward Jones with 26 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 1999. Outside of his advisory role, Gwyer serves as President of the Bethlehem Center School District board and is a board member for Center in the Woods in Brownsville, Pennsylvania. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Joseph M
Series 63, Series 65
Mount Pleasant, PA
OSAIC
Joseph Malego Jr. is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Fortis Investors, Inc. since 1992 and has operated The Insurance Center as a self-employed insurance agent and tax preparer since 1988. OSAIC serves a diverse group of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services through a large network of affiliated advisors and multiple platforms.
Christopher M
Series 66
Connellsville, PA
LPL Financial
Christopher Mickey is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Inc. He is also the business owner of Bianco Enterprises, LLC, and serves as a choir director and organist at Saint Rita Church in Greensburg. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing various investment strategies and technologies.
Kevin R
CFP®, Series 63, Series 66
Finleyville, PA
LPL Financial
Kevin Rose is a CFP®-certified financial advisor with LPL Financial, based in Finleyville, PA, bringing 31 years of industry experience. He previously worked at Triad Advisors, Inc. for 17 years before joining LPL Financial and Rose Financial Group in 2023. Outside of advisory work, he is involved in tax preparation and holds a notary public commission in Pennsylvania. 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, employing both discretionary and non-discretionary portfolio management supported by LPL Research and third-party subadvisors.
Edward C
Series 63, Series 65
Lemont Furnace, PA
OSAIC
Edward Capuzzi Jr. is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He previously worked for SagePoint Financial, Inc. for 14 years before joining Osaic in 2023. Capuzzi serves as a board member of the Community Foundation of Fayette County, where he is involved in scholarship and grant activities. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.
August M
Series 66
Rostraver Twp, PA
LPL Financial
August Malekovich is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Fundamental Advantage, Waddell & Reed, Inc., and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, 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, supported by in-house and third-party research.
Max H
Series 63
Connellsville, PA
Cambridge Investment Research Advisors
Max House Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 40 years of industry experience. He has worked at Cambridge since 2018 and previously spent 18 years with Trustmark Financial Group. House serves as president of the Connellsville Chamber of Commerce, is a board member of Highlands Hospital and the FayPenn Economic Development Council, and owns House Financial LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.
William H
Series 66
Charleroi, PA
Cetera
William Hecklick III is a financial advisor with Cetera who holds the Series 66 designation and has 15 years of industry experience. His prior roles include positions at Ameriprise and WesBanco Securities, and he currently owns several businesses, including Speer Street Financial and CPA To Fa LLC, through which he coaches CPAs and tax professionals transitioning into financial planning. Hecklick also manages The 412 Collection, an online collectibles business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individual investors to institutional accounts. It offers diverse portfolio management and financial planning services through a nationwide network of over 10,000 advisors and utilizes a multi-manager platform with access to affiliated and third-party investment strategies.
Harry B
Series 66
Perryopolis, PA
LPL Enterprise
Harry Beck III is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm’s integrated platform combines advisory programs with the sale of financial products such as insurance, utilizing model portfolios, third-party asset management, and discretionary account implementation.
Karen G
Series 66
Smock, PA
Thrivent Investment Management
Karen Gould is a Series 66 credentialed financial advisor with 17 years of industry experience, currently with Thrivent Investment Management. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of her advisory role, she serves as the Handbell Choir Director at St. Paul’s Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across a broad range of financial topics. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.
Kenneth K
Series 63, Series 65
Mt. Pleasant, PA
OSAIC
Kenneth Kovalchuk is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2018. Prior to that, he was with Signator Investors, Inc. and has been self-employed in financial services since 1993, including serving as president of Financial Solutions Group. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and advisory platforms, employing various tools and third-party solutions to construct and manage portfolios across multiple asset classes.
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Finding advisors...
60 advisors near
15473
within the area shown on the map
Out of 400,000+ nationwide