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109 advisors near
15547
within the area shown on the map
Out of 400,000+ nationwide
Christopher F
Series 63, Series 66
Johnstown, PA
OSAIC Institutions, INC.
Christopher Fleegle is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 66 credentials and over 20 years of industry experience. His work history includes roles at First Commonwealth Bank, Northwest Bank, LPL Financial, Cetera Investment Services, and First National Bank of Pennsylvania. Outside of his advisory duties, Fleegle serves as the head coach for the girls’ basketball team at Altoona Area High School. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model that emphasizes firm supervision and client-directed investment authority.
Michael R
Series 66
Ligonier, PA
Janney Montgomery Scott
Michael Reese is a financial advisor with Janney Montgomery Scott in Ligonier, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Janney Montgomery Scott since 2014. Outside of his advisory role, Reese is involved with The Community Foundation of Westmoreland County as Vice Chair and a member of the Visionary Development Committee, and he coaches youth soccer with the Hempfield Area Soccer Club. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house portfolio management and third-party managers.
Brad H
Series 63, Series 65
Johnstown, PA
&PARTNERS
Brad Hindman is a financial advisor at &PARTNERS with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years. He serves as a director and board member of Hindman Funeral Homes and Crematory, a family business involved in succession planning. &PARTNERS serves individual and institutional clients including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using a range of proprietary and third-party strategies, with capabilities that include municipal advisory roles and diverse compensation arrangements.
Thomas M
Series 63, Series 66
Ligonier, PA
PNC Wealth Management
Thomas Mc Aneny is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including USAA Financial Planning, TD Ameritrade, and The Vanguard Group. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available to select employees. The firm uses algorithmic tools to recommend investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third-party strategists.
Alexander L
Series 66
Ligonier, PA
Janney Montgomery Scott
Alexander Letizia is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. He holds the Series 66 designation and has worked at Janney since 2011, following prior roles at TD Ameritrade Investment Management and TD Ameritrade, Inc. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, and institutional clients, offering a range of services such as brokerage, financial planning, consulting, and advisory programs.
Shennoah M
Series 63, Series 66
Johnstown, PA
Integrity Alliance, LLC
Shennoah Miller is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Avantax Advisory Services, Cetera, and Infinex Investments. Miller is also involved with Perspective Wealth Planning, LLC as a relationship manager. Integrity Alliance serves a diverse client base that includes individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial and retirement plan consulting, and access to third-party manager programs, employing various portfolio management strategies and custodial platforms.
James D
Series 63, Series 65
Ligonier, PA
Janney Montgomery Scott
James Dornan is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Janney Montgomery Scott in multiple periods since 2011. Outside of his advisory role, he serves as a board member for The Source, a Christian outreach organization focused on affordable housing and support for the poor and homeless. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.
Jacob S
Series 65
Johnstown, PA
Wealth Enhancement Advisory Services, LLC
Jacob Sewalk is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and two years of industry experience. He previously worked at Marion Wealth Management and WealthPoint Financial LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using a diversified investment process that blends passive and active managers and is supported by an internal Investment Committee.
Jodee H
Series 66
Ligonier, PA
OSAIC Institutions, INC.
Jodee Harris is a Series 66-licensed financial advisor with 23 years of industry experience, currently affiliated with OSAIC Institutions, Inc. She has worked at Infinex Investments, Inc. since 2015 and at First Commonwealth since 2007. Outside of her advisory roles, Harris is involved in event planning and fundraising as the coordinator for the Derry Area Class of 88 Reunion, and she co-owns an online and in-home clothing sales business, LulaPi LLC, as well as operating a vacation and travel planning service called Your Hero's Journey. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm operates a hybrid adviser/broker-dealer model with a focus on customized advisory services, offering discretionary and non-discretionary options, financial planning, and access to alternative investments and lending solutions.
Samuel S
CFA®, Series 66
Ligonier, PA
Janney Montgomery Scott
Samuel Silverberg is a CFA® charterholder and holds a Series 66 license, with two years of experience in the financial industry. He has worked at Janney Montgomery Scott since 2024 and previously held positions at PNC Bank and KPMG. Outside of his advisory role, Silverberg consults for the First Street Foundation, providing feedback on climate risk modeling and new product development. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipalities, offering brokerage services, financial planning, and advisory programs.
Angela M
Series 63, Series 66
Johnstown, PA
OSAIC Institutions, INC.
Angela Moffat is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 credentials and 15 years of industry experience. She has previously worked at firms including 1ST SUMMIT Financial Partners, Infinex Investments, Inc., and Keybank. Moffat serves on the boards of the Westmoreland Intermediate Foundation and the Ligonier Valley Historical Society. OSAIC Institutions, INC. is an SEC-registered adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services with a hybrid adviser/broker-dealer structure and access to alternative investments and lending solutions.
Anna Y
Series 63, Series 65
Johnstown, PA
Cetera
Anna Yoder is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and three years of industry experience. She is also employed by Carpenter Financial Services as an administrative assistant, supporting client appointments and managing files. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Ricky K
ChFC®, Series 63, Series 65
Johnstown, PA
LPL Financial
Ricky Kalanish is a ChFC® credentialed financial advisor with 40 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Ameriserv Financial for 21 years. Kalanish is based in Johnstown, PA. 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, supported by a large network of investment adviser representatives.
John P
ChFC®, Series 63
Johnstown, PA
Mass Mutual Investors Services
John Paros is a financial advisor with Mass Mutual Investors Services in Johnstown, PA. He holds the ChFC® and Series 63 designations and has 43 years of industry experience. Prior to joining MassMutual in 2017, he worked for Metlife Securities Inc. for 35 years. He is also an insurance agent for Paros Financial, where he is involved in life insurance, health, group health, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved tools to deliver written recommendations and offers a range of planning programs including estate-settlement and employer-sponsored planning.
Joseph F
Series 66
Johnstown, PA
Edward Jones
Joseph Ford IV is a Series 66-licensed financial advisor with Edward Jones in Johnstown, PA, where he has worked since 2016. He has 10 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.
William H
Series 63, Series 65
Johnstown, PA
Raymond James Financial
William Hargreaves is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining Raymond James in 2021, he worked at Morgan Stanley and Morgan Stanley Private Bank for a combined ten years. He serves on the advisory board of Sunnehanna Country Club in Johnstown, PA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored planning and consulting using analytical tools and supports clients through advisory programs and institutional consulting.
Emily R
Series 63, Series 66
Somerset, PA
LPL Financial
Emily Raupach is a financial advisor with LPL Financial in Somerset, PA, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her prior roles include positions at Janney Montgomery Scott, LLC, Osaic Institutions, Inc, and Somerset Trust Company. 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 portfolio programs, third-party asset management, and institutional platforms.
Robert V
Series 63
Johnstown, PA
Ameriprise
Robert Vamos is a financial advisor with Ameriprise Financial Services LLC, holding a Series 63 designation and over 35 years of industry experience. His prior work includes tenures at Ameriserv Financial Bank, LPL Financial LLC, and MSI Financial Services, Inc. He is also involved in various non-variable insurance activities as an agent. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice in areas such as asset allocation and Social Security claiming strategies.
Lisa W
Series 66
Johnstown, PA
LPL Financial
Lisa Wagerer is a Series 66-credentialed financial advisor with 16 years of industry experience. She has worked at Edward Jones for 15 years before joining LPL Financial in 2025. Outside of her advisory role, she is involved with Petrick Automotive Repair 2.0, 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 advisory and brokerage services, including financial planning and third-party asset management, supported by extensive technology and a broad network of over 22,800 advisors.
Eric O
Series 63
Johnstown, PA
Cetera
Eric Orlovsky is a financial advisor with Cetera, holding a Series 63 designation and 17 years of industry experience. He has worked at Cetera since 2025 and previously held roles at Avantax Advisory Services, Avantax Insurance Agency, and Pile Financial Services. Orlovsky is also the owner of Orlovsky Financial Services PLLC, where he provides accounting, payroll, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, overseeing more than $256 billion in assets with a network of over 10,000 advisors.
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109 advisors near
15547
within the area shown on the map
Out of 400,000+ nationwide