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133 advisors near
16635
within the area shown on the map
Out of 400,000+ nationwide
Erica V
Series 66
Altoona, PA
LPL Financial
Erica Vozar is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. Her prior work history includes roles at Next Financial Group and various positions outside the financial sector, including at Bakerton Athletic Club and the United States Postal Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services supported by a network of investment adviser representatives and technology tools.
John F
Series 66
Altoona, PA
Cetera
John Fiore is a financial advisor with Cetera and holds a Series 66 credential. He has three years of industry experience, including prior roles at Raymond James Financial. Outside of his advisory work, he owns Fiore Private Wealth, LLC, a business operating as a DBA for financial services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both discretionary and non-discretionary program options.
Mary B
ChFC®, Series 63, Series 65
Duncansville, PA
Cetera
Mary Bolt is a financial advisor with Cetera Wealth Services, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 16 years of industry experience, including prior roles at Avantax Advisory Services and Avantax Investment Services. Outside of her advisory work, she owns Bolt Tax & Financial LLC, which provides accounting, bookkeeping, payroll, and tax preparation services, and she has served as a paramedic while managing billing and accounts payable at Hollidaysburg Ambulance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management, financial planning, and retirement services, supported by access to affiliated and third-party money managers.
Stephen B
Series 63, Series 65
Hollidaysburg, PA
Ameriprise
Stephen Bickley is a financial advisor with Ameriprise in Hollidaysburg, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice, primarily for clients maintaining assets in Ameriprise Managed Accounts.
Eric I
Series 63, Series 65
Altoona, PA
Raymond James Financial
Eric Irwin is a financial advisor with Raymond James Financial in Altoona, PA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2000 and practices as a CPA, owning an accounting business that prepares individual tax returns. Additionally, he works as an insurance agent selling fixed annuities and life insurance through fraternal organizations. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and employs various analytical tools to support client goals, while also supporting municipal and public finance services through its unique affiliations.
Edward M
Series 63
Ebensburg, PA
LPL Financial
Edward Maruca is a financial advisor with LPL Financial based in Ebensburg, PA, holding a Series 63 designation and 43 years of industry experience. He was previously with Allegheny Investments, Ltd. for 42 years before joining LPL Financial in 2023. In addition to his advisory work, he is involved in a non-investment business called Foster Financial Services Inc. 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, model portfolio programs, and institutional platforms, supported by research and technology tools.
Collin S
CFP®, Series 63, Series 66
Ebensburg, PA
STIFEL
Collin Seymour is a financial advisor at Stifel with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Stifel in 2024, he held roles at Bank of America, Merrill Lynch, and The Vanguard Group. He serves as a board member of the Central Cambria Education Foundation. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
Robert B
Series 63, Series 65
Altoona, PA
STIFEL
Robert Bainey is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.
Adam C
CFA®, Series 63, Series 65
Altoona, PA
Cetera
Adam Corle Landolfi is a CFA® charterholder with 14 years of industry experience, currently advising at Cetera. His prior work includes roles at Girard Securities, Inc., Cetera Wealth Services, LLC, and Iron Way Wealth Management, where he provides financial advisory services as an independent contractor. Outside of advisory work, he serves as an assistant golf coach at The Pennsylvania State University. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers diverse investment solutions through a multi-manager platform, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.
James I
Series 63
Altoona, PA
Raymond James Financial
James Isola is a financial advisor with Raymond James Financial in Altoona, PA, holding a Series 63 credential and bringing 29 years of industry experience. His prior work includes eight years at Wells Fargo Clearing Services/Advisors LLC. Outside of advisory roles, he is engaged in client services and administration at Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm uses fact-finding and analytical tools to tailor non-discretionary planning and consulting to client goals and supports a broad network of advisors and affiliated firms.
Karen S
Series 63, Series 65
Altoona, PA
STIFEL
Karen Schraff is a financial advisor at Stifel with 41 years of industry experience. She has been with Stifel since 2009 and holds Series 63 and Series 65 credentials. Outside of her advisory work, she is co-owner of Oak Spring Winery in Altoona, Pennsylvania, though she has no day-to-day responsibilities there. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and allows clients discretion over implementation and monitoring.
Brian U
Series 66
Duncansville, PA
Wells Fargo Advisors
Brian Uhlinger is a Series 66-licensed financial advisor with Wells Fargo Advisors in Duncansville, PA, bringing 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds a 50% ownership stake in Fair Winds Wealth Strategies, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions and special-needs analysis, with tailored recommendations supported by Wells Fargo research and planning tools.
Amy S
Series 63, Series 65
Altoona, PA
Cambridge Investment Research Advisors
Amy Seltzer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2011 and has operated Seltzer Financial Strategies since 2004. Outside of her advisory work, she serves as co-treasurer of the Agudath Achim Sisterhood and is a board trustee of The Georgio Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals using a range of portfolio management approaches and custody arrangements.
Jonah S
Series 66
Hollidaysburg, PA
Ameriprise
Jonah Snowberger is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Hinish and Associates and held roles at Millersville University, Iron Masters Country Club, and Spring Cove School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers personalized retirement planning through written reports and annual ongoing advice focused on income reliability and tax-aware withdrawal strategies.
Keith B
Series 63, Series 65
Altoona, PA
Primerica Advisors
Keith Becker is a financial advisor with Primerica Advisors in Altoona, PA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1999. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-driven strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a percentage-based tiered wrap fee structure.
David F
Series 63
East Freedom, PA
Cetera
David Frederick is a financial advisor with Cetera, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of his advisory work, he is involved with Frederick Insurance Agency and Ark Financial Services Inc., which operate fixed insurance and securities businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and consulting services using a multi-manager platform that includes affiliated and third-party strategies across various program structures.
Kaitlin E
Series 63, Series 66
Altoona, PA
LPL Financial
Kaitlin Eberhart is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at Next Financial Group, Inc. for 18 years before joining LPL Financial in 2025. Eberhart also maintains a registered non-variable insurance agent activity. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.
Kim F
Series 63, Series 66
Altoona, PA
LPL Financial
Kim Fogle is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at NEXT Financial Group for over a decade prior to joining LPL Financial. Outside of his advisory role, he is a certified yoga instructor specializing in Yin, Restorative, Trauma Sensitive, and Hot Power yoga. 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, and institutional platforms, supported by technology tools and a broad network of investment adviser representatives.
James C
Series 63, Series 66
Altoona, PA
STIFEL
James Campbell is a financial advisor at Stifel with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He serves on the finance committee of Holy Trinity Catholic School and is a board member of the Hollidaysburg Area Education Foundation, contributing to financial oversight and grant decisions. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
John F
CFP®, ChFC®, Series 63, Series 65
Altoona, PA
Cetera
John Fleming is a financial advisor with Cetera, holding the CFP® and ChFC® designations and over 40 years of industry experience. He previously worked at First Allied Securities, Inc. and First Allied Advisory Services, Inc., and has been involved with VIP Ventures, LLC for more than two decades. Outside of his advisory work, he operates a law office providing attorney and paralegal services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.
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Finding advisors...
133 advisors near
16635
within the area shown on the map
Out of 400,000+ nationwide