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Scott M
CFP®, Series 63, Series 65
York, PA
Savant Wealth Management
Scott Michael is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. Prior to joining Savant, he worked at Domani Wealth, LLC and Pbwm Holdings. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with a range of actively managed investment strategies, supported by in-house accounting, legal, and trust service affiliates.
Matthew W
Series 63, Series 66
Hanover, PA
T. Rowe Price Advisory Services, Inc.
Matthew Warfield is a financial advisor at T. Rowe Price Advisory Services, Inc. with 21 years of industry experience. He has been with T. Rowe Price Investment Services, Inc. since 2009. He holds Series 63 and Series 66 licenses. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs and employs a goals-based approach supported by online planning tools and ongoing reviews.
Matthew G
CFA®, Series 65
York, PA
Savant Wealth Management
Matthew Gavel is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. He previously worked at Domani Wealth, LLC and PBWM Holdings before joining Savant. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and retirement plan consulting services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.
Hattie E
ChFC®, Series 63
Hanover, PA
Commonwealth Financial Network
Hattie Evans is a financial advisor with Commonwealth Financial Network in Hanover, PA, holding the ChFC® and Series 63 designations and possessing 39 years of industry experience. She has worked with both Commonwealth Financial Network and Benchmark Investments & Insurance since 2009. Evans is a 50% owner of Evans Financial Services, LLC, an entity created for securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients, managing roughly $212.7 billion in assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.
Jack A
Series 63
York, PA
Commonwealth Financial Network
Jack Armstrong is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 26 years of industry experience. He has worked at Commonwealth since 2017 and has been associated with Keystone Financial Strategies since 2009, also serving as a CPA there. Armstrong is a partner at SN Advisors, LLP, which operates as Keystone Financial Strategies, and spends part of his time engaged in CPA work unrelated to investments. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering various advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors, who deliver investment advice under Commonwealth’s supervision.
Oona R
Series 63, Series 65
York, PA
Janney Montgomery Scott
Oona Raffensberger is a financial advisor with Janney Montgomery Scott in York, PA, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Janney Montgomery Scott since 1998 and is also involved in the Weeusables Consignment Event since 2023. 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, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.
Kelly K
CFP®, Series 66
Gettysburg, PA
Osaic Advisory Services, LLC
Kelly Kampstra is a CFP® with 13 years of industry experience. She is currently with Osaic Advisory Services, LLC and has held prior roles at Triad Hybrid Solutions, Triad Advisors, Geneos Wealth Management Inc, and Ferrara Kampstra. Kampstra serves as treasurer for the Adams County Library System, a local nonprofit organization. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and related services delivered through multiple program models with custody primarily through Schwab and Fidelity.
Matthew W
Series 66, Series 65
Hanover, PA
Commonwealth Financial Network
Matthew Wilson is a financial advisor with Commonwealth Financial Network in Hanover, PA, holding Series 65 and Series 66 designations and 17 years of industry experience. He has been affiliated with both Benchmark Investments & Insurance and Commonwealth Financial Network since 2009. He is also co-owner of Evans Financial Services, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.
Jacob I
Series 65
York, PA
AE Wealth Management, LLC
Jacob Ilgenfritz is a financial advisor at AE Wealth Management, LLC with Series 65 credentials and three years of industry experience. Prior to joining AE Wealth Management in 2026, he worked at Ilgenfritz Financial Group and spent over a decade at Graham Architectural Products. Outside of his advisory role, he is involved in insurance sales through Ilgenfritz Financial Group. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, along with financial planning, plan services, and brokerage support.
Joshua H
Series 66
York, PA
Janney Montgomery Scott
Joshua Hogan is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and bringing five years of industry experience. His work history includes roles at Janney Montgomery Scott LLC since 2021, as well as positions at The Prudential Insurance Company of America and Pruco Securities LLC. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.
Gina K
CFP®
Gettysburg, PA
Beacon Pointe Advisors, LLC
Gina Kiefer is a CFP® professional at Beacon Pointe Advisors, LLC with experience spanning several roles since 2012, including positions at The Family Firm and Hooman & Associates. She is currently based in Gettysburg, PA. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to a diverse client base including individuals, corporations, and institutional investors, utilizing a combination of asset-allocation modeling and third-party independent managers across active and passive strategies.
Justin B
Series 66
Hanover, PA
Commonwealth Financial Network
Justin Brillhart is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Benchmark Investments & Insurance, H&R Block, and Cadaret Grant & Co., Inc. He is also the owner of Brillhart Consultants, which provides tax preparation and general accounting services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm offers discretionary model portfolios, customized investment programs, and comprehensive back-office support, including trading, compliance, and technology solutions.
Matthew L
Series 63, Series 65
York, PA
Janney Montgomery Scott
Matthew Levy is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and 36 years of industry experience. His career includes more than three decades at Merrill and seven years with Bank of America prior to joining Janney in 2021. 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 range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.
Holly M
CFP®, Series 66
York, PA
Janney Montgomery Scott
Holly Mayer is a CFP® with 28 years of industry experience, currently serving at Janney Montgomery Scott since 2009. She is based in York, PA. Outside of her advisory work, she holds leadership roles on investment and strategic committees for local charitable organizations, including the York County Community Foundation and the Misericordia Nursing & Rehabilitation Center. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base that includes individuals, families, trusts, corporate and retirement plans, and municipal clients. The firm offers a blend of in-house and third-party portfolio management, brokerage services, financial planning, and advisory programs.
Frederick W
Series 63, Series 65
York, PA
Janney Montgomery Scott
Frederick Wise is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 1998. Janney Montgomery Scott 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, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage services, financial planning, and advisory programs.
Jason T
CFP®, Series 66
York, PA
Commonwealth Financial Network
Jason Thorne is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2017. He has also been associated with Keystone Financial Strategies since 2009 and previously worked at Geneos Wealth Management, Inc. from 2008 to 2017. Outside of advisory work, he is a certified public accountant providing tax preparation services through Keystone Financial Strategies. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, trading, compliance, and practice-management support to affiliated advisors.
David F
Series 63, Series 65
York, PA
Janney Montgomery Scott
David Fullerton is a financial advisor with Janney Montgomery Scott in York, PA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Janney Montgomery Scott since 2001. 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 range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.
David B
Series 63, Series 65
York, PA
Janney Montgomery Scott
David Brosend is a financial advisor with Janney Montgomery Scott in York, PA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Janney Montgomery Scott since 2001. 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 clientele, including individuals, families, trusts, estates, and institutional clients, and provides a range of brokerage, financial planning, and advisory services.
Lee F
CFP®, ChFC®, Series 63, Series 65
Gettysburg, PA
Guardian Life
Lee Fortenberry is a financial advisor at Guardian Life with 34 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Northwestern Mutual and Park Avenue Securities. Outside of his advisory role, he serves as an adjunct professor at Shippensburg University and works as a golf course starter in Gettysburg, PA. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment programs including proprietary and third-party strategies, with advisory options that can be discretionary or non-discretionary.
Tyler L
CFP®, ChFC®, Series 66
York, PA
Janney Montgomery Scott
Tyler Lerman is a CFP® and ChFC® at Janney Montgomery Scott with eight years of industry experience. He has been with Janney since 2018 and previously worked at Penn National Insurance Company. Lerman serves on the board of the York County SPCA and is a member of its Nominating and Governance Committee. Janney Montgomery Scott 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.
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169 advisors near
17316
within the area shown on the map
Out of 400,000+ nationwide