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125 advisors near
17363
within the area shown on the map
Out of 400,000+ nationwide
James S
Series 63, Series 65
Glen Rock, PA
Independent Financial Partners
James Shenk is a financial advisor at Independent Financial Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Realta Investment Advisors, Inc. and Realta Equities, Inc. for nine years. Outside of his advisory work, he is an investor in Shenk Distribution, a company involved in the distribution of shot shell ammunition. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, offering investment advisory, financial planning, trust, and retirement-plan services. The firm manages over $12.5 billion in assets and supports a multi-advisor platform catering to individual, charitable, corporate, and high-net-worth clients, with a notable focus on formal retirement-plan advisory and pension consulting services.
Hannah R
Series 63, Series 66
Shrewsbury, PA
T. Rowe Price Advisory Services, Inc.
Hannah Rouse is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her prior roles include positions at Morgan Stanley, Fis, and Cambridge Associates. Outside of her advisory work, she volunteers running the scoreboard for high school sports at Susquehannock High School. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, which combines goals-based financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households focused on retirement. The firm uses model portfolios invested in proprietary T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and delivering financial plans and reviews supported by an interactive online planning tool.
Daniel C
Series 63, Series 66
Hampstead, MD
T. Rowe Price Advisory Services, Inc.
Daniel Craig is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and possessing nine years of industry experience. He has worked at T. Rowe Price since 2018 and previously held roles at Northwestern Mutual and Towson University. Outside of his advisory work, he is a 33.34% owner of Tell Tale Coffee Company, a coffee sales business in Westminster, MD. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily to individual investors and households. The firm utilizes proprietary mutual funds and ETFs with a goals-based approach supported by an interactive online planning tool.
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.
Annie M
Series 63, Series 65
Hampstead, MD
Commonwealth Financial Network
Annie Morrison is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. She has 27 years of industry experience and is also the owner of Zuma Financial Advisors, a firm she established in 2013 to facilitate securities, advisory, and insurance services. Her prior work includes positions at LPL Financial and TIAA-CREF. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custodial services.
Marisa B
Series 66
York, PA
Cetera
Marisa Boyle is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. She has worked at several firms including PeoplesBank and LPL Financial, and currently serves as a financial advisor at Orrstown Bank dba Orrstown Financial Advisors. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to multiple program structures and third-party money managers.
Zachary F
Series 66
York, PA
Wells Fargo Clearing
Zachary Firestone is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. His prior roles include five years at Edward Jones and a military background with the United States Army Reserves. 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 through more than 14,000 financial advisors and offers both brokerage and advisory solutions.
James R
Series 66
York, PA
LPL Financial
James Romig is a financial advisor with LPL Financial who holds a Series 66 credential and has 11 years of industry experience. He has worked across multiple firms, including Thrivent Financial and Waddell & Reed, before joining LPL Financial in 2021. Romig operates under the DBA Life's Journey Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a wide range of advisory and brokerage services through a large network of investment adviser representatives.
Renee P
Series 63, Series 65
Parkton, MD
LPL Enterprise
Renee Pretorius is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of financial planning, consulting, and insurance-related services.
Emily W
CFP®, Series 63, Series 65
York, PA
LPL Financial
Emily Weaver is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Her prior roles include work with Life's Journey Financial LLC and Waddell & Reed, Inc. She has also managed her own business entities, including Emily B. Weaver LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning and advisory services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of investment solutions via its extensive network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and various strategic approaches.
Ibrahim A
Series 66
New Freedom, PA
LPL Financial
Ibrahim Al Naber is a financial advisor with LPL Financial, holding the Series 66 designation and 17 years of industry experience. His prior roles include positions at Waddell & Reed Inc., Mutual of Omaha Investor Services, Inc., and Ameriprise. He is also involved with Modern Life Group, Inc., a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, employing various investment strategies and leveraging technology for operational support.
Jason S
Series 63, Series 66
Jacobus, PA
Fidelity
Jason Salvino is a financial advisor with Fidelity who holds Series 63 and Series 66 credentials and has six years of industry experience. His prior roles include work at T. Rowe Price from 2019 to 2021 and multiple positions associated with Pacific Lutheran University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.
Russell A
Series 63, Series 66
York, PA
Edward Jones
Russell Allen is a financial advisor at Edward Jones in York, PA, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he owns and maintains an apartment rental business in York. 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 with a nationwide network of nearly 24,000 advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment options.
Richard B
Series 63, Series 66
Red Lion, PA
Cetera
Richard Brown is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked with Avantax Investment Services, 1st Global Advisors, and Avantax Insurance Services. Outside of his advisory work, he plays baritone horn in a German band that performs for church events. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios as well as customizable investment strategies.
Kara R
Series 66
York, PA
Edward Jones
Kara Reisser is a Series 66 licensed financial advisor with Edward Jones in York, PA, where she has worked since 2019. She has four years of industry experience and previously worked at Heritage Hills Athletic Club, Real Estate Education Center, CR Consulting, and Morex Ribbon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large national network of advisors and branch offices.
Paul T
CFP®, PFS™, Series 63, Series 65
Jarrettsville, MD
Cambridge Investment Research Advisors
Paul Taber is a CFP® and PFS™ credentialed financial advisor with 23 years of experience. He is currently with Cambridge Investment Research Advisors and has previously worked at National Planning Corporation. Outside of his advisory work, he serves as a scoutmaster for a local Boy Scout troop. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.
F. Joseph F
CFP®, Series 66
Manchester, MD
Cetera
F. Joseph Feeney Jr. is a CFP® professional with 27 years of experience, currently affiliated with Cetera since 2025. His prior experience includes long-term roles at Avantax Advisory Services and related entities, as well as his own Gunpowder Financial Services LLC, where he provides tax preparation and accounting services. Outside of finance, he serves as treasurer for the Old Wharf Condominium Association and is a member of the Optimist Club of Timonium, MD. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management services and operates a multi-manager platform, providing access to affiliated and third-party managers with a broad range of program options.
Wendy L
Series 63, Series 65
York, PA
Cetera
Wendy Livingston is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked at firms including LPL Financial, Peoplesbank, and currently serves at Cetera and Orrstown Bank dba Orrstown Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.
Maynard T
Series 63, Series 66
Hampstead, MD
Edward Jones
Maynard Tiahrt II is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Edward Jones since 2004. Outside of his advisory role, he serves on the board of the Academy of Finance in Carroll County, Maryland, which helps high school seniors learn about business and finance, and is a co-owner of an agricultural business, Great Day in the Morning Farm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Denny B
ChFC®, Series 66
Red Lion, PA
LPL Financial
Denny Breneman is a ChFC® and holds a Series 66 license, working with LPL Financial in Red Lion, PA. He has 23 years of industry experience, including 15 years at M&T Securities and two years at Equitable Advisors. Breneman has been with LPL Financial since 2021. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various portfolio strategies supported by advanced research and operational tools.
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Finding advisors...
125 advisors near
17363
within the area shown on the map
Out of 400,000+ nationwide