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74 advisors near
17821
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Christina G
Series 63, Series 66
Hummels Wharf, PA
Raymond James Financial
Christina Greak is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Raymond James since 2015 and also has tenure at Fulton Bank and Fulton Financial Corporation. Outside of her advisory role, she serves as Vice President at Fulton Financial Advisors in a non-investment capacity. 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, and institutional clients. The firm employs tailored, non-discretionary planning utilizing risk profiling and analytical tools to support client goals, and it maintains distinctive offerings such as municipal advisory services and SIMPLE IRA employer consulting programs.
John M
Series 63
Lewisburg, PA
OSAIC
John Molinaro is a financial advisor at OSAIC with 44 years of industry experience. He holds the Series 63 designation and previously worked at Securities America Advisors, Inc. and Securities America, Inc. for over two decades. He is also the owner of MoneyWise, Inc., where he sells and services insurance and fixed annuity contracts. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage, investment advisory, and financial planning services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation and portfolio-construction tools and provides access to third-party money managers and wrap programs.
Jack H
Series 66
Bloomsburg, PA
STIFEL
Jack Howell is a financial advisor at Stifel with a Series 66 designation and has been with the firm since 2024. Prior to joining Stifel, he held positions at The Links at Hemlock Creek, Wilkes University, TY Delta Motors, Keyser Construction, and the Bloomsburg School District. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.
Michael S
Series 63, Series 65
Danville, PA
Cambridge Investment Research Advisors
Michael Stramara is a financial advisor with Cambridge Investment Research Advisors in Danville, PA, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and has prior experience with AIM, Inc. Outside of advising, he serves as Vice President and independent insurance agent for Associated Insurance Management Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent financial professionals using a range of portfolio management strategies and platform arrangements.
Marlena S
Series 66
Lewisburg, PA
Edward Jones
Marlena Sinopoli is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She previously worked at First National Bank of PA and Susquehanna Community Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Alexander H
Series 63, Series 66
Selinsgrove, PA
Cetera
Alexander Hoppes is a financial advisor with Cetera, holding Series 63 and Series 66 designations and four years of industry experience. His career includes roles at Cetera Investment Services LLC, The Northumberland National Bank, and Fulton Bank. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals across wealth levels, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with more than 10,000 advisors and over $256 billion in assets under management.
Eric K
Series 65, Series 63
Danville, PA
Cetera
Eric Kishbaugh is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Cetera Wealth Services, LLC and J & J Financial, where he also operates as a registered representative. In addition to advisory work, Kishbaugh acts as an independent insurance agent specializing in health, fixed annuities, and life insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and custodial relationships.
Mary J
Series 63
Lewisburg, PA
Mass Mutual Investors Services
Mary Jansen is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 29 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company since 1996. Outside of her advisory work, she owns a rental real estate business in Shavertown, Pennsylvania. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved analytical tools.
Christopher H
Series 63, Series 65
Bloomsburg, PA
STIFEL
Christopher Howell is a financial advisor with Stifel in Bloomsburg, PA, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory role, Howell is co-owner of Howiekling Aviation LLC and serves as a trustee of a non-family trust. Stifel serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group.
Alexander N
Series 66
Bloomsburg, PA
Thrivent Investment Management
Alexander Nole is a financial advisor at Thrivent Investment Management with a Series 66 designation and five years of industry experience. His prior work includes positions at Geisinger Health System and Government Employees Insurance Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm delivers holistic, goal-based planning with written recommendations across various financial topics, offering clients the option to combine planning with managed accounts under a consolidated billing program called “WealthPlan.”
Lisa S
Series 63, Series 65
Bloomsburg, PA
LPL Financial
Lisa Shilko is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at M&T Securities, Inc. for 34 years before joining LPL Financial in 2021. Outside of her advisory role, she is a 25% owner of LipTech LLC. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.
Terra D
Series 63, Series 66
Selinsgrove, PA
Edward Jones
Terra Decker is a financial advisor at Edward Jones in Selinsgrove, PA, with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Kish Bank for 17 years before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Jeffrey M
Series 63, Series 65
Danville, PA
LPL Financial
Jeffrey Mckinnon is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services and Wells Fargo Advisors. He also maintains a role with Service 1st Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.
Brenda B
Series 65, Series 63
Milton, PA
Primerica Advisors
Brenda Blakeney is a financial advisor with Primerica Advisors in Milton, PA, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. She has worked with Primerica Advisors since 2006 and Primerica Financial Services since 2003. Prior to her financial career, she was employed by the Federal Bureau of Prisons for 25 years. Outside of advising, she is involved in sales of home-related products and loan services through affiliated Primerica companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and uses model-driven investment strategies managed by third-party asset managers.
Michael J
Series 66
Lewisburg, PA
Edward Jones
Michael Johnson is a Series 66-credentialed financial advisor with 17 years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Cetera Investments Advisers LLC, Cetera Investment Services LLC, and First National Bank of Pennsylvania. 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 range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
David S
Series 66
Bloomsburg, PA
Thrivent Investment Management
David Saul is a financial advisor with Thrivent Investment Management in Bloomsburg, PA, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans since 2005 and Thrivent Investment Management since 2004. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.
David S
Series 63, Series 65
Lewisburg, PA
OSAIC
David Shrom is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for FSC Securities Corporation for 29 years. In addition to his advisory role, he owns a sole proprietorship involved in life insurance and variable annuity sales. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a focus on diversified portfolios managed using firm-provided asset-allocation tools and risk-tolerance assessments.
Stephen E
Series 63, Series 65
Sunbury, PA
Cetera
Stephen Engle is a financial advisor with Cetera who holds the Series 63 and Series 65 designations and has 35 years of industry experience. He has worked at Cetera since 2025 and previously spent over three decades with Purdy Insurance Agency, where he remains active as an insurance agent specializing in life, health, and fixed annuities. Engle also serves as an elected board member of the Community Giving Foundation in Sunbury, PA. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. 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.
Sheri M
Series 66
Selinsgrove, PA
Edward Jones
Sheri Marshall is a financial advisor at Edward Jones in Selinsgrove, PA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Arthrex Inc and Novus Surgical. Outside of her advisory role, she is the managing partner of Oleve Solutions LLC, a company formed to purchase real estate and consolidate rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary solutions, and provides affiliated mutual funds, tax-efficient services, and a securities-based lending option.
Charles S
Series 66
Shamokin Dam, PA
Edward Jones
Charles Straub is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2011. He has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets, supported by a large network of advisors and branch offices nationwide.
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Finding advisors...
74 advisors near
17821
within the area shown on the map
Out of 400,000+ nationwide