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726 advisors near
17070
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Maynard N
CFP®, Series 63
Lemoyne, PA
LPL Financial
Maynard Neff is a financial advisor with LPL Financial, holding the CFP® and Series 63 designations and bringing 42 years of industry experience. He has worked at LPL Financial since 2018 and has concurrently been associated with INVEST Financial Corp since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse clientele, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.
Kyle S
Series 66
Mechanicsburg, PA
Mass Mutual Investors Services
Kyle Smith is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at CampusDoor Inc., TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade, Inc. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools and delivers recommendations focused on investment categories and strategies.
Vincent C
Series 63, Series 65
Hershey, PA
Cambridge Investment Research Advisors
Vincent Catalano is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors and Concourse Financial Group Securities. He is co-owner of KCA Wealth Management LLC and is involved in financial planning education and tax preparation services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple custody and platform arrangements with discretionary and non-discretionary investment options, incorporating proprietary and third-party model strategies.
Charles L
CFP®, Series 63, Series 65
Mechanicsburg, PA
Wells Fargo Advisors
Charles Little is a CFP® with 27 years of industry experience. He is currently with Wells Fargo Advisors and previously spent 21 years at PNC Investments. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm’s approach includes specialized planning in areas such as business-owner transition and sports & entertainment planning, combining proprietary research and planning tools to develop tailored recommendations.
Gregory K
Series 63, Series 65
Camp Hill, PA
LPL Enterprise
Gregory Kane is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, and currently operates a financial planning business under the Kaufmann Financial Group name. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services. The firm provides access to model portfolios, third-party asset management, and a range of financial products through an integrated platform.
Joshua M
Series 63, Series 66
Camp Hill, PA
Charles Schwab
Joshua Mccarty is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior experience includes roles at TD Ameritrade Investment Management, LLC and TD Waterhouse Investor Services Inc. Outside of his advisory work, he is a landlord for three investment properties. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering a multi-asset model portfolio approach supported by in-house research and alternative investment due diligence.
Andrea C
Series 65, Series 63
Camp Hill, PA
Primerica Advisors
Andrea Chronister is a financial advisor with Primerica Advisors in Camp Hill, PA, holding Series 63 and Series 65 designations and 12 years of industry experience. Her prior work includes roles at Lobar Inc, Moore Graphics Inc., and Mount Calvary Episcopal. She has been associated with PFS Investments Inc. since 2014 and with Primerica Financial Services since 2012. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven recommendations managed by unaffiliated asset managers.
Matthew F
Series 66, Series 65
Mechanicsburg, PA
Mass Mutual Investors Services
Matthew Fitzgerald is a financial advisor with MassMutual Investors Services in Mechanicsburg, PA, holding Series 65 and Series 66 licenses and having seven years of industry experience. He has previously worked with Appalachian Financial Literacy Group, LLC as an instructor leading financial literacy seminars, and has also been involved with Edge Performance Hockey for over a decade. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including educational seminars and focuses on collaborative, goal-based financial planning.
David M
Series 66
Harrisburg, PA
Cetera
David Martin is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. He has worked at Cetera and Cetera Wealth Services, LLC since 2013 and has also been an insurance agent at Strock Insurance LLC since 2007, where he sells property, casualty, and life insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and operates as a multi-manager platform with access to various investment strategies and program structures.
Michael B
Series 63, Series 65
Camp Hill, PA
Cetera
Michael Brittain is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked with Cetera since 2023 and has been involved with Cumberland Collier Group, LLC and Cetera Wealth Services, LLC since 2016. Outside of his advisory role, Brittain serves as a trustee on the finance committee of Pine Street Presbyterian Church. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing advisors flexibility in implementing model portfolios, third-party managers, or customized strategies.
Colin B
Series 66
Elizabethtown, PA
Fidelity
Colin Brubaker is a financial advisor at Fidelity with six years of industry experience and holds the Series 66 designation. His prior experience includes roles at American Wealth Strategy Group and SAGEPOINT FINANCIAL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.
Grant K
Series 66
Mechanicsburg, PA
Mass Mutual Investors Services
Grant Kuffa is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been with MassMutual Life Insurance Co and Mass Mutual Investors Services since 2025. Outside of his advisory work, he serves as an economics tutor at Susquehanna University, assisting underclassmen with their studies. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved software and collaborative planning to deliver written recommendations, offering a range of specialized planning programs including estate and employer-sponsored planning.
Zachary H
Series 66
Harrisburg, PA
Mass Mutual Investors Services
Zachary Hogentogler is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 14 years of industry experience. He has worked at MML Investors Services and MassMutual since 2021 and previously spent nine years with CUSO Financial Services. He is involved with the Appalachian Financial Literacy Group, which focuses on financial education. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, money-manager programs, and educational seminars, emphasizing collaborative, annual financial planning engagements.
Abigail W
Series 63, Series 65
Mechanicsburg, PA
Mass Mutual Investors Services
Abigail White is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and two years of industry experience. She has been with MassMutual Life Insurance Co since 2023 and Mass Mutual Investors Services since 2011. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes using firm-approved tools for goal analysis and providing written recommendations without discretionary authority.
Benjamin G
Series 66
Mechanicsburg, PA
Ameriprise
Benjamin Glatfelter is a financial advisor at Ameriprise Financial Services with four years of industry experience. He holds a Series 66 designation and has a legal background from his nearly two decades at Kennedy, PC Law Offices. He also owns the Glatfelter Law Firm, PLLC, where he practices estate law. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides customized retirement income planning and tax-aware withdrawal strategies.
Melissa Y
Series 63, Series 65
Mechanicsburg, PA
Mass Mutual Investors Services
Melissa Yerger is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with MassMutual Life Insurance Co and MML Investors Services, LLC since 2017, with prior experience at Phoenix Contact and a period as a substitute teacher. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering structured, collaborative planning engagements and a range of specialized event-driven services.
Byron D
Series 63, Series 65
Mechanicsburg, PA
Mass Mutual Investors Services
Byron Dunlap is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been affiliated with Wienken Advisors, Ltd. since 2015 and with Mass Mutual Life Insurance Company since 2008. Outside of his advisory role, he is involved in outside insurance sales focused on annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software to provide collaborative, goal-focused recommendations.
Melissa E
Series 66
Elizabethtown, PA
Ameriprise
Melissa Eckroth is a financial advisor at Ameriprise Financial Services with 16 years of experience at the firm. She holds a Series 66 designation and operates out of Elizabethtown, PA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, delivering written recommendation reports and ongoing advice using a combination of investment research, third-party data, and algorithmic tools.
Domini A
Series 66
Camp Hill, PA
LPL Financial
Domini Allison is a Series 66-credentialed financial advisor with 14 years of industry experience. She is currently with LPL Financial and has previous experience at Cambridge Investment Research, Lincoln Investment, and PNC. Allison serves as a budget manager for the Erie Police Athletic League, overseeing grant and donation budgets. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research.
Maria L
CFP®, Series 66
Camp Hill, PA
Charles Schwab
Maria Leiva is a financial advisor with Charles Schwab in Camp Hill, PA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Charles Schwab Bank, European Wax Center, and The Princeton Review. Charles Schwab & Co., Inc. serves primarily high‑ and ultra‑high‑net‑worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non‑discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a broad range of integrated brokerage, custody, and advisory services.
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726 advisors near
17070
within the area shown on the map
Out of 400,000+ nationwide