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237 advisors near
17015
within the area shown on the map
Out of 400,000+ nationwide
Derek M
Series 66
Dillsburg, PA
Inspire Advisors, LLC
Derek Mauldin is a financial advisor with Inspire Advisors, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Thrivent Financial and In Him Christian Wellness. Outside of his advisory work, he volunteers as Treasurer for Mechanicsburg Brethren in Christ Church and serves as a board member for a Christian counseling nonprofit focused on mental health. Inspire Advisors, LLC manages over $1.3 billion in discretionary client assets and serves individual, high-net-worth, institutional, and charitable clients. The firm incorporates Biblically Responsible Investing through proprietary tools and employs diverse investment methods while frequently utilizing sub-advisors and offering tax-mitigation services.
Jeanna M
Series 66
Mechanicsburg, PA
Dakota Wealth, LLC
Jeanna Montes is a financial advisor at Dakota Wealth, LLC with 22 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Raymond James Financial Services, LPL Financial, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of her advisory role, she operates a clothing resale business selling used clothing on eBay. Dakota Wealth, LLC serves a broad range of clients such as individuals, trusts, foundations, retirement plans, and business enterprises, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs a long-term, customized investment approach utilizing a mix of mutual funds, ETFs, individual equities, fixed income, and alternative instruments, and is actively involved in managing pooled funds and serving as a sub-advisor to an ETF.
Jeffrey G
CFP®, Series 63, Series 65
Mechanicsburg, PA
Dakota Wealth, LLC
Jeffrey Goyette Jr. is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC since 2023. Prior to joining Dakota Wealth, he worked for seven years at Raymond James Financial Services. Dakota Wealth, LLC advises a diverse range of clients including individuals, trusts, foundations, retirement plans, and business enterprises. The firm employs a primarily long-term and customized investment approach, utilizing fundamental, technical, and quantitative analysis to manage diversified portfolios and also serves as an investment manager and sub-advisor to various pooled vehicles and registered ETFs.
Paul D
CFP®, Series 66
Mechanicsburg, PA
Thrivent Advisor Network, LLC
Paul Dubendorf is a CFP®-certified financial advisor with 21 years of industry experience. He is currently registered with Thrivent Advisor Network, LLC and Northeastern Star Asset Management, Inc., with a work history that includes roles at Northeastern Star Asset Management, Penn Investment Advisors, and AMP Asset Management. Outside of advisory services, he serves as president of Dube's Tax and Payroll Services Inc., providing tax preparation and payroll services. Thrivent Advisor Network, LLC offers discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on long-term, diversified portfolio construction using low-cost mutual funds and ETFs, supported by ongoing portfolio management and access to independent managers.
Mitchell W
Series 65
Dillsburg, PA
Inspire Advisors, LLC
Mitchell Wirth is a financial advisor at Inspire Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Daymark Financial Solutions, Members 1st Federal Credit Union, and Select Medical. He is also an independent licensed insurance agent in Pennsylvania, focusing on life and fixed annuities as well as accident and health insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a combination of fundamental, technical, and quantitative methods to construct portfolios, often delegating management to sub-advisors and offering tax-mitigation services.
Michael S
CFP®, Series 66
Dillsburg, PA
Inspire Advisors, LLC
Michael Smith is a CFP® professional with 23 years of experience in financial advising. He currently serves at Inspire Advisors, LLC and previously spent 20 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, he is vice-president of Our Father’s Hope, a nonprofit organization supporting orphans and foster children. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and primarily serves individual and institutional clients. The firm integrates Biblically Responsible Investing using proprietary tools and employs various analytical methods to construct portfolios, often delegating management to sub-advisors and affiliated managers.
Ryan R
Series 63, Series 66
Mechanicsburg, PA
Girard Advisory Services, LLC
Ryan Roy is a financial advisor with Girard Advisory Services, LLC in Mechanicsburg, PA, holding Series 63 and Series 66 registrations and 22 years of industry experience. He has been with Girard Advisory Services since 2011 and previously worked at FTJOL, LLC for seven years. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification, using a proprietary research process and a committee-approved list of large-cap stocks, and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.
Nicole J
Series 65
Dillsburg, PA
Inspire Advisors, LLC
Nicole Johndro is a financial advisor at Inspire Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Inspire Advisors, she served as Communications and Development Director for In Him Christian Wellness, a faith-based nonprofit organization. In this role, she worked on marketing strategy, fundraising campaigns, and donor relations. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing and employs a variety of quantitative and fundamental strategies implemented through model portfolios and proprietary ETFs.
Randall T
Series 63, Series 65
Shippensburg, PA
Capital Analysts
Randall Taylor is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, Taylor serves as president of a nonprofit foundation and is involved in community activities including a local Rotary Club foundation board and volunteer roles such as election worker and Meals on Wheels driver. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, employing both discretionary and non-discretionary investment approaches supported by a proprietary mutual-fund screening process.
Christopher P
Series 66
Dillsburg, PA
Inspire Advisors, LLC
Christopher Pagotto is a financial advisor at Inspire Advisors, LLC with seven years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he serves as a percussion music judge, providing commentary and scoring for high school indoor percussion competitions. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing using proprietary scoring and screening tools and employs a range of portfolio strategies including index-based and tactical allocations.
Jessica E
Series 66
Mechanicsburg, PA
Dakota Wealth, LLC
Jessica Elscheid is a financial advisor with Dakota Wealth, LLC, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at JMG Wealth Management Group, Raymond James Financial Services, LPL Financial, and Morgan Stanley. She serves as Treasurer and Secretary on the board of New Cumberland Federal Credit Union in a volunteer capacity. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base, including individuals, trusts, foundations, and business enterprises. The firm employs a long-term, customized investment approach and is involved in managing pooled funds and serving as a sub-advisor to a registered ETF.
Anthony B
Series 63, Series 65
Mechanicsburg, PA
Vicus Capital, Inc.
Anthony Briselli Jr. is a financial advisor at Vicus Capital, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Vicus Capital since 2001 and Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he is an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm uses a blend of fundamental and technical analysis with various strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory offerings.
Jackson S
Series 65, Series 66
Mechanicsburg, PA
Ethos Financial Group, LLC
Jackson Stough is a financial advisor at Ethos Financial Group, LLC with Series 65 and Series 66 licenses. He has been in the industry since 2024, with prior experience at RBC Wealth Management and a background in education at Liberty University and the high school level. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations with discretionary and non-discretionary investment management, financial planning, and related consulting. The firm uses model portfolios and diversified, risk-conscious strategies combining index-based exposures implemented through various investment vehicles.
Ross F
Series 65, Series 63
Dillsburg, PA
Ashton Thomas Securities, LLC
Ross Fronk is a financial advisor at Ashton Thomas Securities, LLC with 15 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Realta Equities, Inc. and Coastal Insurance Services. Outside of his advisory role, Fronk serves as a board member for Northern York Football & Cheer and co-owns a baseball and softball training facility in Dillsburg, PA. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, managing approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices.
Stephen T
Series 63, Series 66
Mechanicsburg, PA
IP Financial Advisory Services LLC
Stephen Trask is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. His prior experience includes roles at Vanderbilt Advisory Services, Vanderbilt Securities, LLC, and RBC Capital Markets. He also operates a separate business under Trask Financial Services. IP Financial Advisory Services LLC primarily serves individual retail clients with portfolio management, financial planning, and consulting services. The firm employs a variety of analytical approaches and manages discretionary portfolios, focusing on non–high-net-worth investors and offering specialized consulting services including actuarial and benefits analysis.
Jonathan S
Series 66
Mechanicsburg, PA
Ethos Financial Group, LLC
Jonathan Stough is a financial advisor with Ethos Financial Group, LLC, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ethos in 2026, he worked at City National Bank and RBC Capital Markets. He serves on the board of directors for both the Witney Ridge Homeowner's Association and the Midwest Food Bank in Pennsylvania. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management, financial planning, and consulting services. The firm uses model portfolios and a Core Allocation strategy focusing on diversified, risk-conscious investments implemented through various vehicle types.
John G
Series 66
Mechanicsburg, PA
Dakota Wealth, LLC
John Goyette is a financial advisor at Dakota Wealth, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including JMG Wealth Management Group, Lincoln Financial Distributors, Raymond James Financial, and MassMutual. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, and business enterprises, providing wealth management, financial planning, retirement plan advisory, and portfolio management. The firm uses a long-term, customized investment process incorporating fundamental, technical, and quantitative analysis to construct diversified portfolios and is actively involved in managing pooled and private fund structures as well as serving as sub-advisor to a registered ETF.
Derek S
Series 66
Mechanicsburg, PA
TIAA-CREF
Derek Shaffer is a financial advisor with TIAA-CREF, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade Investment Management. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering both model and customized portfolio options.
James D
CFP®, Series 63, Series 66
Carlisle, PA
Carson Wealth
James De Gaetano Jr. is a CFP® professional with 20 years of experience in financial advising. He is currently with Carson Wealth and has previously worked at firms including Diamond Wealth Advisors, LPL Financial, and First Command. Outside of his advisory role, he is an author through JD Media LLC and serves as a board member at Shippensburg University. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion via a platform of over 650 advisors. The firm provides discretionary asset management, financial planning, and specialized investment solutions, supported by an Investment Committee that uses both fundamental and technical analysis to oversee portfolios.
Seth G
Series 63, Series 65
Mechanicsburg, PA
Empower Advisory Group
Seth Gray is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at PA Options for Wellness and NewRez, and has been with Empower in various roles since 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm uses an integrated service model linked to Empower’s recordkeeping systems, offering point-in-time financial plans and optional managed account solutions.
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Finding advisors...
237 advisors near
17015
within the area shown on the map
Out of 400,000+ nationwide