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351 advisors near
17068
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Out of 400,000+ nationwide
Liana F
Series 65
Camp Hill, PA
Vicus Capital, Inc.
Liana Freeland is a financial advisor at Vicus Capital, Inc. with three years of industry experience. She holds a Series 65 designation and has previously worked at Clelan and Company, Pronto, and Kay LLC. Outside of financial advising, she is a board member of the Michael J. Santanna Jr Achievement Foundation, where she communicates with schools and distributes scholarships, and owns Freeland Ventures, LLC, a business focused on reselling vinyl records and vintage items. 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 employs a mix of fundamental and technical analysis with a variety of strategies and provides specialized services such as ERISA fiduciary consulting and dedicated program features like faith-based and ESG investment paths.
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.
Lillian C
Series 63, Series 65
Camp Hill, PA
Thrivent Advisor Network, LLC
Lillian Crusan is an advisor with Thrivent Advisor Network, LLC and holds Series 63 and Series 65 licenses. She has 26 years of industry experience and has worked concurrently with Northeastern Star Asset Management, Inc. since 2016. Outside of her advisory roles, she supervises telephone interviewers at the Survey Research Center at Pennsylvania State University. Thrivent Advisor Network serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services using a combination of internal management and independent managers.
Gretchen D
Series 66
Camp Hill, PA
Thrivent Advisor Network, LLC
Gretchen Duda is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 credential and eight years of industry experience. She has been affiliated with various entities within the Thrivent Financial group since 2017, including Thrivent Investment Management Inc and Thrivent Financial. Thrivent Advisor Network serves individuals, families, trusts, estates, businesses, and retirement plans with a focus on customized asset allocations and long-term investment strategies, utilizing a combination of low-cost diversified mutual funds, ETFs, and other investment options. The firm offers both discretionary and non-discretionary portfolio management, as well as access to independent managers and fee-based products.
Jamie F
Series 66
Camp Hill, PA
Thrivent Advisor Network, LLC
Jamie French is a Series 66-licensed financial advisor with 19 years of industry experience, currently serving at Thrivent Advisor Network, LLC. His prior roles include positions at Thrivent Investment Management and Purshe Kaplan Sterling Investments. He also serves as a governing board member at Daybreak Church, contributing to corporate decision-making and spiritual leadership. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm focuses on long-term investment strategies using customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by integration within the broader Thrivent group.
Kenneth F
CFA®, Series 63, Series 65
Camp Hill, PA
Thrivent Advisor Network, LLC
Kenneth Ferrone is a CFA® charterholder with 23 years of industry experience. He is currently affiliated with Thrivent Advisor Network, LLC and Northeastern Star Asset Management, Inc., serving clients from Camp Hill, PA. Outside of his advisory roles, he owns KRF Consulting, a business focused on mortgage tracking for private loans, and is a licensed insurance agent. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations through a network of advisory persons. The firm emphasizes a long-term investment approach using customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by third-party custodians such as Fidelity and Schwab.
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.
Zachary W
Series 66, Series 63
Camp Hill, PA
Vicus Capital, Inc.
Zachary Weigl is an investment advisory representative at Vicus Capital, Inc. with three years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including Rosenblatt Securities and PGIM, Inc. He has also been involved in financial services through Clelan and Company and has experience in fixed insurance sales. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm’s investment approach integrates fundamental and technical analysis across various strategies and emphasizes retirement-plan consulting and fiduciary services.
Colin B
Series 66, Series 63
Camp Hill, PA
Thrivent Advisor Network, LLC
Colin Bernd is a financial advisor with Thrivent Advisor Network, LLC, holding Series 66 and Series 63 credentials and six years of industry experience. He has worked at several Thrivent entities since 2020 and previously gained experience at LifeGuide Financial Advisors and Messiah College. Outside of advisory roles, he is involved in selling and servicing fixed insurance contracts. Thrivent Advisor Network serves individuals, families, trusts, businesses, and retirement plans, managing approximately $6.8 billion in client assets. The firm offers a range of portfolio management and financial planning services, emphasizing diversified investments and ongoing account monitoring.
Robert E
CFP®, Series 63, Series 65
Camp Hill, PA
On Investment Management CO
Robert Eichinger is a CFP® with 42 years of industry experience, currently serving at On Investment Management CO. He has been associated with THE O.N. Equity Sales Company since 1992. Outside of his advisory role, he is president of Cumberland Financial Group, where he sells life, health, disability insurance, fixed annuities, and equity-indexed annuities. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of third-party and adviser-directed investment programs, with a significant portion of assets managed on a non-discretionary basis.
Laura P
Series 63, Series 65
Lemoyne, PA
Gibbs Wealth Management, LLC
Laura Pesek is a financial advisor with Gibbs Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Rose Financial Management, Woodbury Financial Services, and Questar Asset Management. She is also an insurance agent involved in sales of fixed annuities, disability, health, life, property and casualty insurance, and employee benefits through her sole proprietorship, LP Financial Associates. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a mix of analytical approaches to guide investment allocations.
Christopher V
Series 66, Series 63
Camp Hill, PA
Thrivent Advisor Network, LLC
Christopher Van Hart is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked with Thrivent Investment Management Inc and Thrivent Financial for Lutherans since 2008. Van Hart serves as Board President of Family Promise of Harrisburg Capital Region, a nonprofit organization supporting homeless families in the local community. He also holds the position of Board Secretary for the Estate Planning Council of Central Pennsylvania. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $6.8 billion in client assets. The firm offers customized asset allocation and long-term investment strategies, emphasizing low-cost diversified mutual funds and ETFs, alongside individual equities, bonds, and alternative investments.
Dennis B
Series 63, Series 65
Camp Hill, PA
Commonwealth Financial Network
Dennis Browne is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been co-owner of Capital View Wealth Management, LLC since 2010 and has worked at Cambridge Investment Research Advisors, Inc. for 15 years prior to his current role. Browne also serves as a FINRA arbitrator in Lemoyne, PA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors. The firm offers a broad range of managed account programs, access to third-party asset managers, and custody and clearing services, supporting both individual and institutional clients across diverse investment platforms.
Martin C
Series 63
Lemoyne, PA
Janney Montgomery Scott
Martin Chronister is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and possessing 57 years of industry experience. He has been with Janney Montgomery Scott since 1978. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities through various advisory and brokerage services.
Edward F
CFP®, Series 63, Series 65
Camp Hill, PA
PNC Wealth Management
Edward Frome is a CFP® professional with 29 years of experience in the financial services industry. He is currently with PNC Wealth Management and has previously worked at Wells Fargo Clearing Services LLC and Ameriprise Financial Services, Inc. since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and implements portfolios via approved model strategies managed by PNC or third-party strategists.
Eugene A
Series 63
Lemoyne, PA
Janney Montgomery Scott
Eugene Anastasio Jr. is a financial advisor at Janney Montgomery Scott with 37 years of experience in the industry. He holds the Series 63 designation and has been with Janney Montgomery Scott since 2008. Outside of his advisory role, he is the owner and president of METANO, LLC and serves as a committee member of Owl Hollow Associates, LLC. 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 clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.
Colton C
Series 63, Series 65
Camp Hill, PA
Empower Advisory Group
Colton Comstock is a financial advisor with Empower Advisory Group in Camp Hill, PA, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Efs, Inc and GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Ryan C
CFP®, Series 63, Series 65
Duncannon, PA
GWN Securities Inc.
Ryan Christensen is a CFP® professional with 18 years of industry experience, currently serving at GWN Securities Inc. since 2008. He is also a licensed insurance agent, selling life insurance, annuities, and long-term care products. GWN Securities is an SEC-registered investment adviser and broker-dealer with a network of approximately 423 advisors managing around $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, including a range of managed-account programs with both traditional and legacy technical strategies.
Seth S
Series 63, Series 65
Mechanicsburg, PA
Commonwealth Financial Network
Seth Scott is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company for a decade before joining Commonwealth and founding Four Arrows Financial Group, where he dedicates part of his time to fixed insurance sales. Four Arrows Financial Group is a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management and retirement plan consulting, and offers advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.
Brian H
Series 63, Series 65
Camp Hill, PA
Eagle Strategies (NY Life)
Brian Hankinson is a financial advisor with Eagle Strategies (NY Life) based in Camp Hill, PA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes a twelve-year tenure at Coco Chiropractic Associates LLC before beginning his financial services career with New York Life Insurance Co and NYLIFE Securities LLC in 2017. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant focus on non-discretionary assets and advisory services linked to insurance and annuity products within an integrated New York Life affiliate structure.
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Finding advisors...
351 advisors near
17068
within the area shown on the map
Out of 400,000+ nationwide