Overwhelmed by options?
Answer a few questions to see advisors matched to you.
70 advisors near
17201
within the area shown on the map
Out of 400,000+ nationwide
Eric A
Series 66
Chambersburg, PA
Edward Jones
Eric Alleman is a financial advisor with Edward Jones in Chambersburg, PA, holding a Series 66 designation and four years of industry experience. He previously worked at ACNB Bank for five years and Farmers and Merchants Trust Company for nine years. Outside of his advisory role, Alleman serves on the boards of the CASD Foundation and Greenvillage Youth League, and is a member of the finance committee at Five Forks Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm is notable for its large network of advisors and branches, affiliated mutual funds, and comprehensive services such as tax-efficient strategies and securities-based lending.
Megan W
Series 63, Series 65
Shippensburg, PA
Ameriprise
Megan Wall is a financial advisor with Ameriprise in Shippensburg, PA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. Her prior roles include positions at Avantax Insurance Agency, Avantax Advisory Services, and Sniegocki Weaver Financial Solutions. Outside of her advisory work, she is employed by LJS Group LLC, a legal entity related to advisory services, and is involved in coordinating care between CPAs and clients through Pennoptic CPAs and Strategic Partners. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with their financial advisors.
Kristian F
Series 63, Series 65
Chambersburg, PA
Merrill
Kristian Frank is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings a commitment to helping clients develop individualized wealth management strategies, focusing on areas such as corporate executive services, divorce transition planning, legacy planning, personal retirement planning, philanthropic planning, tax minimization, and retirement income. Kristian works closely with his clients to balance risk and reward solutions based on their unique financial situations, goals, and risk tolerance. Kristian holds several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated in 1996 from Grove City College with a B.S. in Accounting and Political Science and also attended Gettysburg Theological Seminary for three years. Beyond his professional activities, Kristian is involved in various community organizations such as the American Cancer Society, Capitol Theatre, Chambersburg Council for the Arts, Civitan International, Kismore's Mission Support Team, and the Leukemia and Lymphoma Society. He enjoys gardening, hiking, ice hockey, pottery, reading, spending time with his family, traveling, and writing during his personal time.
Gregory O
CFP®, Series 63, Series 65
Chambersburg, PA
Cetera
Gregory Ocker is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Cetera since 2025. He previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. for over 25 years. Outside of advising, Ocker is involved in a window treatment franchise, handling bookkeeping and tax preparation duties. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services, offering flexible program options including discretionary and non-discretionary management across multiple custodial relationships.
William G
Series 66
Shippensburg, PA
Edward Jones
William Graham V is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and the Ludwig Institute for Cancer Research. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors, offering a range of advisory programs and affiliated investment products.
Donetta F
Series 63, Series 65
Chambersburg, PA
Cetera
Donetta Friese is a financial advisor at Cetera with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Cetera Investment Services since 2013 and Farmers & Merchants Trust from 2006 to 2024. Outside of her advisory work, she is the owner and operator of a candle sales business called Country Trading Post. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services and access to third-party money managers.
Ronda W
Series 66
Chambersburg, PA
Merrill
Ronda Washinger is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2023 and has prior experience with the Greencastle Antrim School District and the Vets Canteen Association. Outside of her advisory role, she has been involved with the Minnequa Social Club and Messiah United Methodist Church for over a decade. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.
Shawn M
Series 63, Series 66
Chambersburg, PA
Cetera
Shawn Michael is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at AXA Advisors and Amazon Fulfillment. Shawn serves as president of the board at the Boys and Girls Club of Chambersburg and Shippensburg, overseeing the CEO and managing board activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.
Roderick S
Series 63, Series 65
Chambersburg, PA
Edward Jones
Roderick Salter is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.
Elizabeth B
Series 63, Series 66
Chambersburg, PA
Cetera
Elizabeth Brown is a financial advisor with Cetera, holding Series 63 and Series 66 certifications and 25 years of industry experience. She has held roles including trust officer and financial advisor with Orrstown Bank and Orrstown Financial Advisors since 2019. Brown serves as a notary public in Carroll County, Maryland. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm supports various program structures and custodial relationships, overseeing more than $256 billion in assets across over 10,000 advisors.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
70 advisors near
17201
within the area shown on the map
Out of 400,000+ nationwide