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123 advisors near
16601
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Out of 400,000+ nationwide
Stephen P
Series 65
Hollidaysburg, PA
Cetera
Stephen Pramuk is a financial advisor with Cetera, holding a Series 65 designation and bringing eight years of industry experience. He has been affiliated with Cetera Financial Specialists LLC and Cetera Investment Advisers, LLC since 2017 and operates an accounting and tax consulting firm, Stephen C. Pramuk, CPA, PC, since 2004. Pramuk also owns Pramuk Wealth Management, LLC, a financial services DBA. 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 multi-manager platform with a range of portfolio management, financial planning, and retirement services, supporting both discretionary and non-discretionary strategies.
Michelle D
Series 63, Series 65
Hollidaysburg, PA
Mass Mutual Investors Services
Michelle Day is a financial advisor with Mass Mutual Investors Services in Duncansville, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Mass Mutual and its affiliated MML Investors Services since 2013. Outside of her advisory role, she is a Mary Kay Cosmetics skin care consultant. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual planning engagements using firm-approved software to analyze client goals and deliver written recommendations.
Nicholas S
CFA®, Series 63
Altoona, PA
Cambridge Investment Research Advisors
Nicholas Sefchok is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2022. His prior experience includes roles at Pensionmark Financial Group and JJAN Financial. Outside of his advisory work, he is involved with multiple business ventures, including ownership of a wealth advisory firm and investment in a startup educational business. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing a range of portfolio management strategies and platform options.
Andrew B
Series 63, Series 65
Altoona, PA
Cetera
Andrew Boyd is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked at Cetera Wealth Services since 2019 and previously at Willis Towers Watson and Summit Financial Group. Outside of his advisory role, Boyd serves as treasurer for Ligonier Church of the Brethren, managing the church’s finances and bookkeeping. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and features a multi-manager platform with access to various investment strategies and third-party managers.
Robert D
Series 63, Series 65
Altoona, PA
LPL Financial
Robert Donlan is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior work includes eight years at Cadaret, Grant & Co., Inc. and significant roles at Hancock Capital Management, Inc. and Allan Hancock Agency Inc. He maintains business involvement with Hancock Capital Management, Inc., an independent investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.
Julie L
Series 63, Series 65
Altoona, PA
STIFEL
Julie Lerch is a financial advisor with Stifel in Altoona, PA, holding Series 63 and Series 65 licenses and with 19 years of industry experience. She has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Dana H
Series 66
Altoona, PA
Edward Jones
Dana Harris is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Dana worked in healthcare-related roles at UPMC Altoona Regional Health Services Inc and Nemours Children's Hospital. Dana is a Woman of Impact Nominee involved with the American Heart Association, participating in fundraising efforts through their online donation portal. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.
Gerald R
ChFC®, Series 63, Series 65
Altoona, PA
Cambridge Investment Research Advisors
Gerald Rose is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including prior roles at Cadaret, Grant & Co., Inc. and CUSO Financial Services, Lp. Rose serves as president of the Westwood Water Company and is a committee member and volunteer at St. Therese Church in Altoona, PA. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a wide range of clients, including individuals, pension plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, offering both proprietary and third-party investment strategies tailored to client objectives.
Thomas W
Series 63, Series 65
Altoona, PA
STIFEL
Thomas Weimer is a financial advisor at Stifel with 50 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Stifel since 2009. Outside of his advisory role, he serves on finance councils for the Roman Catholic Diocese of Altoona-Johnstown and St. John the Evangelist Catholic Church, and is Treasurer of the Msgr. Joseph M. Luddy Scholarship Board; he is also Director Emeritus of the ARC of Blair County. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market analysis and probabilistic modeling developed by its Investment Strategy Group.
Paul G
Series 63, Series 66
Hollidaysburg, PA
Cetera
Paul Good is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked with Cetera since 2014 and has been affiliated with First National Bank of Pennsylvania since 2008. Outside of his advisory role, he receives compensation for referrals to the First National Bank trust department and is involved in fixed life insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, 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, supporting both discretionary and non-discretionary investment approaches.
Matthew S
Series 66
Altoona, PA
LPL Enterprise
Matthew Schultz is a financial advisor with LPL Enterprise holding a Series 66 designation and seven years of industry experience. His previous roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Advisors and Clearing. He has also worked at Clarion University, both in recreational services and academic capacities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.
Adam F
Series 63, Series 66
Altoona, PA
LPL Financial
Adam Fogle is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining LPL Financial in 2025, he worked at NEXT Financial and has held positions at Doordash, Inc., Lowes, Inc., and Sheetz, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.
Jason M
Series 66
Tyrone, PA
Ameriprise
Jason Miller is a financial advisor with Ameriprise in Tyrone, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000 and currently owns and manages an Ameriprise Financial franchise previously operated by his father. In addition to his advisory work, he serves as a deacon in his local church. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s services combine proprietary investment research and third-party data, with recommendations implemented on a non-discretionary basis by clients or their advisors.
Jacob B
Series 66
Hollidaysburg, PA
Ameriprise
Jacob Bickley is a financial advisor at Ameriprise Financial Services LLC with one year of industry experience. He holds a Series 66 designation and previously worked in the healthcare sector at Sound Physicians, PHI Medicine, and Notal Vision. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Brian K
Series 63, Series 65
Altoona, PA
Primerica Advisors
Brian Kelly is a financial advisor with Primerica Advisors in Altoona, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Primerica Advisors since 2015 and has prior experience with Pennsylvania Grain Processing, LLC. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and implements models via BNY Mellon Advisors, offering a tiered wrap fee structure and maintaining oversight of its investment offerings.
Stephen P
Series 63
Altoona, PA
LPL Financial
Stephen Perove is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 46 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 32 years and has operated Perove Wealth Management since 2012. Outside of his advisory work, he is involved with Perove Financial Incorporated, a business entity related to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.
Katlin W
Series 66
Hollidaysburg, PA
Ameriprise
Katlin Webb is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eight years. Outside of her advisory work, she serves on the board of directors for Williamsburg Youth Baseball and Softball, where she also leads concessions. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling to generate tax-efficient, income-focused recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.
Bud B
Series 63, Series 65
Tyrone, PA
Cambridge Investment Research Advisors
Bud Boom is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Cambridge in various capacities since 2006. Outside of his advisory role, Boom serves as chairman of the board for the Northern Blair County Regional Sewer Authority and is a trustee for Camp Anderson Corporation, a nonprofit assisting Boy Scouts in a three-county area. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple platform arrangements and both proprietary and unaffiliated investment strategies.
Brenda E
Series 63, Series 65
Altoona, PA
STIFEL
Brenda Eckenrode is a financial advisor with Stifel in Altoona, PA, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016. Outside of her advisory role, she serves as a notary public for the Altoona Stifel branch. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. Its investment approach incorporates a proprietary methodology developed by the firm’s Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.
Lindsey N
Series 66
Holidaysburg, PA
Cetera
Lindsey Neely is a financial advisor at Cetera with one year of industry experience. She holds the Series 66 designation and has previously worked at First National Bank of PA and Thompson LTC Pharmacy. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and custodial relationships to provide discretionary and non-discretionary investment solutions.
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Finding advisors...
123 advisors near
16601
within the area shown on the map
Out of 400,000+ nationwide