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199 advisors near
17042
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Out of 400,000+ nationwide
Ryan E
Series 66
Lititz, PA
Cetera
Ryan Egan is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, Voya Financial Advisors, and operates his own firms, Egan Financial Advisors, LLC, and Kylen Financials, Inc. He also serves as a trustee for a private trust. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Glen D
CFP®, Series 66
Lititz, PA
LPL Financial
Glen Diehm is a CFP® with 22 years of industry experience, currently serving as a financial advisor at LPL Financial since 2011. Before joining LPL, he worked at Merrill for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.
Sarah H
Series 66
Hershey, PA
Equitable Advisors
Sarah Hilbolt is a Series 66-licensed financial advisor based in Hershey, PA, with 18 years of industry experience. She has worked at Equitable Advisors since 2014 and previously held roles at Stifel Independent Advisors, LLC, Axa Advisors, LLC, Investors Capital Corp., and Ameriprise. Outside of her advisory work, she serves as a power of attorney for her mother. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of investment programs and works with third-party managers to implement advisory models across mutual funds, ETFs, separately managed accounts, and select alternative investments.
James M
Series 63, Series 65
Elizabethtown, PA
Raymond James Financial
James Mccurdy is a financial advisor with Raymond James Financial in Elizabethtown, PA, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Raymond James Financial since 2009 and has worked with Raymond James Financial Services since 2006. Outside of advisory work, he is a co-owner of DDMP Investment Advisors, LLC, a support company, and holds a minority interest in a new office building through DDMP Real Estate, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting using risk profiling and analytical modeling, and supports various advisory programs and institutional portfolio management.
Shane L
CFP®, Series 63, Series 65
Ephrata, PA
Cetera
Shane Landis is a CFP® professional with nine years of industry experience, currently affiliated with Cetera. He has held roles at Everence Trust Company and Concourse Financial Group Securities Inc over the past several years. Landis is also involved as a financial planner with Everence Trust Company, providing insurance, investment, and financial planning services as well as charitable planning through the Everence Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management options and financial planning services through a large network of independent advisors and multiple program structures.
Zachary Y
Series 66
Lebanon, PA
Wells Fargo Clearing
Zachary Yocum is a financial advisor with Wells Fargo Clearing in Lebanon, PA, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo since 2017 and previously worked at Discovery Communications from 2014 to 2017. Outside of his advisory role, he holds ownership interests in several investment-related ventures. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.
John F
Series 66
Palmyra, PA
Edward Jones
John Foltz is a Series 66 credentialed financial advisor with Edward Jones in Palmyra, PA, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, Foltz serves as an Assistant Scoutmaster with the Boy Scouts of America, is Vice President of the Palmyra PAW Club, and sits on the Finance Committee of the Hershey Region Antique Auto Club of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a broad network of advisors and branch offices.
Gary B
Series 66
Hummelstown, PA
LPL Financial
Gary Burghdorf is a Series 66 licensed financial advisor with LPL Financial, where he has worked since 2011. He has 26 years of industry experience, including six years at National Planning Corporation prior to joining LPL. Outside of his advisory work, he is active as a freelance musician and composer, and he has served as a percussion instructor for the Middletown Area School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.
Cheryl B
CFP®, Series 66
Lebanon, PA
Edward Jones
Cheryl Batdorf is a CFP®-credentialed financial advisor with Edward Jones, where she has worked since 2016. She has 10 years of industry experience and serves clients from Lebanon, PA. Outside of her advisory role, Cheryl is an adjunct instructor at Harrisburg Area Community College, teaching a Human Resource Management course. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branch offices.
Letizia C
Series 63, Series 65
Lebanon, PA
LPL Financial
Letizia Centini is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at M&T Securities, Inc. and Allfirst Brokerage Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.
Bruce K
Series 63, Series 66
Elizabethtown, PA
Thrivent Investment Management
Bruce Kleindienst is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management arm since 2002. Kleindienst serves as a board member of the Elizabethtown School Board, overseeing curriculum, budget, and facilities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm emphasizes holistic analyses and offers clients the option to combine planning with managed accounts through its WealthPlan program.
Michael A
Series 63, Series 65
Lititz, PA
J.P. Morgan Securities
Michael Affigne Jr. is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Wells Fargo and Hornor, Townsend & Kent. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized reporting supported by centralized due diligence and a systematic, research-driven approach.
Gavin F
CFA®, Series 66
Hershey, PA
OSAIC
Gavin Flowers is a financial advisor at OSAIC with one year of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining OSAIC, he worked at J.P. Morgan Chase & Co and Centric Financial Corporation. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach relies on model-based asset allocation, portfolio optimization tools, and a broad selection of managed and third-party strategies.
David E
Series 63
Hershey, PA
Cambridge Investment Research Advisors
David Edwards is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 44 years of industry experience, including prior roles at LPL Financial, Cadaret, Grant & Co., Hancock Capital Management, and Princor Financial Services Corporation. Edwards also serves as a board member of the Brownstone Masonic Temple in Hershey, PA. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, utilizing multiple platforms and proprietary model strategies.
David B
Series 63, Series 65
Lititz, PA
Primerica Advisors
David Bender is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 2018. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options to individual and high-net-worth clients, structured as a wrap-fee solution rather than institutional plan management.
Kenneth S
Series 63
Elizabethtown, PA
LPL Financial
Kenneth Shedleski is a financial advisor with LPL Financial, holding a Series 63 designation and 38 years of industry experience. He previously worked at Grove Point Investments, LLC and H. Beck, Inc, among other firms. Outside of his advisory work, Shedleski operates Aspen Home Improvements, a business he has been involved with since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.
Kevin P
Series 63, Series 65
Hummelstown, PA
LPL Financial
Kevin Parker is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2011, following five years at CUSO Financial Services, L.P. In addition to his advisory role, Parker is a notary public and is involved in an entertainment-related business. 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, and institutional platforms, supported by a network of over 22,800 advisors and a broad array of financial products.
Alex B
Series 63, Series 65
Lititz, PA
Thrivent Investment Management
Alex Bardales is a financial advisor with Thrivent Investment Management in Lititz, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at Thrivent Financial, Equity Services Inc, National Life Group, Eagle Strategies (NY Life), and New York Life insurance company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on goal-based analyses and broad planning topics without including implementation. The firm offers an integrated option combining planning with managed accounts, while maintaining separate services and not serving institutional portfolio management or adviser selection mandates.
Audrey M
CFP®, Series 63, Series 65
Elizabethtown, PA
Raymond James Financial
Audrey Myer is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors since 2025. Her prior experience includes roles at Cetera and Masland & Barrick Advisory. She is a board member and investment committee member for a nonprofit organization and acts as a trustee for a family trust. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports clients through advisory programs and institutional consulting.
John P
Series 66
Elizabethtown, PA
Raymond James Financial
John Phillips is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services since 2006. Phillips is also a 20% equity partner in DDMP Investment Advisors, a separate support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and supports its clients through a broad network of advisors and affiliated firms.
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Finding advisors...
199 advisors near
17042
within the area shown on the map
Out of 400,000+ nationwide