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109 advisors near
17350
within the area shown on the map
Out of 400,000+ nationwide
J Scott H
Series 66
Gettysburg, PA
Cambridge Investment Research Advisors
J Scott Hill is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and eight years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and is involved in various business activities including tax preparation, insurance sales, and serving as a board member for nonprofit organizations. Outside of financial advisory, Hill has experience as an Airbnb host and operates J.a. Hill Associates, which provides administrative consulting and tax preparation services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and a mix of proprietary and third-party investment strategies.
Mark H
Series 63, Series 65
East Berlin, PA
Edward Jones
Mark Harbaugh is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at M&T Securities, PNC Wealth Management, and CUSO Financial Services. He has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Roger T
Series 63, Series 66
Gettysburg, PA
Edward Jones
Roger Tabler Jr. is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2021. His prior experience includes roles at Client One Securities, Signator Investors, and Voya Financial Advisors. Outside of his advisory work, he is involved in a property LLC based in Westminster, Maryland. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated financial services through a large nationwide network of advisors and branch offices.
Elizabeth J
Series 66
Hanover, PA
Edward Jones
Elizabeth Johnides is a financial advisor at Edward Jones in Hanover, PA, holding a Series 66 designation with 16 years of industry experience. Prior to joining Edward Jones in 2024, she worked with Cambridge Investment Research and has been involved with multiple business ventures including ownership and management roles in various LLCs and partnerships. Outside of advising, she has been linked to business activities in sectors such as brewing and real estate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs under a fiduciary standard.
David P
Series 66, Series 63
Littlestown, PA
Edward Jones
David Poehlmann is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Edward Jones in 2025, he worked at Hartford Funds Distributors LLC for six years and held roles at Prudential Annuities Distributors Inc, The Prudential Insurance Company of America, and Lutron Electronics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Jacob L
Series 66
Hanover, PA
Cetera
Jacob Lawrence is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has been associated with Cetera and its affiliated entities since 2015. In addition to his advisory role, he serves as a financial advisor and secretary at Riggle Wealth Group LLC, where he is involved in financial planning and investment management, and works as an insurance agent selling life, health, disability, and annuity products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored 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, utilizing multi-manager platforms and various program structures.
Mikhail A
Series 66
Hanover, PA
LPL Financial
Mikhail Abuzov is a financial advisor with LPL Financial in Hanover, PA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at M&T Securities and M&T Bank. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven investment strategies.
Sarah C
ChFC®, Series 66
Hanover, PA
Mass Mutual Investors Services
Sarah Clark is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds the ChFC® and Series 66 designations and has worked at Mass Mutual Investors Services since 2017, with prior experience at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Outside of her advisory role, she is also involved in health sales and annuities as an agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, annual planning relationships without discretionary management.
Ellen B
Series 63, Series 66
Hanover, PA
LPL Financial
Ellen Boyce is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Her prior roles include positions at Ic Advisory Services, Inc. and The Investment Center Inc. She also operates Boyce Financial, a business related to her LPL activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management with support from internal research and third-party subadvisors.
Cynthia F
Series 66
Hanover, PA
Edward Jones
Cynthia Fremont is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets under management and operates through a large network of advisors and branch offices nationwide.
Shawn A
Series 65, Series 63
Gettysburg, PA
Thrivent Investment Management
Shawn Abma is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial since 2015. Outside of his advisory role, he is a limited partner in a family-owned partnership that receives gas royalties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers clients the option to combine planning with managed-account programs under a consolidated billing arrangement called “WealthPlan.”
Gemma B
Series 66
Hanover, PA
Cetera
Gemma Boyce is a financial advisor at Cetera with five years of industry experience. She holds a Series 66 designation and has previously worked at Boyce Financial, The Investment Center, Inc., and Len Stoler Lexus. Outside of her advisory role, she is also involved with North Ridge Wealth Planning as a financial advisor and acts as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to various portfolio management options and third-party managers, supporting both discretionary and non-discretionary account management across multiple program structures.
Timothy B
Series 63, Series 66
Dover, PA
Edward Jones
Timothy Biden Sr. is a financial advisor with Edward Jones in Dover, PA, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Cindy M
Series 66
Hanover, PA
Edward Jones
Cindy Mc Clintic is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.
Sarah B
Series 63, Series 65
Gettysburg, PA
Cetera
Sarah Brechbuehl is a financial advisor at Cetera with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Pruco Securities LLC, The Prudential Insurance Company of America, and Ameriprise Financial Services. Outside of her financial career, she serves on the boards of the Phenomenology Performing Arts and Conewago Township Police, and assists in marketing her father’s book series. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and $256 billion in assets under management.
Douglas K
Series 65
York, PA
Primerica Advisors
Douglas Koster is a Series 65-licensed advisor with Primerica Advisors and has been in the financial services industry since 2024. He has prior experience with American Express dating back to 2015. Outside of investment advisory, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm utilizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.
Luke A
ChFC®, Series 63, Series 66
Hanover, PA
Edward Jones
Luke Austin is a financial advisor with Edward Jones in Hanover, PA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 12 years of industry experience, having previously worked at Signator Investors Inc, VOYA Financial Advisors, and Mai Financial Partners. He receives residuals from American General and North American Company as part of other business activities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions and advisory services supported by a large network of financial advisors and branch offices nationwide.
Brandon S
CFP®, Series 66
Gettysburg, PA
Edward Jones
Brandon Smith is a financial advisor with Edward Jones in Gettysburg, PA. He holds the CFP® designation and Series 66 license and has 11 years of industry experience, all of which he has spent at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of roughly 23,701 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Ryan L
Series 63, Series 65
Hanover, PA
Wells Fargo Advisors
Ryan Logue is a financial advisor with Wells Fargo Advisors in Hanover, PA, holding Series 63 and Series 65 credentials. He has 22 years of industry experience, including previous roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Outside of his advisory work, he has ownership interests in investment-related entities JCBL, Inc. and RLOGUE GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. Advisors use Wells Fargo research and planning tools to create tailored recommendations, with services covering various specialized planning areas and optional implementation through brokerage or advisory programs.
Brian C
Series 63, Series 65
York, PA
Primerica Advisors
Brian Crist is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at PFS Investments Inc., Primerica Financial Services, and Sheppard Financial Group. He also receives compensation for non-investment related referrals, including home security and automation products. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program utilizing model-delivery strategies from unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.
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Finding advisors...
109 advisors near
17350
within the area shown on the map
Out of 400,000+ nationwide