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335 advisors near
17408
within the area shown on the map
Out of 400,000+ nationwide
Andrew C
CFP®, Series 66
York, PA
Janney Montgomery Scott
Andrew Carrolus is a CFP®-certified financial advisor with 21 years of industry experience. He has been with Janney Montgomery Scott since 2004. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.
Scott M
CFP®, Series 63, Series 65
York, PA
Savant Wealth Management
Scott Michael is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. Prior to joining Savant, he worked at Domani Wealth, LLC and Pbwm Holdings. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with a range of actively managed investment strategies, supported by in-house accounting, legal, and trust service affiliates.
Matthew W
Series 63, Series 66
Hanover, PA
T. Rowe Price Advisory Services, Inc.
Matthew Warfield is a financial advisor at T. Rowe Price Advisory Services, Inc. with 21 years of industry experience. He has been with T. Rowe Price Investment Services, Inc. since 2009. He holds Series 63 and Series 66 licenses. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs and employs a goals-based approach supported by online planning tools and ongoing reviews.
Matthew G
CFA®, Series 65
York, PA
Savant Wealth Management
Matthew Gavel is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. He previously worked at Domani Wealth, LLC and PBWM Holdings before joining Savant. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and retirement plan consulting services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.
Crhistian V
Series 66
Shrewsbury, PA
AE Wealth Management, LLC
Crhistian Vasquez is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds the Series 66 designation and has prior experience at Bank of America, Merrill Lynch, and Ilgenfritz Financial Group. Outside of his advisory work, Vasquez is the owner of Golf Lovers, LLC, a business focused on research and development. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical investment approaches across various strategies.
Hattie E
ChFC®, Series 63
Hanover, PA
Commonwealth Financial Network
Hattie Evans is a financial advisor with Commonwealth Financial Network in Hanover, PA, holding the ChFC® and Series 63 designations and possessing 39 years of industry experience. She has worked with both Commonwealth Financial Network and Benchmark Investments & Insurance since 2009. Evans is a 50% owner of Evans Financial Services, LLC, an entity created for securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients, managing roughly $212.7 billion in assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.
Kyle S
Series 66
Glen Rock, PA
Independent Financial Partners
Kyle Shenk is a financial advisor with Independent Financial Partners and holds a Series 66 designation. He has five years of industry experience and has previously worked with Realta Investment Advisors, Inc. and Realta Equities, Inc. Shenk's background also includes roles at Springified Co., Hampden-Sydney, Incapital, and Safari Club International. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model, allowing advisors to set their own investment strategies, and offers specialized retirement-plan advisory and pension consulting services.
Jack A
Series 63
York, PA
Commonwealth Financial Network
Jack Armstrong is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 26 years of industry experience. He has worked at Commonwealth since 2017 and has been associated with Keystone Financial Strategies since 2009, also serving as a CPA there. Armstrong is a partner at SN Advisors, LLP, which operates as Keystone Financial Strategies, and spends part of his time engaged in CPA work unrelated to investments. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering various advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors, who deliver investment advice under Commonwealth’s supervision.
William A
Series 65
Shrewsbury, PA
AE Wealth Management, LLC
William Allison III is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. His career includes roles in annuity and insurance sales, as well as positions at Ilgenfritz Financial Group and Patterson Companies. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes the use of discretionary model portfolios and offers a broad platform of investment strategies and services to support its large client and advisor network.
Oona R
Series 63, Series 65
York, PA
Janney Montgomery Scott
Oona Raffensberger is a financial advisor with Janney Montgomery Scott in York, PA, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Janney Montgomery Scott since 1998 and is also involved in the Weeusables Consignment Event since 2023. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.
Matthew W
Series 66, Series 65
Hanover, PA
Commonwealth Financial Network
Matthew Wilson is a financial advisor with Commonwealth Financial Network in Hanover, PA, holding Series 65 and Series 66 designations and 17 years of industry experience. He has been affiliated with both Benchmark Investments & Insurance and Commonwealth Financial Network since 2009. He is also co-owner of Evans Financial Services, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.
Jacob I
Series 65
York, PA
AE Wealth Management, LLC
Jacob Ilgenfritz is a financial advisor at AE Wealth Management, LLC with Series 65 credentials and three years of industry experience. Prior to joining AE Wealth Management in 2026, he worked at Ilgenfritz Financial Group and spent over a decade at Graham Architectural Products. Outside of his advisory role, he is involved in insurance sales through Ilgenfritz Financial Group. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, along with financial planning, plan services, and brokerage support.
Joshua H
Series 66
York, PA
Janney Montgomery Scott
Joshua Hogan is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and bringing five years of industry experience. His work history includes roles at Janney Montgomery Scott LLC since 2021, as well as positions at The Prudential Insurance Company of America and Pruco Securities LLC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.
Erik M
Series 65, Series 63
York, PA
Private Advisor Group, LLC
Erik Myers is a financial advisor at Private Advisor Group, LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Pruco Securities LLC, and The Prudential Insurance Company of America. Myers also provides administrative support to Private Advisor Group through his involvement with Sequential Wealth Management, LLC. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, leveraging a network of investment adviser representatives and access to third-party asset managers and turnkey asset management platforms.
Justin B
Series 66
Hanover, PA
Commonwealth Financial Network
Justin Brillhart is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Benchmark Investments & Insurance, H&R Block, and Cadaret Grant & Co., Inc. He is also the owner of Brillhart Consultants, which provides tax preparation and general accounting services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm offers discretionary model portfolios, customized investment programs, and comprehensive back-office support, including trading, compliance, and technology solutions.
Heather M
Series 66
York, PA
Private Advisor Group, LLC
Heather Marcus is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. She has worked at LPL Financial since 2013 and is also associated with TriHill Financial Advisors. Marcus is a commissioned notary public in Pennsylvania. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.
Curtis I
Series 65
Shrewsbury, PA
AE Wealth Management, LLC
Curtis Ilgenfritz is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and two years of industry experience. He is also involved with Ilgenfritz Financial Group, where he provides insurance sales and client service advisory. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and plan services, supported by an internal Investment Consulting Group and various licensing programs.
James S
Series 63, Series 65
Glen Rock, PA
Independent Financial partners
James Shenk is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include nine years with Realta Investment Advisors, Inc. and Realta Equities, Inc. Outside of finance, he is an investor in Shenk Distribution, a company involved in the distribution of shotgun ammunition. Independent Financial Partners is a nationwide enterprise advisory firm with over $12.5 billion in assets under management and approximately 261 advisors. The firm offers a decentralized advisory model that supports individual investment strategies alongside centralized asset management options and is notable for its comprehensive retirement-plan advisory and pension consulting services.
Hannah R
Series 63, Series 66
Shrewsbury, PA
T. Rowe Price Advisory Services, Inc.
Hannah Rouse is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and eight years of industry experience. Her career includes roles at T. Rowe Price, Morgan Stanley, Fis, and Cambridge Associates. Outside of her advisory work, she volunteers as a game helper, running the scoreboard for high school sports at Susquehannock High School. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining goals-based financial planning, retirement income projections, and discretionary investment management primarily using proprietary mutual funds and ETFs. The service targets individual investors and households with substantial investable assets, employing model allocations and tax-aware strategies delivered through an online planning platform and telephone access to advisors.
Matthew L
Series 63, Series 65
York, PA
Janney Montgomery Scott
Matthew Levy is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and 36 years of industry experience. His career includes more than three decades at Merrill and seven years with Bank of America prior to joining Janney in 2021. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.
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Finding advisors...
335 advisors near
17408
within the area shown on the map
Out of 400,000+ nationwide