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99 advisors near
19940
within the area shown on the map
Out of 400,000+ nationwide
Robert S
Series 63, Series 65
Salisbury, MD
LPL Financial
Robert Sidell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. His prior work includes roles at RBC Capital Markets, Ferris, Baker Watts, and Waddell & Reed. Outside of his financial career, he is also active as an artist and poet under the pen name Icky. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a wide network of advisors.
Robin S
Series 66
Seaford, DE
LPL Financial
Robin Scarborough is a financial advisor with LPL Financial located in Seaford, DE. He holds a Series 66 designation and has three years of industry experience, including multiple roles at M&T Bank. 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, third-party asset management, and institutional platforms.
Robert K
Series 66
Salisbury, MD
Cetera
Robert Kober is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has operated Kober & Company PC, a CPA public accounting firm providing tax, accounting, and bookkeeping services, since 2007. The firm serves individuals and small businesses with tax planning and representation before tax authorities. Cetera Investment Advisers LLC is an SEC-registered adviser serving 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 discretionary and non-discretionary portfolio management, financial planning, and access to various investment programs and third-party managers.
Matthew P
Series 63, Series 66
Laurel, DE
OSAIC
Matthew Parker is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 14 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors for nine years and The Insurance Market Inc for another nine years. Outside of his advisory role, Parker serves as a football official for the Del Mar VA Football Officials Association and is a board member of the Western Sussex Chamber of Commerce. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a portfolio approach that incorporates asset allocation tools, risk tolerance assessments, and both discretionary and non-discretionary management options.
Roger M
Series 66
Delmar, DE
Edward Jones
Roger Martinson is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he serves as a director for The Greater Delmar Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Michael M
Series 65
Salisbury, MD
LPL Financial
Michael Magee is a Series 65-licensed financial advisor with LPL Financial in Salisbury, MD, holding six years of experience at LPL and sixteen years at Granger & Magee, PA. 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 portfolio management services, utilizing both proprietary research and third-party asset management, supported by advanced operational tools.
Daniel L
CFP®, Series 63, Series 65
Salisbury, MD
LPL Financial
Daniel Livingston is a CFP® professional with 29 years of experience in the financial industry. He has worked at LPL Financial since 2016 and previously spent nine years at Capitol Securities Management, Inc. Outside of his advisory work, he pursues woodworking as a hobby. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Dylan T
Series 66
Salisbury, MD
Edward Jones
Dylan Thompson is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked previously in the food and hospitality sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a comprehensive range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.
Christopher W
Series 63, Series 65
Salisbury, MD
Cetera
Christopher Wilde is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC from 2009 to 2020. Outside of his advisory role, he serves as treasurer for the Maryland Creative Problem Solvers, Inc. and the Eastern Shore Sailing Association. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and consulting services through discretionary and non-discretionary program structures, with access to affiliated and third-party money managers.
Kelley S
CFP®, ChFC®, Series 63, Series 65
Salisbury, MD
LPL Financial
Kelley Selph is a CFP® and ChFC® with 27 years of experience in the financial services industry. She has worked at LPL Financial since 2025, following two decades at Edward Jones and earlier roles at Prospera Financial Services and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party managers, supported by advanced operational tools and a large network of over 22,800 advisors.
Gregory H
Series 66
Salisbury, MD
Cetera
Gregory Holman is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Merrill, Bank of America, and Andersen Wealth Management. Holman also serves as a Senior Relationship Manager at In Focus Financial Advisors, Inc., a financial services firm. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of investment strategies and serves over 800,000 clients through more than 10,000 advisors.
Jonathan H
Series 66
Millsboro, DE
Edward Jones
Jonathan Hodges is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones in 2025, he worked for the Naval Supply Systems Command and the Naval Sea Logistics Center from 2010 to 2025. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Samantha C
Series 63, Series 66
Salisbury, MD
Edward Jones
Samantha Chesley is a financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2024, she held roles at State Farm VP Management Corp. and various insurance agencies. Outside of her advisory work, she serves as treasurer for DAKA Properties LLC, a property management business in Maryland. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Mark G
Series 65
Salisbury, MD
LPL Financial
Mark Granger is a financial advisor with LPL Financial in Salisbury, MD, holding a Series 65 credential and 10 years of industry experience. He has worked at LPL Financial since 2020 and has been associated with Granger & Magee, PA since 2000. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.
Deena M
Series 66
Seaford, DE
Edward Jones
Deena Mills is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2012 in various capacities and also taught group exercise classes at Pure Fitness. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Thomas S
ChFC®, Series 63, Series 65, Series 66
Pittsville, MD
LPL Financial
Thomas Sweeney is a financial advisor with LPL Financial holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 28 years of industry experience, including prior roles at Edward Jones, Andersen Wealth Management, and Legg Mason Wood Walker. Outside of his advisory work, he is an author with a book available on Amazon. 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 portfolio programs, and institutional platforms, supporting over 22,800 advisors and overseeing more than $819 billion in discretionary assets.
Carol K
Series 66
Salisbury, MD
Cetera
Carol Kurtz is a financial advisor at Cetera with 14 years of industry experience. She holds the Series 66 designation and has previously worked with Generations Financial Advisors. Outside of her advisory role, she serves as treasurer for Snow Hill Mennonite Church, managing bookkeeping, payroll, and taxes. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and advisory services with multiple program structures and a multi-manager platform.
Joseph S
Series 63, Series 66
Millsboro, DE
Cetera
Joseph Schroen is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera Advisors LLC since 2013. Schroen is also the owner and president of CFS Tax Solutions, a tax and Medicare consulting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party money managers, and various program structures.
Randall O
CFP®, Series 66
Salisbury, MD
Edward Jones
Randall O'Neal is a CFP® certificant with 17 years of industry experience, currently serving at Edward Jones since 2009. He is based in Salisbury, MD, and holds the Series 66 designation. He serves on the Board of Governors for Salisbury Christian School, participating in setting school policy. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.
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Finding advisors...
99 advisors near
19940
within the area shown on the map
Out of 400,000+ nationwide