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97 advisors near
19940
within the area shown on the map
Out of 400,000+ nationwide
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 with Edward Jones in Delmar, Delaware, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as a director of the Greater Delmar Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors.
Michael M
Series 65
Salisbury, MD
LPL Financial
Michael Magee is a Series 65-licensed financial advisor with LPL Financial in Salisbury, MD, and has five years of industry experience. He has been with LPL Financial since 2020 and has also co-managed Granger & Magee, PA, a firm he has been involved with since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research and model portfolios.
Daniel L
CFP®, Series 63, Series 65
Salisbury, MD
LPL Financial
Daniel Livingston is a CFP® professional with 29 years of industry experience, currently with LPL Financial since 2016. He operates in Salisbury, MD, and has prior experience managing his own investment-related business entities. Outside of advisory work, he maintains a woodworking hobby. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers diverse advisory programs and financial planning services supported by both in-house and third-party research, with a comprehensive platform that includes discretionary and non-discretionary management options.
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.
Brock H
CFP®, Series 63, Series 66
Millsbor, DE
LPL Financial
Brock Hively is a CFP® professional at LPL Financial with 28 years of industry experience. He has worked at RBC Capital Markets since 2012 and joined LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.
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 financial advisor at LPL Financial with 26 years of industry experience. She holds CFP® and ChFC® designations and previously worked at Edward Jones for 20 years and Prospera Financial Services for 2 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, providing both discretionary and non-discretionary management supported by in-house and third-party research.
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 Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he served seven years at the Naval Supply Systems Command and eight years at the Naval Sea Logistics Center. 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.
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 Series 65-licensed financial advisor with 10 years of industry experience, currently affiliated with LPL Financial since 2020. He also has longstanding experience at Granger & Magee, PA, where he has worked since 2000. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.
Deena M
Series 66
Salisbury, MD
Edward Jones
Deena Mills is a Series 66-licensed financial advisor with six years of industry experience, currently with Edward Jones in Salisbury, MD. She has held multiple roles at Edward Jones since 2012 and has prior experience as a group exercise instructor at Pure Fitness. Outside of finance, Mills teaches indoor cycling and body pump classes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory strategies and affiliated financial services through a large network of advisors and branch offices nationwide.
Thomas S
ChFC®, Series 63, Series 65, Series 66
Pittsville, MD
LPL Financial
Thomas Sweeney is a financial advisor at LPL Financial with 28 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. His prior experience includes roles at Edward Jones, Andersen Wealth Management, and Cambridge Investment Research. Sweeney is also the author of a book available on Amazon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and advanced technologies.
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...
97 advisors near
19940
within the area shown on the map
Out of 400,000+ nationwide