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176 advisors near
17316
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Out of 400,000+ nationwide
Jamie M
Series 66
Hanover, PA
Edward Jones
Jamie Mladenoff 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 organizes youth soccer team schedules and paperwork as a parent manager for a local youth soccer club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.
Zane A
Series 66
Dover, PA
LPL Financial
Zane Akin is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has previously worked at Grove Point Advisors, LLC and H. Beck, Inc. Outside of advisory work, he is a notary and represents a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering services that include financial planning, model portfolios, and access to third-party asset management.
Michael W
Series 66
York, PA
Morgan Stanley
Michael Washburn is a financial advisor with Morgan Stanley in York, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as a Planning Commission Member for Lower Allen Township. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct client plans and Corporate Financial Planning agreements.
Gabriel K
Series 66
Gettysburg, PA
Edward Jones
Gabriel King is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Before joining Edward Jones, he served on multiple county boards of education, including Putnam, Boone, and Kanawha counties, between 2016 and 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.
Elizabeth W
CFP®, Series 63, Series 65
York, PA
Wells Fargo Clearing
Elizabeth Wolf is a Certified Financial Planner (CFP®) with 40 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her professional role, she serves as trustee of her late father's testamentary trust and executor of her aunt's estate. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with both brokerage and advisory solutions, serving more than 14,000 financial advisors nationwide.
Maria N
Series 63, Series 65
Gettysburg, PA
UBS Financial Services
Maria Nicholas is a financial advisor with UBS Financial Services in Gettysburg, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She worked at Merrill for nine years before joining UBS in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and a range of capital markets and lending programs.
Kim H
Series 66
Dillsburg, PA
LPL Financial
Kim Houck is a Series 66-licensed financial advisor with LPL Financial, bringing 22 years of industry experience. She has worked with LPL Financial since 2018 and previously held positions at Invest Financial Corporation and CUSO Financial Services. Houck is also affiliated with Members 1st Federal Credit Union, where she has been involved since 2013. 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, third-party asset management, and institutional platforms.
Peter B
Series 63, Series 66
York, PA
Cetera
Peter Billis is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at Cetera and affiliated firms since 2017, with prior experience at LPL Financial and Santander Securities, among others. Outside of his advisory role, he is involved in owning rental properties. Cetera Investment Advisers LLC is an SEC-registered advisory firm that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary account structures.
Sheri G
Series 63
York, PA
Morgan Stanley
Sheri Gray is a financial advisor with Morgan Stanley in York, PA, holding a Series 63 designation and 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has a longer tenure at Citigroup Global Markets dating back to 1986. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeled outcome scenarios. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.
Kathy D
Series 63, Series 65
York, PA
Primerica Advisors
Kathy Dempsey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2007. In addition to advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.
Aaron S
CFP®, Series 66
Gettysburg, PA
Edward Jones
Aaron Smith is a CFP® and holds a Series 66 license, with nine years of industry experience. He has worked at Edward Jones since 2024 and previously spent seven years with Ameriprise Financial Services, LLC. His background also includes roles at Shippensburg University and a period of self-employment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.
John S
Series 63, Series 65
York, PA
Thrivent Investment Management
John Spadafora Jr. is a financial advisor with Thrivent Investment Management in York, PA, holding Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial plans without discretionary trading authority. The firm offers ongoing and one-time planning engagements and integrates planning with managed-account programs under a consolidated billing option.
Michelle Q
Series 63, Series 65
Spring Grove, PA
Edward Jones
Michelle Quinn is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at M&T Securities for 16 years before joining Edward Jones in 2020. 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 and investment strategies, supported by a large national network of financial advisors and branch offices.
James B
CFP®, ChFC®, Series 63, Series 65
Dover, PA
LPL Financial
James Baker is a financial advisor with LPL Financial in Dover, PA, holding CFP® and ChFC® designations and over 30 years of industry experience. His career includes roles at Grove Point Investments, H. Beck, FSC Securities Corporation, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.
John L
Series 66
Etters, PA
Raymond James Financial
John Lowder Jr. is a financial advisor with Raymond James Financial, holding a Series 66 credential and bringing 16 years of industry experience. He has worked with Fulton Financial Advisors since 2017 and has been associated with Raymond James Financial Services Advisors, Inc. since 2014. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning and uses analytical tools to help clients understand potential outcomes, supporting a diverse client base through a large network of advisors.
David B
Series 66
York, PA
Thrivent Investment Management
David Bruce is a financial advisor with Thrivent Investment Management in York, PA, holding a Series 66 credential and one year of industry experience. Prior to joining Thrivent, he worked at Fedex Freight, Volkswagen, and Freedom Armory. Outside of his advisory role, he owns KEK Design LLC, a business focused on buying and selling sporting goods by appointment, and serves as a deacon at Genesis Church, participating in community ministries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers holistic, goal-based financial analyses and planning that clients can combine with managed-account programs under a consolidated billing option, while keeping planning and investment services distinct.
Michael M
CFP®, Series 66
York, PA
LPL Financial
Michael Mcfeeley is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial. He previously worked for Lincoln Financial Advisors Corporation for 16 years. Mcfeeley has a role with Academy Financial involving non-variable insurance. 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, supported by a large network of investment adviser representatives.
Anthony B
Series 66
York, PA
Wells Fargo Clearing
Anthony Bavlish is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2024, he worked in campus recreation at the University of South Carolina and at Karns Quality Foods. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a broad range of brokerage and advisory solutions.
Benjamin S
Series 63, Series 65
York, PA
Primerica Advisors
Benjamin Sheppard is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 credentials and having 22 years of industry experience. He has been with Primerica Advisors since 2004 and operates Sheppard Financial Group since 2022. Outside of advisory services, he is involved in managing a Primerica office as a member of 10X Signature Group LLC and participates in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-based strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading to BNY Mellon Advisors, employing a tiered wrap-fee structure and maintaining control over model selection and management.
Andrew R
CFP®, Series 63, Series 65
Hanover, PA
Cetera
Andrew Riggle is a CFP®-designated financial advisor with over 30 years of industry experience. He is currently with Cetera and has been associated with its various entities since 2013. Outside of his advisory role, he serves as a board member for the VNA of Hanover and Spring Grove endowment and participates on the Dataw Island Owner’s Association investment committee. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management solutions, utilizing affiliated and third-party managers across diverse program structures.
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Finding advisors...
176 advisors near
17316
within the area shown on the map
Out of 400,000+ nationwide