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125 advisors near
18472
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Out of 400,000+ nationwide
Eric O
Series 63, Series 66
Hawley, PA
Cetera
Eric Odell is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and two years of industry experience. He has worked at several firms including New York Life and The Dime Wealth Management, where he also provides administrative support. Prior to his financial services career, he held various roles in education, construction, and the golf industry. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with assets under management exceeding $256 billion.
Mark Z
Series 63, Series 65
Dunmore, PA
LPL Financial
Mark Zakoski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Peoples Security Bank & Trust since 2016, where he serves as Executive Vice President. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, 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 approaches supported by in-house and third-party research.
Kelly F
Series 66
Honesdale, PA
Raymond James Financial
Kelly Fischer is a Series 66-licensed financial advisor with Raymond James Financial, based in Honesdale, PA. She has worked in financial services since 2023 and has prior experience in healthcare and homemaking. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to help clients evaluate potential outcomes.
Kevin K
CFP®, ChFC®, Series 63, Series 65
Archbald, PA
LPL Enterprise
Kevin Kelly is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds the CFP® and ChFC® designations and worked previously at Pruco Securities, LLC for 26 years before joining LPL Enterprise. Kelly is also involved as a financial advisor with Kelly Asset Management and Prudential focusing on property and casualty. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and brokerage and insurance products, delivering advice primarily through investment adviser representatives using a combination of proprietary research and third-party strategists.
Kimberly S
Series 63, Series 65
Dunmore, PA
LPL Financial
Kimberly Santarsiero is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She joined LPL Financial in 2018 after working with Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives, offering a variety of advisory programs and financial planning services with both discretionary and non-discretionary management options.
Vincent K
Series 63, Series 66
Dunmore, PA
LPL Financial
Vincent Kubilus III is a financial advisor with LPL Financial in Dunmore, PA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at LPL Financial since 2016 and concurrently at Peoples Security Bank & Trust since 2015. Kubilus serves as AVP at Peoples Security Bank & Trust and Peoples National Bank. 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 provides a range of advisory and brokerage services, including discretionary and non-discretionary management, retirement plan consulting, and access to model portfolios and third-party research.
William M
Series 63, Series 66
Dunmore, PA
LPL Financial
William Mcandrew is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at INVEST Financial Corporation for 11 years before joining LPL Financial in 2018. 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 a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.
Maria E
Series 63, Series 65
Dunmore, PA
LPL Financial
Maria Emiliani is a financial advisor with LPL Financial in Dunmore, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining LPL Financial, she worked at Gerrity's Supermarkets for five years. Outside of her advisory role, Emiliani has part-time employment with Rhythm Fitness LLC. 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 a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
Brian G
CFP®, Series 66
Dunmore, PA
Edward Jones
Brian Goldsack is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Prior to this, he was involved with Novo Hill Real Estate starting in 2013. He co-hosts a business podcast where he interviews business owners about their industries and life stories. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and operates under a fiduciary standard, with a nationwide network of over 23,000 advisors and more than $1 trillion in assets under management.
Bernard F
PFS™, Series 63
Throop, PA
Cetera
Bernard Fagnani is a financial advisor with Cetera, holding a PFS™ designation and Series 63 license, and has 27 years of industry experience. He has been associated with Cetera and its related entities since 1999 and also operates a CPA practice that he has managed since 1974. Additionally, he is involved in a firearms business and works as an insurance agent selling health products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, retirement plan, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services. The firm supports a large network of advisors with access to various program structures, custodial relationships, and third-party money managers.
Kathleen B
Series 66
Scranton, PA
Wells Fargo Advisors
Kathleen Buck is a Series 66 licensed financial advisor with 17 years of industry experience. She is currently with Wells Fargo Advisors, having joined in 2024, and previously worked at Wells Fargo Clearing Services LLC and Merrill Lynch. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.
Cheryl L
Series 63, Series 65
Waymart, PA
Cetera
Cheryl Lewis is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She previously worked extensively with Avantax Advisory Services and related entities for over two decades. Lewis has held leadership roles in regional tax and accounting professional organizations and operates a CPA consulting practice providing accounting, tax, and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with a variety of portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary account structures.
Matthew K
Series 66
Scranton, PA
J.P. Morgan Securities
Matthew Kempinski is a Series 66 licensed financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at Prudential Financial/LPL Enterprise and spent 14 years at Talen Energy/PPL Corporation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.
Melissa S
CFP®, Series 66
Scranton, PA
Wells Fargo Advisors
Melissa Simrell is a CFP® professional with 19 years of experience in the financial industry. She is currently with Wells Fargo Advisors and has previously worked at Wells Fargo Clearing Services, Bank of America, and Merrill. Outside of her advisory role, she is the sole owner of a real estate investment business based in Scranton, PA. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients meeting certain net-worth thresholds. The firm combines advisory services with other financial products and referral channels to deliver personalized recommendations and options for implementation.
Brian C
CFP®, Series 66
Scranton, PA
Wells Fargo Advisors
Brian Corbett is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Wells Fargo Advisors, having previously worked at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Corbett has a minority ownership interest in 1856 Capital Partners LLC, an investment-related business based in Scranton, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.
Dustin B
CFP®, Series 66
Scranton, PA
Wells Fargo Advisors
Dustin Bender is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he holds a 25% ownership interest in 1856 Capital Partners LLC, where he dedicates significant time monthly. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools to develop tailored client recommendations.
Stephen S
Series 66
Olyphant, PA
Edward Jones
Stephen Selige Jr. is a financial advisor at Edward Jones with nine years of industry experience and holds a Series 66 designation. He has been with Edward Jones for ten years. Outside of his advisory role, he has an interest in gas royalties through involvement with Expand Energy Corporation. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds.
Ann S
Series 63
Scranton, PA
Wells Fargo Advisors
Ann Scoda is a financial advisor with Wells Fargo Advisors in Scranton, PA, holding a Series 63 designation and 27 years of industry experience. She has worked within Wells Fargo’s network since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to her current position. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools to tailor client recommendations.
Thomas R
CFP®, Series 66
Hawley, PA
Edward Jones
Thomas Regenski is a CFP® professional with 11 years of industry experience. He is currently with Edward Jones, where he has worked since 2021. His prior experience includes roles at LPL Financial, The Fidelity Deposit & Discount Bank, INVEST Financial Corporation, CETERA Advisor Networks LLC, and Davis R Chant Realtors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and operates under a fiduciary standard, supported by a large national network of financial advisors and branch offices.
Louis P
Series 63, Series 65
Scranton, PA
LPL Financial
Louis Pettinato is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at LPL Financial since 2018 and previously was affiliated with Nationwide Insurance and Nationwide Securities LLC from 2013 to 2018. Outside of his advisory work, Pettinato is involved as an artist and musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, and various institutional clients nationwide. The firm provides a range of advisory programs, including discretionary and non-discretionary management, leveraging research from multiple sources and offering services such as retirement plan consulting, brokerage, and overlay portfolio management.
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Finding advisors...
125 advisors near
18472
within the area shown on the map
Out of 400,000+ nationwide