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153 advisors near
21787
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Out of 400,000+ nationwide
Troy P
Series 66
Westminster, MD
Raymond James & Associates
Troy Petry is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2011. Outside of his advisory role, he is involved with Collectors Clubhouse. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.
Wade S
CFP®, Series 66
Westminster, MD
Edward Jones
Wade Slatniske is a CFP® professional with seven years of industry experience, currently advising at Edward Jones since 2019. His prior experience includes roles at Johns Hopkins University Applied Physics Laboratory, Agency Insurance Company, Digitech Marketing, Vanessa's Corner Pub, and McDaniel College. 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, operating under a fiduciary standard with a large national network of financial advisors and branch offices.
Andrew R
CFP®, Series 63, Series 65
Hanover, PA
Cetera
Andrew Riggle is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Cetera since 2023. He has been with Cetera Wealth Services, LLC since 2013 and also operates Riggle Wealth Group, LLC, providing financial planning and investment management. Riggle serves as a board member of the VNA of Hanover and Spring Grove endowment and participates on the investment committee for the Dataw Island Owner's Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.
Timothy O
Series 63
Hanover, PA
Cetera
Timothy Ohm is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 63 designation and has worked at Cetera and affiliated firms since 2004. In addition to his advisory role, he is the president and owner of Miller Brown Ohm & Associates, a tax and payroll preparation business, and is active as a financial advisor and insurance agent with responsibilities including life, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a large network of independent advisors, utilizing multiple program platforms and investment strategies.
Edward M
CFP®, Series 66
Westminster, MD
Raymond James & Associates
Edward Myers is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2009. He holds the Series 66 designation and is based in Westminster, MD. Myers is also the owner of Kairos Wealth Advisors, LLC, a business entity established to manage the lease of his Raymond James office location. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Brittany F
Series 66
Littlestown, PA
Edward Jones
Brittany Fisher is a financial advisor with Edward Jones in Littlestown, PA, holding a Series 66 designation and over four years of professional experience, including prior roles outside the financial industry in construction and hospitality. She joined Edward Jones in 2024 and has been with the firm since. Edward Jones is a full-service wealth management firm serving more than four million clients, including both individual and institutional investors. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and services through a nationwide network of over 23,700 financial advisors.
Thomas P
Series 66
Littlestown, PA
Edward Jones
Thomas Paholsky is a financial advisor with Edward Jones in Littlestown, PA, holding a Series 66 designation and eight years of industry experience. He worked at New Windsor State Bank for nine years prior to joining Edward Jones in 2017. Outside of his advisory role, Paholsky serves on the board of the Littlestown chapter of Rotary International, chairs the Pastoral Council at St. Aloysius Catholic Church, and is a committee member for the Fund for Littlestown under the Adams County Community Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Sarah D
Series 66
Woodsboro, MD
Mass Mutual Investors Services
Sarah Dzbynski is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and two years of industry experience. She has worked with firms including Northwestern Mutual and MassMutual Life Insurance Company. Outside of financial services, she works as a quality analyst at Mercy Medical Center, focusing on data analysis and process improvement in patient care. MML Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning relationships that use firm-approved software tools to analyze client goals and deliver written recommendations.
Connor Q
Series 66
Hanover, PA
Edward Jones
Connor Quinn is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Flowserve and Honeywell Aerospace. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options.
Bridget D
Series 66
Hanover, PA
Cetera
Bridget Darcy is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. Her prior work includes roles at ACNB Bank, LPL Financial, and Pennsylvania State Employees Credit Union, among others. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.
John V
Series 66
Hanover, PA
Edward Jones
John Vonnes III is a Series 66-registered financial advisor with Edward Jones in Hanover, PA, where he has worked since 2014. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.
David H
Series 66
Westminster, MD
LPL Financial
David Hemler is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2009. 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 brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Michael L
Series 66
Hanover, PA
Edward Jones
Michael Lindsey is a financial advisor with Edward Jones in Hanover, PA, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, with over $1 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors.
Matthew B
Series 63, Series 65
Taneytown, MD
Cetera
Matthew Bossalina is a financial advisor at Cetera with 9 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Northwestern Mutual and AXA Advisors. In addition to his advisory role, he administers trusts for ACNB Bank, handling client inquiries and account administration without making investment decisions. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services across multiple program structures, with over $256 billion in assets under management.
Mark R
Series 66
Hanover, PA
Cetera
Mark Riggs is a financial advisor at Cetera with 20 years of industry experience. He holds the Series 66 designation and has previously worked with Summit Financial Group Inc. Beyond his advisory role, Riggs is a board member of the Eichelberger Performing Arts Center and serves on boards for the Rotary Club and Hanover Public Library Association in Hanover, PA. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that allows advisors to implement a variety of portfolio management strategies using affiliated and third-party managers, with over $256 billion in assets managed across more than 10,000 advisors.
Matthew S
Series 66
Hanover, PA
Wells Fargo Clearing
Matthew Strube is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Clearing Services since 2021 and previously spent nine years at Robert Half. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.
Kimberly G
Series 63, Series 65
Westminster, MD
RBC Capital Markets
Kimberly Grelli is a financial advisor at RBC Capital Markets with 9 years of industry experience. She holds Series 63 and Series 65 designations and has worked at City National Bank since 2021, in addition to her ongoing role at RBC Wealth Management since 2012. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers and model providers.
Shannon S
Series 66
Union Bridge, MD
Thrivent Investment Management
Shannon Storch is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds a Series 66 designation and previously worked at St. Maria Goretti High School and Fairfax County Public Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning engagements on a one-time or ongoing basis and combines these with managed-account programs under a consolidated billing option called WealthPlan.
J Scott H
Series 66
Gettysburg, PA
Cambridge Investment Research Advisors
J Scott Hill is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and eight years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and is involved in various business activities including tax preparation, insurance sales, and serving as a board member for nonprofit organizations. Outside of financial advisory, Hill has experience as an Airbnb host and operates J.a. Hill Associates, which provides administrative consulting and tax preparation services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and a mix of proprietary and third-party investment strategies.
Roger T
Series 63, Series 66
Gettysburg, PA
Edward Jones
Roger Tabler Jr. is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2021. His prior experience includes roles at Client One Securities, Signator Investors, and Voya Financial Advisors. Outside of his advisory work, he is involved in a property LLC based in Westminster, Maryland. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated financial services through a large nationwide network of advisors and branch offices.
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Finding advisors...
153 advisors near
21787
within the area shown on the map
Out of 400,000+ nationwide