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329 advisors near
18512
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Out of 400,000+ nationwide
Ryan W
CFP®, Series 63, Series 66
Moosic, PA
Janney Montgomery Scott
Ryan Wilson is a financial advisor with Janney Montgomery Scott, holding the CFP® designation and Series 63 and 66 licenses. He has 26 years of industry experience, including 17 years at Janney. His community involvement includes serving as a board member for the Boys and Girls Clubs of Northeast Pennsylvania and Lehigh University's Center for Financial Services advisory council, as well as chairing the resource development committee at the Boys and Girls Clubs. He also participates in local fundraising efforts through the North Pocono Public Library. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house and third-party portfolio management along with in-house custody and trustee services.
Christopher K
Series 63, Series 65
Scranton, PA
PNC Wealth Management
Christopher Kemmerer is a financial advisor with PNC Wealth Management in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm uses approved model strategies managed and executed by delegates with mutual funds and ETFs, relying on algorithmic risk assessment for model selection.
Evan M
Series 66
Plains, PA
Guardian Life
Evan Murphy is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Murphy Wealth Management. He has also worked in non-financial roles at Fox Hill Country Club and Grico's Restaurant. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports a range of account-level services.
Sean R
Series 63, Series 66
Scranton, PA
PNC Wealth Management
Sean Rooney is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His career includes roles at Merrill, Bank of America, Prudential Investment Management Services, Edward Jones, and Charles Schwab. Since 2021, he has been with PNC Investments in Scranton, PA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic risk assessment and third-party portfolio implementation via mutual funds and ETFs, with annual rebalancing and no direct trading by clients.
Keith K
Series 63, Series 65
Wilkes-Barre, PA
Janney Montgomery Scott
Keith Kleinman is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate retirement plans, charitable organizations, and municipalities, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.
Francis N
Series 66
Wilkes-Barre, PA
Janney Montgomery Scott
Francis Nockley is a financial advisor with Janney Montgomery Scott in Wilkes-Barre, PA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Janney Montgomery Scott, he worked at Savello USA and spent several years in full-time education. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base, ranging from individuals and families to corporate and municipal clients, offering a combination of brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.
Steven J
Series 66
Wilkes-Barre, PA
Janney Montgomery Scott
Steven Jordan is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott since 2021, previously holding roles at Bank of America and Merrill. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.
Gina B
Series 66
Carbondale, PA
Ameriprise
Gina Bonacci Carey is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she is involved in business ownership through GPBC, LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria, offering detailed recommendation reports focused on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory solutions and maintains a large institutional presence with a comprehensive product offering.
Christopher K
Series 63, Series 65
Clarks Summit, PA
Wells Fargo Advisors
Christopher Kelly is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he serves on the Finance Committee of The Country Club of Scranton. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with clients able to implement recommendations through brokerage or advisory programs on a discretionary basis.
Reshma P
Series 66
Wilkes Barre, PA
Merrill
Reshma Patel is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Thaddeus K
Series 63, Series 65
Clarks Summit, PA
Ameriprise
Thaddeus Kenny is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, he serves as Treasurer on the board of the United Neighborhood Centers of NE PA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.
Timothy M
Series 66
Scranton, PA
Merrill
Timothy Mcnamara is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He has been a financial advisor since 2011 and joined Merrill in 2016. He is part of The Yanoski, McGee & McNamara Wealth Management Group, where he collaborates with clients to identify their primary goals and needs, assisting with retirement planning and helping clients maintain their standard of living throughout retirement. He also advises clients on education funding for children and grandchildren, as well as philanthropic giving. Before becoming a financial advisor, Timothy worked in the mortgage industry for over eight years, including more than three years as the owner and operator of a mortgage brokerage business. He holds a Bachelor's degree in Marketing from Saint Joseph's University and a Masters of Business Administration with a concentration in Finance and Investments from Marywood University. Additionally, Timothy holds FINRA Series 7 and Series 66 registrations and is a licensed insurance producer in Pennsylvania and Florida. In 2018, he earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Timothy and his wife, Lauren, live in Factoryville, Pennsylvania with their three children. He is an active community member, volunteering with various non-profit organizations and coaching youth basketball and baseball.
Dylan M
Series 66
Wilkes Barre, PA
Merrill
Dylan Moran is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in delivering personalized financial strategies aimed at helping clients pursue their financial goals and manage investment risk. His areas of expertise include college education planning, family wealth management strategies, retirement income planning, small business strategies, and portfolio management services. Dylan's approach centers on understanding what matters most to his clients and aligning their financial resources through disciplined, goals-based planning. He holds a Bachelor's Degree from Sacred Heart University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional work, Dylan enjoys a variety of adventure and recreational activities such as boating, fishing, skiing, and spending time with his family. He is also engaged in community activities and aligns with organizations committed to social and professional responsibility.
Gregory R
Series 63, Series 66
Scranton, PA
Merrill
Gregory Rosetti is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2019, focusing on understanding, planning, and assisting clients through a process designed to help them achieve their financial goals. He designs customized personal financial strategies for families and individuals, aiming to provide clients with the best life possible within their available resources. Before joining Merrill Lynch, Gregory worked in Manhattan for ten years in the financial industry and spent an additional three years in the insurance industry. He earned a bachelor's degree in Finance from Saint Joseph's University in 2004 and holds FINRA Series 7 and Series 66 registrations, along with the Personal Investment Advisor (PIA) designation. Gregory resides in Glenburn, Pennsylvania, with his wife, Brook, and their sons, Daniel and Christopher. He is involved in community organizations including Girls on the Run, the Marworth Advisory Board, and the Waverly Community House.
Ryan N
Series 63, Series 66
Taylor, PA
LPL Financial
Ryan Namiotka is a financial advisor with LPL Financial in Taylor, Pennsylvania, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been affiliated with both LPL Financial and NBT Bank since 2013. Outside of his advisory role, he owns Abington Kids Creative Learning Center, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and incorporating advanced research and operational tools.
Nicholas P
Series 63, Series 65
Dunmore, PA
LPL Financial
Nicholas Parise is a financial advisor with LPL Financial in Dunmore, PA, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior work includes roles at PNC Bank and PNC Investments LLC. Outside of his advisory work, he is involved with DCNP Realty, LLC, a real estate rental business. 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 financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and supported by advanced operational tools.
Dennis J
Series 63, Series 65
Wilkes-Barre, PA
Mass Mutual Investors Services
Dennis Jumper is a financial advisor with Mass Mutual Investors Services based in Wilkes-Barre, PA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to joining Mass Mutual in 2022, he worked at Guardian Life for 18 years. He is also an insurance agent involved in outside sales of life, disability, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.
William C
Series 63, Series 66
Clarks Summit, PA
LPL Financial
William Colon is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and New York Life Insurance. Outside of his advisory work, he operates a recreational rental business called Luna Travel & Rentals. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting strategies that include discretionary and non-discretionary management with a range of investment options.
Robert W
CFP®, Series 63, Series 65
Dunmore, PA
LPL Financial
Robert Wright is a financial advisor with LPL Financial in Dunmore, PA, holding CFP® certification and securities licenses Series 63 and 65. He has 28 years of industry experience, including previous roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, with a focus on diverse investment strategies and operational tools.
Bryan B
ChFC®, Series 63
Wilkes Barre, PA
Cambridge Investment Research Advisors
Bryan Boyle is a ChFC®-designated financial advisor with Cambridge Investment Research Advisors, bringing 43 years of industry experience. He has been with Cambridge since 2011 and has also operated in financial services and insurance since 1994. Boyle serves as president of the Estate Planning Council of Northeast Pennsylvania and holds board and officer positions with local nonprofit organizations including Hospice of the Sacred Heart and The Eye Institute of the Sacred Heart. Cambridge Investment Research Advisors is an SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions.
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Finding advisors...
329 advisors near
18512
within the area shown on the map
Out of 400,000+ nationwide