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Ralph S
Series 63
Horsham, PA
Lincoln Investment
Ralph Schneider is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1992. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs, utilizing both strategic and quantitative investment approaches.
Robert D
ChFC®, Series 63, Series 66
Medford, NJ
SPC
Robert Delambily Jr. is a ChFC® with over 41 years of experience in the financial services industry. He is currently with SPC and has held roles at Parkland Securities and M&K Financial Services, among others. Outside of his advisory work, he is involved in officiating track and field and basketball, teaching officiating classes, and serves as president of the Basketball Club of South Jersey. He also holds board positions with a nonprofit supporting employment for visually impaired individuals and a local homeowners association. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers discretionary portfolio management, financial planning, and ERISA-related retirement services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside formal adviser succession and compliance protocols.
Regina C
Series 63, Series 66
Philadelphia, PA
Janney Montgomery Scott
Regina Colburn is a financial advisor at Janney Montgomery Scott with eight years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Janney Montgomery Scott, she worked at The Vanguard Group for multiple years and has been involved with The Treehouse: A Children's Museum since 2022. 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, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering a range of brokerage, financial planning, and advisory services.
Trevor W
Series 66
Marlton, NJ
Janney Montgomery Scott
Trevor Wampler is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 18 years of industry experience. He has been with Janney Montgomery Scott since 2008. Outside of his advisory role, he coaches junior high boys basketball at Gloucester County Christian School and serves as a lay pastor and Bible teacher at Joy Community Fellowship of Williamstown Church. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.
Melissa H
Series 66
Conshohocken, PA
Citizens Securities, Inc.
Melissa Howard is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 credential and 11 years of industry experience. Her prior work history includes roles at Santander Securities, LLC, and Santander Bank, NA. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program with ETF-based portfolios managed via proprietary algorithms, in addition to commission-based brokerage services.
Charles H
Series 63, Series 65
Philadelphia, PA
Wealth Enhancement Advisory Services, LLC
Charles Hoffmann is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes long tenures at Commonwealth Financial Network and Portin Hoffmann Financial Group Inc, as well as roles at Marcum Wealth LLC and FourFront Advisors, LLC. Outside of his advisory work, he serves as Vice President and Co-Trustee for ILIT AG/SG in Philadelphia, overseeing trust and insurance policy maintenance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research incorporating quantitative and fundamental analysis.
Daniel L
Series 63, Series 65
Blue Bell, PA
Janney Montgomery Scott
Daniel Levin is a financial advisor with Janney Montgomery Scott in Blue Bell, PA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Janney Montgomery Scott since 2009. Levin serves on the Board of Governors and Admissions Committee of the Philadelphia Cricket Club and is a board member of the Bucks County Chapter of the Fox Chase Cancer Center. 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 diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.
Charles C
Series 63
Bryn Mawr, PA
Janney Montgomery Scott
Charles Collings is a financial advisor at Janney Montgomery Scott in Bryn Mawr, PA, holding a Series 63 designation with 44 years of industry experience. He has been with Janney Montgomery Scott since 2009. Collings serves on the advisory board of the Primitive Hall Foundation in Unionville, PA. 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 diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap and advisory programs.
Amanda S
CFP®, Series 66
Plymouth Meeting, PA
Prime Capital Financial
Amanda Salyer is a CFP® professional with 19 years of industry experience, currently with Prime Capital Financial since 2026. She previously worked at Financial Engines Advisors L.L.C. and Fidelity in various advisory roles spanning over eight years. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated tax advisory subsidiary alongside its family office practice.
Eric H
Series 63
Fort Washington, PA
Lincoln Investment
Eric Hershman is a financial advisor with Lincoln Investment, holding a Series 63 designation and over 43 years of industry experience. He has been with Lincoln Investment since 2012 and has also worked at Capital Analysts Incorporated since 2001. Outside of his advisory roles, he owns Hershman & Associates, a business involved in the sales and service of insurance-related products. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a variety of managed portfolio programs, employing both strategic and dynamic investment approaches overseen by its Investment Management & Research team.
Dennis S
CFP®, Series 66
Philadelphia, PA
Truist Advisory Services
Dennis Springer is a CFP® with one year of experience currently serving at Truist Advisory Services. He previously worked at Merrill for seven years and Wells Fargo for twelve years. His credentials include Series 66 registration. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.
Edward R
Series 66
Philadelphia, PA
Janney Montgomery Scott
Edward Ramolt is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. He holds a Series 66 designation and has been with Janney in various roles since 2006. Outside of his advisory work, he provides independent consulting on portfolio accounting systems and wealth management solutions through AlphaSights. 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 diverse client base including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.
Timothy H
CFP®, Series 65, Series 63
Conshohocken, PA
Hornor, Townsend & Kent, LLC
Timothy Hall is a CFP® with 23 years of experience in financial advisory roles. He is currently with Hornor, Townsend & Kent, LLC and has previously worked at firms including Lincoln Financial Advisors and Carson Wealth. Outside of advisory work, he owns a retail spirituality business called Days of Zen and is involved in life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, offering a range of discretionary and non-discretionary account options with over $8 billion in discretionary assets under management.
David E
Series 66
Marlton, NJ
Lincoln Investment
David Enos is a financial advisor at Lincoln Investment with three years of industry experience. He holds a Series 66 designation and previously worked at Capital Analysts. Outside of financial services, he has been involved with Yards Brewing Company since 2017 and previously with Schulson Collective. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm utilizes a mix of in-house and third-party investment strategies overseen by an Investment Management & Research team, offering both discretionary and non-discretionary programs.
Zane B
Series 66
Philadelphia, PA
Janney Montgomery Scott
Zane Byramji is a financial advisor at Janney Montgomery Scott with nine years of industry experience and holds a Series 66 designation. He has been with Janney Montgomery Scott continuously since 2015. 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 diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.
Mark Anthony G
Series 63, Series 65
Philadelphia, PA
TD private Client Wealth LLC
Mark Anthony Gibson is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with firms including Bank of America, Merrill Lynch, and Citizens Bank. Outside of his advisory role, Gibson is involved in Liberty Resources Home Choices, a provider of home care services in Philadelphia, where he serves as a personal care attendant. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation alongside affiliated and third-party sub-managers to construct portfolios.
Jeffrey R
Series 63, Series 65
Cherry Hill, NJ
PNC Wealth Management
Jeffrey Reed is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with PNC Investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that utilizes algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.
James C
Series 63, Series 65
Marlton, NJ
Lincoln Investment
James Conner is a financial advisor at Lincoln Investment with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Capital Analysts, First Command Advisory Services, and First Command Financial Planning. Outside of his advisory work, Conner is the founder and president of the Marlton Volleyball Club, where he organizes and coaches youth teams for regional tournaments. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs utilizing both strategic and tactical investment approaches.
Sean M
Series 66
Southampton, PA
Citizens Securities, Inc.
Sean Macartney is a financial advisor with Citizens Securities, Inc. in Southampton, PA, holding a Series 66 designation. He has been in the financial industry since 2022, previously working at Power Home Remodeling and Police and Fire Federal Credit Union. Citizens Securities serves a broad retail client base, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory solutions and operates as a broker-dealer and insurance agency.
Brian A
CFP®, Series 66
Marlton, NJ
TD private Client Wealth LLC
Brian Attard is a financial advisor with TD Private Client Wealth LLC, holding the CFP® and Series 66 credentials and bringing 19 years of industry experience. His prior work includes roles at TD Ameritrade, Charles Schwab, and Scottrade. Outside of his advisory work, he is a part owner and on-air talent for The Sports Box, a social media-based sports talk podcast. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic and tactical asset allocation across affiliated and third-party investments.
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4,465 advisors near
19135
within the area shown on the map
Out of 400,000+ nationwide