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726 advisors near
17070
within the area shown on the map
Out of 400,000+ nationwide
Hannah G
Series 65
Mechanicsburg, PA
Lifeguide Financial Advisors, LLC
Hannah Gawne is a financial advisor at LifeGuide Financial Advisors, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Keystone Custom Homes, Messiah University, and Cherry Crest Adventure Farm. LifeGuide Financial Advisors is an SEC-registered firm serving individuals, trusts, estates, businesses, and charitable organizations with approximately $563 million in assets under management. The firm employs a long-term, strategic asset allocation approach using in-house model portfolios primarily composed of low-cost, diversified mutual funds and ETFs, and offers a range of financial planning and wealth management services delivered through tiered programs and project-based engagements.
Nicole T
Series 65
Wormleysburg, PA
Stonebridge Financial Group, LLC
Nicole Tyminski is a financial advisor at Stonebridge Financial Group, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Triad Hybrid Solutions, Triad Advisors, Murray, M&T Bank, and Fulton Bank. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm offers tailored portfolio management, retirement-plan consulting, and strategies implemented primarily through accounts custodied at Charles Schwab.
Jonathan G
Series 65
Camp Hill, PA
Turning Point Financial
Jonathan Good is a financial advisor at Turning Point Financial with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Harvest Investment Services, WDC Advisors, and Turning Point Financial. Outside of his advisory role, he is involved with Wealth Development Council, LLC as a research assistant and agent. Turning Point Financial serves individual and family clients, business owners, and retirement plan clients by offering financial planning, discretionary investment management, and model-based asset management. The firm integrates tax and accounting services alongside insurance product recommendations, employing a team-based fiduciary planning process and utilizing third-party sub-advisers for portfolio management.
Jay J
Series 65
Camp Hill, PA
River Wealth Advisors LLC
Jay Jajich is an advisor at River Wealth Advisors LLC and holds a Series 65 designation. He has worked in various roles since 2015, including positions at Tank Truck Outfitters, PNC Bank, and Sherwin Williams. Jay joined River Wealth Advisors in 2024. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs, utilizing proprietary model portfolios and a range of investment products.
Holly W
CFP®, Series 66
Mechanicsburg, PA
Lifeguide Financial Advisors, LLC
Holly Whitmire is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Lifeguide Financial Advisors, LLC since 2018. Previously, she worked for Ameriprise Financial Services, Inc. for 12 years. Outside of her advisory role, she is a property owner involved in managing an Airbnb rental. Lifeguide Financial Advisors is an SEC-registered firm that manages approximately $563 million for about 766 clients through a 17-person advisory team. The firm serves individuals, trusts, estates, businesses, and charitable organizations with a primarily long-term, strategic asset allocation approach using in-house model portfolios comprised mainly of low-cost, diversified mutual funds and ETFs.
Noah L
Series 65
Wormleysburg, PA
Stonebridge Financial Group, LLC
Noah Leftridge is a financial advisor at Stonebridge Financial Group, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked with Collective Family Office, LLC and Eisenhart & Co. CPAs. In addition to his advisory role, he is a client service associate at emc CPAs, LLC, a public accounting firm specializing in income tax preparation. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm customizes investment strategies based on client objectives and risk tolerance, offering a range of portfolio management and retirement-plan consulting services.
Noah S
Series 65
Mechanicsburg, PA
Lifeguide Financial Advisors, LLC
Noah Springer is a Series 65 credentialed advisor with Lifeguide Financial Advisors, LLC, based in Mechanicsburg, PA. He has five years of industry experience, including roles at Lifeguide since 2020 and prior positions at Sunoco, Susquehanna International Group, and Drexel University. Lifeguide Financial Advisors is an SEC-registered firm serving individuals, trusts, estates, businesses, and charitable organizations with approximately $563 million in assets under management. The firm employs a primarily long-term, strategic asset allocation approach using in-house model portfolios comprised mainly of low-cost, diversified mutual funds and ETFs, offering tiered services ranging from financial planning to ongoing wealth management.
Ryan G
Series 66
Mechanicsburg, PA
MDRN Capital
Ryan Gray is a financial advisor with MDRN Capital, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massmutual, Northwestern Mutual, and Giant Food Stores. He is also engaged in insurance sales as an individual business activity. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines fundamental and technical analysis with a primarily long-term investment approach and offers tailored financial plans and ongoing portfolio management.
Brian W
CFP®, Series 65
Mechanicsburg, PA
Lifeguide Financial Advisors, LLC
Brian Wayne is a CFP® certificant and holds a Series 65 license with four years of industry experience. He has worked at LifeGuide Financial Advisors, LLC since 2021. Prior to his financial advisory career, he spent ten years with the Diocese of Harrisburg. LifeGuide Financial Advisors is an SEC-registered firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $563 million for about 766 clients through a 17-advisor team using a long-term, strategic asset allocation approach with in-house model portfolios primarily composed of low-cost, diversified mutual funds and ETFs.
Joseph M
Series 63, Series 65
Mechanicsburg, PA
Guardian Asset Advisors, LLC
Joseph Marrazzo Jr. is an investment advisor representative at Guardian Asset Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Asset Advisors since 2007, with prior experience at National Planning Corporation and Securities America, Inc. He is also president and owner of Marrazzo and Associates Financial Group, where he provides insurance, annuity sales, planning, and income tax preparation services. Additionally, Marrazzo serves as treasurer of NAIFA-PA. Guardian Asset Advisors, LLC serves individuals, trusts, estates, and business entities, managing approximately $278 million in assets for about 1,196 clients through a team of eight advisors. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party money managers, emphasizing fiduciary duty and diversified, asset-allocation-driven portfolios.
Matthew H
CFP®, Series 65
Mechanicsburg, PA
Lifeguide Financial Advisors, LLC
Matthew Hess is a Certified Financial Planner™ (CFP®) with nine years of industry experience. He has been with LifeGuide Financial Advisors, LLC since 2017 and previously worked for the Central Pennsylvania Food Bank from 2013 to 2017. LifeGuide Financial Advisors is an SEC-registered firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $563 million across about 766 clients through a 17-advisor team, offering services ranging from financial planning to ongoing wealth management using a primarily long-term, strategic asset allocation approach.
Isabel G
Series 65
Wormleysburg, PA
Stonebridge Financial Group, LLC
Isabel Gleason is a financial advisor at Stonebridge Financial Group, LLC with two years of industry experience. She holds the Series 65 designation and has previously worked at AssuredPartners Investment Advisors and Mid Penn Bank. In addition to her advisory role, she is licensed as an insurance agent. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm offers tailored portfolio management and retirement-plan consulting, employing various strategies implemented primarily through accounts custodied at Charles Schwab.
Kenneth F
CFP®, Series 63, Series 65
Mechanicsburg, PA
IFS Group
Kenneth Fry is a CFP® professional with 32 years of industry experience, currently serving as an advisor at IFS Group. Prior to joining IFS Group, he worked at Bridgeport Wealth Management for 12 years and has been affiliated with LPL Financial for 17 years. He also provides limited accounting, tax preparation, and estate planning services to select clients. IFS Group is a team of six advisors managing approximately $210 million for individuals, corporations, and municipal/governmental plans. The firm employs a disciplined investment approach incorporating multiple analytical methods and offers discretionary portfolio management alongside financial planning and pension consulting services.
James G
CFP®, ChFC®, Series 63, Series 65
Camp Hil, PA
Turning Point Financial
James Good is a CFP® and ChFC® with 32 years of experience in financial advising. He is currently with Turning Point Financial and has previously worked at WDC Advisors, Harvest Investment Services, and ProEquities, among others. Outside of his advisory work, he is active as a bluegrass musician, performing, teaching, and selling music. He also serves on the boards of the Home Mission Council and the Cumberland County Affordable Housing Trust Fund. Turning Point Financial serves individual and family clients, business owners, and retirement plan clients through a team-based fiduciary planning process that includes financial planning, discretionary investment management, and model-based asset management. The firm integrates in-house tax and accounting services alongside its financial advisory offerings.
Lindsay G
Series 63, Series 66
Wormleysburg, PA
Stonebridge Financial Group, LLC
Lindsay Griesemer is a financial advisor at Stonebridge Financial Group, LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Northwestern Mutual Investment Services and LPL Financial. Outside of her advisory role, she volunteers with the Ronald McDonald House of Central PA, participating on committees related to special events and endowment activities. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and pension plans. The firm offers tailored investment solutions using various strategies and provides retirement-plan consulting alongside its portfolio management services.
Jeffrey K
Series 66
Wormleysburg, PA
Stonebridge Financial Group, LLC
Jeffrey Kline is a financial advisor with Stonebridge Financial Group, LLC, holding a Series 66 designation and 18 years of industry experience. Prior to joining Stonebridge, he worked at Triad Advisors and Wells Fargo Advisors. He serves as the Pennsylvania DeMolay Treasurer, overseeing the investment account for this youth fraternity. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and pension plans. The firm offers discretionary and non-discretionary portfolio management, retirement-plan consulting, and employs a tailored investment approach that includes asset allocation, technical analysis, and options trading.
Michael G
Series 66
Camp Hill, PA
Turning Point Financial
Michael Good is a financial advisor at Turning Point Financial with 12 years of industry experience. He holds a Series 66 designation and has previously worked at firms including WDC Advisors and Harvest Investment Services. In addition to his advisory role, he has been involved in software development for a non-profit organization. Turning Point Financial serves individual and family clients, business owners, and retirement plan clients by offering financial planning, discretionary investment management, and model-based asset management. The firm integrates tax and accounting services alongside investment management, utilizing a team-based fiduciary planning process and third-party sub-advisers.
George K
Series 66
Mechanicsburg, PA
Merit Financial Advisors
George Kegerreis Jr. is a financial advisor at Merit Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Zimmerman Investment Management and Planning, LLC, and Professional Financial Advisors, Inc. Outside of his financial advisory role, he serves on the auditing committee for Faith Immanuel Presbyterian Church. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a long-term, diversified investment approach with customizable model portfolios and offers a range of services such as asset management, financial planning, retirement advice, and employee financial wellness programs.
Richard M
CFP®, Series 63, Series 65
Lemoyne, PA
Arkadios Wealth Advisors
Richard Matthews is a CFP® certificant with 38 years of industry experience. He currently serves at Arkadios Wealth Advisors and Arkadios Capital, having previously worked at Ameriprise Financial Services, Inc. and several other firms. Matthews is also the secretary of the East Pennsboro Lions Club, a nonprofit service organization involved in community programs. Arkadios Wealth Advisors is a multi-team SEC-registered firm that provides portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, businesses, and corporations. The firm uses customized investment plans that integrate fundamental, technical, and cyclical analysis, and offers a range of internally managed and third-party investment solutions.
Stephen K
Series 63, Series 65
Mechanicsburg, PA
OnePoint BFG Wealth Partners
Stephen Kuhn is a financial advisor with OnePoint BFG Wealth Partners, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Bleakley Financial Group, LLC since 2022 and previously spent seven years with Private Advisor Group and two years with LPL Financial. OnePoint BFG provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm uses a combination of proprietary models and third-party managers to implement portfolios, with a majority of client assets managed on a discretionary basis.
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Finding advisors...
726 advisors near
17070
within the area shown on the map
Out of 400,000+ nationwide