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218 advisors near
17331
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Out of 400,000+ nationwide
Thomas P
Series 66
Littlestown, PA
Edward Jones
Thomas Paholsky is a financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent nine years at New Windsor State Bank. Outside of his advisory role, Paholsky serves as a board member of the Littlestown Rotary Club, chairperson of 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 individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.
Noah C
Series 66
York, PA
Morgan Stanley
Noah Caler is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at Santander Bank and GameStop. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.
Robert F
Series 66
York, PA
Merrill
Robert Fegely is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2007 and is a CERTIFIED FINANCIAL PLANNER® certificant. Robert works with clients and their families to develop customized strategies aimed at achieving their financial goals. His areas of focus include executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Robert holds a bachelor's degree from York College of Pennsylvania. He utilizes a consultative approach to help clients identify their financial strengths and weaknesses. His process integrates investment advice and guidance with a broader view beyond portfolio returns and asset allocation, providing strategies tailored to what matters most to clients. He prioritizes excellent service, ongoing communication, and acting in the client's best interest. He is involved in his community as a member of the Rotary Club of York and serves on the Board of Directors for The Belmont Theatre. Robert lives in York, Pennsylvania with his wife and son. His personal interests include music, reading, spending time with his family, and traveling.
Gayle D
Series 63, Series 65
York, PA
Primerica Advisors
Gayle Delong is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been with Primerica Advisors since 2014 and Primerica Financial Services since 2012. Outside of advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an operational model that includes independent due diligence and delegated trading functions.
Connor Q
Series 66
Hanover, PA
Edward Jones
Connor Quinn is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, he worked at Flowserve and Honeywell Aerospace. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary investment strategies, tax-efficient services, and proprietary mutual funds through a nationwide network of advisors and branch offices.
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.
Aaron T
CFP®, Series 63, Series 65
York, PA
LPL Enterprise
Aaron Trinh is a CFP® professional affiliated with LPL Enterprise with 12 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, and currently provides insurance and investment services through White Rose Wealth Management in York, PA. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and brokerage services.
Chris P
Series 63, Series 65
York, PA
LPL Financial
Chris Potts is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at M&T Securities for 16 years and M&T Bank for over four decades. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.
Jody W
Series 63, Series 65
York, PA
Morgan Stanley
Jody Witherow is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley since 2010 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.
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.
Mary Ellen T
Series 63, Series 66
York, PA
Raymond James Financial
Mary Ellen Thomson is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 37 years of industry experience. Her prior experience includes roles at Fulton Financial Advisors and Fulton Bank. Outside of her advisory role, she serves as a check signer for a family business, Markle-Smith Incorporated. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs while maintaining specialized services in municipal and public finance.
Jared S
Series 63, Series 65
Spring Grove, PA
OSAIC
Jared Smith is a financial advisor at Osaic Wealth, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Signator Investors, Inc. and Transamerica Financial Advisors. Outside of his advisory role, he serves as a freshman basketball coach. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies across a range of programs.
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.
Kenneth F
Series 63
York, PA
Cambridge Investment Research Advisors
Kenneth Fahringer is a financial advisor with Cambridge Investment Research Advisors. He holds a Series 63 designation and has 38 years of industry experience. Prior to joining Cambridge Investment Research Advisors in 2025, he worked at Grove Point Investments and Grove Point Advisors from 2021 to 2025 and at H. Beck, Inc. from 2004 to 2021. Fahringer is also president of Fahringer & Associates Inc. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers multiple platform solutions with both discretionary and non-discretionary management options.
Samuel D
Series 63, Series 65
York, PA
Wells Fargo Clearing
Samuel Dalby is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a power of attorney for a family member. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.
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.
Nicholas S
Series 66
York, PA
Merrill
Nicholas Sciotti is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on collaborating with clients, their families, and professional teams to develop customized wealth management strategies that address personal goals and long-term plans. Nicholas emphasizes the importance of building tailored financial plans to align investments and manage risks effectively. He holds the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Plan Fiduciary Advisor® designation, and the Chartered Retirement Planning Counselor™ designation. Nicholas graduated with honors from the University of Pittsburgh with B.S. degrees in Finance, Economics, and Accounting, and participated on the Investment Committee of the University’s Portfolio known as The Katz Investment Group. Nicholas is active in community organizations such as Junior Achievement of South Central Pennsylvania, Northeastern Little League Baseball, and the APJ Foundation. He volunteers as a Little League Baseball coach and engages with area schools and internship programs to share his experiences in transitioning from student to the workforce.
Corbin C
Series 66
York, PA
RBC Capital Markets
Corbin Chevaux is a financial advisor at RBC Capital Markets with six years of industry experience. He holds a Series 66 credential and previously worked at Equitable Advisors, LLC, RKL eSolutions, and held various roles connected to Shippensburg University and other organizations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.
Nathan K
Series 63, Series 65
York, PA
Primerica Advisors
Nathan Keller is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2015, including time with Primerica Financial Services starting in 2014. Outside of his advisory role, he owns Keller Outdoors LLC, a wildlife management business currently not operational, and is a member of 10X Signature Group, LLC, related to office management. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodians, managing approximately $15.5 billion in assets through a network of nearly 3,700 advisors.
Pamela G
Series 65, Series 63
York, PA
Primerica Advisors
Pamela Getner is a financial advisor with Primerica Advisors in York, PA, holding Series 65 and Series 63 licenses with 11 years of industry experience. Her work history includes roles at Primerica since 2014, Nathan Keller, RVP, and PFS Investments Inc. In addition to her advisory work, she is a virtual assistant, committing 40 hours per month. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily delivers model-based investment strategies and operates with approximately 3,698 advisors and $15.5 billion in assets under management.
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Finding advisors...
218 advisors near
17331
within the area shown on the map
Out of 400,000+ nationwide