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299 advisors near
18615
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Alycia R
Series 65
Plains Twp, PA
Integrity Alliance, LLC
Alycia Rodriguez is a financial advisor at Integrity Alliance, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Keystone Legacy Financial LLC, Bankers Life and Casualty Company, and Aveanna Healthcare. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers through various platforms, employing a range of investment approaches and maintaining dual registration as an SEC-registered adviser and broker-dealer.
Thomas D
CFP®, Series 63
Shavertown, PA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Thomas Dettore is a CFP® professional currently with United Planners Financial Services of America, bringing 38 years of industry experience. His prior roles include positions at LPL Financial and INVEST Financial Corporation. Outside of advisory work, Dettore is president of two real estate companies focused on property management and sales. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm combines advisory and brokerage capabilities with multiple custodial and third-party management platforms, primarily managing client assets on a non-discretionary basis.
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.
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.
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.
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.
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.
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.
Harold J
Series 63
Clarks Summit, PA
Raymond James Financial
Harold Jones is a financial advisor at Raymond James Financial with over 56 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory role, he serves as an officer and treasurer of HJFS Wolfe LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
James V
Series 63, Series 66
Scranton, PA
LPL Financial
James Van Wert Jr. is a financial advisor with LPL Financial in Scranton, PA, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He previously worked for Cuna Brokerage Services, Inc. and Cuna Mutual Group for over 29 years before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary model portfolios and third-party strategies.
John S
Series 63, Series 65
Scranton, PA
LPL Financial
John Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Nationwide Securities, Inc. for 17 years and Pitt Ohio Express Inc. for 29 years. Outside of his advisory role, he works as a sales representative for a transportation services company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Paul E
Series 63, Series 65
Scranton, PA
Morgan Stanley
Paul Eckenrode is a financial advisor with Morgan Stanley in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations as part of its financial planning process.
Joseph M
Series 63
Moosic, PA
Mass Mutual Investors Services
Joseph Manley Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 43 years of industry experience. His prior work includes 36 years at Metlife Securities Inc. and over a decade at MassMutual Life Insurance Company. Mass Mutual Investors Services 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, and educational seminars, using firm-approved software and a collaborative planning process.
Peter A
Series 63, Series 65
Dunmore, PA
LPL Financial
Peter Albano is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at several firms, including FNCB Bank, Community Bank, INVEST Financial Corporation, and Citizens Securities, Inc. Outside of his advisory role, he is also an insurance agent specializing in non-variable life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.
Peter B
Series 63, Series 65
Clarks Summit, PA
LPL Enterprise
Peter Barrasse Jr. is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 43 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC for over four decades. Outside of his advisory role, he manages a real estate rental business in Clarks Summit, Pennsylvania. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, access to asset managers, and wrap programs, along with affiliated trust and insurance services.
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Finding advisors...
299 advisors near
18615
within the area shown on the map
Out of 400,000+ nationwide