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328 advisors near
18701
within the area shown on the map
Out of 400,000+ nationwide
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 J
Series 63, Series 65
Plains, PA
Wells Fargo Clearing
William Jenkins III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a power of attorney for a family member. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Melissa F
Series 63, Series 65
Wilkes-Barre, PA
STIFEL
Melissa Futch is a financial advisor at Stifel with 40 years of industry experience. She has held Series 63 and Series 65 designations and has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.
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.
Paul E
Series 66
Wilkes Barre, PA
Wells Fargo Advisors
Paul Eckmann is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Wells Fargo Clearing, Demeter Designs, and Lowe’s. Outside of his advisory work, he has operated as a self-employed Uber driver. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with various financial products and referral channels.
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.
Christine S
Series 63, Series 65
Plains, PA
Wells Fargo Clearing
Christine Stelmack is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, she serves as secretary-treasurer of the Annunciation Greek Orthodox Church in Wilkes-Barre, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm serves institutional clients with an IPS-driven process and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.
Edward D
Series 66
Wilkes Barre (Plains), PA
Wells Fargo Clearing
Edward Donnelly is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He has held positions at Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Donnelly serves on the finance committee of Our Lady of the Eucharist in Pittston, PA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.
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.
Dillan F
Series 66
Wilkes-Barre, PA
STIFEL
Dillan Foley is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Ameriprise. His background includes four years of education experience at High Point University and Allentown Central Catholic. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking market assumptions and probabilistic modeling for asset allocation and financial planning.
Robert L
CFP®, Series 63
Bear Creek Village, PA
Cetera
Robert Lawrence is a CFP® professional with 20 years of industry experience, currently affiliated with Cetera. He has held positions at various firms including Avantax Advisory Services and Strategic Personal Financial Management LLC, and is a partner at Lawrence Cable & Co LLP. Outside of advisory work, he is involved in managing Wendy's restaurant operations and serves as treasurer for the Wilkes-Barre Rotary Club. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of over 10,000 advisors and manages assets exceeding $256 billion.
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.
Robert R
Series 63, Series 65
Wilkes-Barre, PA
STIFEL
Robert Rosenberg is a financial advisor with Stifel in Wilkes-Barre, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Stifel Nicolaus & Co. since 2011. Outside of his advisory role, he serves as president of the Rosenburg Charitable Foundation, a family charity managing funds and distributions. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing clients with asset allocation and planning analyses that support informed decision-making.
Christopher F
Series 63, Series 65
Wilkes-Barre, PA
Mass Mutual Investors Services
Christopher Foder is a financial advisor with Mass Mutual Investors Services in Wilkes-Barre, PA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He previously worked at Guardian Life for 14 years before joining Mass Mutual in 2022. Outside of his advisory role, Foder is a partner managing a branch office at Meridian Financial Partners, LLC, and invests personal capital in residential real estate development through FIBI Capital LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager solutions, as well as educational seminars.
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Finding advisors...
328 advisors near
18701
within the area shown on the map
Out of 400,000+ nationwide