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153 advisors near
21787
within the area shown on the map
Out of 400,000+ nationwide
Mary S
Series 66
Hanover, PA
Edward Jones
Mary Syron is a financial advisor at Edward Jones in Hanover, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at First Capital Federal Credit Union and Members 1st Federal Credit Union, as well as Target. She is a development committee member for Leg Up Farm, assisting with fundraising events and sponsorships. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Dana A
Series 66
Hanover, PA
Edward Jones
Dana Alexander is a Series 66-licensed financial advisor at Edward Jones in Hanover, PA, with one year of industry experience. Prior to joining Edward Jones, Alexander was a partner in a fitness business, Envision Total Wellness, and involved in related real estate activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm operates a nationwide network of over 23,000 advisors and offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Patricia H
Series 66
Hanover, PA
Thrivent Investment Management
Patricia Hegberg is a Series 66-credentialed financial advisor with seven years of experience at Thrivent Investment Management and Thrivent Financial. She has served on the boards of Thirstysouls Ministries, which supports missionary work in Haiti and the Middle East, and the Hanover Area Historical Society, which focuses on preserving local history. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across multiple areas without discretionary portfolio management. Its services are delivered through a network of advisors and include options to combine planning with managed account programs under consolidated billing.
Brandon O
CFP®, ChFC®, Series 66
Westminster, MD
Edward Jones
Brandon O'neill is a CFP® and ChFC® with 14 years of experience, currently advising at Edward Jones since 2011. He holds a Series 66 license and is based in Westminster, MD. Outside of his advisory role, he maintains rental property interests. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Jacob P
Series 66
Westminster, MD
LPL Financial
Jacob Puckett is a financial advisor with LPL Financial in Westminster, MD, holding a Series 66 designation and four years of industry experience. He previously served in roles at Restoration Presbyterian Church and Princeville Presbyterian Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by in-house and third-party research and portfolio management solutions.
Benjamin S
Series 66
Hanover, PA
Cetera
Benjamin Shaw is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has previously been affiliated with Cetera Wealth Services, Cetera Advisor Networks, and HCM Wealth Advisory Group. Outside of his advisory role, Shaw is an elected board member of the Hanover Area Chamber of Commerce and operates an eBay resale business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party money managers.
Clinton F
Series 66
Littlestown, PA
Edward Jones
Clinton Forry is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at Edward Jones since 2018 and previously was employed at Members 1st FCU from 2015 to 2018. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Frank P
Series 66
Gettysburg, PA
Edward Jones
Frank Pizzuto is a Series 66-licensed financial advisor with Edward Jones, based in Gettysburg, PA, where he has worked since 2002. He has 25 years of industry experience. Outside of his advisory role, he owns a commercial property in Gettysburg that he leases to a medical business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 advisors.
Jason K
CFP®, Series 65
Westminster, MD
LPL Financial
Jason Koval is a CFP® and holds a Series 65 license with one year of industry experience. He is currently with LPL Financial and has held prior roles at firms including Thompson Wealth Solutions, Elite Income Advisors, Red Oak Financial Group, Baltimore-Washington Financial Advisors, and Ameriprise Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party research, and various management strategies.
Christopher Y
Series 63, Series 65, Series 66
Westminster, MD
RBC Capital Markets
Christopher Yingling is a financial advisor with RBC Capital Markets in Westminster, MD, holding Series 63, Series 65, and Series 66 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2019. Yingling serves on the Carroll Community College Planned Giving Committee, advising on fundraising strategies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management strategies that incorporate in-house and third-party investment managers and tax-management options.
Hondamir B
Series 63, Series 65
Thurmont, MD
Catoctin Ridge Wealth Partner
Hondamir Burhon is a financial advisor with Catoctin Ridge Wealth Partners, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at PNC Investments and Grove Point Advisors. He is also involved in providing non-variable insurance services. Catoctin Ridge Wealth Partners offers investment advisory and financial planning services to individuals, businesses, and retirement plans, managing approximately $102 million in assets primarily on a discretionary basis. The firm emphasizes diversified, long-term strategies and tailors recommendations through a combination of in-house management, third-party managers, and wrap-fee programs.
Eric V
CFP®, Series 66
Thurmont, MD
Catoctin Ridge Wealth Partner
Eric Vinores is a CFP® with 16 years of industry experience, currently with Catoctin Ridge Wealth Partner. His prior experience includes roles at LPL Financial, Grove Point Investments, and Nationwide. He is also involved in Peak Benefits Group, a non-variable insurance business. Catoctin Ridge Wealth Partners offers investment advisory and financial planning services to individuals, businesses, and retirement plans, managing approximately $102 million in assets with an emphasis on diversified, long-term strategies tailored to each client's financial situation.
David R
CFP®, Series 63, Series 66
Thurmont, MD
Catoctin Ridge Wealth Partner
David Rectenwald is a CFP®-certified financial advisor with nine years of industry experience, currently affiliated with LPL Financial. He has held roles at Grove Point Advisors, Nationwide Securities, and Huntington National Bank among others. He also provides investment advisory services through Catoctin Ridge Wealth Partners, an independent registered investment advisory firm. LPL Financial serves a diverse client base including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and a variety of investment solutions tailored to client needs.
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Finding advisors...
153 advisors near
21787
within the area shown on the map
Out of 400,000+ nationwide