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159 advisors near
21787
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Out of 400,000+ nationwide
Brandon S
CFP®, Series 66
Gettysburg, PA
Edward Jones
Brandon Smith is a financial advisor with Edward Jones in Gettysburg, PA. He holds the CFP® designation and Series 66 license and has 11 years of industry experience, all of which he has spent at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of roughly 23,701 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Ryan L
Series 63, Series 65
Hanover, PA
Wells Fargo Advisors
Ryan Logue is a financial advisor with Wells Fargo Advisors in Hanover, PA, holding Series 63 and Series 65 credentials. He has 22 years of industry experience, including previous roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Outside of his advisory work, he has ownership interests in investment-related entities JCBL, Inc. and RLOGUE GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. Advisors use Wells Fargo research and planning tools to create tailored recommendations, with services covering various specialized planning areas and optional implementation through brokerage or advisory programs.
Tracy S
Series 63, Series 66
Westminster, MD
Edward Jones
Tracy Saylor is a financial advisor at Edward Jones with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has prior roles at firms including Morgan Stanley, Wells Fargo Clearing Services, and Merrill Lynch. Outside of her advisory work, she is a USCCA Certified Firearms Instructor offering self-defense classes on a volunteer or paid basis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branches.
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.
Ryan T
Series 65
Westminster, MD
LPL Financial
Ryan Tuma is a financial advisor with LPL Financial based in Westminster, MD. He holds a Series 65 designation and has prior experience working at KPMG LLP and Tenable, among other roles. His current roles include positions at Puckett and Sturgill Wealth Management, Puckett and Sturgill Financial Group, and PFG Tax, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.
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®, ChFC®, and Series 66-registered financial advisor with Edward Jones, where he has worked since 2011. He has 15 years of industry experience. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by an extensive network of financial advisors and branch offices nationwide.
Jacob P
Series 66
Westminster, MD
LPL Financial
Jacob Puckett is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has prior work experience with Restoration Presbyterian Church and Princeville Presbyterian Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, portfolio management, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm supports its network of over 22,800 advisors with a range of advisory and non-advisory financial services.
Geoffrey T
ChFC®, Series 63, Series 65
Westminster, MD
Cambridge Investment Research Advisors
Geoffrey Tomasetti is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cambridge in 2015, he worked at CUNA Brokerage Services, Banc of America Investment Services, BB&T Investment Services, Blue Vase Securities, M&T Securities, and IFMG Securities. Tomasetti is president of Tomasetti Wealth Management LLC, an independent insurance agency and advisory firm. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.
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 Series 65 registered financial advisor with LPL Financial, based in Westminster, MD. He has one year of industry experience and has worked at several firms including Elite Income Advisors, Red Oak Financial Group, Ameriprise Financial Services, and Baltimore-Washington Financial Advisors. 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 financial planning, model portfolio programs, third-party asset management, and retirement advice, utilizing a wide range of investment strategies supported by technology and research tools.
Christopher Y
Series 63, Series 65, Series 66
Westminster, MD
RBC Capital Markets
Christopher Yingling is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His work history includes roles at City National Bank since 2019 and RBC Capital Markets Corporation since 2009. Outside of his advisory work, Yingling serves on the Planned Giving Committee for Carroll Community College. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored investment strategies through various advisory programs and integrates in-house and third-party managers to meet client-specific risk profiles.
Michael W
Series 63, Series 66
Hanover, PA
Wells Fargo Clearing
Michael Wagner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2004. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment strategies.
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...
159 advisors near
21787
within the area shown on the map
Out of 400,000+ nationwide