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194 advisors near
07882
within the area shown on the map
Out of 400,000+ nationwide
Edward C
Series 66
Lebanon, NJ
LPL Financial
Edward Collins is a financial advisor with LPL Financial in Lebanon, NJ, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, he co-owns Vimagery Inc and Eat Right Vending, LLC. 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 investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing a range of discretionary and non-discretionary management solutions supported by proprietary and third-party research.
Jonathan C
Series 66
Stewartsville, NJ
Merrill
Jonathan Cohen is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2015. In addition to his advisory role, he serves as a soldier in the US Army National Guard. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Thomas S
Series 63, Series 65
Whitehouse Station, NJ
OSAIC
Thomas Schaible is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Securities America Advisors and Securities Service Network, among other firms. He is also a partner in a CPA firm and serves on the board of a nonprofit organization. OSAIC serves a diverse client base, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services with a range of investment solutions that include automated portfolio management and access to third-party money managers.
Stephen B
CFP®, Series 66
Easton, PA
Edward Jones
Stephen Bajan II is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones in Easton, PA since 2014. He holds the Series 66 designation and has been with Edward Jones for his entire advisory career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.
James L
Series 63, Series 65
Lebanon, NJ
LPL Enterprise
James Leuenberger is a financial advisor with LPL Enterprise who holds the Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked at Prudential Insurance Company of America since 2012 and joined LPL Enterprise in 2024. He is also involved in the sale and service of Prudential-sponsored property and casualty insurance. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, providing financial planning, advisory services, and brokerage products through an integrated platform that combines adviser programs with insurance and lending services.
Joseph P
Series 63, Series 65
Hope, NJ
LPL Financial
Joseph Proscia is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at Alliance Bernstein for 20 years before joining LPL Financial and First Hope Bank in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Robert P
CFP®, Series 66
Easton, PA
LPL Financial
Robert Pretopapa is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and a total of 22 years of industry experience. He has worked at LPL Financial since 2008. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.
Eric T
ChFC®, Series 66
Glen Gardner, NJ
RBC Capital Markets
Eric Taylor is a ChFC® credentialed financial advisor with 11 years of industry experience. He is currently with RBC Capital Markets and has previously worked at City National Bank, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customized portfolio management and financial planning services, leveraging both in-house and third-party investment managers.
Thomas S
Series 63, Series 65
Washington, NJ
Cetera
Thomas Smith is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Avantax and Blue Valley Financial LLC. In addition to his advisory role, Smith owns and operates Hess and Smith, a tax preparation and accounting business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and strategies.
Alexander V
Series 63, Series 65
Lebanon, NJ
LPL Financial
Alexander Vasilantone Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 42 years of industry experience. His career includes roles at National Planning Corporation and Securities America Advisors before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Rahn S
Series 63, Series 66
Hackettstown, NJ
Cetera
Rahn Singer is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, and 1ST Global Capital Corp. Singer is also a CPA and owner of Rahn J. Singer, CPA LLC, a firm he has operated since 1987. Outside of advising, he serves on the board of the National Kitchen & Bath Association. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, managing over $256 billion in assets.
Robyn J
CFP®, Series 63, Series 66
Hackettstown, NJ
Edward Jones
Robyn Jensen is a CFP®-certified financial advisor with Edward Jones, based in Hackettstown, NJ. She has 20 years of industry experience and has been with Edward Jones since 2005. Outside of her advisory role, she owns a vacation home in Chincoteague, VA, which is occasionally used as a rental property but is not currently rented. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, mutual funds, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.
Paul F
Series 66
Easton, PA
Cetera
Paul Febbo is a financial professional with 11 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and operates a separate financial services business, Febbo Wealth Management, LLC. Additionally, he owns a small video game project pursued as a hobby. Cetera Investment Advisers LLC serves a broad client base, including individual, corporate, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform.
Pierce H
Series 66
Annandale, NJ
Equitable Advisors
Pierce Hyldahl is a financial advisor at Equitable Advisors with a Series 66 designation and four years of industry experience. His prior work experience includes roles at Robert Half and Ramapo College of New Jersey. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.
William P
Series 63, Series 65
Long Valley, NJ
Cetera
William Pretory is a financial advisor with Cetera Wealth Services LLC, holding Series 63 and Series 65 registrations and 21 years of industry experience. His prior roles include positions at LPL Financial and Invest Financial Corporation. He is also active as Director of Planning at Wealthspring Financial Partners LLC and as a Wealth Management Advisor at Nisivoccia Wealth Advisors LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors, providing a broad range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers multiple program options and investment platforms, including model portfolios, third-party managers, and customized strategies.
Sondrine G
Series 66
Easton, PA
Morgan Stanley
Sondrine Gutierrez is a Series 66-licensed financial advisor at Morgan Stanley with 11 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she coaches the girls' basketball team at Wilson Area School District. Morgan Stanley Wealth Management is a large institution serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.
Kurt S
CFP®, Series 63, Series 65
Hackettstown, NJ
LPL Financial
Kurt Schroeder is a CFP®-certified financial advisor with LPL Financial in Hackettstown, NJ. He has 35 years of industry experience, including roles at Private Portfolio Partners, LLC and LPL Financial. Schroeder is also involved in the sales and service of fixed life and health insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives. The firm offers a broad range of financial planning and advisory programs, including retirement plan consulting and model portfolio management, supported by research from LPL Research and third-party subadvisors.
Meghan C
Series 63, Series 66
Milford, NJ
Edward Jones
Meghan Casey is a financial advisor at Edward Jones with 11 years of industry experience. She joined Edward Jones in 2016 after two years with JP Morgan Securities LLC. Outside of her advisory role, she participates in management decisions for a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and maintains a nationwide network of over 23,000 financial advisors and 15,000 branch offices.
Dustin L
Series 63, Series 65
Clinton, NJ
Edward Jones
Dustin Lindley is a financial advisor with Edward Jones in Clinton, NJ, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at PRUCO Securities, LLC and The Prudential Insurance Company of America from 2009 to 2018 before joining Edward Jones in 2018. 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 and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.
Michael G
Series 63, Series 65
Easton, PA
Morgan Stanley
Michael Glovas is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009 and previously worked at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Glovas coaches basketball at Wilson High School and serves on the board of a nonprofit intercollegiate athletics program. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm‑approved tools, focusing on advisory services rather than individual security recommendations.
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Finding advisors...
194 advisors near
07882
within the area shown on the map
Out of 400,000+ nationwide