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376 advisors near
08825
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Out of 400,000+ nationwide
Brian W
Series 63, Series 65
Bethlehem, PA
J. W. Cole Advisors, Inc.
Brian Wagner is a financial advisor with J.W. Cole Advisors, Inc. in Bethlehem, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining J.W. Cole Advisors in 2017, he worked at Guardian Life Insurance Company and Park Avenue Securities for 15 years. Outside of his advisory role, he is a principal at Heritage Holdings of PA LLC, where he is involved in fixed insurance sales. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.
Norman M
Series 63
New Hope, PA
Janney Montgomery Scott
Norman Mielziner is a financial advisor at Janney Montgomery Scott with 56 years of industry experience. He has been with Janney Montgomery Scott and its predecessor entities since 1969 and holds a Series 63 designation. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory programs.
Daniel H
Series 66
New Hope, PA
Janney Montgomery Scott
Daniel Hogan is a financial advisor at Janney Montgomery Scott with a Series 66 designation and two years of industry experience. His prior roles include working at Equitable Advisors and involvement with Soccer Shots and SoFive. Hogan also has a background connected to Temple University and the USSF Soccer Federation. Janney Montgomery Scott LLC 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 a range of services including brokerage, financial planning, and advisory programs, utilizing both in-house and third-party portfolio management.
Brian F
Series 63
Annandale, NJ
Commonwealth Financial Network
Brian Fischer is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 44 years of industry experience. He has been with Commonwealth since 2011 and maintains leadership roles in several related entities, including Economic Concepts, Inc., where he serves as president. Outside of his advisory work, he is part owner of La Familia LLC, an entity created to own and operate a boat. Commonwealth Financial Network is a nationally recognized dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser platform that includes managed-account programs, access to third-party asset managers, plan consulting, and custody services.
Rebecca S
Series 66
Bethlehem, PA
J. W. Cole Advisors, Inc.
Rebecca Salabsky is a Series 66 licensed advisor with J. W. Cole Advisors, Inc. in Bethlehem, PA, with two years of industry experience. Her prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Co. She is also involved in fixed insurance sales and operates a DBA, Comprehensive Wealth Strategies. J. W. Cole Advisors is a large enterprise serving individuals, high-net-worth clients, and institutional accounts through fee-based portfolio management, financial planning, and retirement plan services. The firm offers a range of managed program options and access to third-party investment platforms, employing both fundamental and technical analysis strategies.
Ryan G
Series 63, Series 65
Flemington, NJ
NEwEdge Advisors
Ryan Goldschmitt is a financial advisor at NewEdge Advisors with 19 years of industry experience. He has held roles at JP Morgan Chase Bank, N.A. and J.P. Morgan Securities over an 11-year period prior to joining NewEdge Advisors in 2023. Goldschmitt is also involved as a referrer with First Element Planners, an insurance agency. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, retirement plan consulting, and advisory program services that combine in-house and third-party manager strategies supported by centralized due diligence and technology tools.
Kevin B
Series 66
Ringoes, NJ
Empower Advisory Group
Kevin Bostory is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 17 years of industry experience. His career includes roles at firms such as TD Ameritrade, Scottrade, Merrill, Charles Schwab, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its advisory services closely with Empower’s recordkeeping and administrative platforms.
Scott K
Series 63, Series 65
New Hope, PA
Janney Montgomery Scott
Scott Karpiak is a financial advisor with Janney Montgomery Scott holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Janney Montgomery Scott since 2015. Janney Montgomery Scott LLC 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 including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.
Scott C
CFP®, Series 63
Annandale, NJ
Commonwealth Financial Network
Scott Cooper is a CFP® with 36 years of industry experience. He has been with Commonwealth Financial Network since 2011 and is a part owner of Economic Concepts, Inc., a firm involved in securities, advisory, and fixed insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad base of individual and institutional clients. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Gregory K
Series 63, Series 65, Series 66
New Hope, PA
Janney Montgomery Scott
Gregory Kuhn is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes ten years at Bank of America and Merrill. Outside of finance, he is involved with Body Dynamics Fitness Center. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.
Andreas H
Series 63, Series 65
Hopewell, NJ
PNC Wealth Management
Andreas Hess is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and discretionary model accounts for clients with PNC Bank online-banking credentials.
Mark S
Series 65, Series 63
New Hope, PA
Janney Montgomery Scott
Mark Strange is a financial advisor at Janney Montgomery Scott with Series 65 and Series 63 licenses and three years of industry experience. He has worked in various roles including positions at McAdam Financial, Equitable Advisors, and Empower Financial Services. Janney Montgomery Scott LLC 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 a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.
Ka'neda B
Series 66
Hopewell, NJ
Commonwealth Financial Network
Ka'neda Bullock is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds a Series 66 designation and has worked with Clarus Group LLC since 2014. Outside of her advisory role, Bullock has served as a speaker on money management at The College of New Jersey and worked as a business consultant for the college’s Small Business Development Center. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, combining back-office support with discretionary model portfolios and customized investment solutions.
Bradley A
Series 63, Series 65
New Hope, PA
Janney Montgomery Scott
Bradley Adams is a financial advisor with Janney Montgomery Scott in New Hope, PA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Janney Montgomery Scott since 2011. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.
Jonathan B
Series 66
Easton, PA
Integrity Alliance, LLC
Jonathan Bath is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Brokers International Financial Services, Packerland Brokerage Services, and Stark Financial Group. He serves as treasurer and board member of the Nazareth Blue Eagle Education Foundation, where he provides financial oversight. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm supports over 300 independent advisers managing approximately $5.4 billion in client assets, offering portfolio management, financial planning, and a range of investment programs through both advisor-managed accounts and third-party managers.
Henry S
Series 66
Clinton, NJ
Commonwealth Financial Network
Henry Scalzo is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. His prior work history includes roles at Elevate Wealth Planning, Johnson & Wales University, and various other companies. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.
Christopher T
Series 65, Series 63
Lebanon, NJ
Hornor, Townsend & kent, LLC
Christopher Tarnowski is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2019. In addition to his advisory role, Tarnowski is the proprietor of WT Music & Son LLC, a company that rents, sells, and repairs brass, woodwind, and stringed instruments. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines investment advice with brokerage and custody services, managing a large asset base through a mix of discretionary and non-discretionary account options.
Emeline S
Series 63, Series 66
Easton, PA
Empower Advisory Group
Emeline Singh is a financial advisor at Empower Advisory Group with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Fidelity Investments, The Prudential Insurance Company of America, and Pruco Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.
Kenneth O
Series 63, Series 65
Flemington, NJ
Brookstone Capital Management LLC
Kenneth Orenstein is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bedrock Investment Advisors and operates Brokerage Consulting, where he advises business owners and federal employees on group health, Medicare benefits, and employee retirement plans. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.
Robert W
CFP®, Series 63
Bethlehem, PA
Hornor, Townsend & kent, LLC
Robert Willever is a CFP® with 40 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC since 1996. He also owns and operates an insurance brokerage focused on life insurance sales and services. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, emphasizing client-directed implementation and oversight with a range of advisory and consulting offerings.
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Finding advisors...
376 advisors near
08825
within the area shown on the map
Out of 400,000+ nationwide