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169 advisors near
16102
within the area shown on the map
Out of 400,000+ nationwide
David K
Series 63
Ellwood City, PA
Cetera
David Kirkham is a financial advisor with Cetera who holds a Series 63 designation and has 37 years of industry experience. His career includes roles at Cetera Wealth Services, LLC, Wells Fargo Clearing, and his own firm, David Kirkham, LLC. Outside of advising, he is an insurance agent selling life insurance, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.
Robert K
Series 66
New Castle, PA
Edward Jones
Robert Kwiat Jr. is a financial advisor with Edward Jones in New Castle, PA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for 17 years with the Wilmington Area School District. Outside of his advisory role, he coaches the 8th grade boys basketball team at Neshannock Junior/Senior High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm is known for its large network of advisors and branches, as well as its affiliated capabilities including trust services and proprietary mutual funds.
David M
Series 63, Series 65
Youngstown, OH
LPL Financial
David Maxwell is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including OSAIC, Bury Financial Group, and SagePoint Financial. Maxwell is also involved with Maxwell Asset Management, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.
Douglas C
Series 66
Boardman, OH
Edelman Financial Engines
Douglas Corp is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Financial Engines Advisor Center, The Mutual Fund Store, and PNC Wealth Management. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm blends a committee-driven proprietary modeling process with planner delivery and online tools, offering both discretionary management and non-discretionary online advice, with an emphasis on diversified model portfolios and long-term investment orientation.
David T
Series 63
Boardman, OH
Cetera
David Troutman is a financial advisor with Cetera, holding a Series 63 license and 22 years of industry experience. He currently owns and operates Troutman Financial Group, LLC, and has worked at Cetera and related entities since 2018. Outside of his advisory work, he serves as Sergeant at Arms for a local Toastmasters International chapter. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a large network of advisors and offers a variety of customizable investment program structures.
Desiree C
Series 66
Poland, OH
Cetera
Desiree Cruciger is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. She has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014 and has been affiliated with First National Bank of PA since 2012. Outside of her advisory roles, she is a part owner and member of Aura Genetics of Ohio LLC, attending quarterly meetings. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, leveraging affiliated and third-party managers, and manages over $256 billion in assets through more than 10,000 advisors.
Alexander B
Series 66
Youngstown, OH
LPL Financial
Alexander Baker is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at OSAIC, SagePoint Financial, Voya Financial, General Electric Health Care, and DePuy Synthes Joint Reconstruction. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.
George H
Series 63
Poland, OH
Cetera
George Hurtuk is a financial advisor with Cetera, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Cetera ADVISORS LLC since 2013 and joined Cetera in 2024. Outside of his advisory role, he is also a licensed insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment program structures and third-party money managers.
Mark C
Series 63
Poland, OH
OSAIC
Mark Carlozzi Sr. is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and has worked at American Portfolios Financial Services Inc and Next Financial Group Inc prior to joining OSAIC. Outside of his advisory role, he serves as a board member and secretary for a local professional condo association. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports multiple advisory platforms to construct diversified portfolios tailored to client needs.
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Finding advisors...
169 advisors near
16102
within the area shown on the map
Out of 400,000+ nationwide