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690 advisors near
17055
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Ralph T
Series 63
Lemoyne, PA
Arkadios Wealth Advisors
Ralph Thrush III is a financial advisor at Arkadios Wealth Advisors with 27 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Ameriprise Financial Advisors Inc. and Triad Advisors. Outside of his advisory role, he serves on the board of directors for the Bob Craig Youth Foundation, a nonprofit supporting youth activities in central Pennsylvania. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans delivered through various account structures and integrates fundamental, technical, and cyclical analysis in its investment approach.
Clinton S
CFP®, Series 65
Mechanicsburg, PA
Apollon Wealth Management, LLC
Clinton Smith III is a CFP® designated financial advisor with eight years of industry experience. He is currently with Apollon Wealth Management, LLC, where he has worked since 2021. Prior to this, he was employed at SevenBridge Financial Group, LLC and BDO USA LLP. Outside of his advisory role, he serves on the board of the Boys and Girls Club of Harrisburg and owns a commercial distillery and a family entertainment center. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, businesses, and other entities, employing a combination of centrally managed strategies and locally managed portfolios supported by an Investment Committee.
Albert D
Series 63, Series 65
Mechanicsburg, PA
Vicus Capital, Inc.
Albert Dagostino is a financial advisor with Vicus Capital, Inc. in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Vicus Capital (formerly PFG Financial Advisors) since 2001 and also has experience with Cetera Wealth Services, LLC since 2013. Outside of advisory work, he operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Vicus Capital serves a broad client base, including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies, providing tailored advisory services through multiple platforms and maintaining specialized programs such as ERISA fiduciary consulting and fee-based annuity offerings.
Ernie I
CFP®, Series 66
Mechanicsburg, PA
JFS Wealth Advisors, LLC
Ernie Irwin is a CFP® and holds a Series 66 license with eight years of experience in the financial services industry. He is currently with JFS Wealth Advisors, LLC, where he has worked since 2023. Prior to joining JFS, he held positions at Peoplesbank Wealth Management, Wheatland Advisors, Inc., and PNC Investments. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm’s approach involves a written Financial Goal Plan and an internal Investment Committee that uses Modern Portfolio Theory to guide portfolio allocations, with services including continuous investment management, financial planning, tax preparation, and fiduciary retirement plan services.
Andrew O
Series 65, Series 63
Camp Hill, PA
Foundations Investment Advisors LLC
Andrew Ogle is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and two years of industry experience. He has previously worked at 1st Choice Financial Services, Milton Hershey School, Zander Insurance, and Northwestern Mutual. Ogle also serves as a financial planning assistant at 1st Choice Financial Services, where he meets with clients and creates financial plans involving insurance products. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a range of analytical approaches and model portfolios, supplemented by third-party sub-advisers and custodians, to tailor advice based on confidential client profiles.
Derek M
Series 66
Dillsburg, PA
Inspire Advisors, LLC
Derek Mauldin is a financial advisor with Inspire Advisors, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Thrivent Financial and In Him Christian Wellness. Outside of his advisory work, he volunteers as Treasurer for Mechanicsburg Brethren in Christ Church and serves as a board member for a Christian counseling nonprofit focused on mental health. Inspire Advisors, LLC manages over $1.3 billion in discretionary client assets and serves individual, high-net-worth, institutional, and charitable clients. The firm incorporates Biblically Responsible Investing through proprietary tools and employs diverse investment methods while frequently utilizing sub-advisors and offering tax-mitigation services.
Eric B
CFP®, Series 65, Series 63
Harrisburg, PA
Silver Oak Securities, Inc.
Eric Beittel is a Certified Financial Planner® with 26 years of industry experience. He is currently with Silver Oak Securities, Inc., where he has been since 2023. Prior to that, he held positions at Ambassador Advisors, LLC, American Portfolios Financial Services, Inc., and Enders Insurance Associates. He also owns Beittel Consulting LLC, providing consulting on employee benefits and health coverage options. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals managing about $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives and employs a primarily discretionary investment approach using individual securities, ETFs, mutual funds, and independent strategist models.
Jeanna M
Series 66
Mechanicsburg, PA
Dakota Wealth, LLC
Jeanna Montes is a financial advisor at Dakota Wealth, LLC with 22 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Raymond James Financial Services, LPL Financial, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of her advisory role, she operates a clothing resale business selling used clothing on eBay. Dakota Wealth, LLC serves a broad range of clients such as individuals, trusts, foundations, retirement plans, and business enterprises, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs a long-term, customized investment approach utilizing a mix of mutual funds, ETFs, individual equities, fixed income, and alternative instruments, and is actively involved in managing pooled funds and serving as a sub-advisor to an ETF.
Jeffrey G
CFP®, Series 63, Series 65
Mechanicsburg, PA
Dakota Wealth, LLC
Jeffrey Goyette Jr. is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC since 2023. Prior to joining Dakota Wealth, he worked for seven years at Raymond James Financial Services. Dakota Wealth, LLC advises a diverse range of clients including individuals, trusts, foundations, retirement plans, and business enterprises. The firm employs a primarily long-term and customized investment approach, utilizing fundamental, technical, and quantitative analysis to manage diversified portfolios and also serves as an investment manager and sub-advisor to various pooled vehicles and registered ETFs.
Paul D
CFP®, Series 66
Mechanicsburg, PA
Thrivent Advisor Network, LLC
Paul Dubendorf is a CFP®-certified financial advisor with 21 years of industry experience. He is currently registered with Thrivent Advisor Network, LLC and Northeastern Star Asset Management, Inc., with a work history that includes roles at Northeastern Star Asset Management, Penn Investment Advisors, and AMP Asset Management. Outside of advisory services, he serves as president of Dube's Tax and Payroll Services Inc., providing tax preparation and payroll services. Thrivent Advisor Network, LLC offers discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on long-term, diversified portfolio construction using low-cost mutual funds and ETFs, supported by ongoing portfolio management and access to independent managers.
Keegan C
Series 63, Series 65
Lemoyne, PA
Arkadios Wealth Advisors
Keegan Carl is a financial advisor at Arkadios Wealth Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Berenberg Capital Markets LLC, Wolfe Research Advisors, and Osaic Wealth. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various managed accounts and third-party managers.
Andrew S
CFP®, Series 66
Camp Hill, PA
Vicus Capital, Inc.
Andrew Spuhler is a CFP® with four years of industry experience currently affiliated with Vicus Capital, Inc. His prior roles include positions at Cetera Wealth Services, Securities America Advisors, and OSAIC. He also operates Spuhler Enterprises LLC. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various model and separately managed strategies, with a particular focus on retirement-plan consulting and fiduciary services.
Mitchell W
Series 65
Dillsburg, PA
Inspire Advisors, LLC
Mitchell Wirth is a financial advisor at Inspire Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Daymark Financial Solutions, Members 1st Federal Credit Union, and Select Medical. He is also an independent licensed insurance agent in Pennsylvania, focusing on life and fixed annuities as well as accident and health insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a combination of fundamental, technical, and quantitative methods to construct portfolios, often delegating management to sub-advisors and offering tax-mitigation services.
Andrew K
CFP®, ChFC®, Series 66
Camp Hill, PA
Vicus Capital, Inc.
Andrew Kern is a CFP® and ChFC® with 21 years of industry experience. He is an investment advisory representative at Vicus Capital, Inc., and previously worked at Cetera Wealth Services, LLC, Integrated Wealth Concepts LLC, and LPL Financial. Kern serves as vice president of the Michael J Santanna Jr. Achievement Foundation and is a board member of the Financial Planning Association of Central Pennsylvania. He also volunteers as a youth sports coach. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a combined fundamental and technical analysis approach, offering a range of model and separately managed strategies along with specialized retirement-plan consulting and fiduciary services.
Douglas C
ChFC®, Series 63
Camp Hill, PA
Vicus Capital, Inc.
Douglas Clelan is a financial advisor with Vicus Capital, Inc., holding the ChFC® designation and a Series 63 license, with 51 years of industry experience. He has worked at Vicus Capital (formerly PFG Financial Advisors) since 1994 and previously at Cetera Wealth Services for 12 years. In addition to his advisory roles, Clelan is an independent insurance agent involved in disability, life, accident, health, and long-term care insurance, and he also participates in a life settlement business. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a variety of fundamental and technical strategies, offers retirement-plan consulting and fiduciary support, and utilizes both discretionary and non-discretionary investment approaches, including access to third-party money managers and digital-advice portfolios.
Douglas C
Series 63, Series 65
Harrisburg, PA
Prospera Financial Services, inc.
Douglas Charney is a financial advisor with Prospera Financial Services, Inc. in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Prospera in 2016, he spent 21 years at Wells Fargo Clearing. Outside of his advisory role, he owns an aircraft leasing business and serves on the board that advises the Chancellor of Penn State Harrisburg. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.
Michael S
CFP®, Series 66
Dillsburg, PA
Inspire Advisors, LLC
Michael Smith is a CFP® professional with 23 years of experience in financial advising. He currently serves at Inspire Advisors, LLC and previously spent 20 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, he is vice-president of Our Father’s Hope, a nonprofit organization supporting orphans and foster children. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and primarily serves individual and institutional clients. The firm integrates Biblically Responsible Investing using proprietary tools and employs various analytical methods to construct portfolios, often delegating management to sub-advisors and affiliated managers.
Michael S
Series 63, Series 65
Wormsleysburg, PA
ON Investment Management CO
Michael Saracino is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with The O.N. Equity Sales Company since 2005 and Ohio National Financial Services since 2004. Saracino is also president of Choice Financial Services LLC, where he sells life, health, long-term care, disability insurance, group health, and annuities. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of service options and access to third-party investment programs, operating a dual-registration model that includes both advisory and broker-dealer activities.
Liana F
Series 65
Camp Hill, PA
Vicus Capital, Inc.
Liana Freeland is a financial advisor at Vicus Capital, Inc. with three years of industry experience. She holds a Series 65 designation and has previously worked at Clelan and Company, Pronto, and Kay LLC. Outside of financial advising, she is a board member of the Michael J. Santanna Jr Achievement Foundation, where she communicates with schools and distributes scholarships, and owns Freeland Ventures, LLC, a business focused on reselling vinyl records and vintage items. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis with a variety of strategies and provides specialized services such as ERISA fiduciary consulting and dedicated program features like faith-based and ESG investment paths.
Ryan R
Series 63, Series 66
Mechanicsburg, PA
Girard Advisory Services, LLC
Ryan Roy is a financial advisor with Girard Advisory Services, LLC in Mechanicsburg, PA, holding Series 63 and Series 66 registrations and 22 years of industry experience. He has been with Girard Advisory Services since 2011 and previously worked at FTJOL, LLC for seven years. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification, using a proprietary research process and a committee-approved list of large-cap stocks, and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.
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Finding advisors...
690 advisors near
17055
within the area shown on the map
Out of 400,000+ nationwide