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14 advisors near
15530
within the area shown on the map
Out of 400,000+ nationwide
Albert G
Series 66
Somerset, PA
Lincoln Investment
Albert Gaiardo is a financial advisor at Lincoln Investment with four years of industry experience. He holds a Series 66 designation and has worked at both Capital Analysts and Lincoln Investment since 2022. Additionally, he has been associated with the Ligonier Valley School District since 1996. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor-managed and firm-managed portfolios, employing both strategic and tactical investment approaches.
Stephanie C
Series 66
Somerset, PA
PNC Wealth Management
Stephanie Conde is a financial advisor at PNC Wealth Management with 18 years of industry experience. She holds a Series 66 designation and has been with PNC Investments, LLC since 2016. Outside of her advisory role, she is a partner in Divorce Squad, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an online discretionary model account available by invitation to employees. The firm’s investment approach utilizes approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties and an emphasis on algorithm-driven risk assessment.
Dennis H
Series 63, Series 65
Somerset, PA
PNC Wealth Management
Dennis Hunt is a financial advisor at PNC Wealth Management with 36 years of industry experience. He has held his current position since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.
Claude R
Series 63, Series 65
Somerset, PA
Commonwealth Financial Network
Claude Rice Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1995. Outside of his advisory work, he is a part owner of a family farm that is rented out. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support.
Emily R
Series 63, Series 66
Somerset, PA
LPL Financial
Emily Raupach is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. She has previously worked at Janney Montgomery Scott, LLC for 11 years and has been associated with Somerset Trust Company and Osaic Institutions, Inc. Outside of her advisory role, she is involved with STC Advisors, a business related to her LPL activities. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and utilizes research from internal and third-party sources.
Edward K
Series 63, Series 66
Friedens, PA
LPL Enterprise
Edward Kelley is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Lincoln Financial Advisors Corporation. In addition to his advisory role, he is involved in Medicare sales through Neishloss & Fleming, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance products through an integrated platform.
Aaron B
Series 66
Berlin, PA
LPL Financial
Aaron Benford is a Series 66-licensed financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, he worked at STC Trust and Investment Management and has held positions at the University of Pittsburgh at Johnstown, Somerset Trust Company, Giant Eagle, and Rockwood Area School District. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.
Joshua B
Series 66
Somerset, PA
LPL Financial
Joshua Barron is a Series 66 registered financial advisor with LPL Financial in Somerset, PA, where he has worked since 2012. He has 14 years of industry experience. Barron serves as a board member of the Somerset Country Club and is involved as a Beach Body Coach, assisting with fitness coaching as a side activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.
William S
CFP®, Series 66
Somerset, PA
LPL Financial
William Stoy is a CFP® professional with 23 years of experience in the financial industry, currently affiliated with LPL Financial since 2007. He operates out of Somerset, PA, and holds a Series 66 license. Stoy has a registered DBA under Boyer Financial Planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large 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 internal and third-party sources.
Laraine S
Series 63
Fairhope, PA
Wells Fargo Clearing
Laraine Schultz is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 39 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she works as a consultant for doTERRA Essential Oils. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
David T
Series 66
Somerset, PA
Edward Jones
David Turkovich Sr. is a financial advisor with Edward Jones in Somerset, PA, holding a Series 66 designation and 19 years of industry experience, all with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 advisors.
Matthew S
Series 66
Somerset, PA
LPL Financial
Matthew Stahl is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Cetera, Somerset Trust Company, and FNB Wealth Management. Outside of his advisory role, Stahl is a board member of the Stahl Mennonite Cemetery nonprofit and is involved in accounting and tax preparation through Woodstown Ventures LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Scott F
Series 66
Somerset, PA
Cetera
Scott Fisher is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and previously worked at Avantax Advisory Services and Avantax Insurance Agency for over 15 years. Outside of his advisory work, he provides tax preparation and accounting services for individuals, businesses, and trusts through his separate practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with various program structures and third-party manager options.
Tanner D
Series 66
Somerset, PA
Cetera
Tanner Dick is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and previously worked at StretchPak, Inc., Laurel Auto Group, and served in the Pennsylvania Army National Guard. Outside of advising, he receives compensation for referrals to the First National Bank Trust Department. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options, including discretionary and non-discretionary management across various custodial relationships.
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Finding advisors...
14 advisors near
15530
within the area shown on the map
Out of 400,000+ nationwide