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10 advisors near
16947
within the area shown on the map
Out of 400,000+ nationwide
Jakob H
Series 66
Troy, PA
J.M. Hite Financial LLC
Jakob Hite is a financial advisor at J.M. Hite Financial LLC in Troy, Pennsylvania, holding a Series 66 designation with one year of industry experience. Prior to founding his current firm, he was with LPL Financial and has additional work history including roles at the NY Department of Transportation and the FAA. Outside of advising, he maintains involvement in agricultural and personal business ventures. J.M. Hite Financial LLC provides discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm emphasizes fundamental analysis tailored to client-specific objectives and operates with discretionary trading authority, including strategies involving derivatives and option writing.
Ethan C
Series 65
Manfield, PA
Trajan Wealth, L.L.C.
Ethan Callahan is a financial advisor at Trajan Wealth, L.L.C. with one year of industry experience. He holds a Series 65 designation and previously worked at Sound Income Strategies, LLC and Bulletproof Financial, Inc. DBA PRES Financial. Callahan is also involved in fixed insurance sales and retirement advising through Bulletproof Financial. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, retail investors, and various institutional clients. The firm employs a long-term, disciplined investment approach focusing on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific circumstances.
Lisa G
Series 63
Mansfield, PA
Latitude Advisors, LLC
Lisa Guthrie is a financial advisor at Latitude Advisors, LLC with 27 years of industry experience. She holds a Series 63 designation and has operated her own CPA practice, Guthrie & Co. PC, providing tax, accounting, and audit services since 1994. Her background includes roles at Latitude Advisors and GWN Securities, and she is also licensed as an insurance agent focusing on life, health, and long-term care insurance. Latitude Advisors serves individuals, high-net-worth clients, and various institutional clients with financial planning, discretionary portfolio management, and pension consulting. The firm combines client goals with valuation-driven and momentum-based model strategies and provides continuous monitoring and rebalancing, primarily on a discretionary basis.
Matthew L
Series 63, Series 65
Troy, PA
LPL Financial
Matthew Landis is a financial advisor with LPL Financial in Troy, PA, holding Series 63 and Series 65 licenses and 25 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Cetera and Cetera Investment Services from 2011 to 2023 and has been associated with Citizens & Northern Bank since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, with advice delivered by investment adviser representatives using both proprietary and third-party strategies.
Philip L
Series 63, Series 66
Mansfiled, PA
LPL Financial
Philip Lett is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Merrill, and Fidelity Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, utilizing a network of investment adviser representatives and technology tools for operational support.
Zachary R
Series 66
Troy, PA
LPL Financial
Zachary Rentzel is a financial advisor with LPL Financial based in Troy, Pennsylvania. He holds a Series 66 designation and has been in the industry since 2025. Prior to his current role, he has held various positions including bookkeeping at New Life Church of Canton and experience with Pleasant Valley Financial LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by a broad platform that combines advisory capabilities with non-advisory financial services.
Jerad R
CFP®, Series 66
Mansfield, PA
LPL Financial
Jerad Rosendahl is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Infinex Investments, Inc., First Commonwealth Insurance Agency, and Equitable Advisors. Rosendahl is also involved with Northwest Bank, referring clients to bank partners as part of his duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms such as the Bank Wealth Program.
Matthew G
Series 66
Troy, PA
Cambridge Investment Research Advisors
Matthew Geer is a financial advisor with Cambridge Investment Research Advisors in Troy, PA, holding a Series 66 designation and 20 years of industry experience. Prior to joining Cambridge in 2018, he worked at LPL Financial and Uvest Financial Services Group, as well as First Citizens National Bank. Outside of his advisory work, he serves as treasurer for the nonprofit Kids Can't Fight Cancer Alone and coaches junior high track and field. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals who implement tailored strategies across multiple platforms.
Ethan L
Series 66
Troy, PA
LPL Financial
Ethan Landis is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and previously worked at The Guthrie Clinic and Lycoming College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of investment strategies.
Robert W
Series 63, Series 65
Troy, PA
LPL Financial
Robert Williams Jr. is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Grove Point Advisors, Donald D. White PA, and H. Beck, Inc. Williams is also involved in business entities 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 portfolio programs, and institutional platforms.
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Finding advisors...
10 advisors near
16947
within the area shown on the map
Out of 400,000+ nationwide