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31 advisors near
17074
within the area shown on the map
Out of 400,000+ nationwide
William B
Series 63, Series 65
Newport, PA
Aviator Financial, LLC
William Benner is a financial advisor with Aviator Financial, LLC in Newport, PA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Waddell & Reed for 12 years and served in the Pennsylvania Air National Guard for 31 years. Outside of his advisory work, Benner is President of Rose Hunting Camp in Bedford, PA, and holds emeritus positions with the Perry County Chamber of Commerce and Perry County Republican Committee. Aviator Financial provides portfolio management and financial planning primarily for individual clients, high-net-worth individuals, and pension or profit-sharing plans. The firm emphasizes tailored investment strategies based on client goals, risk tolerance, and time horizon, with a non-discretionary, client-directed approach.
Kyle N
Series 65
New Bloomfield, PA
RWM Asset Management, LLC
Kyle Nickler is a financial advisor at RWM Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in tax preparation and accounting support roles, including at RWM & Company and Jackson Hewitt. Outside of his advisory work, he formed Nickler Research & Analytics LLC, which is currently inactive. RWM Asset Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $35.4 million across about 213 accounts. The firm employs tailored discretionary strategies and model portfolios that incorporate fundamental and cyclical analysis alongside modern portfolio theory.
Anna S
Series 65
New Bloomfield, PA
RWM Asset Management, LLC
Anna Santini is a financial advisor at RWM Asset Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Kitchen Table Consultants. Outside of her advisory role, Santini is a member-owner of Tuscarora Training Center LLC, a Jiu Jitsu gym where she handles administration and accounting tasks. RWM Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a variety of investment strategies and offers access to model portfolios and tax-management tools, supported by a small advisory team and an affiliated accounting practice.
Robert M
Series 63
New Bloomfield, PA
RWM Asset Management, LLC
Robert Morris is a financial advisor at RWM Asset Management, LLC with 19 years of industry experience. He holds a Series 63 designation and has served as a director of the First National Bank of Newport since 1993. Morris has been with RWM Asset Management since 2006 and has over four decades of experience as a self-employed CPA. RWM Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a combination of fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term strategies, offering tailored portfolio solutions and access to third-party model portfolios.
Robert M
Series 63, Series 65
New Bloomfield, PA
RWM Asset Management, LLC
Robert Morris III is a financial advisor at RWM Asset Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RWM Asset Management since 2004. In addition to his advisory role, he is employed by Robert W. Morris & Co., PC, a certified public accounting firm where he provides tax preparation, audits, and consulting services. RWM Asset Management primarily serves individual and high-net-worth clients, managing approximately $30.5 million across about 200 accounts. The firm offers discretionary portfolio management and financial planning, utilizing a combination of fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term strategies, supported by custom and third-party model portfolios and tax-management tools.
William A
Series 65
Harrisburg, PA
Fischer Financial Services Inc
William Angino is a financial advisor at Fischer Financial Services Inc in Harrisburg, PA, holding a Series 65 designation with 25 years of industry experience. He has been with Fischer Financial Services since 1989. Fischer Financial Services provides discretionary investment management to individual and institutional clients, employing a bottom-up, buy-and-hold equity approach focused on large-cap growth at reasonable prices. The firm manages over $500 million with a small team while serving several hundred client relationships across various account types.
Thomas B
CFP®, Series 65
Harrisburg, PA
Fischer Financial Services Inc
Thomas Baldwin is a CFP® and Series 65-registered financial advisor with Fischer Financial Services Inc in Harrisburg, PA. He has 16 years of industry experience and has been with Fischer Financial Services since 2004. Fischer Financial Services provides discretionary investment management to individual and institutional clients across a variety of account types. The firm employs a bottom-up, buy-and-hold equity strategy focused on large-cap growth at reasonable prices, managing over $500 million with a small team while serving several hundred client relationships.
Frederick F
Series 63
Harrisburg, PA
Fischer Financial Services Inc
Frederick Fischer is a financial advisor at Fischer Financial Services Inc with 34 years of industry experience. He has been with Fischer Financial Services since 1988 and holds a Series 63 designation. Fischer Financial Services provides discretionary investment management to individual and institutional clients, employing a bottom-up, buy-and-hold equity strategy focused on large-cap growth at reasonable prices. The firm manages over $500 million with a small team and serves a diverse client base including corporations, non-profits, and retirement plans.
Evan S
CFP®, Series 66
Harrisburg, PA
SevenBridge Financial Group, LLC
Evan Shiley is a CFP® with seven years of industry experience currently with SevenBridge Financial Group, LLC. His prior roles include positions at Cambridge Investment Research Advisors and Concourse Financial Group. Outside of his advisory work, he serves as an assistant offensive line coach for Cedar Cliff High School football. SevenBridge Financial Group provides investment advisory and wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a core-satellite, primarily long-term investment approach and manages roughly $722 million on a discretionary basis with a team of three advisors.
Casey M
Series 65
Harrisburg, PA
Fischer Financial Services Inc
Casey Mc Millan is a financial advisor at Fischer Financial Services Inc with Series 65 credentials and one year of industry experience. Prior to joining Fischer, Mc Millan worked for the Commonwealth of Pennsylvania and served nine years in the Highspire Borough Police Department. Fischer Financial Services, Inc. provides fee-for-service investment management to individual and institutional clients, offering discretionary portfolio management and non-discretionary advisory support. The firm employs a bottom-up, buy-and-hold investment approach with an emphasis on low turnover and risk management across seven risk templates.
Charles E
Series 63, Series 65
Harrisburg, PA
SevenBridge Financial Group, LLC
Charles Eberly Jr. is a financial advisor with SevenBridge Financial Group, LLC in Harrisburg, PA. He holds Series 63 and Series 65 designations and has 34 years of industry experience. Prior to joining SevenBridge in 2015, he worked at Wells Fargo Clearing for 15 years. Eberly also serves as a director of the Kenneth Bankert Foundation, a charitable organization. SevenBridge Financial Group provides investment advisory and wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm uses a core-satellite, primarily long-term investment approach that incorporates fundamental, technical, cyclical, and behavioral analysis in portfolio construction.
Eric B
CFP®, Series 63, Series 65
Harrisburg, PA
Silver Oak Securities, Inc.
Eric Beittel is a CFP®-designated financial advisor with 26 years of industry experience, currently serving clients at Silver Oak Securities, Inc. He has held roles at Ambassador Advisors, LLC, American Portfolios Financial Services, Inc., and Enders Insurance Associates. In addition to his advisory work, he owns Beittel Consulting LLC, which provides employee benefits and health coverage consulting for self-employed individuals and business owners. Silver Oak Securities, Inc. supports a diverse client base, including high-net-worth individuals, pension plans, corporations, trusts, and estates, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs tailored to client objectives, with an emphasis on customized, primarily discretionary investment management delivered through a network of over 100 financial professionals.
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 R
Series 63, Series 65
Harrisburg, PA
Prospera Financial Services, inc.
Michael Ross is a financial advisor at Prospera Financial Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, Members 1st FCU, and INVEST Financial Corporation. Prospera Financial Services, Inc. is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm offers financial planning, portfolio management, and access to multiple advisory programs and platforms, with a dual registration as an SEC-registered investment adviser and a FINRA member broker-dealer.
Ralph F
Series 63, Series 65
Harrisburg, PA
Prospera Financial Services, inc.
Ralph Fetrow is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes prior roles at PURSHE KAPLAN STERLING INVESTMENTS, InsightAdvisors, Kovack Advisors, and Invest Financial Corporation. Outside of advising, he is involved in horse care and leisure riding and serves as president of a non-investment-related real estate entity. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves a diverse client base, including individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Timothy B
Series 63, Series 65
Harrisburg, PA
Prospera Financial Services, inc.
Timothy Boyd is a financial advisor with Prospera Financial Services, Inc. in Harrisburg, PA, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at State Farm Investment Management Corporation and Northwestern Mutual Investment Management, as well as operating his own insurance agency. 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 platforms.
William G
ChFC®, Series 63
Harisburg, PA
Eagle Strategies (NY Life)
William Gammon is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® and Series 63 designations. He has 11 years of industry experience, currently serving clients in Harrisburg, PA. His career includes roles at Nylife Securities LLC and New York Life Insurance Company since 2014. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and operates primarily with a non-discretionary asset base.
Robert H
Series 63, Series 66
Harrisburg, PA
Eagle Strategies (NY Life)
Robert Hassler is a financial advisor with Eagle Strategies (NY Life) in Harrisburg, PA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Eagle Strategies since 2020 and has worked with Nylife Securities LLC and New York Life Insurance Co. since 2010 and 2007, respectively. Outside of his advisory work, Hassler serves as chair of the Endowment Fund Committee at Messiah United Methodist Church and is involved with several local high school sports booster clubs. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm offers multiple program types tailored to client objectives, including financial plans, fee-based advice, retirement plan consulting, and advisory services linked to insurance and annuity products, with a significant portion of its assets managed on a non-discretionary basis.
Ryan C
CFP®, Series 63, Series 65
Duncannon, PA
GWN Securities Inc.
Ryan Christensen is a CFP® professional with 18 years of industry experience, currently serving at GWN Securities Inc. since 2008. He is also a licensed insurance agent, selling life insurance, annuities, and long-term care products. GWN Securities is an SEC-registered investment adviser and broker-dealer with a network of approximately 423 advisors managing around $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, including a range of managed-account programs with both traditional and legacy technical strategies.
Robert S
Series 63, Series 65
Shermans Dale, PA
Independent Financial Partners
Robert Smalanskas is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior work includes roles at PNC Investments, Waddell & Reed, Inc., and Citizens Securities, Inc. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and notable retirement-plan advisory and pension consulting capabilities.
Michael Z
Harrisburg, PA
Integrated Wealth Concepts LLC
Michael Zelko is a financial advisor at Integrated Wealth Concepts LLC with eight years of industry experience. He previously spent 29 years at BGM Financial Associates, Ltd. and has been associated with Boles, Grove and Metzger, P.C. for 30 years. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach and oversight of third-party asset managers.
Bridget C
Series 63, Series 65
Harrisburg, PA
Hightower Advisors
Bridget Casher is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She previously worked at Conrad Siegel Investment Advisers, Inc., BNY Mellon, and MBSC Securities Corporation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and a variety of investment options.
Brian H
Series 63, Series 65
Mifflintown, PA
Cetera
Brian Hummel is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked with Cetera since 2019 and previously spent seven years at Infinex Investments and over a decade at Pennian Bank. Outside of his advisory work, he is involved in several entrepreneurial activities, including furniture restoration, antique sales, dog breeding, and operating a roadside produce stand. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party managers across various program structures.
Sean P
Series 66
Halifax, PA
LPL Financial
Sean Pendrak is a financial advisor with LPL Financial based in Halifax, PA, holding a Series 66 license and 12 years of industry experience. He previously worked at Mass Mutual Investors Services and Metlife Securities. Pendrak is also involved with Ameritas Mutual Holding Company, an insurance agency where he dedicates a portion of his time. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Walter W
Series 63, Series 65
Harrisburg, PA
LPL Financial
Walter Wilhelm Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior career includes over two decades at Waddell & Reed, Inc. and various other business ventures including operating WCWILHELM, Inc. Since 2021, he has been with LPL Financial in Harrisburg, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing comprehensive advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by extensive research and technology tools.
Christopher A
Series 63
Rockville, NY
Mass Mutual Investors Services
Christopher Acheson is a financial advisor with Mass Mutual Investors Services in Rockville, NY, holding a Series 63 credential and 22 years of industry experience. His career includes roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as a football official. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers a range of investment and educational programs.
Scott T
Series 63
Halifax, PA
LPL Financial
Scott Thompson is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 44 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services, Inc. He operates a non-variable insurance business alongside his advisory work. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory and brokerage services through a large network of investment adviser representatives.
Austin C
Series 66
Halifax, PA
Edward Jones
Austin Cook is a financial advisor with Edward Jones in Halifax, PA, holding a Series 66 designation and having three years of industry experience. He has also been involved in agricultural work at Penman Farms for over ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.
Jonathan K
Series 63, Series 65
Mifflintown, PA
LPL Financial
Jonathan King is a financial advisor at LPL Financial with 12 years of industry experience. He has previously worked at Cetera Advisor Networks, LLC, Cetera Investment Advisers, LLC, and Juniata Valley Bank. King holds Series 63 and Series 65 licenses. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of investment strategies.
Ryan H
Series 66
Mifflintown, PA
Cetera
Ryan Hollis is a financial advisor with Cetera, holding a Series 66 designation and over 25 years of industry experience. His career includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC, as well as operating Hollis Financial Services, LLC since 2013. Outside of his advisory work, he volunteers as an assistant coach for a youth soccer league in Mifflin County. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, enabling advisors to utilize affiliated and third-party investment models or create customized strategies.
Chad L
Series 66
Millersburg, PA
Edward Jones
Chad Levan is a financial advisor with Edward Jones in Millersburg, PA, holding a Series 66 designation and three years of industry experience. He previously worked at Your Part-Time Controller, LLC and Boyer & Ritter, LLC, where he gained eight years of experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.
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Finding advisors...
31 advisors near
17074
within the area shown on the map
Out of 400,000+ nationwide