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12 advisors near
17834
within the area shown on the map
Out of 400,000+ nationwide
Michael W
Series 63, Series 66
Kulpmont, PA
Stonex Advisors Inc.
Michael Woytowich is a financial advisor with StoneX Advisors Inc. in Kulpmont, PA, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with StoneX Advisors since 2020 and StoneX Securities since 2011. Outside of his advisory role, he serves as the head boys varsity basketball coach for Southern Columbia School District. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm combines independent financial advisors and an in-house Private Client Group to deliver a variety of investment solutions including advisor-managed portfolios and third-party money managers, supported by platforms like Envestnet and Advyzon.
James W
Series 63, Series 66
Kulpmont, PA
Stonex Advisors Inc.
James Wisloski is a financial advisor at StoneX Advisors Inc. with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with StoneX Advisors and its related entities since 2011. Outside of his advisory role, he serves as a track coach for Southern Columbia Area School District. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors, proprietary models, and third-party money managers to implement its strategies across various account structures.
Nicholas G
CFP®, Series 66
Shamokin, PA
Truist Advisory Services
Nicholas Griffiths is a CFP® certificant with 18 years of industry experience, currently serving at Truist Advisory Services. His career includes roles at Truist Investment Services, Suntrust Advisory Services, BB&T, PNC Wealth Management, Thrivent Investment Management, and Morgan Stanley. He serves as a board member of the Shamokin Area High School Football Alumni Association, providing guidance on resource allocation. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and a structured manager selection process.
Joseph S
Series 66
Elysburg, PA
Cetera
Joseph Springer is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has worked with Cetera and its affiliates since 2025 and has prior experience with Avantax Insurance Services and related firms. Outside of advisory work, he serves as an elected official in Ralpho Township and operates accounting and tax preparation businesses. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services delivered through a large network of independent advisors.
Mark S
Series 63, Series 65
Minersville, PA
Wells Fargo Advisors
Mark Serrian is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he spent 19 years at Oppenheimer & Co. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients through a extensive network of advisors. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.
Patrick R
Series 63
Catawissa, PA
LPL Financial
Patrick Reilley is a financial advisor with LPL Financial, holding a Series 63 credential and bringing 34 years of industry experience. He worked at Lincoln Investment Planning, Inc. for 33 years before joining LPL Financial in 2026. Outside of his advisory work, he serves on the Board of Directors for UNB Bank Mt Carmel and previously operated a business supplying solar panels to the Dominican Republic. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by extensive advisor tools and a broad platform of affiliated financial services.
Roger H
Series 66
Ashland, PA
Cetera
Roger Heidlebaugh is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc, Santander Bank, and Bb&T Securities. He also serves as a portfolio analyst for Vizo Financial Corporate Credit Union, working with credit unions on investment access and information. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a variety of portfolio management and financial planning options, utilizing a multi-manager platform with discretionary and non-discretionary authorities across multiple program structures.
Ryan B
CFP®, Series 63, Series 65
Cressona, PA
LPL Financial
Ryan Boyer is a CFP® professional with three years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at BNY Mellon and River Wealth Advisors. Outside of his advisory work, he is involved with DGN Sport Cards, a customer service role related to sports card 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 financial planning and investment management services through a large network of advisers, utilizing both proprietary and third-party strategies.
Harold H
Series 63, Series 65
Pottsville, PA
LPL Enterprise
Harold Hinnerschietz is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, and New York Life Insurance Co. He is also involved in non-variable insurance business in Saint Clair, PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.
Michael T
Series 63, Series 65
Hegins, PA
LPL Financial
Michael Tobash is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He previously worked for Nationwide Advisory Services, Inc. for 30 years and has been associated with Nationwide Insurance Co. for over three decades. Tobash is involved with several organizations, including serving as a facilitator for the Pennsylvania Manufacturers Association and holding board positions with the Schuylkill Airport Authority, NEPA Alliance, and Pottsville Area Development Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm supports a wide range of clients, including individuals, retirement plan participants, banks, and institutions, offering diverse investment strategies and operational tools.
Brian S
CFP®, Series 63
Kulpmont, PA
LPL Financial
Brian Shedleski is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2002. He serves on the Appeals Panel for the Commission on Dietetic Registration and is an author focused on nutrition. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.
John R
Series 63, Series 65
Hegins, PA
LPL Financial
John Robinson is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at firms including Nationwide Insurance, Cetera Investment Advisers, and M&T Securities. 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 with a focus on model portfolios, third-party asset management, and institutional platforms.
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Finding advisors...
12 advisors near
17834
within the area shown on the map
Out of 400,000+ nationwide