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Donald G

Series 63, Series 65

Hazleton, PA

GFS Financial Advisors, LLC

Donald Galade is the principal advisor at GFS Financial Advisors, LLC in Hazleton, PA, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been associated with GFS Financial Advisors since 2010 and also operates Galade Financial Services, Inc., an independent insurance agency providing insurance products and precious metals sales. Additionally, he owns Cheradon and Associates LLC, a business consulting firm focused on employee benefits. GFS Financial Advisors serves individuals and high-net-worth clients with fee-based financial planning and advisory services, primarily acting as a co-advisor and referral intermediary. The firm generally does not manage client portfolios directly but helps clients select third-party money managers while offering a subscription newsletter called Money Matters.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Wealth management Cash flow / budgeting
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Justin W

Series 65

Conyngham, PA

Wagner Wealth Management, Corp.

Justin Warfel is a Series 65-licensed financial advisor at Wagner Wealth Management, Corp. with two years of industry experience. His prior roles include positions at Evergreen Wealth Solutions, Geisinger Medical Center, UPMC, T.R. Hoffman, and Lock Haven University. Wagner Wealth Management provides discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm’s investment approach is generally conservative to balanced, utilizing ETFs, individual equities, and model portfolios, with selective use of third-party money managers for higher-growth opportunities.

General retirement planning Retirement income strategy Charitable giving & philanthropy Wealth management Retirement plans for business owners (SEP, solo 401k)
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Hari G

Series 66

Ringtown, PA

Omsai Com LLC

Hari Gadi is a financial advisor at Omsai Com LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. from 2021 to 2022. Omsai Com LLC provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across various instruments, and also offers accounting, tax, payroll, and company-formation services.

Active portfolio management Options & derivatives strategies Real estate investing General tax planning
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Allen W

Series 63, Series 66

Conyngham, PA

Wagner Wealth Management, Corp.

Allen Wagner is a financial advisor at Wagner Wealth Management, Corp. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors Financial Network LLC and PKS Investments. Wagner also serves as an independent insurance agent, providing insurance advice to clients. Wagner Wealth Management offers discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm employs a generally conservative to balanced investment approach, utilizing ETFs, individual equities, and model portfolios, alongside fundamental and technical analysis.

General retirement planning Retirement income strategy Charitable giving & philanthropy Wealth management Retirement plans for business owners (SEP, solo 401k)
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Kyle W

CFP®, Series 63, Series 66

Conyngham, PA

Wagner Wealth Management, Corp.

Kyle Wagner is a CFP® with 12 years of industry experience, currently serving as an advisor at Wagner Wealth Management, Corp. He has previously worked at Wells Fargo Advisors and PKS Investments. Wagner holds Series 63 and Series 66 licenses and is involved in an investment-related business, CRZYPCK HOLDINGS, LLC. Wagner Wealth Management provides discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm’s investment approach is generally conservative to balanced, utilizing ETFs, individual equities, and model portfolios, with selective allocation to third-party money managers for growth exposure.

General retirement planning Retirement income strategy Charitable giving & philanthropy Wealth management Retirement plans for business owners (SEP, solo 401k)
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Kevin K

Series 66, Series 65, Series 63

Nesquehoning, PA

3Edge Asset Management, LP

Kevin Kenny is a financial advisor at 3Edge Asset Management, LP with 19 years of industry experience. He holds the Series 66, Series 65, and Series 63 designations. His prior roles include positions at Northern Lights Distributors, LLC and Toews Corporation. 3Edge Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other investment advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation strategy that integrates quantitative research with investment committee judgment and ongoing stress testing.

ESG / Sustainable investing Passive / index investing Options & derivatives strategies Real estate investing
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Russell S

CFP®, Series 63, Series 66

Tamaqua, PA

IAMS Wealth Management, LLC

Russell Stellfox is a CFP®-certified financial advisor with 20 years of industry experience. He is currently associated with IAMS Wealth Management, LLC, and has held roles at Stellfox Financial, Senior Planning Group, Calton & Associates, Ameritas Advisory Services, LLC, and Ameritas Investment Corp. Stellfox is also licensed as an independent insurance agent and engages in the sale of fixed insurance products through his ownership of Seasons Change Financial and Senior Planning Group. IAMS Wealth Management, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, retirement plans, and trusts. The firm manages accounts primarily on a discretionary basis using proprietary and third-party model portfolios and offers a broad range of investment instruments along with integrated financial planning and consulting services.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Andrea E

CFP®, Series 63

Berwick, PA

Hornor, Townsend & kent, LLC

Andrea Empie is a CFP® professional with 22 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC since 2015. She also holds roles in insurance sales and service, including as an agent with Penn Mutual Life Insurance Company and as a member of Daddio Financial Advisors LLC, focusing on life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and maintains a dual registration as an SEC-registered adviser and FINRA-member broker-dealer.

Business succession planning Wealth management
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Randy R

Series 63, Series 66

Hazleton, PA

PNC Wealth Management

Randy Rutkoski is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with PNC since 2012, including time at PNC Investments LLC and PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist offering for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Michael V

CFP®, Series 66

Hazleton, PA

Janney Montgomery Scott

Michael Vergari is a CFP® certified financial advisor with 15 years of industry experience, currently with Janney Montgomery Scott. He has spent the majority of his career at Janney, working there from 2011 to 2020 and returning in 2021. Outside of his advisory work, Vergari serves as a volunteer board member for the Conyngham Valley Civic Organization and is involved with the Pastor Relations Committee at Black Creek United Methodist Church. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Jennifer K

Series 66

Hazleton, PA

Janney Montgomery Scott

Jennifer Karnoski is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds the Series 66 designation and has been with Janney since 2004. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Brandon C

Series 66

Hazleton, PA

Janney Montgomery Scott

Brandon Costantino is a financial advisor at Janney Montgomery Scott with Series 66 credentials and one year of industry experience. His prior roles include positions at LPL Financial and Jacobi Capital Management, LLC. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporations, retirement plans, charitable organizations, and municipal clients through a combination of brokerage services, financial planning, and advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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John S

Series 66

Hazleton, PA

Janney Montgomery Scott

John Schwear Jr. is a financial advisor with Janney Montgomery Scott in Hazleton, PA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Janney Montgomery Scott since 2015. Outside of his advisory role, Schwear is involved in several community organizations, serving on multiple boards including Can Do Inc., Pathway to Recovery, and the Greater Hazleton Civic Partnership, among others. He also operates a small window tinting business on a limited basis. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities. The firm offers brokerage services, financial planning, consulting, and a range of wrap/advisory programs, combining in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Robert J

Series 63, Series 65

Drums, PA

Wells Fargo Advisors

Robert John is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns RJ ARAS Corp, a support company for his practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using its proprietary research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jace W

Series 66

Hazleton, PA

Wells Fargo Advisors

Jace Whitaker is a financial advisor with Wells Fargo Advisors in Hazleton, PA, holding a Series 66 license and having two years of industry experience. Prior to his advisory role, he worked in various positions including at Double Diamond Resorts. He serves as Treasurer for the United Way of Greater Hazleton, participating in financial oversight and board communications. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial product offerings.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Ronald A

Series 63, Series 65

Hazle Township, PA

Ameriprise

Ronald Amentler is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliate since 1992. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Marti J

Series 66

Hazleton, PA

Edward Jones

Marti Joines is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, Marti worked at Henkels & McCoy and City Light & Power. Marti holds the Series 66 designation and is based in Hazleton, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Erik S

CFP®, Series 66

Sugarloaf, PA

LPL Financial

Erik Sharkey is a financial advisor at LPL Financial with CFP® and Series 66 credentials and five years of industry experience. He has worked at several firms, including MML Investors Services, MassMutual Life Insurance, and Equity Services. Outside of his advisory role, Sharkey operates a full-service accounting firm and provides education on student loan strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations, through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by research and various portfolio management options.

College savings (529s, UTMA, etc.)
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Michael D

Series 66

Lansford, PA

Ameriprise

Michael Davis is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership in Pennsylvania. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver personalized, tax-efficient income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Bradley S

Series 63

Drums, PA

Cambridge Investment Research Advisors

Bradley Swisher is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 28 years of industry experience. He has worked at Cambridge since 2019 and previously was affiliated with Royal Alliance Associates and Signator Investors. Swisher also owns Swisher Financial, an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management platforms and strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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William F

ChFC®, Series 63, Series 65

Hazleton, PA

LPL Financial

William Feudale Jr. is a financial advisor at LPL Financial with 32 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2018, he worked at INVEST Financial Corporation and SagePoint Financial. He is also the proprietor of Feudale Financial Services LLC, an insurance agency. 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 range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management, supported by model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Ryan M

Series 63, Series 66

Hazleton, PA

LPL Financial

Ryan Mcandrew is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Northwest Bank and LPL Financial since 2018. Prior to his financial advising career, he was employed in various roles including at The Pennsylvania State University and the Happy Valley Brewing Company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Nicholas K

Series 66

Hazle Township, PA

Cetera

Nicholas Kubishin is a financial advisor with Cetera holding a Series 66 designation and three years of industry experience. He concurrently operates Kubishin & Ator, PC, providing accounting and tax services related to investments. Prior to joining Cetera, he held positions at several academic institutions and worked with the Scranton/Wilkes-Barre Railriders. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Stephen Z

Series 63, Series 65

Tamaqua, PA

Raymond James Financial

Stephen Zuber is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Tower Financial Partners and Raymond James Financial Services Advisors since 2011. In addition to his advisory role, he acts as an insurance agent providing fixed annuity products. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and advanced analytical tools to support client goals and provides specialized municipal and public finance advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Franklin A

Series 63

Hazle Township, PA

Cetera

Franklin Ator is a financial advisor with Cetera, holding a Series 63 designation and over 23 years of industry experience. He has been with Cetera since 2003 and is also a 50 percent shareholder in Kubishin & Ator, PC, a CPA firm. Additionally, he is involved as a shareholder and officer in a grocery store business and holds an ownership stake and officer role in a real estate holding company. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting discretionary and non-discretionary strategies across a broad client base.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Sondra T

Series 63, Series 66

Berwick, PA

LPL Financial

Sondra Turnbach is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. Her career includes prior roles at Private Advisor Group, Capital Planning Wealth Management, and First Columbia Bank and Trust Co. She has also been engaged in a small real estate rental activity outside of her advisory work. 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 advisers. The firm provides a range of advisory programs, financial planning services, and retirement consulting with access to model portfolios, research, and various investment management options.

College savings (529s, UTMA, etc.)
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William H

Series 63, Series 65, Series 66

Conygham, PA

LPL Financial

William Horan is a financial advisor with LPL Financial in Conygham, PA, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has worked at M&T Securities since 2002 and joined LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Christopher K

Series 63

Hazle Township, PA

Cetera

Christopher Kubishin is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2001. In addition to his advisory role, Kubishin is an owner and officer at Kubishin & Ator, PC, an accounting firm, and serves as a shareholder and officer involved in financial decisions at a grocery store. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Matthew E

Series 66

Tamaqua, PA

Edward Jones

Matthew Edmonds is a financial advisor with Edward Jones in Tamaqua, PA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Anthony D

Series 63, Series 65

Tamaqua, PA

OSAIC

Anthony Damiano Jr. is a financial advisor at OSAIC with 36 years of industry experience. He held a position at Lincoln Financial Advisors for 15 years prior to joining OSAIC in 2025. In addition to his advisory work, he is an insurance agent offering accident and health, disability, life insurance, and annuities, and also works as a substitute teacher for Panther Valley School District. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and risk management techniques to construct portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Richard H

Series 65, Series 63

Hazle Township, PA

Primerica Advisors

Richard Houseknecht is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2000 and 2001, respectively. In addition to advisory work, he is involved in the sale of loan products and referrals of home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies managed by third parties and supports account custody and trade execution through established custodians, focusing predominantly on individual investors rather than institutional clients.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Samuel N

Series 66

Hazleton, PA

LPL Financial

Samuel Nalesnik is a financial advisor with LPL Financial in Hazleton, PA. He holds a Series 66 credential and has one year of industry experience. His prior work experience includes roles at Northwest Bank, Wagner, Dreese, Elsasser & Associates, P.C., and BBD, LLP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Deron G

Series 63, Series 65, Series 66

Hazle Township, PA

Edward Jones

Deron Glickert is a financial advisor at Edward Jones with 15 years of industry experience and holds Series 63, 65, and 66 designations. His prior roles include positions at Wealth Resources Network and LPL Financial, among others. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest networks of financial advisors and branch offices in the industry.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Family Business Business succession planning Charitable giving & philanthropy Founder/Business Owner Values-based investing Christian Faith Based
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Matthew M

Series 63, Series 65

Hazle Township, PA

Ameriprise

Matthew Manfredi is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Ameriprise and its related entities since 2015. Manfredi also owns and manages Manfredi and Associates, an advisory business based in Hazleton, PA. Ameriprise provides a retirement-income planning service primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Thomas S

Series 63, Series 66

Hazleton, PA

Edward Jones

Thomas Seigendall is a financial advisor with Edward Jones in Hazleton, PA, holding Series 63 and Series 66 licenses. He has 20 years of industry experience, all with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

General estate planning guidance Wealth management Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Christopher K

Series 66

Conyngham, PA

LPL Financial

Christopher Kokinda is a financial advisor with LPL Financial in Conyngham, PA, holding a Series 66 designation and 24 years of industry experience. He has worked at M&T Securities since 2003 and has been affiliated with LPL Financial since 2021. 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 range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Donald G

Series 63, Series 66

Hazle Township, PA

Edward Jones

Donald Glickert is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. Outside of his advisory role, he serves as an adviser for Faith Assembly of God. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Retirement income strategy Charitable giving tax strategies Wealth management ESG / Sustainable investing Charitable giving & philanthropy Educators, Teachers, and Academics Religious/faith focused Values-based investing
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Ryan K

Series 63, Series 65

Sugarloaf, PA

LPL Financial

Ryan Keegan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Citizens Securities, Citizens Bank, and Pacer Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services through a large network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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