Top retirement plans for business owners (SEP, solo 401k) financial advisors in Bradford, PA

Joseph Neff is a financial advisor at Edward Jones in Bradford, PA, holding CFP® and Series 66 designations with eight years of industry experience. His prior work includes roles at Mindshare and Hearst, as well as a four-year period at Penn State University. 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.

Linda Maley is a CFP® and ChFC® with 32 years of experience in the financial services industry. She is currently affiliated with Cetera and has previously worked with Avantax Insurance Agency and other financial firms. In addition to her advisory role, she is an enrolled agent providing tax preparation services through Fox Holdings Inc. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers with both discretionary and non-discretionary program options.

John Irving is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, previously spending nine years at Metlife Securities. Irving serves as a board member of the Olean Housing Authority, where he helps maintain organizational policies. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of investment and planning programs including educational seminars and event-driven planning such as divorce and estate-settlement services.

Nathan Chapman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Northwest Bank and various positions outside the financial sector. He also serves as a Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Kyle Kirk is a CFP® with five years of industry experience and is the principal advisor at Lincoln Park Capital LLC. His prior experience includes roles at Ameriprise Financial Services, LPL Financial, and Northwest Bank. Kirk serves on the boards of the McKean County Community Foundation, Beacon Light Adult Residential Services, and the Bradford Area School District Athletic Committee, and manages the Peyton Kirk Memorial Scholarship housed at the McKean County Community Foundation. Lincoln Park Capital LLC is an SEC-registered investment adviser that provides discretionary portfolio management to private wealth clients, qualified retirement plans, companies, and other institutional clients. The firm employs a tactical asset allocation approach with model portfolios tailored to client goals and risk tolerance, using various analytical methods and active portfolio monitoring.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. 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 institutional platforms, supported by a large network of investment adviser representatives.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Taylor Reed is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Atlas Capital Advisors LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, managing both discretionary and non-discretionary accounts across diverse portfolio strategies.