Top wealth management financial advisors in St. Marys, PA

Luke Hoffman is a CFP®-certified financial advisor at Stifel with seven years of industry experience. His career includes roles at G&A Financial, Avantax Insurance Agency, and Avantax Investment Services prior to joining Stifel in 2022. Hoffman serves on the boards of Elcam Inc., a nonprofit providing job coaching for special needs individuals, and the Boys and Girls Club of St. Marys, where he also acts as treasurer. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Aaron Bleggi is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 17 years of industry experience. He previously worked at Woodbury Financial Services, Inc. and CPI Wealth Management. Outside of advising, he manages multiple real estate ventures in Saint Marys, Pennsylvania, including residential rental properties and development projects aimed at creating affordable housing for seniors and disadvantaged groups. OSAIC serves a diverse client base comprising retail and institutional investors through a wide network of affiliated advisers. The firm provides integrated brokerage and investment advisory services, employing various asset-allocation tools and offering access to third-party money managers and unified managed accounts.

Dylan Mancuso is a financial advisor at Ameriprise with three years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at OSAIC, Securities America, Inc., and CNB Bank. Outside of his advisory role, he owns Six Point Studios LLC, a publishing company focused on online applications. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice with an emphasis on dependable income sources and tax-aware withdrawal strategies.

William Boylan Jr. is a financial advisor with Edward Jones in St Marys, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 2005. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large nationwide network of financial advisors and branch offices.

Quinn Cunningham is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Cetera. His background includes roles at Avantax Advisory Services and KPMG, as well as ongoing involvement with Geci and Associates, PC, where he provides accounting and business consulting services. He is also a member of the Troia e Provincia di Foggia Social Club, a charitable organization that engages in fundraising activities to support families in need. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers access to multiple investment strategies and program platforms, with over $256 billion in assets under management.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.