Top ESG / Sustainable investing financial advisors in Williamsport, PA

Steven Jones is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Cetera and First National Bank of PA. His background also includes roles outside of finance, such as work with the Cambria Regional Chamber of Commerce and Intrignia Inc. 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 and access to model portfolios, and supports advisors with various investment platforms and research tools.

Brenda Krick is a financial advisor with Wells Fargo Clearing in Williamsport, PA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is an author of Christian faith books, including *The Weight of It All* and *Called to Honor*. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in client assets.

Rhett Merchant is a financial advisor with Morgan Stanley in Williamsport, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Merrill and Wells Fargo Clearing before joining Morgan Stanley Smith Barney in 2013 and later Morgan Stanley Private Bank in 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured tools and advanced modeling techniques, serving clients through both direct and corporate agreements.

Amber Pennycoff is a financial advisor at Hudock Capital Group with a Series 65 designation and four years of industry experience. She has worked at Hudock Capital Group since 2019, and previously held positions at Williamsport Area School District and Jersey Shore State Bank. Hudock Capital Group provides investment advisory and modular financial planning services to individuals, trusts, estates, not-for-profit organizations, and business entities, managing roughly $1.0 billion in client assets. The firm uses modern portfolio theory, model portfolios, and independent managers, offering both discretionary and non-discretionary asset management with an emphasis on diversification and derivative strategies.

Jose Serra is a financial advisor at Cambridge Investment Research Advisors with 42 years of industry experience. He has worked at Cambridge since 2016 and previously at Wells Fargo Advisors from 2007 to 2016. Outside of his advisory role, Serra serves as an elder board member of Agape Fellowship of the Mennonite Church, where he helps direct the activities and finances of the local church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.