Chambersburg, PA Nitterhouse Drive Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

5

Of 10,209 advisors across 5,115 offices

Location

1500 Nitterhouse Drive

Chambersburg PA 17201

Advisors at this office

5

Advisors at this office

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Alyssa P

CFP®, Series 63, Series 66

Chambersburg, PA

Cetera

Alyssa Proctor is a CFP® with 14 years of industry experience, currently serving at Cetera. Her prior roles include positions at BB&T Securities, MML Investors Services, and F&M Trust, where she manages client relationships in trust and investment services. Outside of her advisory work, she is involved in payroll and bookkeeping for her spouse's landscaping business and owns Pro 5 Holdings LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

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 B

Series 66

Chambersburg, PA

Cetera

Matthew Berger is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has been with Cetera and its related entities since 2013. Outside of his advisory role, Berger serves as vice president of a community outreach organization, maintains a community center, and is a board member for the Waynesboro Country Club and the Antietam Humane Society. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers.

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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Darrien U

Series 66

Chambersberg, PA

Cetera

Darrien Uglow is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. He has been affiliated with Cetera and Cetera Investment Services LLC since 2025 and 2026, respectively, and has a background working at F&M Trust Co. and in the hospitality industry. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

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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Donetta F

Series 63, Series 65

Chambersburg, PA

Cetera

Donetta Friese is a financial advisor at Cetera with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Cetera Investment Services since 2013 and Farmers & Merchants Trust from 2006 to 2024. Outside of her advisory work, she is the owner and operator of a candle sales business called Country Trading Post. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services and access to third-party money managers.

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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Shawn M

Series 63, Series 66

Chambersburg, PA

Cetera

Shawn Michael is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at AXA Advisors and Amazon Fulfillment. Shawn serves as president of the board at the Boys and Girls Club of Chambersburg and Shippensburg, overseeing the CEO and managing board activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and 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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