Patton, PA Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

3

Of 22,678 advisors across 10,418 offices

Location

423 Marina Rd

Patton PA 16668

Advisors at this office

3

Advisors at this office

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Matthew H

Series 63, Series 65

Patton, PA

LPL Financial

Matthew Holtz is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group Inc for 18 years. Outside of advising, he owns Matt Holtz Paintless Dent Repair and an independent car care business in Patton, PA. LPL Financial serves individual and institutional clients with a wide range of advisory programs, retirement plan consulting, and brokerage services delivered through a large national network. The firm combines discretionary and non-discretionary management with model portfolios and research from multiple sources, and offers institutional solutions alongside individual client advice.

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

Series 63, Series 65

Patton, PA

LPL Financial

Ryan Holtz is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has two years of industry experience, including prior work at NEXT Financial Group, Inc. Outside of his advisory role, he is the owner of Holtz Plumbing & Heating LLC, a business he has operated since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research from in-house and third-party sources.

College savings (529s, UTMA, etc.)
user avatar

Brian S

Series 63, Series 65

Patton, PA

LPL Financial

Brian Simanski is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to joining LPL Financial in 2025, he spent 10 years at Next Financial Group Inc. He is also the business owner of Dingers, LLC, which operates The Pirate's Cove in Patton, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios, providing both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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