Williamsport, PA Office

Team
Updated today

Client AUM

$17,984,309,378

Clients

20,040

Advisors

5

Of 284 advisors across 91 offices

Location

Oaks Plaza 2350 E. Third Street, Suite 6

Williamsport PA 17701

Advisors at this office

5

Advisors at this office

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Joshua H

Series 66

Williamsport, PA

Merit Financial Advisors

Joshua Hewlett is a financial advisor at Merit Financial Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at PKS Investments, LPL Financial, LLC, Cambridge Investment Research, Inc., and Fischer Insurance Agency. Outside of his advisory role, he has experience in emergency management and operated a lawncare and landscaping business for eight years. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central investment team and committee, while offering customization options for advisors.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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Joseph F

Series 63, Series 66

Williamsport, PA

Merit Financial Advisors

Joseph Faux is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including PKS Investments, LPL Financial, Cambridge Investment Research, and VOYA Financial Advisors. Outside of his advisory work, Faux is an author and writer and serves as a board member of the Pennsylvania Outdoor Writers Association; he is also involved with a hunting outfitter business. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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Darla W

Series 63, Series 65

Williamsport, PA

Merit Financial Advisors

Darla Wise is a financial advisor with Merit Financial Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior roles include positions at PKS Investments, LPL Financial, Cambridge Investment Research, and Voya Financial Advisors. Outside of her advisory work, she is involved with a real estate rental partnership. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies, supported by an Investment Management team and committee oversight.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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Delaney J

Series 66

Williamsport, PA

Merit Financial Advisors

Delaney Jean is a Series 66-licensed financial advisor with seven years of industry experience, currently serving at Merit Financial Advisors. Her prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research Advisors, and Voya Financial Advisors. Outside of her advisory work, she owns and operates Shale Ridge Farms, raising livestock for public sale in Trout Run, Pennsylvania. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, overseen by a central Investment Management team and Investment Committee.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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John K

Series 63, Series 66

Williamsport, PA

Merit Financial Advisors

John Keene Jr. is a financial advisor at Merit Financial Advisors with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research Advisors, and VOYA Financial Advisors. Outside of his advisory work, he serves as a board member of Disciple of Makers for Nations, a civic organization that supports missionary funding decisions. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate and business clients, retirement plan sponsors, charitable organizations, and other institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight by a central Investment Management team and Investment Committee, while allowing advisors to customize portfolios on various platforms.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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