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Marlena Sinopoli

Advisor at Edward Jones

Updated today

Location

Shamokin, PA

Credentials

Series 66

About

Marlena Sinopoli is a financial advisor with Edward Jones in Shamokin, PA, holding a Series 66 designation. She is part of a large firm with over 23,700 advisors nationwide. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

Shamokin, PA

Most active in

Pennsylvania

Work history

Edward Jones

2026 - Present (1 year)

First National Bank of PA

2023 - 2026 (3 years)

Susquehanna Community Bank

2022 - 2023 (1 year)

First National Bank of PA

2015 - 2022 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James W

Series 63, Series 66

Kulpmont, PA

StoneX Advisors Inc.

James Wisloski is a financial advisor at StoneX Advisors Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at StoneX Securities Inc. since 2011. Outside of his advisory role, he serves as a track coach for the Southern Columbia Area School District in Catawissa, PA. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, annuity allocation, and related consulting services. The firm offers a range of investment strategies through independent advisors and an in-house Private Client Group, utilizing proprietary models and third-party money managers across multiple platforms.

ESG / Sustainable investing
user avatar

Patrick R

Series 63

Catawussa, PA

Capital Analysts

Patrick Reilley is a financial advisor with Capital Analysts and holds a Series 63 designation. He has 33 years of industry experience, primarily with Lincoln Investment Planning, Inc. since 1993. Outside of his advisory work, he serves on the Board of Directors for UNB Bank Mt Carmel and has been involved in a solar panel supply business targeting the Dominican Republic. Capital Analysts provides advisory services to a diverse client base, including individuals, high-net-worth clients, charitable and corporate organizations, and institutional clients. The firm combines in-house investment management and research with advisor-level consulting to offer customized portfolios and employs a quantitative screening process to select mutual funds, ETFs, and other strategies.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
user avatar

Michael M

Series 66

Sunbury, PA

Janney Montgomery Scott

Michael Miller is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and has been with Janney since 2017. Prior to joining Janney, he worked at Surplus Outlet from 2012 to 2016. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions, offering a range of portfolio management, financial planning, retirement advisory, and brokerage services.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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David B

Series 63

Sunbury, PA

Janney Montgomery Scott

David Betz is a financial advisor with Janney Montgomery Scott in Sunbury, PA, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Janney since 1993. Betz serves on the board of the Danville Community Foundation, where he participates in grant decisions for nonprofit organizations. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a wide range of services including portfolio management, financial planning, retirement plan consulting, and brokerage services to individuals, high-net-worth clients, corporations, charities, and institutions.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Justin K

Series 66

Sunbury, PA

Empower Advisory Group

Justin Kaleta is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and previously worked at Janney Montgomery Scott. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through point-in-time financial plans and offers optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Nicholas G

CFP®, Series 66

Shamokin, PA

Truist Advisory Services

Nicholas Griffiths is a CFP®-designated financial advisor with 18 years of industry experience, currently with Truist Advisory Services. His career includes roles at Truist Investment Services, SunTrust Advisory Services, BB&T, and PNC Investments. He serves as a board member for the Shamokin Area High School Football Alumni Association, providing guidance on resource allocation. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary solutions combining model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across affiliated channels.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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