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7 advisors near 16222
Out of 400,000+ nationwide
Noah R
Series 63, Series 65
New Bethlehem, PA
Green Leaf Advisors
Noah Rankin is a financial advisor with Green Leaf Advisors LLC, holding Series 63 and Series 65 designations and four years of industry experience. Prior to founding Green Leaf Advisors, he worked at Eagle Strategies LLC, Ruby Financial Group, and New York Life Insurance Company. Outside of his advisory role, he is employed as a laborer and equipment operator with Rankin & Son Excavating, Inc. Green Leaf Advisors LLC is a fee-only independent investment adviser serving individual clients, pension and profit-sharing plans, and plan sponsors. The firm’s investment approach focuses on asset allocation and Modern Portfolio Theory, utilizing a mix of passive and active funds, ETFs, and third-party managers, while also providing retirement plan consulting and ERISA 3(38) investment management services.
Charles J
Series 63, Series 65
New Bethlehem, PA
Mutual of Omaha Investor Services, Inc.
Charles Johnson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Mutual of Omaha and its affiliated firms since 2008. In addition to his advisory role, Johnson is also active as an insurance agent specializing in life and fixed annuities, accident and health, property and casualty insurance lines. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account solutions through a network of Investment Advisor Representatives.
Mark L
Series 63, Series 65
Dayton, PA
Private Advisor Group, LLC
Mark Luchesa is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been associated with Private Advisor Group and LPL Financial since 2011 and also operates Marcello Wealth Management, Inc., where he offers fixed annuity products. Additionally, he serves as a board member of the Marcello Charitable Trust. Private Advisor Group, LLC is an SEC-registered advisory firm managing more than $41 billion across over 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.
Michael M
Series 63
Punxsutawney, PA
Ameritas Advisory Services, LLC
Michael Mumau is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 license and bringing 41 years of industry experience. His career includes long-term roles with Ameritas-related firms and independent ventures, including Swift Kennedy & Associates and Mumau Investments and Insurance. Outside of financial advising, he is a part owner of Punx’y Beverage Company, which sells cider, mead, and wine. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and financial planning, utilizing model portfolios, third-party sub-advisers, and custom strategies, with services available on both discretionary and non-discretionary bases.
Eric B
Series 63, Series 65
Punxsutawney, PA
OSAIC Institutions, INC.
Eric Britton is a financial advisor with OSAIC Institutions, INC. in Dubois, PA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and at First Commonwealth Insurance/Advisors since 2002. Britton is also involved with First Commonwealth Bank's Trust Division. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm’s approach includes both advisory and brokerage solutions, utilizing fundamental and technical analysis, asset allocation, and third-party due diligence, with a notable emphasis on non-discretionary assets.
Kristain K
Series 63, Series 65
Marion Center, PA
Ameriprise
Kristain Krecota is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Investment Professionals, Inc., Lincoln Financial Advisors, and S&T Bank. Outside of his advisory role, he owns Stockings for Seniors of Indiana County, a nonprofit that delivers Christmas stockings to individuals in nursing homes. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.
Brendan A
Series 66
New Bethlehem, PA
Edward Jones
Brendan Allison is a financial advisor with Edward Jones in New Bethlehem, PA, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked in the automotive and diversion program sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.
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7 advisors near 16222
Out of 400,000+ nationwide