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9 advisors near 17938
Out of 400,000+ nationwide
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.
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.
Mark S
Series 63, Series 65
Minersville, PA
Wells Fargo Advisors
Mark Serrian is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he spent 19 years at Oppenheimer & Co. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients through a extensive network of advisors. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.
Roger H
Series 66
Ashland, PA
Cetera
Roger Heidlebaugh is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Concourse Financial Group Securities Inc, Santander Bank, and BB&T Securities. He also serves as a portfolio analyst with Vizo Financial Corporate Credit Union. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a nationwide network of advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.
Marlena S
Series 66
Shamokin, PA
Edward Jones
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.
Michael T
Series 63, Series 65
Hegins, PA
LPL Financial
Michael Tobash is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. for 30 years and has been associated with Nationwide Insurance Co. for over three decades. Tobash serves on several nonprofit boards, including the NEPA Alliance and Pottsville Area Development Corporation, and facilitates sessions for the Pennsylvania Manufacturers Association. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, banks, and high-net-worth households. The firm offers various advisory programs supported by an in-house Research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and annuity sales.
James A
Series 63, Series 65
Minersville, PA
LPL Financial
James Aten Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has previously worked at Fidelity Deposit and Discount Bank, Infinex Investments, Jonestown Bank and Trust, BB&T, and National Penn Bank. Outside of advising, he serves as a Relationship Manager at Fidelity Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of solutions such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team and a large network of investment adviser representatives.
Brian S
CFP®, Series 63
Kulpmont, PA
LPL Financial
Brian Shedleski is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2002. He serves in Kulpmont, PA, and holds the Series 63 license. Outside of his advisory role, Shedleski is involved as a board member on the Appeals Panel for the Commission on Dietetic Registration and is an author focused on nutrition-related topics. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, allowing advisors to tailor strategies using model portfolios, third-party managers, or customized arrangements.
John R
Series 63, Series 65
Hegins, PA
LPL Financial
John Robinson is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Nationwide Insurance, Cetera Investment Advisers, and M&T Securities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.
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9 advisors near 17938
Out of 400,000+ nationwide