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Top 30 financial advisors of 39 near 15701
Out of 400,000+ nationwide
Luke A
Series 66
Indiana, PA
Merrill
Luke Anderson is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of The Mackey Weber Group in Indiana, Pennsylvania. Since joining Merrill in 2012 and The Mackey Weber Group in 2014, he has worked closely with individuals, families, and institutions to help simplify and improve their financial circumstances. His professional focus includes assisting clients in articulating their financial goals and developing comprehensive plans covering areas such as college education planning, retirement income, legacy planning, tax minimization, and philanthropic planning. Luke earned a Bachelor of Science degree in Finance from Indiana University of Pennsylvania in 2009. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is registered with FINRA holding Series 7 and Series 66 licenses and maintains insurance licenses. Originally from South Fayette near Pittsburgh, Pennsylvania, Luke currently resides in Indiana, Pennsylvania with his wife Meghan and their four sons. Outside of his professional work, he enjoys playing ice hockey, golf, tennis, and music.
Scott W
Series 63, Series 65
Indiana, PA
Merrill
Scott Weber is the Associate Resident Director of the Indiana, Pennsylvania office and team leader of the Mackey Weber Group within Merrill. He brings over 26 years of experience in the financial services industry, including nearly eight years in banking prior to his current role. Scott and his team focus on client needs such as services for endowments, foundations, and non-profits, employee financial health, and personal retirement planning. Scott earned both his Bachelor's and Master's degrees from Indiana University of Pennsylvania. He holds several professional credentials including the CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), and Accredited Asset Management Specialist (AAMS) designations. He also maintains multiple FINRA registrations as well as licenses for Life/Health and variable insurance products. Active in his local community, Scott participates in organizations such as the Indiana County Community Action Program, Indiana County Endowment, and St. Thomas More University Parish. He lives in the Indiana area with his wife and two children, where they are engaged in church and volunteer activities. Outside of work, Scott has interests in football, music, and singing.
Wayne M
Series 63, Series 65
Indiana, PA
Merrill
Wayne Maynard is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1994 after serving as an executive officer for two publicly held companies in the Dallas area and working in the audit practice of a Big 4 accounting firm. Wayne specializes in managing individual wealth through complex market cycles and focuses on building long-term relationships with clients and expanding his client base. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Personal Investment Advisor (PIA) designation. Wayne earned a Bachelor's degree in Physics from Florida State University and a Master's degree in Physics from The University of North Texas. Outside of his professional work, he serves as a volunteer pilot and board member for Angel Flight South Central, an organization that provides free transportation to people in need of critical medical treatment. Wayne is an instrument- and multi-engine rated commercial pilot with interests in flying, photography, and travel.
Jared L
Series 66
Indiana, PA
Edward Jones
Levi A
Series 65
Indiana, PA
Signal Advisors Wealth, LLC
Nolan S
Series 65
Indiana, PA
Signal Advisors Wealth, LLC
Steven L
Series 63, Series 66
Indiana, PA
Trustmont Advisory Group, Inc.
Galen B
Series 63, Series 65
Indiana, PA
Foundations Investment Advisors LLC
Richard L
CFP®, ChFC®, Series 63
Indiana, PA
Brookstone Capital Management LLC
Alex P
Series 66
Indiana, PA
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Top 30 financial advisors of 39 near 15701
Out of 400,000+ nationwide