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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Pennsylvania involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Pennsylvania?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Pennsylvania to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Pennsylvania financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Pennsylvania

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Brian J. Donley

Summit Wealth Advisors

9043 Perry Highway

Pittsburgh, PA 15237

412-367-3980

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Chris Makosch

Schuylkill Financial, LLC

711 Spring Street

Wyomissing, PA 19610

610-670-1656

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Jason Lazurick

Schuylkill Financial LLC

600 Eagleview Blvd.
Suite 300

Exton, PA 19341

484-318-7188

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Jeremiah Sensenig

uFinancial Group

114 Foxshire Rd

Lancaster, PA 17601

610-750-9126

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Keith B Hawk

Hawk Financial Group

400 Northampton St.
Suite 300

Easton, PA 18042

610-500-5000

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Michael Marion

Marion Wealth Management

2790 Monroeville
Suite 640

Monroeville, PA 15146

412-372-3849

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Peter D. Shelp

Janney Montgomery Scott LLC

# Office Center 270 270 Pierce Street

Kingston, PA 18704

570-283-8140

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Steve DeCesare

DeCesare Retirement Specialists

1515 Market Street
Suite 1200

Philadelphia, PA 19102

856-235-3830

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Al Osgood, CFP®, MBA

Financial Freedom LLC

5 Great Valley Parkway
Suite 210

Malvern, PA 19355

610-296-9500

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James Graves

Joppa Mill Advisors Ltd.

2048 Remington Dr.

Chester Springs, PA 19425

302-367-6856

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Mike Weber

Blue Bell Private Wealth Management

470 Norristown Road
Suite #305

Blue Bell, PA 19422

484-221-5408

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Amanda Salyer

Edelman Financial Engines, LLC

600 West Germantown Pike
Suite 100

Plymouth Meeting, PA 19462

484-679-4901

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Bill Parker

GrandView Asset Management

4200 Crums Mill Road Second Floor

Harrisburg, PA 17112

717-541-1000

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Nick Filippo

Tower Bridge Advisors

101 West Elm Street, Suite 355

Conshohocken, PA 19428

610-260-2222

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Rebecca Pawuk

Edelman Financial Engines, LLC

1605 Carmody Court
Building IV, Suite 100

Sewickley, PA 15143

724-900-2927

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Rebecca Pawuk

Edelman Financial Engines, LLC

651 Holiday Drive
Building 5, Suite 400

Pittsburgh, PA 15220

724-900-2927

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Vanguard Personal Advisor Services

Vanguard Personal Advisor Services

100 Vanguard Blv V26

Malvern, PA 19355

800-211-7806

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Michael Scavullo

Solebury Investment Group, Llc.

5266 Bailey Ct.

Doylestown, PA 18901

215-794-3393

List of Additional Financial Advisors in Pennsylvania*

* Additional advisor listing is provided in partnership with Yext

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The Virany Brown Group - Morgan Stanley

2600 Old Washington Road

Upper St. Clair, PA 15241
412-833-0310

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Braverman Financial Associates

2173 Embassy Drive

Lancaster, PA 17603
717-399-4030

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Blooming Glen Financial

215-453-1525

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John Garvey - UBS Financial Services Inc.

101 West Elm Street
Suite 200

Conshohocken, PA 19428
215-496-2042

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Allstate Personal Financial Representative: Brian Wright

142 Oak Spring Rd

Washington, PA 15301
724-531-7135

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Berardi & Auteri, LLC

484-461-4001

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Bruce S Fryer - Morgan Stanley

100 Front St.
Suite 600

West Conshohocken, PA 19428
610-260-7144

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Crockett Financial Services

1421 East Third Street

Williamsport, PA 17701
570-322-1313

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Allstate Personal Financial Representative: Thomas Logan

21 Plank Ave
Ste 108

Paoli, PA 19301
484-682-9015

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Robert Angeline - UBS Financial Services Inc.

101 West Elm Street
Suite 200

Conshohocken, PA 19428
610-832-2752

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Alvin Clay Financial Advisors LLC

309 York Rd
Suite 215

Jenkintown, PA 19046
267-626-2382

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John Saia

600 Centerville Rd

Lancaster, PA 17601
717-295-3228

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Danielle Patterson

837 Freeport Rd

Pittsburgh, PA 15238
724-857-1781

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Allstate Personal Financial Representative: David Stirling

127 W Market St
Ste 140

York, PA 17401
717-623-2380

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Chris Rall - Morgan Stanley

Two Town Place
Ste 100

Bryn Mawr, PA 19010
610-542-2945

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Kevin Huntington - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-6084

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Brett Wallace - Morgan Stanley

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
610-430-1919

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Nicholas Dawit - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3814

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Allstate Personal Financial Representative: Wayne Drazek

937 New Rogers Rd

Levittown, PA 19056
215-752-6100

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The Morse Stevens Group - Morgan Stanley

2 Town Place
Ste 100

Bryn Mawr, PA 19010
610-542-2991

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Shawn Alan Purdy - Morgan Stanley

777 Township Line Rd
Ste 301

Yardley, PA 19067
215-497-7066

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Robert Schamis - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1986

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Keith Joffe - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3854

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Flack Financial Group Inc.

2840 Ligonier Street

Latrobe, PA 15650
724-537-6425

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VILLA

608 South St

Philadelphia, PA 19147
215-574-4980

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VILLA

1665 State Hill Rd

Wyomissing, PA 19610
610-374-1426

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DTLR

3262 N 5th St Highway

Reading, PA 19605
610-929-2431

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Amit S. Grover - Morgan Stanley

1603 Carmody Court
Suite 100

Sewickley, PA 15143
724-933-1560

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VILLA

6113 Penn Ave E

Pittsburgh, PA 15206
412-361-4703

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DTLR

435 Wood St
Suite 2

Pittsburgh, PA 15222
412-471-5260

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DTLR

500 Avenue Of The States

Chester, PA 19013
610-874-1529

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VILLA

132 S George St

York, PA 17401
717-845-3011

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DTLR

4 S 52nd St

Philadelphia, PA 19139
215-748-5794

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VILLA

333 Market St

Harrisburg, PA 17101
717-236-4690

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VILLA

739 W Hamilton St

Allentown, PA 18101
610-437-7967

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DTLR

5620 N Broad St

Philadelphia, PA 19141
215-549-0809

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VILLA

4034 Lancaster Ave

Philadelphia, PA 19104
215-243-3760

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First Resource Bank

800 Pottstown Pike

Exton, PA 19341
610-363-9400

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Christopher Radke - Morgan Stanley

One Ppg Place
Ste 1300

Pittsburgh, PA 15222
412-803-2102

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Rudolph Tilotta - UBS Financial Services Inc.

1735 Market Street
Mellon Bank Center

Philadelphia, PA 19103
215-496-2211

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VILLA

2023 Wharton St

Pittsburgh, PA 15203
412-381-5648

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VILLA

3849 Union Deposit Rd
Unit B

Harrisburg, PA 17109
717-564-1061

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Daniel Lavezoli

1918 McCague St

Pittsburgh, PA 15218
412-271-2851

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Michael Maloy

4210 William Penn Hwy

Monroeville, PA 15146
724-272-0176

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Laura Santelli

814 Main St

Stroudsburg, PA 18360
570-424-7105

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Ying Liang Stickel

1881 Street Rd

Bensalem, PA 19020
215-633-2894

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The BR Consulting Group - UBS Financial Services Inc.

Stocking Works
411 South State Street

Newtown, PA 18940
215-579-6012

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DTLR

1729 South Braddock Avenue

Pittsburgh, PA 15218
412-241-6421

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Maria Christina Manalang

360-350-0891

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Laurie McNally - Morgan Stanley

100 Front St.
Suite 600

West Conshohocken, PA 19428
610-260-8606

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Jack Greenberg - UBS Financial Services Inc.

500 Grant Street
BNY Mellon Center

Pittsburgh, PA 15219
412-665-9911

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The Calabretta Group - Morgan Stanley

221 W Philadelphia St
Ste 301

York, PA 17401
717-852-4127

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Morgan Stanley Financial Advisors

214 Senate Ave
7th Fl

Camp Hill, PA 17011
717-730-1800

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Michael Johnson - Morgan Stanley

4259 West Swamp Road
Suite 400

Doylestown, PA 18902
215-230-6912

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Matthew McKenzie - Morgan Stanley

Two Town Place
Ste 100

Bryn Mawr, PA 19010
610-542-2922

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Joel Freedman Group - Morgan Stanley

100 Front St.
Suite 600

West Conshohocken, PA 19428
610-260-7143

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Allstate Personal Financial Representative: Brendan Schuck

405 Floral Vale Blvd

Yardley, PA 19067
215-317-4729

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The Murray Legacy Group - Morgan Stanley

Two Town Place
Suite 100

Bryn Mawr, PA 19010
610-542-2988

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Wendy Masse - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1996

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HSS Partners - UBS Financial Services Inc.

1735 Market Street
Mellon Bank Center

Philadelphia, PA 19103
856-988-4052

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Edward Jones - Financial Advisor: Sheri Purdy

1372 N Susquehanna Trail
Suite 170

Selinsgrove, PA 17870
570-743-1025

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DTLR

28 S 69th St

Upper Darby, PA 19082
610-352-2469

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James Alexander Galitsis - Morgan Stanley

One Ppg Place
Ste 1300

Pittsburgh, PA 15222
412-434-8531

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Matthew Mattare - Morgan Stanley

515 West Hamilton St, 7th
Fl

Allentown, PA 18101
610-391-8175

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Paolo Costa - Morgan Stanley

100 Front St.
Suite 600

West Conshohocken, PA 19428
610-260-8611

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Edward Jones - Financial Advisor: Nathan R Foster

2144 Palomino Road

Dover, PA 17315
717-624-1361

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DTLR

510 Penn St

Reading, PA 19601
610-376-9773

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DTLR

1231 N Broad St

Philadelphia, PA 19122
215-235-3020

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VILLA

1 W 4th St

Bethlehem, PA 18015
610-861-4814

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Plotnick Forman Group - UBS Financial Services Inc.

101 West Elm Street
Suite 200

Conshohocken, PA 19428
610-832-3035

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Bill McHugh- Integrity Home Mortgage

77 North 3rd Street
Suite 202

Chambersburg, PA 17201
301-514-9074

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Mark Huffman - Morgan Stanley

175 Pine St
Ste 100

Williamsport, PA 17701
570-320-4331

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John Michael Onufro - Morgan Stanley

520 Pellis Road

Greensburg, PA 15601
724-853-2809

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John A Grodin - Morgan Stanley

2600 Old Washington Road

Upper St. Clair, PA 15241
412-854-8460

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Brandon May

363 W Lancaster Ave

Wayne, PA 19087
610-872-9015

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VILLA

3506 Capital City Mall Dr

Camp Hill, PA 17011
717-761-3523

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Martha Harding - UBS Financial Services Inc.

411 South State Street
2nd Floor

Newtown, PA 18940
215-579-6006

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The Haddad Group - Morgan Stanley

515 West Hamilton St, 7th
Fl

Allentown, PA 18101
610-398-6515

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The Lewis Dries Group - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-572-4540

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Pittsburgh, PA Branch Office - UBS Financial Services Inc.

500 Grant Street
46th Floor

Pittsburgh, PA 15219
412-562-6711

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Mary Beth Donas - Morgan Stanley

1065 Highway 315
Suite 401

Wilkes Barre, PA 18702
570-821-1829

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Aaron McIntyre - Morgan Stanley

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
610-430-1940

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Allied Financial Advisors, LLC

3 Terry Dr
Suite 201A

Newtown, PA 18940
215-874-6422

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Ceondre L. Colvin | New York Life Insurance

1204 W Washington St

New Castle, PA 16101
412-746-4116

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Justin Spierling

3835 Peach St

Erie, PA 16509
814-234-6321

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David Maharam - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-274-2100

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Joshua F Walters - Morgan Stanley

221 W Philadelphia Street
Suite 301E

York, PA 17401
717-852-4115

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Mark A Milligan - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-274-2110

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Morgan Stanley

2600 Old Washington Road

Upper Saint Clair, PA 15241
412-833-0310

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Peter Nguyen

215-454-2909

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David M Romanelli - Morgan Stanley

515 West Hamilton St, 7th
Fl

Allentown, PA 18101
610-954-6825

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Brubaker Group LLC

23 N Derr Dr.
Suite 2

Lewisburg, PA 17837
570-524-4134

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William J. Sumski

2300 Scarsborough Drive

Harrisburg, PA 17112
717-856-1592

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Gateway Wealth Strategies, Inc

300 Bilmar Dr
Ste 200

Pittsburgh, PA 15205
412-921-2900

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Flaherty Financial Services, LLC

644 East Broad St

Souderton, PA 18964
215-723-2000

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Explore Financial Group

24 Veterans Square
2nd Floor

Media, PA 19063
888-540-1401

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Olewine Financial Group

113 Pennsylvania Ave. West

Warren, PA 16365
814-726-1333

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Dugos Financial

4154 Old William Penn Hwy
Suite 100

Murrysville, PA 15668
724-327-2601

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The Block Financial Group

20 East 2nd Avenue
Suite 300

Conshohocken, PA 19428
610-482-4200

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NYLIFE Securities LLC Constitution General Office: Rosetta L. Conigliaro

555 East City Avenue
Suite 800

Bala Cynwyd, PA 19004
888-863-1924

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Jeffrey Bendis - LPL Financial

100 Northpointe Circle
Suite 301

Seven Fields, PA 16046
724-602-0307

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Wilson Insurance & Financial Planning

1732 W. Cheltenham Ave

Philadelphia, PA 19126
215-924-8260

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Hazleton, Karen M CPA

696 Front St

Nanticoke, PA 18634
570-735-0418

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Simple Financial Solutions, LLC

4006 S Warner Road

Lafayette Hill, PA 19444
609-682-1280

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Hoffman Financial Services

1811 Lesher Mill Rd.

Palm, PA 18070
215-679-2393

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Physicians Private Client Group

600 West Germantown Pike
Ste 400

Plymouth Meeting, PA 19462
610-940-1733

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PFG Wealth Planning Group, LLC

476 Rolling Ridge Drive
Suite 333

State College, PA 16801
814-238-0544

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Richard T. Suro Associates, Inc.

333 N. Oxford Valley Rd
Suite 508

Fairless Hills, PA 19030
215-949-0854

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VILLA

1855 E Lincoln Highway

Coatesville, PA 19320
610-384-6148

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VILLA

51 N Queen St

Lancaster, PA 17603
717-399-4000

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DTLR

3600 Germantown Ave

Philadelphia, PA 19140
215-223-2325

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VILLA

3058 Kensington Ave

Philadelphia, PA 19134
215-739-4900

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DTLR

221 W Main St
Suite 100

Norristown, PA 19401
610-275-3609

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VILLA

166 Lehigh Valley Mall

Whitehall, PA 18052
610-266-1893

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VILLA

5700 Germantown Ave

Philadelphia, PA 19144
215-438-6345

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VILLA

1616 E Wadsworth Ave

Philadelphia, PA 19150
215-242-4392

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VILLA

160 N Gulph Rd
Space 2022

King Of Prussia, PA 19406
610-265-3940

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VILLA

284 Park City Center

Lancaster, PA 17601
717-209-7105

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DTLR

1217 Chestnut St

Philadelphia, PA 19107
215-665-9720

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DTLR

1416 Chestnut St

Philadelphia, PA 19102
215-575-0483

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William Mulvaney - Morgan Stanley

1603 Carmody Court
Suite 100

Sewickley, PA 15143
724-933-1497

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Kistler-Tiffany Advisors

920 Cassatt Road
Suite 205

Berwyn, PA 19312
610-722-3300

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Pedro A Gomes - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-6009

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Brian Eagon - Morgan Stanley

1603 Carmody Court
Suite 100

Sewickley, PA 15143
724-933-1469

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The Burns Haurin Group - Morgan Stanley

4259 West Swamp Road
Suite 400

Doylestown, PA 18902
215-230-6900

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J-Squared Wealth Management Group - UBS Financial Services Inc.

101 West Elm Street
Suite 200

Conshohocken, PA 19428
610-832-3050

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Dean J. Cimino - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-572-4502

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Adam Steinhauser - Morgan Stanley

4259 West Swamp Road
Suite 400

Doylestown, PA 18902
215-230-2913

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CoActive Wealth Strategists, LLC

3013A Kutztown Road

Reading, PA 19605
610-921-0600

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Jennifer Williams

3136 Leechburg Rd

Lower Burrell, PA 15068
724-339-2657

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Marc Bianchi - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-572-4504

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Paul Chavenson - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-274-2562

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David R Schaeffer - Morgan Stanley

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
215-854-6152

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Francis Giamboy

5001 Edgemont Ave

Brookhaven, PA 19015
610-874-2577

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The Hoffmeier Romanelli Group - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-395-7700

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Allstate Personal Financial Representative: James Hannon

6049 Kellers Church Rd

Pipersville, PA 18947
215-766-2005

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Equitable Advisors: Gregory Ashekian

205 Granite Run Drive
Suite 230

Lancaster, PA 17601
717-560-7015

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Chris Blazakis - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3842

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The Barmen Hopkins Group - Morgan Stanley

1 Ppg Place
Ste 1300

Pittsburgh, PA 15222
412-803-2127

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Newtown, PA Branch Office - UBS Financial Services Inc.

Stocking Works
411 South State Street

Newtown, PA 18940
215-579-4500

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AutoZone Auto Parts

1200 W Market St

York, PA 17404
717-916-6859

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VILLA

100 Robinson Center Dr
Suite 1490

Pittsburgh, PA 15205
412-788-1060

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David I Kluger - Morgan Stanley

1065 Highway 315
Suite 401

Wilkes Barre, PA 18702
570-821-1819

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John Oakes - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-1183

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The Sofranko Group - UBS Financial Services Inc.

2200 Georgetowne Drive
Suite 600

Sewickley, PA 15143
724-799-2555

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The Connelly Mulberger Group - Morgan Stanley

175 Pine St
Ste 100

Williamsport, PA 17701
570-320-4342

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Darwin Smith

25-27 East Wynnewood Road

Wynnewood, PA 19096
215-706-2154

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Jason Brown

4101 Carlisle Pike

Camp Hill, PA 17011
717-948-5733

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James Simon

780 South Valley Forge Rd

Lansdale, PA 19446
267-615-2804

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Noel Wolfe - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-572-2287

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Drew Reinhardt - Morgan Stanley

4259 West Swamp Road
Suite 400

Doylestown, PA 18902
215-230-6903

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Shawn Swartz

15 Newtown Richboro Rd

Richboro, PA 18954
215-364-8754

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Eric Hajduk

525 William Penn Place

Pittsburgh, PA 15219
412-867-2859

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Bill Kern

3901 Washington Road

McMurray, PA 15317
412-854-6314

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Josephina Luczak

12 Chestnut Rd

Paoli, PA 19301
610-408-2842

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Domenico Sciulli

603 Stanwix St

Pittsburgh, PA 15222
412-227-4355

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Douglass Tietbohl - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1950

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Goosehead Insurance - Geoffrey Pratt

731 Skippack Pike
Building 2

Blue Bell, PA 19422
267-571-6221

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John M. Dilworth Financial Services

2801 Memorial Blvd
Ste 2A

Connellsville, PA 15425
724-628-5199

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The Beacon Group - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-572-2287

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Jonathan Dieckmann - Morgan Stanley

2600 Old Washington Road

Upper St. Clair, PA 15241
412-854-8465

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Scott Wolfe

4570 Fifth Ave

Pittsburgh, PA 15213
412-683-1985

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Maggie Petrillo - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3929

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Ryan Kennis

525 William Penn Place

Pittsburgh, PA 15219
412-918-4749

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Paul Abeln - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1961

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The Hazzouri Group - Morgan Stanley

1065 Highway 315
Suite 401

Wilkes Barre, PA 18702
570-821-1800

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Jane Morgan - UBS Financial Services Inc.

1735 Market Street
Mellon Bank Center

Philadelphia, PA 19103
215-496-2391

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Keith Cadden - Morgan Stanley

100 Front St.
Suite 600

West Conshohocken, PA 19428
610-260-7478

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CBI Group - Consultants Beyond Investments - UBS Financial Services Inc.

411 South State Street
2nd Floor

Newtown, PA 18940
215-497-3426

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Pittsburgh, PA Branch Office - UBS Financial Services Inc.

5600 Walnut Street

Pittsburgh, PA 15232
724-416-6020

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FamilyWealth Management Group

2200 Georgetowne Drive
Suite 100

Sewickley, PA 15143
724-940-6300

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Focus 401(k)

2000 Corporate Dr.
Suite 570

Wexford, PA 15090
412-719-9690

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W Bradford White Jr. - Morgan Stanley

1350 Broadcasting Rd
Ste 100

Wyomissing, PA 19610
610-478-4530

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Charles Kuntz - Morgan Stanley

Two Town Place
Ste 100

Bryn Mawr, PA 19010
610-542-2910

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David Bentley - Morgan Stanley

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
610-430-1911

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James Lemonick - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-4951

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The Admiral Group - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-6000

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Kevin W. Calvert - Morgan Stanley

Two Town Place
Ste 100

Bryn Mawr, PA 19010
610-542-2924

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Rocco Vernisi - Morgan Stanley

100 Front St.
Suite 600

West Conshohocken, PA 19428
610-260-7311

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Allstate Personal Financial Representative: C Justin Hess

500 Chesterbrook Blvd
Ste 4

Chesterbrook, PA 19087
717-471-7253

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Frank Esposto - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3841

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The S and K Group - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1900

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Brian J. Sanford - Morgan Stanley

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
610-892-4401

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Rodd Melzer - Morgan Stanley

175 Pine St
Ste 100

Williamsport, PA 17701
717-730-1861

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The Evergreen Valley Group - Morgan Stanley

221 W Philadelphia St
Ste 301

York, PA 17401
717-852-4120

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Joseph Cornell, RICP , CLTC

225 W. Station Square Drive
Suite 300

Pittsburgh, PA 15219
412-392-3758

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Bruce E Lord - Morgan Stanley

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
610-892-4427

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The Market Street Investment Group - UBS Financial Services Inc.

1735 Market Street
Mellon Bank Center

Philadelphia, PA 19103
215-972-6862

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Joshua Adam Spitzer, CFP® - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3872

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Morgan Stanley Financial Advisors

1603 Carmody Court
Suite 100

Sewickley, PA 15143
724-933-1460

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Joseph W. Lucchino, New York Life

2318 Freeport Road
Suite 100

Natrona Heights, PA 15065
724-224-8908

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Cumberland Financial Group, Inc.

2142 Market St
Ste A101

Camp Hill, PA 17011
717-975-9949

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John Fitzgerald

559 N. Main St.

Doylestown, PA 18901
267-315-5041

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Mark Zonno

4314 Penn Ave

Pittsburgh, PA 15224
412-918-4761

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Michael Pironti

225 W Lancaster Ave

Ardmore, PA 19003
610-649-5828

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Stephen McGalla IV - UBS Financial Services Inc.

500 Grant Street
BNY Mellon Center

Pittsburgh, PA 15219
412-562-6761

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James I Pfizenmayer - Morgan Stanley

100 Front St.
Suite 600

West Conshohocken, PA 19428
610-260-7115

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Curtis Wilson - UBS Financial Services Inc.

1735 Market Street
Mellon Bank Center

Philadelphia, PA 19103
215-972-6862

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Philadelphia, PA Private Wealth Management - UBS Financial Services Inc.

1735 Market Street
35th Floor

Philadelphia, PA 19103
800-345-7941

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The Dieckmann Group - Morgan Stanley

2600 Old Washington Road
Suite 200

Upper St. Clair, PA 15241
412-854-8465

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The Allegheny Group - Morgan Stanley

1 Ppg Place
Ste 1300

Pittsburgh, PA 15222
412-434-8503

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Tom Paluszynski - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3850

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Michael Rifkin - Morgan Stanley

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
610-430-1932

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Timothy Murphy - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3862

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David Oscar - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1906

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Katherine Baum - Morgan Stanley

One Ppg Place
Ste 1300

Pittsburgh, PA 15222
724-933-1461

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Morgan Stanley Financial Advisors

520 Pellis Road

Greensburg, PA 15601
724-853-9750

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Michael Gordon - Morgan Stanley

520 Pellis Road

Greensburg, PA 15601
724-853-9753

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Michael R Glovas - Morgan Stanley

101 Larry Holmes Dr
Suite 301

Easton, PA 18042
610-559-6380

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Sean F McFadden - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-6073

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Edward E Washell - Morgan Stanley

720 South Atherton Street
First Floor

State College, PA 16801
814-861-1718

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Mark E. Allen - Morgan Stanley

1350 Broadcasting Rd
Ste 100

Wyomissing, PA 19610
610-478-4549

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Jack Kirstien - Morgan Stanley

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
610-892-4407

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Karim Rezqui - Morgan Stanley

777 Township Line Rd
Ste 301

Yardley, PA 19067
215-497-7033

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Edward McDevitt - UBS Financial Services Inc.

1735 Market Street
Mellon Bank Center

Philadelphia, PA 19103
215-496-2058

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The White and Lord Group - Morgan Stanley

1350 Broadcasting Rd
Ste 100

Wyomissing, PA 19610
610-478-4500

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The Lord-Kirstien Group - Morgan Stanley

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
610-892-4427

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James L Ferrell - Morgan Stanley

1603 Carmody Court
Suite 100

Sewickley, PA 15143
724-933-1466

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Tom Kish - Morgan Stanley

1065 Highway 315
Suite 401

Wilkes Barre, PA 18702
570-819-8002

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Robert Phillips - Morgan Stanley

1065 Highway 315
Suite 401

Wilkes Barre, PA 18702
570-819-8012

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Allstate Personal Financial Representative: Brian LaSpino

1595 Sumneytown Pike

Lansdale, PA 19446
267-644-3040

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Neil Newman - UBS Financial Services Inc.

1735 Market Street
Mellon Bank Center

Philadelphia, PA 19103
215-496-2030

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Mac Mathison - Morgan Stanley

1 Ppg Place
Ste 1300

Pittsburgh, PA 15222
412-392-8306

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Sean Roth - Morgan Stanley

515 West Hamilton St, 7th
Fl

Allentown, PA 18101
610-391-6328

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Wendy H Foster - Morgan Stanley

100 Front St.
Suite 600

West Conshohocken, PA 19428
610-260-7327

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David Groetsch - Morgan Stanley

1 Ppg Place
Ste 1300

Pittsburgh, PA 15222
412-803-2300

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Edward R. Plachter - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-6048

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Victor Kurtz - Morgan Stanley

777 Township Line Rd
Ste 301

Yardley, PA 19067
215-497-7047

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James Igo - Morgan Stanley

221 W Philadelphia St
Ste 301

York, PA 17401
717-852-4146

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Frank M Staves - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1953

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First Resource Bank

844 Paoli Pike

West Chester, PA 19380
610-235-4700

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Nita Amin

824 E Street Rd

Warminster, PA 18974
215-364-9416

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Daniel Kruper

400 Adams Shoppes

Mars, PA 16046
724-857-1784

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John Pikras

50 Old Clairton Rd

Pleasant Hills, PA 15236
412-655-8072

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William Keller

25 E Main St

Lansdale, PA 19446
267-615-2802

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Jeffrey Detwiler

4950 Kutztown Rd

Temple, PA 19560
610-921-4326

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Jason Harken

429 W. Ridge Pike

Limerick, PA 19468
610-495-2686

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Annie Hoxhaj

2 E Baltimore Ave

Media, PA 19063
610-892-1606

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The Kelley Financial Group

1605 Carmody Ct
Suite 301

Sewickley, PA 15143
412-528-1920

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Daniel Fuhr

1142 Northern Blvd

Clarks Summit, PA 18411
570-455-7135

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The Massaux Group - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3933

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The Murray Team - Morgan Stanley

1065 Highway 315
Suite 401

Wilkes Barre, PA 18702
570-821-1810

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James D. Travis Jr., CFP - UBS Financial Services Inc.

1735 Market Street
Mellon Bank Center

Philadelphia, PA 19103
215-496-2122

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Mary Mcevoy-Dockeray - Morgan Stanley

1065 Highway 315
Suite 401

Wilkes Barre, PA 18702
570-821-1830

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Blackbridge Financial

11659 Old Lake Road

North East, PA 16428
814-315-2320

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Orihel Wealth Management

255 South State Street

Newtown, PA 18940
267-297-0357

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The Caruso-Colonna Group - Morgan Stanley

1603 Carmody Court
Suite 100

Sewickley, PA 15143
724-933-1479

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Morgan Stanley Financial Advisors

4259 West Swamp Road
Suite 400

Doylestown, PA 18902
215-230-6900

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Morgan Stanley Financial Advisors

1065 Highway 315
Suite 401

Wilkes Barre, PA 18702
570-821-1800

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Morgan Stanley Financial Advisors

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1900

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Morgan Stanley Financial Advisors

175 Pine St
Ste 100

Williamsport, PA 17701
570-322-6141

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Morgan Stanley Financial Advisors

1350 Broadcasting Rd
Ste 100

Wyomissing, PA 19610
610-478-4500

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Kevin A McCoy - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1926

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John W Carbaugh - Morgan Stanley

419 Village Dr
Ste 1

Carlisle, PA 17015
717-960-5371

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Morgan Stanley Financial Advisors

One Ppg Place
Ste 1300

Pittsburgh, PA 15222
412-434-8500

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Kevin Young - UBS Financial Services Inc.

411 South State Street
2nd Floor

Newtown, PA 18940
215-497-3439

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Beyond Investments WM Group - UBS Financial Services Inc.

411 South State Street
2nd Floor

Newtown, PA 18940
215-497-3362

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Omar Chatha - Morgan Stanley

1 Ppg Place
Ste 1300

Pittsburgh, PA 15222
412-803-2123

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Morgan Stanley Financial Advisors

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
610-430-1910

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Morgan Stanley Financial Advisors

515 West Hamilton St, 7th
Fl

Allentown, PA 18101
610-395-7700

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Robert V. Kyle III - Morgan Stanley

100 Front St.
Suite 600

West Conshohocken, PA 19428
610-260-7684

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Nepa/Susco Team - UBS Financial Services Inc.

500 Grant Street
BNY Mellon Center

Pittsburgh, PA 15219
412-562-6832

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Christopher B Jones - Morgan Stanley

720 S Atherton St
1st Floor

St. College, PA 16801
814-861-1713

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Arthur Douglas Stevens - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-6058

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Allstate Personal Financial Representative: Jonathan Rees

3309 Liberty St
Ste 1188

Erie, PA 16508
814-868-9800

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Alex Morrow - Morgan Stanley

101 Larry Holmes Dr
Suite 301

Easton, PA 18042
610-559-6381

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Bruce M Donaghy - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-398-6521

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The Gravina Group - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-274-2220

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The Three Rivers Group - Morgan Stanley

One PPG Place
Suite 1300

Pittsburgh, PA 15222
412-434-8500

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Eric M Theoret - Morgan Stanley

1 Ppg Place
Ste 1300

Pittsburgh, PA 15222
412-803-2156

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Ryan William Ashcroft - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1960

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The Margolin Group - Morgan Stanley

100 Front St.
Suite 600

West Conshohocken, PA 19428
610-260-7469

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Barry E Numerick - Morgan Stanley

1 Monroeville Center
Suite 1010

Monroeville, PA 15146
412-380-8036

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The Poore Group - Morgan Stanley

1350 Broadcasting Rd
Ste 100

Wyomissing, PA 19610
610-478-4546

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H. W. Constantin Nelson - Morgan Stanley

720 S Atherton St
1st Floor

St. College, PA 16801
814-861-1708

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Joyce Gibbs - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-398-5400

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Roderick Poore - Morgan Stanley

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
610-430-1925

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Heritage Financial Services

438 East 3rd Street

Nescopeck, PA 18635
570-520-4555

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Alicja Plonska - Morgan Stanley

777 Township Line Rd
Ste 301

Yardley, PA 19067
215-497-7074

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The McKeever Comber Group - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3976

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Thomas G. Schreck - Morgan Stanley

1350 Broadcasting Rd
Ste 100

Wyomissing, PA 19610
610-478-4510

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The Feola Condello Group - Morgan Stanley

1603 Carmody Court
Suite 100

Sewickley, PA 15143
724-933-1460

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Don Nowak - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-572-4529

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The Northstar Group - Morgan Stanley

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
610-430-1910

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Morgan Stanley Financial Advisors

111 North Washington Ave
Ste 201

Scranton, PA 18503
570-961-7700

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Joseph Molinero - Morgan Stanley

1 Ppg Place
Ste 1300

Pittsburgh, PA 15222
412-803-2167

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Jeffrey M. Ghergo - Morgan Stanley

1065 Highway 315
Suite 401

Wilkes Barre, PA 18702
570-819-8014

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Scott Hartshorn - Morgan Stanley

111 North Washington Ave
Ste 201

Scranton, PA 18503
570-963-2350

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Stephen R Schaeffer - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-854-6041

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Morgan Stanley Financial Advisors

1 Monroeville Center
Suite 1010

Monroeville, PA 15146
412-373-3100

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Morgan Stanley Financial Advisors

221 W Philadelphia St
Ste 301

York, PA 17401
717-854-5553

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The Polaris Legacy Group - Morgan Stanley

1065 Highway 315
Suite 401

Wilkes Barre, PA 18702
570-821-1828

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Morgan Stanley Financial Advisors

701 Main St
Ste 501

Stroudsburg, PA 18360
570-421-3100

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Solomon Kim - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1907

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Allstate Personal Financial Representative: Michael Mummert

1826 N Susquehanna Trl

York, PA 17404
717-880-3200

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Mark Pliner

559 N Main St

Doylestown, PA 18901
215-230-3804

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Brian Bostancic

830 Walnut St

Philadelphia, PA 19107
215-561-5920

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Brett Rhode - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-572-4513

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Rick Atcavage - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-572-4512

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Allstate Personal Financial Representative: Mark Cornell

1381 Plank Rd
Ste 105

Duncansville, PA 16635
814-977-3200

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Ark Financial Services LLC

259 Shoenfelt St

East Freedom, PA 16637
814-696-7734

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Thomas Farrington - Morgan Stanley

One Ppg Place
Ste 1300

Pittsburgh, PA 15222
412-434-8515

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Joan Fiore - Morgan Stanley

1 PPG Place
Ste 1300

Pittsburgh, PA 15222
412-392-5809

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W Robert Waldeisen - Morgan Stanley

720 South Atherton Street
First Floor

State College, PA 16801
814-861-1705

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Morgan Stanley Financial Advisors

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-542-1000

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Morgan Stanley Financial Advisors

720 S Atherton St 1st
Floor

St. College, PA 16801