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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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Jason Lazurick

Schuylkill Financial LLC

600 Eagleview Blvd.
Suite 300

Exton, PA 19341

484-318-7188

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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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Bobby Cremins

Metanoia Financial

2400 Market Street
Suite 200

Philadelphia, PA 19103

267-858-6847

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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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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

651 Holiday Drive
Building 5, Suite 400

Pittsburgh, PA 15220

724-900-2927

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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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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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Broberg Investment Group, LLC

73 E. Forrest Avenue
Suite 390

Shrewsbury, PA 17361
717-235-5565

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Braverman Financial Associates

2173 Embassy Drive

Lancaster, PA 17603
717-399-4030

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Axias Wealth Advisors

381 Mansfield Ave
Suite 400

Pittsburgh, PA 15220
412-552-8031

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Blue Water Financial, LLC

400 South Greenwood Ave. 3rd Floor
Suite 300

Easton, PA 18045
610-438-0988

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William P Marshall - Ameriprise Financial Services, LLC

2300 E Lincoln Hwy
Ste 140

Langhorne, PA 19047
215-757-7600

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Black Diamond Financial Group

1150 Berkshire Blvd
Suite 245

Wyomissing, PA 19610
610-370-7855

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The Lehigh Valley Group - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-395-7700

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4th River Financial Group

125 Emeryville Road
Suite 320

Cranberry, PA 16066
888-261-8853

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Battaglini & Company, PC

1049 Lancaster Avenue

Berwyn, PA 19312
610-964-1344

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Christian S. Levan - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-4956

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Axios Advisory Group

115 VIP Drive
Suite 120

Wexford, PA 15090
855-817-3132

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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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Benchmark Financial Advisors

2605 Nicholson Road
Suite 3200

Sewickley, PA 15143
724-719-3277

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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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Blacka Financial Consulting

201 Penn Center Blvd.
Suite #400

Pittsburgh, PA 15235
412-816-2225

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Kenneth Kriebel - Ameriprise Financial Services, LLC

900 E Philadelphia Ave

Boyertown, PA 19512
610-473-8850

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Andrea Hetrick - Ameriprise Financial Services, LLC

67 Commerce Dr
Ste 2

Wyomissing, PA 19610
484-577-4524

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Crockett Financial Services

1421 East Third Street

Williamsport, PA 17701
570-322-1313

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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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Lynn Evans + Women of Substance LLC

229 Northern Boulevard

Clarks Summit, PA 18411
570-880-0057

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Alvin Clay Financial Advisors LLC

309 York Rd
Suite 215

Jenkintown, PA 19046
267-626-2382

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Andrew M. Meehan

23 Penn Circle

Holland, PA 18966
215-796-0636

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Rich Allen - Ameriprise Financial Services, LLC

242 E Market St

Mifflinburg, PA 17844
570-966-3080

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Edward Jones - Financial Advisor: Tracy H Derouin, AAMS¿

2921 Leechburg Rd
Ste 3

Lower Burrell, PA 15068
724-335-0209

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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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James A Gillin - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1949

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Ark Wealth Management

2201 Forest Hills Drive
Suite 9

Harrisburg, PA 17112
717-695-2617

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Kevin Huntington - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-6084

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Bridger Financial Group

381 Mansfield Avenue
Suite 400

Pittsburgh, PA 15220
412-733-4016

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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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Tycor Benefit Administrators, Inc.®

850 Cassatt Road
Suite 310

Berwyn, PA 19312
610-251-0670

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Charles Turner - Ameriprise Financial Services, LLC

326 W Chocolate Ave

Hershey, PA 17033
717-533-4070

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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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Todd M Rohrbaugh - Ameriprise Financial Services, LLC

3995 E Market St

York, PA 17402
717-755-2005

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Keith Joffe - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3854

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Kevin Bannon - Ameriprise Financial Services, LLC

125 N Franklin St

Titusville, PA 16354
814-775-0424

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Flack Financial Group Inc.

2840 Ligonier Street

Latrobe, PA 15650
724-537-6425

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Amit S. Grover - Morgan Stanley

1603 Carmody Court
Suite 100

Sewickley, PA 15143
724-933-1560

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Thomas G Rodman - Morgan Stanley

777 Township Line Rd
Ste 301

Yardley, PA 19067
215-497-7042

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May Lai - Ameriprise Financial Services, LLC

865 Easton Rd
Ste 350

Warrington, PA 18976
267-483-5500

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William Giles Bishop - Ameriprise Financial Services, LLC

1000 Germantown Pike
Ste H1

Plymouth Meeting, PA 19462
610-943-3102

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Attleboro Wealth Management

1051 Lindenhurst Road

Yardley, PA 19067
215-310-9440

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VILLA

132 S George St

York, PA 17401
717-845-3011

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Stein Wealth Advisors

1700 Ashwood Drive
Suite 1701

Canonsburg, PA 15317
724-260-0491

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Nautic Financial Group

44 Mystic View Lane

Doylestown, PA 18901
267-221-8223

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First Resource Bank

800 Pottstown Pike

Exton, PA 19341
610-363-9400

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Colin Strapp - Morgan Stanley

1650 Market St 42nd
Fl

Philadelphia, PA 19103
215-854-1185

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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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The Kohlmaier Group - Ameriprise Financial Services, LLC

1681 Crown Ave
Ste 101

Lancaster, PA 17601
717-392-3600

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Paul Maynor - Ameriprise Financial Services, LLC

415 McFarlan Rd
Ste 215

Kennett Square, PA 19348
610-828-1786

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Thomas Bradshaw - Ameriprise Financial Services, LLC

3701 Corporate Pkwy
Ste 130

Center Valley, PA 18034
610-395-6522

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Daniel Lavezoli

1918 McCague St

Pittsburgh, PA 15218
412-271-2851

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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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The Keystone Group - Morgan Stanley

214 Senate Ave
7th Fl

Camp Hill, PA 17011
717-730-1876

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Edward Jones - Financial Advisor: Craig A Schwegman, AAMS¿

3939 West Ridge Road
1

Erie, PA 16506
814-838-0898

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Maria Christina Manalang

360-350-0891

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Edward Jones - Financial Advisor: Matt Gaughan, AAMS¿

940 Haverford Rd
Suite 104

Bryn Mawr, PA 19010
484-380-9440

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Laurie McNally - Morgan Stanley

100 Front St.
Suite 600

West Conshohocken, PA 19428
610-260-8606

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VIP Financial Matters, LLC

1218 Eleventh Avenue

Altoona, PA 16601
814-943-7075

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Hepburn Financial Advisors

508 Elm Avenue,
Suite 100

Phoenixville, PA 19460
610-933-4442

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Boyer Financial Planning

107 Georgian Place

Somerset, PA 15501
814-444-9070

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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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Allstate Personal Financial Representative: Joseph Jackalous

1100 W Valley Rd
Ste 10

Wayne, PA 19087
302-354-0452

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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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Matt Hoey - Ameriprise Financial Services, LLC

579 Baltimore Pike

Glen Mills, PA 19342
610-358-2565

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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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Jeffrey Engblom - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-6021

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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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Adam Boyce

196 S Wyoming Ave

Kingston, PA 18704
570-826-2926

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Craig Constable

1301 Skippack Pike

Center Square, PA 19422
610-275-1856

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Wilsons Leather

2200 Tanger Blvd
Ste. 102

Washington, PA 15301
724-503-6738

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Steven Cacciutti

1071 Baltimore Pike

Glen Mills, PA 19342
610-655-2651

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Ed Williams

2 East Baltimore Avenue

Media, PA 19063
215-648-4356

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John O'Reilly

75 N Market St

Nanticoke, PA 18634
570-826-2872

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Daniel White - Ameriprise Financial Services, LLC

168 W Ridge Pike
Ste 202

Limerick, PA 19468
610-825-4909

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Wendy Masse - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1996

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Tom Graybill - Ameriprise Financial Services

314 Exton Cmns

Exton, PA 19341
610-524-1200

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Jeremy Heller - Ameriprise Financial Services, LLC

150 N Radnor Chester Rd
Ste F200

Radnor, PA 19087
610-825-4909

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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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Matthew Fischman at CrossCountry Mortgage, LLC

330 S. State St., Offices 5 & 6
Offices 5 & 6

Newtown, PA 18940
610-222-5449

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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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The Burns Haurin Group - Morgan Stanley

4259 West Swamp Road
Suite 400

Doylestown, PA 18902
215-230-6904

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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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HomeWell of Southeastern Pennsylvania

72-A S Trooper Road

Trooper, PA 19403
610-233-2323

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Klatz Rounick & Associates - Ameriprise Financial Services, LLC

161 Washington St
Ste 1300

Conshohocken, PA 19428
610-897-2816

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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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One Financial Services

1605 N Cedar Crest Blvd Ste 515

Allentown, PA 18104
610-437-3500

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G David Bias - Ameriprise Financial Services, LLC

214 Senate Ave
Ste 601

Camp Hill, PA 17011
717-761-3040

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Ron Cioffi - Ameriprise Financial Services, LLC

932 Washington Blvd

Williamsport, PA 17701
570-322-1002

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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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Martin Wealth Management

166 Oak Ridge Dr.

York, PA 17402
717-654-0256

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Allstate Personal Financial Representative: Wayne Drazek

937 New Rogers Rd

Levittown, PA 19056
215-752-6100

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Elizabeth A Lauer - Ameriprise Financial Services, LLC

4641 Pottsville Pike
Ste 108

Reading, PA 19605
610-926-6649

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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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Independence Advisors, LLC

620 Lee Rd STE 100

Wayne, PA 19087
610-695-8070

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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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Investor Schooling

108 Corporate Dr. East

Langhorne, PA 19047
267-214-8830

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Metatrends, LLC

724-869-7526

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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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Bala Financial Group

300 Bridge Street

Phoenixville, PA 19460
610-933-3507

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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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Jeremy D Henn - Ameriprise Financial Services, LLC

4641 Pottsville Pike
Ste 108

Reading, PA 19605
610-926-6649

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Brubaker Group LLC

23 N Derr Dr.
Suite 2

Lewisburg, PA 17837
570-524-4134

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Braun-Bostich & Associates, Inc.

1600 Ashwood Drive
Suite 1601

Canonsburg, PA 15317
724-942-2639

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SecondHalf Coach Wealth Management

2519 Ligonier Street

Latrobe, PA 15650
724-537-2799

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Shawn Greenland - NEXT Financial Group, Inc.

1300 Bent Creek Blvd
Suite 201

Mechanicsburg, PA 17050
717-795-8820

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Peter Schlicht - Ameriprise Financial Services, LLC

1603 Carmody Ct
Ste 400

Sewickley, PA 15143
724-799-2774

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Fairman Group Family Office

1200 Liberty Ridge Drive, Suite 320

Chesterbrook, PA 19087
610-889-7300

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William J. Sumski

2300 Scarsborough Drive

Harrisburg, PA 17112
717-856-1592

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Carnegie Investment Counsel

1845 Walnut Street
Suite 1974

Philadelphia, PA 19103
215-735-0299

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Johnston and Associates

400 Southpointe Boulevard
Suite 210

Canonsburg, PA 15317
724-338-8900

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Veritas Strategies

18 North Main Street
Suite 210

Doylestown, PA 18901
215-345-5552

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Carnegie Investment Counsel

1500 Ashwood Dr.
Suite 1504

Canonsburg, PA 15317
412-235-1105

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Hoffman Wealth Management

800 Lowry Avenue

Jeannette, PA 15644
724-522-5411

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Gateway Wealth Strategies, Inc

300 Bilmar Dr
Ste 200

Pittsburgh, PA 15205
412-921-2900

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Armstrong Wealth Management

308 Market St.

Kittanning, PA 16201
724-545-1919

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Net Hamm

101 N Independence Mall E
Floor 10

Philadelphia, PA 19106
302-333-1992

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Flaherty Financial Services, LLC

644 East Broad St

Souderton, PA 18964
215-723-2000

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Tompkins Financial Advisors

1240 Broadcasting Road

Wyomissing, PA 19610
610-372-7737

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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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Riley Wealth Strategies

1290 N 9th Street

Stroudsburg, PA 18360
570-424-0667

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KeeMoneyMatters

1275 Glenlivet Drive
Suite 100

Allentown, PA 18106
484-224-3036

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KCA Wealth Management, LLC

3806 Market Street
Suite 1

Camp Hill, PA 17011
717-774-7080

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Roche Financial, Inc.

1610 E. Third St.

Williamsport, PA 17701
570-322-1880

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Hittinger Financial

514 Fullerton Avenue

Whitehall, PA 18052
610-433-7567

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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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Wesch Financial LLC

429 Smokepipe Road

Souderton, PA 18964
215-368-4706

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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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Canella Financial Group

1150 Thorn Run Road
Suite 102

Coraopolis, PA 15108
412-262-1040

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Heather Reed - Ameriprise Financial Services, LLC

5700 Corporate Dr
Ste 600

Pittsburgh, PA 15237
412-635-5813

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Corio & Associates, LLC

744 West Lancaster Avenue
Suite 235

Wayne, PA 19087
610-293-8322

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Fidelity Asset Management Services

101 North Blakely Street

Dunmore, PA 18512
570-504-2206

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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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The Financial Group of Philadelphia, Inc.

610 Lakeside Park

Southampton, PA 18966
215-396-3312

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Walsh & Nicholson Financial Group

119 West Wayne Avenue

Wayne, PA 19087
610-688-4447

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Woodbury Financial Services, Inc.

6000 Babcock Blvd
Suite #1009B

Pittsburgh, PA 15237
412-364-6446

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Devon Financial Group, Ltd.

150 S Warner Rd
Ste 256

King of Prussia, PA 19406
610-971-1750

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Stephen T Meli - Ameriprise Financial Services, LLC

5100 W Tilghman St
Ste 211

Allentown, PA 18104
610-530-7222

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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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Michael Steiner NYL Financial Services Professional

225 West Station Square Drive

Pittsburgh, PA 15219
412-392-3682

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Good Life Advisors

3477 Corporate Parkway
Suite 100

Center Valley, PA 18034
610-572-7341

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Pultro Financial Management

926 Town Center
Unit D1

New Britain, PA 18901
215-489-3876

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TBAER Wealth Management

208 E. Bayfront Pkwy
Suite 202

Erie, PA 16507
814-459-6669

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Tompkins Financial Advisors

1767 Sentry Parkway West
Suite 210

Blue Bell, PA 19422
610-372-7737

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Scott Butler, Certified Financial Planner

25 East Center St

Nazareth, PA 18064
610-759-8710

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VILLA

3058 Kensington Ave

Philadelphia, PA 19134
215-739-4900

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VILLA

5700 Germantown Ave

Philadelphia, PA 19144
215-438-6345

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The Laudadio Team

550 E Swedesford Road
Suite 140

Wayne, PA 19087
484-654-0759

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The Webber Ishler Group - Morgan Stanley

720 S Atherton St
1st Floor

St. College, PA 16801
814-861-1717

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Jonathan Alexander CFP, CLTC

1 Belmont Avenue
Suite 1000

Bala Cynwyd, PA 19004
610-660-4607

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Michael Howard - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3896

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Ellen Burkey - Ameriprise Financial Services, LLC

114 W Main St

Dalton, PA 18414
570-213-4432

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Jacqueline Nonnemacher - Ameriprise Financial Services, LLC

5000 W Tilghman St
Ste 153

Allentown, PA 18104
610-530-1445

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William Cuthbertson - Ameriprise Financial Services, LLC

610 Freedom Business Center Dr
Ste 230

King of Prussia, PA 19406
610-992-2480

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William Mulvaney - Morgan Stanley

1603 Carmody Court
Suite 100

Sewickley, PA 15143
724-933-1497

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IFS Group

1205 Manor Drive
Suite 200

Mechanicsburg, PA 17055
717-766-1144

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New Era Wealth Management

1853 William Penn Way
Suite 19

Lancaster, PA 17601
717-475-7394

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The Fischetti Barry Group - Morgan Stanley

2600 Old Washington Road

Upper Saint Clair, PA 15241
412-833-0310

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Kistler-Tiffany Advisors

920 Cassatt Road
Suite 205

Berwyn, PA 19312
610-722-3300

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Anthony Figurelli - Ameriprise Financial Services, Inc.

4055 Monroeville Blvd
Ste 430

Monroeville, PA 15146
412-374-9515

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Pedro A Gomes - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-6009

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Brendan O Reilly - Ameriprise Financial Services, LLC

1717 Langhorne Newtown Rd
Ste 125

Langhorne, PA 19047
610-825-4909

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Brian Eagon - Morgan Stanley

1603 Carmody Court
Suite 100

Sewickley, PA 15143
724-933-1469

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Founding Capital, LLC

1767 Sentry Parkway West
Suite 200

Blue Bell, PA 19422
484-222-3192

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Moff & Associates

130 Court Street
Suite 205

Williamsport, PA 17701
570-326-2533

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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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Daniel P Morrissey - Ameriprise Financial Services, LLC

1536 Cornwall Rd

Lebanon, PA 17042
717-270-6937

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Bob Hoskin - Ameriprise Financial Services, LLC

1603 Carmody Ct
Ste 400

Sewickley, PA 15143
724-799-2800

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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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Fort Pitt Capital Group LLC

680 Andersen Drive
Foster Plaza Ten, Suite 350

Pittsburgh, PA 15220
412-921-1822

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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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Anthony Essis - Ameriprise Financial Services, LLC

28C E Roseville Rd

Lancaster, PA 17601
717-869-6377

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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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Allstate Personal Financial Representative: Chris Horan

130 S State St

Newtown, PA 18940
215-579-0700

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Francis Giamboy

5001 Edgemont Ave

Brookhaven, PA 19015
610-874-2577

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SCHUYLKILL FINANCIAL

711 Spring St

Wyomissing, PA 19610
610-670-1656

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Bishop, Smith and Associates - Ameriprise Financial Services, LLC

1000 Germantown Pike
Ste H1

Plymouth Meeting, PA 19462
610-943-3109

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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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John D Lentz - Ameriprise Financial Services, LLC

5100 W Tilghman St
Ste 211

Allentown, PA 18104
484-664-7717

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Michael William Figurelli - Ameriprise Financial Services, LLC

4055 Monroeville Blvd
Ste 430

Monroeville, PA 15146
412-374-9515

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Equitable Advisors: Gregory Ashekian

205 Granite Run Drive
Suite 230

Lancaster, PA 17601
717-560-7015

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Allstate Personal Financial Representative: Brian LaSpino

1595 Sumneytown Pike

Lansdale, PA 19446
267-644-3040

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Chris Blazakis - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3842

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Renu Rajankutty Dutta - Morgan Stanley Financial Advisor

1650 Market St 42nd
Fl

Philadelphia, PA 19103
215-854-6269

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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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PTM Wealth

1501 Lower State Road
Building D, Suite 206

North Wales, PA 19454
267-317-1515

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Sean Gold - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3972

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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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Michael Hoffmann - Ameriprise Financial Services, LLC

30A E Roseville Rd

Lancaster, PA 17601
717-735-2332

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Joyce M Hoban - Ameriprise Financial Services, LLC

398 S Township Blvd

Pittston Twp, PA 18640
570-333-4373

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AutoZone Auto Parts

1200 W Market St

York, PA 17404
717-916-6859

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DWD Portfolio Solutions, Inc.

1910 Cochran Road
Manor Oak One, Suite 620

Pittsburgh, PA 15220
412-341-6642

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Ryan D Murray - Ameriprise Financial Services, LLC

2300 E Lincoln Hwy
Ste 140

Langhorne, PA 19047
215-757-7600

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David Velho - Ameriprise Financial Services, LLC

3701 Corporate Pkwy
Ste 130

Center Valley, PA 18034
610-395-6522

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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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Kimberly St Pierre - Ameriprise Financial Services, LLC

1000 Germantown Pike
Ste A1

Plymouth Meeting, PA 19462
610-277-7500

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Abram Shaffner - Ameriprise Financial Services, LLC

1536 Cornwall Rd

Lebanon, PA 17042
717-270-6937

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Ivana Liberatore CPA, CFP® & Associates

228 East McMurray Road
Suite A

McMurray, PA 15317
724-942-3340

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Lincoln Investment

5 Walnut Grove Drive
Suite 240

Horsham, PA 19044
215-885-7115

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John B Madzin - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-6020

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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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Nicholas Dawit, CFP®, ChFC® - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-963-3814

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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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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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Tim Nuttle - Ameriprise Financial Services, LLC

1717 Lititz Pike

Lancaster, PA 17601
717-431-2996

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Robert Santorsa - Morgan Stanley

Two Town Place
Ste 100

Bryn Mawr, PA 19010
610-542-2943

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Jason Brown

4101 Carlisle Pike

Camp Hill, PA 17011
717-948-5733

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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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Guy J. Landolfi, CPA, CFP®

224 Union Avenue

Altoona, PA 16602
814-942-5345

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Douglass Tietbohl - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1950

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Tim Stasko - Ameriprise Financial Services, LLC

4001 Hollywood Blvd
Ste 2

Hazle Township, PA 18202
570-454-4048

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Tim McCarty - Ameriprise Financial Services, LLC

1045 S Cedar Crest Blvd

Allentown, PA 18103
610-439-7000

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Goosehead Insurance - Geoffrey Pratt

731 Skippack Pike
Building 2

Blue Bell, PA 19422
267-571-6221

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Anne Holderried - Ameriprise Financial Services, Inc.

1098 Washington Crossing Rd
Ste 2

Washington Crossing, PA 18977
215-493-9711

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Ameriwealth Retirement Services

101 East Moreland Avenue
Suite 102

Hatboro, PA 19040
215-443-0974

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Ayesha Selden - Ameriprise Financial Services, LLC

100 N 18th St
Ste 750

Philadelphia, PA 19103
215-789-4964

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Edward Jones - Financial Advisor: Cody A Eppley

1180 Erbs Quarry Road
Suite 2

Lititz, PA 17543
717-627-3409

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Haddon Planning Group

11 Penns Trail
Suite 600

Newtown, PA 18940
856-428-5300

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Financial Strategies & Designs, Inc.

7540 Windsor Drive
Suite 110

Allentown, PA 18195
610-791-4750

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Pinnacle Advisor Group

2851 South Pike Avenue
Suite D

Allentown, PA 18103
610-797-2201

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John M. Dilworth Financial Services

2801 Memorial Blvd
Ste 2A

Connellsville, PA 15425
724-628-5199

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Grudzinski Financial Services

51 Polar St.

Plains, PA 18705
570-826-5066

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Pathway Financial Group

60 West Church Street
Unit C

Denver, PA 17517
717-690-1335

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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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Wealth Protection Strategies

1950 Street Road
Suite 319

Bensalem, PA 19020
215-245-4059

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Drew Wetzel - Morgan Stanley

720 S Atherton St 1st
Floor

St. College, PA 16801
814-861-1737

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Cindy Beyerlein - Ameriprise Financial Services, LLC

1717 Lititz Pike

Lancaster, PA 17601
717-431-2996

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Brumbaugh Wealth Management

760 Constitution Drive
Suite 100

Exton, PA 19341
610-458-2495

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Secure Planning Group

200 Gibraltar Road
Suite 315

Horsham, PA 19044
215-540-5566

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Key Wealth Management

9500 Brooktree Road
Suite 102

Wexford, PA 15090
724-934-9196

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Dane Burkholder - Ameriprise Financial Services, LLC

30A E Roseville Rd

Lancaster, PA 17601
717-735-2332

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Krum Insurance & Financial Services, LLC

1021 Mill Creek Drive
Suite 10

Feasterville, PA 19053
215-396-2888

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Scott Wolfe

4570 Fifth Ave

Pittsburgh, PA 15213
412-683-1985

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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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Wesselt Capital Group | Richard Wesselt, Principal

3441 Germantown Pike

Collegeville, PA 19426
610-650-1840

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Innova Wealth Partners

12 Terry Dr
#203

Newtown, PA 18940
888-270-1574

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McNamara Financial Group

450 East Street
Second floor

Doylestown, PA 18901
215-348-3176

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Investment Planning Services

858 Hunter Highway

Tunkhannock, PA 18657
570-836-6440

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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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Kenneth Lee Rapp - Ameriprise Financial Services, LLC

326 W Chocolate Ave

Hershey, PA 17033
717-533-4070

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Narrow Path Financial Group

12 Tall Tree Circle

Broomall, PA 19008
610-256-5805

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Dave Miller - Ameriprise Financial Services, LLC

1600 Valley View Blvd

Altoona, PA 16602
814-944-3572

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Matthew Repko - Ameriprise Financial Services, LLC

456 Germantown Pike

Lafayette Hill, PA 19444
484-533-6615

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Justin DiPasquale - Ameriprise Financial Services, LLC

2250 Hickory Rd
Ste 110

Plymouth Meeting, PA 19462
610-828-1786

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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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Nadine Bartkowski - Ameriprise Financial Services, LLC

851 Commerce Blvd
Ste 106

Dickson City, PA 18519
570-489-4750

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Keith Cadden - Morgan Stanley

100 Front St.
Suite 600

West Conshohocken, PA 19428
610-260-7478

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Harris Wealth Management

4160 Washington Road`
Suite 1

McMurray, PA 15317
724-942-3300

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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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Stratos Wealth Partners

1605 Carmody Court
Suite 103

Sewickley, PA 15143
412-528-1929

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Educators First Financial of Pennsylvania

649 North Lewis Road
Suite 200

Limerick, PA 19468
610-792-3343

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