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Find Retirement Planners for Retirement Planning in Pennsylvania

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Pennsylvania, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners 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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Matthew Wollick

Edelman Financial Engines, LLC

225 Wilmington West Chester Pike
Suite 200

Chadds Ford, PA 19317

484-362-0263

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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 Retirement Planners 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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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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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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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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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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Bradley Ingersoll - Morgan Stanley

4259 West Swamp Road
Suite 400

Doylestown, PA 18902
215-230-6917

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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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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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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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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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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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Tycor Benefit Administrators, Inc.®

850 Cassatt Road
Suite 310

Berwyn, PA 19312
610-251-0670

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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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The Main Line Group - Morgan Stanley

Two Town Place
Ste 100

Bryn Mawr, PA 19010
610-542-2944

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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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First Command Financial Advisor - John Gourley

1370 Old Freeport Rd
Suite 2A

Pittsburgh, PA 15238
412-406-7769

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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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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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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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Stein Wealth Advisors

1700 Ashwood Drive
Suite 1701

Canonsburg, PA 15317
724-260-0491

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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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Paul Contos

50 Old Clairton Rd

Pleasant Hills, PA 15236
412-655-8127

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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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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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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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Jeffrey Engblom - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-6021

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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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Stephen Wolff

150 Fort Couch Rd

Pittsburgh, PA 15241
412-823-1517

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Thomas Hayn

50 E Uwchlan Ave

Exton, PA 19341
610-259-3100

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John Pikras

50 Old Clairton Rd

Pleasant Hills, PA 15236
412-655-8072

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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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Daniel Fuller

5999 Allentown Blvd

Harrisburg, PA 17112
717-777-3304

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Jason Harken

429 W. Ridge Pike

Limerick, PA 19468
610-495-2686

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Michael Banwell

1 E Main St

Lititz, PA 17543
717-625-3186

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John Battista

8250 Old York Rd

Elkins Park, PA 19027
215-884-9753

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VILLA

3506 Capital City Mall Dr

Camp Hill, PA 17011
717-761-3523

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Anthony Scollo

6125 Saltsburg Road

Verona, PA 15147
412-795-1220

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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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Danielle Patterson

837 Freeport Rd

Pittsburgh, PA 15238
724-857-1781

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Darwin Smith

2600 Macdade Blvd

Holmes, PA 19043
215-706-2154

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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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Shilpa Patel

4565 New Falls Rd

Levittown, PA 19056
215-945-2714

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Andrew Douglas

510 Kimberton Rd

Phoenixville, PA 19460
610-933-2025

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Allied Financial Advisors, LLC

3 Terry Dr
Suite 201A

Newtown, PA 18940
215-874-6422

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William Keller

25 E Main St

Lansdale, PA 19446
267-615-2802

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Michael Maloy

4210 William Penn Hwy

Monroeville, PA 15146
412-317-5521

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Nita Amin

824 E Street Rd

Warminster, PA 18974
215-364-9416

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Justin Spierling

3835 Peach St

Erie, PA 16509
814-234-6321

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Jesse Pantano

733 West Lancaster Ave

Bryn Mawr, PA 19010
215-254-3807

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Domenico Sciulli

603 Stanwix St

Pittsburgh, PA 15222
412-227-4355

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Laura Santelli

814 Main St

Stroudsburg, PA 18360
570-424-7105

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John Fitzgerald

559 N. Main St.

Doylestown, PA 18901
267-315-5041

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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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Rick Weidhaas - Morgan Stanley

720 S Atherton St
1st Floor

St. College, PA 16801
814-861-1703

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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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Brubaker Group LLC

23 N Derr Dr.
Suite 2

Lewisburg, PA 17837
570-524-4134

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SecondHalf Coach Wealth Management

2519 Ligonier Street

Latrobe, PA 15650
724-537-2799

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Matthew Lamorgese - Morgan Stanley

3803 West Chester Pike
Ste 200

Newtown Square, PA 19073
610-430-1936

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William J. Sumski

2300 Scarsborough Drive

Harrisburg, PA 17112
717-856-1592

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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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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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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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Roche Financial, Inc.

1610 E. Third St.

Williamsport, PA 17701
570-322-1880

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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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Canella Financial Group

1150 Thorn Run Road
Suite 102

Coraopolis, PA 15108
412-262-1040

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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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Walsh & Nicholson Financial Group

119 West Wayne Avenue

Wayne, PA 19087
610-688-4447

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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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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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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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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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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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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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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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Daniel Lavezoli

1918 McCague St

Pittsburgh, PA 15218
412-271-4301

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Jennifer Williams

3136 Leechburg Rd

Lower Burrell, PA 15068
724-339-2657

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John Rishell

907 22nd St

Aliquippa, PA 15001
724-378-0096

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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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Edward R. Plachter - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-6048

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Tony T. Tran - Morgan Stanley

1650 Market St
42nd Fl

Philadelphia, PA 19103
215-854-6094

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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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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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PTM Wealth

1501 Lower State Road
Building D, Suite 206

North Wales, PA 19454
267-317-1515

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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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DWD Portfolio Solutions, Inc.

1910 Cochran Road
Manor Oak One, Suite 620

Pittsburgh, PA 15220
412-341-6642

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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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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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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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Josephina Luczak

12 Chestnut Rd

Paoli, PA 19301
610-408-2842

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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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Bill Kern

3901 Washington Road

McMurray, PA 15317
412-854-6314

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Drew Reinhardt - Morgan Stanley

4259 West Swamp Road
Suite 400

Doylestown, PA 18902
215-230-6903

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James Simon

227 N West End Blvd

Quakertown, PA 18951
267-615-2804

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James Buggy

1502 W Chester Pike

West Chester, PA 19382
610-431-7148

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Zane Michalski

3514 W Chester Pike

Newtown Square, PA 19073
610-359-0308

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Stephen Och

525 William Penn Way

Pittsburgh, PA 15219
724-743-8098

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Michael McKeever

822 Welsh Rd

Horsham, PA 19044
267-615-2817

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Keith Traffican

1132 Thorn Run Ext

Coraopolis, PA 15108
412-854-3805

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Shawn Swartz

15 Newtown Richboro Rd

Richboro, PA 18954
215-364-8754

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Jeremy Draskovich

11060 Perry Hwy

Wexford, PA 15090
724-452-7847

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Brandon May

363 W Lancaster Ave

Wayne, PA 19087
610-872-9015

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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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Goosehead Insurance - Geoffrey Pratt

731 Skippack Pike
Building 2

Blue Bell, PA 19422
267-571-6221

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Ameriwealth Retirement Services

101 East Moreland Avenue
Suite 102

Hatboro, PA 19040
215-443-0974

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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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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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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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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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James Marks

525 William Penn Place

Pittsburgh, PA 15219
412-867-4724

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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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Narrow Path Financial Group

12 Tall Tree Circle

Broomall, PA 19008
610-256-5805

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Allstate Personal Financial Representative: David Lewis

7805 Frankford Ave

Philadelphia, PA 19136
215-356-9217

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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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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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Educators First Financial of Pennsylvania

649 North Lewis Road
Suite 200

Limerick, PA 19468
610-792-3343

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FamilyWealth Management Group

2200 Georgetowne Drive
Suite 100

Sewickley, PA 15143
724-940-6300

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Oaktree Advisors

1 West Broad Street
Suite 406

Bethlehem, PA 18018
610-882-5670

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Ronald Gestiehr

244 Boulevard of the Allies

Pittsburgh, PA 15222
412-391-6700

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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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Mrozek Financial

2210 West State Street

New Castle, PA 16101
724-658-6392

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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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RZ Wealth

480 East Swedesford Road
Suite 120

Wayne, PA 19087
610-627-5920

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Kalejta Financial Management

55 Sunnybrook Road

Sanatoga, PA 19464
610-831-2195

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Client 1st Financial

915 Nursery Street

Fogelsville, PA 18051
610-841-3037

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Stellar Advisor

714 Main Street

Bethlehem, PA 18018
610-997-0290

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Cottrill Arbutina Wealth Management Group

535 Third Street

Beaver, PA 15009
724-683-3450

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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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Mary Lisicky - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-398-6525

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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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Shannon Sottile

39 North 7th Street
Suite 400

Indiana, PA 15701
724-801-8935

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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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Service Wealth Management

4020 Route 130

Irwin, PA 15642
724-744-7400

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Members 1st Investment Services and Wealth Management

5000 Louise Drive

Mechanicsburg, PA 17055
717-697-1161

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Coy Capital Management

2790 Mosside Boulevard
Suite 540

Monroeville, PA 15146
412-825-4040

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The Wilshinsky Group - Morgan Stanley

111 North Washington Ave
Ste 201

Scranton, PA 18503
212-643-5719

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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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Casimir J. Karnish

1510 West First Street
Suite 1

Oil City, PA 16301
814-678-3438

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Keystone Financial Management

112 S. Broad Street

Nazareth, PA 18064
610-530-2112

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Jim McGovern

244 Boulevard of the Allies
Suite 300

Pittsburgh, PA 15222
412-799-8850

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Valor Wealth Management

123 South 3rd Street
Suite 4

Easton, PA 18042
610-295-5593

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James McCrorey

648 Mills Dr
Suite #1

PITTSBURGH, PA 15642
412-823-4208

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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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Marciano Wealth Advisors

1147 Lancaster Avenue

Berwyn, PA 19312
610-992-4100

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Freedom Financial

4 Lemoyne Dr
Suite 103

Lemoyne, PA 17043
717-920-0770

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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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Fields Financial Services

1228 National Pike

Hopwood, PA 15445
724-437-3863

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DRC Financial Services, Inc.

4006 Skippack Pike

Skippack, PA 19474
610-584-4570

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Dominick Financial Group

2401 Smallman Street
2nd Floor

Pittsburgh, PA 15222
412-301-7526

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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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Capstone Wealth Management Group

285 East Grove Street

Clarks Green, PA 18411
570-587-7800

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Cumberland Financial Group, Inc.

2142 Market St
Ste A101

Camp Hill, PA 17011
717-975-9949

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Park Avenue Wealth Management

143 Hartman Road
Suite 9

Greensburg, PA 15601
724-858-1122

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Lumen Financial Group

One Oxford Valley
Suite 150

Langhorne, PA 19047
215-702-9757

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Harper & Hodge

1221 Third Street

Beaver, PA 15009
724-775-4222

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Stages Planning Group, LLC

221 West Philadelphia Street
Suite 110

York, PA 17401
717-430-8914

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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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Eric Hajduk

525 William Penn Place

Pittsburgh, PA 15219
412-867-2859

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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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Eric Docherty

8050 Peebles Road

Pittsburgh, PA 15237
724-941-8581

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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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Abraham Financial Planning

227 Cochran Rd

Pittsburgh, PA 15228
412-853-1961

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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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XXI Century Financial

Greentree Commons, 381 Mansfield Avenue
Suite 400

Pittsburgh, PA 15220
412-733-4000

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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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Premier Planning Group

1260 Valley Forge Road
Suite 107

Phoenixville, PA 19460
610-917-9600

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The Iocco Wealth Management Group - Morgan Stanley

1787 Sentry Pky W
Bldg 18 Ste 440

Blue Bell, PA 19422
215-274-2565

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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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Ying Liang Stickel

1881 Street Rd

Philadelphia, PA 19020
215-633-2894

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David Groetsch - Morgan Stanley

1 Ppg Place
Ste 1300

Pittsburgh, PA 15222
412-803-2300

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Scanlon Wealth Management

217 Cornwall Drive

Pittsburgh, PA 15238
412-478-5123

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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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Riggle Wealth Group

100 Filbert Street

Hanover, PA 17331
717-630-1001

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Frank M Staves - Morgan Stanley

899 Cassatt Rd
Ste 100

Berwyn, PA 19312
610-408-1953

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Avantax - Steve Aberblatt

6820 Horrocks Street

Philadelphia, PA 19149
215-725-5448

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First Resource Bank

844 Paoli Pike

West Chester, PA 19380
610-235-4700

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Stephen Kosielowski

1919 Easton Rd

Willow Grove, PA 19090
267-615-2816

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Jeffrey Detwiler

4950 Kutztown Rd

Temple, PA 19560
610-921-4326

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David Nemecek

501 Beaver Rd

Sewickley, PA 15143
412-395-0517

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Todd Jones

1700 Walnut St

Philadelphia, PA 19103
215-254-3876

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Lisa Hegyes

1731 Grand Blvd

Monessen, PA 15062
724-832-2794

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The JKG Group - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-3212

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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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Christopher Burtley

6052 Ridge Ave

Philadelphia, PA 19128
610-617-0743

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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