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Greg B

Series 63, Series 65

Lancaster, PA

Hershey Financial Advisers, LLC

Greg Boll is a financial advisor with Hershey Financial Advisers, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Leigh Baldwin & Co., LLC since 2011. Outside of his advisory role, he serves as treasurer for Cocolico Community Chapel. Hershey Financial Advisers provides investment management, comprehensive financial planning, and insurance solutions to individual, institutional, and charitable clients. The firm offers model-based programs emphasizing asset allocation and active management, serving approximately 591 clients with $139.3 million in discretionary assets under management.

General retirement planning Income planning Tax-loss harvesting Active portfolio management ESG / Sustainable investing Founder/Business Owner Retired
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Gerard C

Series 63, Series 65

Lancaster, PA

Hershey Financial Advisers, LLC

Gerard Clunan Jr. is a financial advisor with Hershey Financial Advisers, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including 25 years at Hershey Financial Advisers and Leigh Baldwin & Co., LLC. Outside of his advisory work, he serves as president of both the Gate Club and Gideons International of Pennsylvania, and is a board member of the Student Life Center at Temple University. Hershey Financial Advisers provides investment management, financial planning, and insurance solutions to individual, institutional, and charitable clients. The firm offers model-based investment programs and individualized financial plans, managing approximately $139 million in discretionary assets for nearly 600 clients.

General retirement planning Income planning Tax-loss harvesting Active portfolio management ESG / Sustainable investing Founder/Business Owner Retired
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Nicholas B

Series 63, Series 65

Lancaster, PA

Hershey Financial Advisers, LLC

Nicholas Brightbill is a financial advisor at Hershey Financial Advisers, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hershey Financial Advisers since 2014 and at Leigh Baldwin & Co., LLC since 2016. He is a 25% owner of Hershey Financial Advisers, where he is involved part-time in financial services as well as life insurance and related products. Hershey Financial Advisers provides investment management, comprehensive financial planning, and insurance solutions to individuals, institutional investors, business entities, trusts, and charitable organizations. The firm employs model-based strategies including Strategic Asset Management and an Active Management Program, using a variety of mutual funds, ETFs, and individual securities tailored to different risk levels.

General retirement planning Income planning Tax-loss harvesting Active portfolio management ESG / Sustainable investing Founder/Business Owner Retired
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