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Matthew B

Series 65, Series 63

Lancaster, PA

Hershey Financial Advisers, LLC

Matthew Berry is a financial advisor at Hershey Financial Advisers, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has served as a pastor at Lampeter Church of the Brethren for 15 years. Hershey Financial Advisers provides investment management, financial planning, and insurance solutions to individuals, institutions, and charitable organizations. The firm employs model-based strategies including Strategic Asset Management and an Active Management Program, managing a range of portfolios from conservative income to all-equity.

General retirement planning Income planning Tax-loss harvesting Active portfolio management ESG / Sustainable investing Founder/Business Owner Retired
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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 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Leigh Baldwin & Co., LLC since 2016 alongside his tenure at Hershey Financial Advisers beginning in 2014. Brightbill is a 25% owner of Hershey Financial Advisers and dedicates part of his time to the firm’s related insurance and financial services activities. Hershey Financial Advisers provides investment management, comprehensive financial planning, and insurance solutions to individual clients, institutional investors, business entities, trusts, and charitable organizations. The firm employs model-based programs and active management strategies, managing approximately $139.3 million in discretionary assets for about 591 clients.

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