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Allen F

Series 66

Orwigsburg, PA

LPL Financial

Allen Fidler IV is a financial advisor with LPL Financial in Orwigsburg, PA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at E. Lori Smith, Waddell and Reed, Inc., and various insurance carriers with W&R Insurance Agency. Outside of advising, he has managed Mountain View Perennials, LLC for 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by technology and a broad platform that includes financial planning, model portfolios, and institutional programs.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Tyler S

CFP®, Series 66

Orwigsburg, PA

LPL Financial

Tyler Smith is a CFP® professional affiliated with LPL Financial, based in Orwigsburg, PA, with 11 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles with W&R Insurance Agencies, Waddell & Reed, Inc., and family business entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party strategies across a range of investment approaches.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Francesco M

CFP®, Series 66

Orwigsburg, PA

LPL Financial

Francesco Mercuri is a CFP®-certified financial advisor with nine years of industry experience, currently with LPL Financial since 2021. His prior roles include work with the Pottsville Area Development Corporation and various local organizations focused on community and professional development. Outside of his advisory work, he is involved with a local trophy shop business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research, technology tools, and multiple investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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E Lori S

CFP®, Series 63

Orwigsburg, PA

LPL Financial

E Lori Smith is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2021. Her prior roles include positions at St. Joseph Center for Special Learning, Lehigh Valley Health Network-Schuykill, Heritage Ford, and Waddell & Reed Inc. She serves on the nonprofit board of Lehigh Valley Health Network-Schuykill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by research and technology tools, with oversight of over $819 billion in discretionary assets and a network of more than 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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