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James R

Series 66

York, PA

LPL Financial

James Romig is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Thrivent Financial from 2015 to 2019 and held various roles with other financial and insurance firms. He is also associated with Life's Journey Financial, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Emily W

CFP®, Series 63, Series 65

York, PA

LPL Financial

Emily Weaver is a CFP®-certified financial advisor with 20 years of industry experience, currently practicing at LPL Financial since 2021. Her prior roles include founding Life's Journey Financial LLC and experience with Waddell & Reed, Inc. She has been involved in entrepreneurial ventures through multiple business entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both internal and third-party sources.

College savings (529s, UTMA, etc.)
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Mark H

Series 63, Series 65

York, PA

LPL Financial

Mark Hoover is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers, as well as operating his own firm, Mark D Hoover, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

College savings (529s, UTMA, etc.)
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Elizabeth D

Series 66

York, PA

LPL Financial

Elizabeth Dean is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Bni, Life's Journey Financial LLC, Elizabeth A Adams LLC, Contact HelpLine, and Waddell & Reed Inc. Outside of her advisory role, she is involved in music as a singer and musician. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and access to model portfolios supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Crystal K

Series 63, Series 65

York, PA

LPL Financial

Crystal Kay is a financial advisor at LPL Financial with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with Employment Enterprises, Mark D Hoover LLC, and Waddell & Reed, Inc. Kay also operates Life's Journey Financial, an investment-related business associated with her LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and access to model portfolios supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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