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Travis S

Series 65

Hanover, PA

Scott Financial Resources LLC

Travis Scott is a financial advisor at Scott Financial Resources LLC in Hanover, PA, holding a Series 65 designation with 10 years of industry experience. He previously worked at Lehman Financial Resources, Inc. for eight years and EP Wealth for one year. In addition to advisory services, he prepares tax returns for clients through Scott Tax Resources LLC, offering tax preparation at no additional cost to clients of his firm. Scott Financial Resources LLC provides discretionary portfolio management and financial planning primarily to individuals and high-net-worth clients, managing a small client base with approximately $3.75 million in discretionary assets. The firm uses a long-term, discretionary approach incorporating various analytical methods and documents client goals through an Investment Policy Statement.

Annuities Wealth management General retirement planning
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Robert S

Series 63, Series 65

Gettysburg, PA

Robert William Shoemaker,Iii

Robert Shoemaker is the sole advisor at Robert William Shoemaker, III, an independent firm based in Gettysburg, PA. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with his current firm since 2014. The firm provides continuous portfolio management and financial planning services to individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. Its investment process combines fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation, typically utilizing mutual funds and ETFs supported by Morningstar research.

General retirement planning Cash flow / budgeting
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Keith B

Series 63, Series 65

Sabillasville, MD

Bryan Investments, LLC

Keith Bryan is a financial advisor at Bryan Investments, LLC with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Bryan Investments since 2011. Bryan Investments serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small businesses by providing non-discretionary portfolio management and investment recommendations. The firm employs both fundamental and technical analysis, generally favoring long-term purchase strategies while using short-term trading in limited cases, and operates with a flat annual management fee without charging percentage-of-assets fees or accepting commissions.

Options & derivatives strategies
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Sean H

ChFC®, Series 65

Hanover, PA

Financial Advisory Services, LLC

Sean Huston is a Chartered Financial Consultant (ChFC®) with 20 years of experience in the financial advisory industry. He has been with Financial Advisory Services, LLC since 2005. Financial Advisory Services, LLC provides discretionary investment management and financial planning to families, individuals including high-net-worth clients, trusts, businesses, and charitable foundations. The firm uses fundamental, quantitative, and qualitative analysis to build and monitor portfolios primarily composed of mutual funds, ETFs, individual equities, and bonds, managing accounts on a discretionary basis with client-imposed investment restrictions as needed.

Wealth management College savings (529s, UTMA, etc.) General retirement planning Business Financial Management
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Ryan F

Series 63, Series 65

Gettysburg, PA

Financial Advisory Services, LLC

Ryan Fox is a financial advisor with Financial Advisory Services, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with the firm since 2015 and serves as an adjunct professor of economics and finance at Elizabethtown College and Eastern University. Financial Advisory Services, LLC provides discretionary investment management and financial planning to families, individuals, trusts, businesses, and charitable foundations. The firm employs fundamental, quantitative, and qualitative analysis to manage portfolios of mutual funds, ETFs, and individual securities, with an emphasis on aligning investments with clients’ financial situations and risk tolerances.

Wealth management College savings (529s, UTMA, etc.) General retirement planning Business Financial Management
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Joseph W

Series 65

Hanover, PA

Element Risk Wealth Advisors

Joseph Wildasin is a financial advisor at Element Wealth Advisors with seven years of industry experience and holds the Series 65 designation. Prior to joining Element Wealth Advisors, he worked at Barrick Financial Inc. and Barrick & Associates, Inc. He is also the owner of Joe's Golf Shop, where he provides golf lessons and club repair services, and serves as a golf coach for the Southwestern School District. Element Wealth Advisors offers discretionary asset management, comprehensive financial planning, and retirement-plan services to individuals, trusts, plan sponsors, and other entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios based on client goals, time horizons, and risk tolerance, and provides ERISA retirement-plan support including fiduciary assistance and participant education.

Founder/Business Owner
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Catherine B

Series 63, Series 65

Sabillasville, MD

Bryan Investments, LLC

Catherine Bryan is a financial advisor at Bryan Investments, LLC with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with Bryan Investments since 2011. The firm serves individual clients, pension and profit-sharing plans, and small businesses by providing non-discretionary portfolio management and investment recommendations. Bryan Investments uses fundamental and technical analysis, generally favoring long-term purchase strategies, and employs a flat annual management fee structure without charging percentage-of-assets fees or accepting commissions.

Options & derivatives strategies
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Jamie R

Series 63, Series 65

Hanover, PA

Solyco Wealth LLC

Jamie Roth is a financial advisor with Solyco Wealth LLC in Hanover, PA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Solyco Wealth, Roth worked at AE Wealth Management and Encompass More Asset Management, among other firms. Roth also operates independently as a life insurance agent, assisting clients with retirement planning including annuities and life insurance. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and written financial planning services. The firm constructs portfolios using a combination of mutual funds, ETFs, stocks, bonds, options, and alternative investments, employing fundamental and technical analysis with a primarily long-term focus.

Active portfolio management Options & derivatives strategies Private / alternative investments
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David H

Series 63, Series 65, Series 66

Gettysburg, PA

Global Brokerage Services, Inc.

David Heiges is a financial advisor with Global Brokerage Services, Inc. in Gettysburg, PA, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Global Brokerage Services since 1996. Outside of his advisory role, he is an independent insurance agent specializing in life and disability insurance sales and also provides federal, state, and local income tax preparation services. Global Brokerage Services serves individual investors, retirement accounts, employee benefit plans, and trusts through advisor-led wrap-fee programs and separately managed account offerings. The firm operates on a non-discretionary basis and combines third-party sub-managers and model portfolios, supported by a team of six advisors and custodial relationships with Hilltop Securities and Envestnet.

Active portfolio management Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner
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Kristine W

Series 63, Series 65, Series 66

Gettysburg, PA

Harvest investment Services, LLC

Kristine Witherow is an investment advisor representative at Harvest Investment Services, LLC with 29 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at ProEquities, Inc. from 2016 to 2018. Outside of her advisory role, she serves on the board of the Gettysburg Community Theatre and acts as fundraising chairperson for the Biglerville High School Band Boosters. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management and financial planning. The firm employs active tactical strategies combining fundamental, technical, and quantitative analyses and serves as an ERISA investment manager when engaged.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Robert B

CFP®

Gettysburg, PA

Financial Consulate

Robert Boehner is a CFP® professional with nine years of industry experience, currently serving as an advisor at The Financial Consulate since 2015. He previously operated an accounting practice, from which he receives trailing revenue through a non-operating entity. The Financial Consulate provides comprehensive financial planning and investment management services to individuals, corporate retirement plans, and institutional clients. The firm combines active tactical asset allocation with fundamental, macroeconomic, and technical analysis within a Risk Opportunity Investing framework, and integrates tax and accounting services alongside its advisory offerings.

Wealth management Private / alternative investments Retirement income strategy Active portfolio management Founder/Business Owner Executive
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James D

Series 63, Series 66

Gettysburg, PA

Thrivent Advisor Network, LLC

James Dunlop is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been associated with Thrivent-affiliated firms since 2003 and previously worked at Purshe Kaplan Sterling Investments. Dunlop serves as a trustee for Susquehanna University and is board president of Ruth's Harvest Gettysburg, a weekend meal program for food-insecure children. He also holds leadership roles with the Adams County Community Foundation and the Ortenzio Charitable Trust of Susquehanna University. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm focuses on long-term investment strategies, utilizing customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, and operates as part of the broader Thrivent group.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
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Holly R

Series 65, Series 63

Gettysburg, PA

Thrivent Advisor Network, LLC

Holly Rosensteel is a financial advisor with Thrivent Advisor Network, LLC, holding Series 65 and Series 63 licenses and possessing four years of industry experience. She has been with Thrivent Advisor Network since 2020 and previously worked at Freeburn & Hamilton for sixteen years. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement-plan advisory, and access to various investment programs and independent managers.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
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Nathan H

Series 66

Gettysburg, PA

Lifemark Securities Corp.

Nathan Hockley is a financial advisor with Lifemark Securities Corp. and holds a Series 66 designation. He has 25 years of industry experience, including prior roles at Cambridge Investment Research Advisors and his own firm, Hockley & O'Donnell Financial Services. Outside of his advisory work, he volunteers with the Center for Youth and Community Development, serving on various nonprofit committees. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven and tailored through risk assessments, with both discretionary and non-discretionary account management.

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management
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Richard A

Series 65, Series 63

Gettysburg, PA

PNC Wealth Management

Richard Alexander is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera, Raymond James & Associates, and operated Alexander Investment Management Services. Alexander serves as CEO and board member of Trumpet and Torch Ministries and owns Seeds for the Harvest. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven Portfolio Solutions Strategist Digital Offering. This program uses approved model strategies implemented with mutual funds and ETFs, featuring annual rebalancing without individual security trading or margin use.

Passive / index investing Active portfolio management Wealth management Executive
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Garrett R

Series 63, Series 65

Gettysburg, PA

OSAIC Advisory Services, LLC

Garrett Rohrbaugh is a financial advisor at OSAIC Advisory Services, LLC with seven years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Triad Advisors and Wealthcare Advisory Partners. Outside of his advisory work, he serves as a board member and chair of the Public Relations Committee for the Rotary Club of Gettysburg and is secretary of the Thurmont Historical Society. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a wide range of clients, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers diverse advisory services through multiple program models, integrating proprietary guidance and third-party platforms to manage client portfolios.

Annuities
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Kirk C

Series 63, Series 65

Gettysburg, PA

PNC Wealth Management

Kirk Cowden is a financial advisor with PNC Wealth Management in Gettysburg, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with PNC Investments since 2007. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, online discretionary model account pilot for employees that employs algorithm-driven risk assessment and investment implementation via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Richard E

CFP®, Series 65

Hanover, PA

Savant Wealth Management

Richard Ellenberger is a CFP® and holds a Series 65 license with 11 years of industry experience. He has worked at Savant Wealth Management since 2023, following six years at Domani Wealth, LLC and two years at Pbwm Holdings. Ellenberger is based in Hanover, PA. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and financial planning services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee and supports its services with integrated accounting, legal, and trust affiliates.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Makayla S

Series 66

Hanover, PA

VOYA Financial Advisors, Inc.

Makayla Stonesifer is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Finra. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice through various program structures, primarily using non-discretionary recommendations, and operates as both an SEC-registered investment adviser and a broker-dealer.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Daniel S

Series 66

Hanover, PA

PNC Wealth Management

Daniel Syron is a financial advisor at PNC Wealth Management with 11 years of industry experience. He holds a Series 66 designation and has worked with various PNC entities since 2016. Outside of his advisory role, he serves on the board of The Arc of York & Adams Counties. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including a digital offering that uses algorithm-driven model selection and executes through mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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