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Nicole J
Series 65
Dillsburg, PA
Inspire Advisors, LLC
Nicole Johndro is a financial advisor at Inspire Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Inspire Advisors, she served as Communications and Development Director for In Him Christian Wellness, a faith-based nonprofit organization. In this role, she worked on marketing strategy, fundraising campaigns, and donor relations. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing and employs a variety of quantitative and fundamental strategies implemented through model portfolios and proprietary ETFs.
Lillian C
Series 63, Series 65
Camp Hill, PA
Thrivent Advisor Network, LLC
Lillian Crusan is an investment advisor representative at Thrivent Advisor Network, LLC and Northeastern Star Asset Management, Inc., with 27 years of industry experience. She has previously worked at multiple firms including Penn Investment Advisors, AMP Asset Management, and MSI Financial Services. Outside of her advisory roles, she supervises telephone interviewers for the Survey Research Center at Pennsylvania State University. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using low-cost mutual funds, ETFs, and other investment vehicles, supported by continuous account monitoring and selection of independent managers.
Gretchen D
Series 66
Camp Hill, PA
Thrivent Advisor Network, LLC
Gretchen Duda is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and bringing eight years of industry experience. She has worked with various Thrivent entities since 2017 and has prior experience at Members 1st Federal Credit Union. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm typically constructs diversified portfolios using low-cost mutual funds and ETFs, while also supporting internal portfolio management and the oversight of third-party managers.
Kimberly S
Series 63, Series 66
Mechanicsburg, PA
Merit Financial Advisors
Kimberly Swope is a financial advisor with Merit Financial Advisors, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Zimmermann Investment Management & Planning, and Professional Tax Advisors, where she also serves as a tax preparer. Merit Financial Group, LLC manages approximately $10.6 billion for a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, supported by an internal Investment Management team and committee.
Christopher P
Series 66
Dillsburg, PA
Inspire Advisors, LLC
Christopher Pagotto is a financial advisor at Inspire Advisors, LLC with seven years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he serves as a percussion music judge, providing commentary and scoring for high school indoor percussion competitions. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing using proprietary scoring and screening tools and employs a range of portfolio strategies including index-based and tactical allocations.
Curt Z
Series 63, Series 65
Mechanicsburg, PA
Merit Financial Advisors
Curt Zimmermann is a financial advisor with Merit Financial Advisors, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His career includes roles at several firms such as Purshe Kaplan Sterling Investments and Zimmermann Investment Management & Planning. Outside of his advisory work, he is a partner in a pickleball events business and serves as a director at the PA State Police Camp Cadet Troop H, where he reviews and discusses financial statements. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm provides coordinated wealth-management services and employs a long-term, diversified investment approach with customizable portfolio models overseen by an internal Investment Management team and committee.
Gregory R
CFP®, Series 66
Hershey, PA
Merit Financial Advisors
Gregory Richards is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. His professional background includes roles at Purshe Kaplan Sterling Investments, OSAIC, Triad Hybrid Solutions, and First Financial Group. Outside of his advisory work, he serves as Judge Advocate for Hershey American Legion Post 386, provides legal estate planning consultation through James, Smith, Dietterick & Connelly LLP, and is Treasurer and Board Member of the Valle del Sol Phase 6 Homeowners Association. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices. The firm offers comprehensive wealth management services and employs a long-term, diversified investment approach supported by an internal investment management team and customizable model portfolios.
Jessica E
Series 66
Mechanicsburg, PA
Dakota Wealth, LLC
Jessica Elscheid is a financial advisor at Dakota Wealth, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked previously at JMG Wealth Management Group, Inc. and Raymond James Financial Services Advisors Inc. Elscheid serves as Treasurer and Secretary on the board of New Cumberland Federal Credit Union in a volunteer capacity. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm offers wealth management, investment management, financial planning, and retirement plan advisory services, utilizing customized, primarily long-term portfolios composed of mutual funds, ETFs, individual equities, fixed income, and other asset classes.
Jamie F
Series 66
Camp Hill, PA
Thrivent Advisor Network, LLC
Jamie French is a wealth advisor and managing partner at Thrivent Advisor Network, LLC with 20 years of industry experience. He has worked with Thrivent Financial for Lutherans and its affiliated entities since 2006 and previously with Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as a governing board member at Daybreak Church, contributing to corporate decision-making and spiritual leadership. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on constructing long-term, diversified portfolios using a range of investment vehicles while offering ongoing portfolio management, financial planning, and access to independent managers.
Terence G
Series 63, Series 65
Mechanicsburg, PA
Merit Financial Advisors
Terence Gibbons is a financial advisor at Merit Financial Advisors with five years of industry experience. He has worked at various firms including Nancy S. Daoud & Associates, LLC, Granite Group Advisors, LLC, and Purshe Kaplan Sterling Investments. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth management services and employs a long-term, diversified investment approach with both discretionary and non-discretionary account management.
Kenneth F
CFA®, Series 63, Series 65
Camp Hill, PA
Thrivent Advisor Network, LLC
Kenneth Ferrone is a CFA® charterholder with 24 years of industry experience. He currently serves as an investment advisor representative with Thrivent Advisor Network, LLC and Northeastern Star Asset Management, Inc., where he has been affiliated since 2014. Outside of advisory services, he owns KRF Consulting, a business focused on tracking mortgage payments for private loans. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction utilizing low-cost mutual funds and ETFs, supported by ongoing portfolio management and oversight of independent managers.
Anthony B
Series 63, Series 65
Mechanicsburg, PA
Vicus Capital, Inc.
Anthony Briselli Jr. is a financial advisor at Vicus Capital, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Vicus Capital since 2001 and Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he is an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm uses a blend of fundamental and technical analysis with various strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory offerings.
Jackson S
Series 65, Series 66
Mechanicsburg, PA
Ethos Financial Group, LLC
Jackson Stough is a financial advisor at Ethos Financial Group, LLC with Series 65 and Series 66 licenses. He has been in the industry since 2024, with prior experience at RBC Wealth Management and a background in education at Liberty University and the high school level. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations with discretionary and non-discretionary investment management, financial planning, and related consulting. The firm uses model portfolios and diversified, risk-conscious strategies combining index-based exposures implemented through various investment vehicles.
Michael R
Series 63, Series 65
Harrisburg, PA
Prospera Financial Services, inc.
Michael Ross is a financial advisor at Prospera Financial Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, Members 1st FCU, and INVEST Financial Corporation. Prospera Financial Services, Inc. is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm offers financial planning, portfolio management, and access to multiple advisory programs and platforms, with a dual registration as an SEC-registered investment adviser and a FINRA member broker-dealer.
Tony T
Series 63, Series 66
Harrisburg, PA
Infinity Financial Services Advisory
Tony Tolene is a financial advisor at Infinity Financial Services Advisory with 16 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Infinity Financial Services Advisory, his career included roles at LPL Financial, PNC Wealth Management, and Chase Investment Services Corp. Outside of finance, he owns and oversees an elderly home care business focused on managing care for his mother. Infinity Financial Services Advisory is a multi-advisor firm serving individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting. The firm employs a multi-method investment approach and utilizes a range of strategies including options and complex products as part of portfolio construction and risk management.
Ralph F
Series 63, Series 65
Harrisburg, PA
Prospera Financial Services, inc.
Ralph Fetrow is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes prior roles at PURSHE KAPLAN STERLING INVESTMENTS, InsightAdvisors, Kovack Advisors, and Invest Financial Corporation. Outside of advising, he is involved in horse care and leisure riding and serves as president of a non-investment-related real estate entity. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves a diverse client base, including individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Michael J
Series 65
Harrisburg, PA
Ethos Financial Group, LLC
Michael Johnson, Jr. is a financial advisor at Ethos Financial Group, LLC in Harrisburg, PA. He holds a Series 65 designation and has experience in financial services since 2026, following five years at Fulton Bank and prior work at Comcast. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations, providing investment management, financial planning, estate planning, and consulting services. The firm emphasizes diversified, risk-conscious portfolios using model allocations and multiple investment vehicles, supplemented by third-party research and operational AI tools.
Ross F
Series 65, Series 63
Dillsburg, PA
Ashton Thomas Securities, LLC
Ross Fronk is a financial advisor at Ashton Thomas Securities, LLC with 14 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Realta Equities, Inc., Coastal Insurance Services, and Realta Investment Advisors, Inc. Outside of his advisory role, he serves as a board member for Northern York Football & Cheer and co-owns a baseball and softball training facility in Dillsburg, PA. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers various investment programs, retirement plan consulting, and fiduciary services, managing approximately $1.86 billion across six offices with a team of 18 advisors.
Stephen T
Series 63, Series 66
Mechanicsburg, PA
IP Financial Advisory Services LLC
Stephen Trask is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He previously worked at Vanderbilt Advisory Services and Vanderbilt Securities, LLC for 11 years. Trask also operates a separate business, Trask Financial Services. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of discretionary portfolio management and third-party investment advisor referrals, with an emphasis on non-high-net-worth individuals.
Kevin C
CFP®, Series 63
Harrisburg, PA
Summit Trail Advisors, LLC
Kevin Curtis is a CFP® with 34 years of industry experience, currently serving as an advisor at Summit Trail Advisors, LLC. His prior roles include positions at Wilmington Trust, N.A. and M&T Securities, Inc. He serves on the board of the Susquehanna Art Museum. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, and institutional plans, offering portfolio management, financial planning, and family office services. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, tailoring solutions to client-specific objectives.
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