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Senator B

Series 65

Lancaster, PA

Greenspring Advisors, LLC

Senator Bueno is a financial advisor at Greenspring Advisors, LLC, holding the Series 65 designation with one year of industry experience. Prior to joining Greenspring, Bueno’s background includes roles in banking, media, and sports management. Outside of finance, Bueno has experience in baseball scouting and corporate partnerships within the sports sector. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm employs a fundamental, quantitative, and qualitative investment approach with an emphasis on asset allocation and offers services such as discretionary portfolio management, wealth planning, and institutional retirement plan consulting.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Brayden C

CFP®, Series 65

Lancaster, PA

Apollon Wealth Management, LLC

Brayden Campbell is a CFP®-certified financial advisor with eight years of industry experience. He is currently with Apollon Wealth Management, LLC, where he has worked since 2025. Prior to joining Apollon, he was with RKL Wealth Management LLC for seven years and also held positions at LANTERNA Distributors Inc. and Greysteel. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and consulting services, combining centrally managed investment strategies with locally managed portfolios to tailor solutions across various asset classes.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Anthony K

CFP®, Series 65

Lancaster, PA

Greenspring Advisors, LLC

Anthony Knight is a CFP® and Series 65-registered advisor with five years of industry experience. He is currently with Greenspring Advisors, LLC and previously worked at Domani Wealth, LLC, Elizabethtown College, Customers Bank, and The Hershey Company. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis in its investment approach and provides both fiduciary and non-fiduciary retirement plan services.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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George Z

Series 66

Lancaster, PA

Silver Oak Securities, Incorporated

George Zook is a financial advisor with Silver Oak Securities, Incorporated, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at Ambassador Advisors, LLC, American Portfolios Financial Services, Inc., and his own firm, GHZ, Inc. He serves as an executive committee member of the Willow Valley Memory Care Committee, a volunteer role supporting memory care initiatives. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers personalized portfolio management, unified managed accounts, financial planning, and specialized solutions for held-away retirement plan assets.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Andrew B

CFP®, Series 65, Series 63

Lancaster, PA

Geneos Wealth Management, Inc.

Andrew Barninger is a CFP® certificant with 14 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. and Personal Wealth Advisory LLC since 2013. He serves as a board member of the Lancaster Building Industry Association. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with a variety of financial planning and portfolio management services, utilizing both discretionary and non-discretionary strategies across multiple investment approaches.

ESG / Sustainable investing Options & derivatives strategies
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David O

Series 66

Lancaster, PA

Silver Oak Securities, Incorporated

David Over is a financial advisor at Silver Oak Securities, Incorporated with 14 years of industry experience. He holds a Series 66 designation and has worked previously at American Portfolios Financial Services and Ambassador Advisors, LLC. Outside of his advisory role, he serves as president of the Manheim Township Mat Club, a wrestling booster organization, and is involved in philanthropic consulting through Coram Deo Advisors. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers individualized portfolio management, unified managed accounts, financial planning, and solutions for held-away retirement plan assets.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Jacqueline K

Lancaster, PA

Savant Wealth Management

Jacqueline Keener is a financial advisor at Savant Wealth Management with 10 years of industry experience. She previously worked at Domani Wealth, LLC and PBWM Holdings, LLC before joining Savant in 2023. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers specialized services including accounting, legal, and trust services through affiliated entities.

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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Kevin B

Series 63, Series 65

Lancaster, PA

Janney Montgomery Scott

Kevin Bradley is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He has been with Janney Montgomery Scott and its predecessor entities since 1990. He holds Series 63 and Series 65 designations. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and a variety of wrap and advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Scott G

Series 65, Series 63

Lancaster, PA

Tlg Advisors, Inc.

Scott George is an investment advisor at TLG Advisors, Inc. with 23 years of industry experience. He holds Series 65 and Series 63 credentials and has been affiliated with The Leaders Group, Inc. since 2016 and Premier One Financial Company since 2015, where he also serves as president focusing on insurance sales and services. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios and offers both traditional and digital investment programs.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Peter C

CFP®, Series 63, Series 65

Lancaster, PA

Janney Montgomery Scott

Peter Costanzo Jr. is a CFP® with 31 years of industry experience and has been with Janney Montgomery Scott since 1997. He is based in Lancaster, PA. Outside of his advisory work, he owns a rental property in Long Beach Island, NJ. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, and advisory services.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Robert O

Series 63, Series 65

Millersville, PA

PNC Wealth Management

Robert Oconnor is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with PNC Investments LLC since 2012. Outside of his advisory role, he is listed as the owner of a rental property, unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessment and implements portfolios via mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Alexandria M

Series 66

Lancaster, PA

J. W. Cole Advisors, Inc.

Alexandria Maldonado is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. She holds a Series 66 designation and has prior experience with The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she serves as a licensed assistant for Regal Wealth Advisors. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm utilizes a range of investment strategies and platforms, including discretionary and non-discretionary management, digital advice, and third-party managers.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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David W

Series 63, Series 65

Lancaster, PA

Janney Montgomery Scott

David Whiting is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FNB Wealth Management and PFM Fund Distributors. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Paul E

CFP®, Series 65, Series 63

Lancaster, PA

Savant Wealth Management

Paul Elfner is a CFP®-certified financial advisor with 11 years of industry experience, currently serving at Savant Wealth Management since 2023. His prior roles include six years at Domani Wealth, LLC and two years at Pbwm Holdings. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement consulting to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

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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Devin F

Series 66

Willow Street, PA

PNC Wealth Management

Devin Frey is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 13 years of industry experience. He has been with PNC Investments LLC since 2015. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only pilot for employees. The program uses algorithm-driven risk assessment to recommend portfolios managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Eric N

Series 66

Lancaster, PA

J. W. Cole Advisors, Inc.

Eric Nissley is a financial advisor at J. W. Cole Advisors, Inc. with three years of industry experience. He previously worked at Edward Jones and Fulton Bank, N.A. He holds a Series 66 designation. Outside of his primary role, he is an Investment Advisor Representative for Regal Wealth Advisors. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Jay B

Series 63, Series 65

Lancaster, PA

Guardian Life

Jay Bauer is a financial advisor with Primerica Advisors based in Lancaster, PA, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been affiliated with Park Avenue Securities, Guardian Life Insurance Company, and First Financial Group since 2001. Outside of his advisory role, he is involved with a deck-building business, K & B Deck Building, Inc. Park Avenue Securities serves a diverse retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios, supporting discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Janel C

Series 63, Series 66

Lancaster, PA

Commonwealth Financial Network

Janel Cross is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Commonwealth since 2012 and is also a co-owner of Align Wealth Strategies, where she has worked since 2011. Additionally, she co-owns Tomorrow Funded, LLC, a private holding company unrelated to investment activities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing advisory programs, technology, compliance, and operational support. The firm offers a variety of investment solutions, including discretionary model portfolios and customized advisory programs, while enabling advisors to maintain discretion over client portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Gregory M

Series 66

Lancaster, PA

Janney Montgomery Scott

Gregory Marco is a financial advisor at Janney Montgomery Scott LLC in Lancaster, PA, holding the Series 66 designation. He has a decade of industry experience, including ten years at First National Trust Company prior to joining Janney Montgomery Scott in 2026. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, consulting, and wrap/advisory programs, offering both in-house and third-party portfolio management along with custody and trustee services.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Nicolas L

Series 65

Lancaster, PA

Commonwealth Financial Network

Nicolas Lopez Erazo is a financial advisor at Commonwealth Financial Network with a Series 65 credential and one year of industry experience. His prior roles include work at Align Wealth Strategies and community involvement with the United Way of Lancaster County. He has also held positions in education and local business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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