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Michael W

Series 63, Series 66

Hershey, PA

Valic Financial Advisors

Michael Waverka is a financial advisor with Valic Financial Advisors in Hershey, PA, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Valic Financial Advisors since 2012 and also serves as an agent at Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Martin C

Series 63

Lemoyne, PA

Janney Montgomery Scott

Martin Chronister is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and possessing 57 years of industry experience. He has been with Janney Montgomery Scott since 1978. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities through various advisory and brokerage 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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Edward F

CFP®, Series 63, Series 65

Camp Hill, PA

PNC Wealth Management

Edward Frome is a CFP® professional with 29 years of experience in the financial services industry. He is currently with PNC Wealth Management and has previously worked at Wells Fargo Clearing Services LLC and Ameriprise Financial Services, Inc. since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and implements portfolios via approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Stephen L

CFP®, Series 63, Series 65

Harrisburg, PA

Newedge Advisors

Stephen Landersman is a CFP®-certified financial advisor with 37 years of industry experience, currently with NewEdge Advisors since 2021. His prior experience includes 15 years at CUSO Financial Services and roles at NewEdge Securities. Outside of his advisory work, Landersman is involved in several business ventures, including serving as President of Unifi Advisors LLC and as Secretary/Treasurer of Blue Ridge Medical Spa, a medical spa providing Botox injections and other esthetic services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and access to third-party managers through multiple program structures, emphasizing centralized due diligence and technology-supported advisor solutions.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Seth G

Series 63, Series 65

Mechanicsburg, PA

Empower Advisory Group

Seth Gray is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at PA Options for Wellness and NewRez, and has been with Empower in various roles since 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm uses an integrated service model linked to Empower’s recordkeeping systems, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Eugene A

Series 63

Lemoyne, PA

Janney Montgomery Scott

Eugene Anastasio Jr. is a financial advisor at Janney Montgomery Scott with 37 years of experience in the industry. He holds the Series 63 designation and has been with Janney Montgomery Scott since 2008. Outside of his advisory role, he is the owner and president of METANO, LLC and serves as a committee member of Owl Hollow Associates, LLC. 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 clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of 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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Debra S

Series 63, Series 65

Mechanicsburg, PA

Mariner

Debra Sherman is a financial advisor at Mariner with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Mariner Wealth Advisors since 2021, previously serving at Domani Wealth, LLC and PBWM Holdings, LLC. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm uses a discretionary, customized portfolio approach supported by in-house research and third-party managers, with an emphasis on integrating tax and accounting services alongside traditional portfolio management.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Andrew O

Series 63, Series 65

Camp Hill, PA

Foundations Investment Advisors LLC

Andrew Ogle is a financial advisor at Foundations Investment Advisors LLC with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at 1st Choice Financial Services, Milton Hershey School, Zander Insurance, and Northwestern Mutual. Outside of his advisory role, he serves as a financial planning assistant at 1st Choice Financial Services, where he meets with clients and creates financial plans involving insurance products. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

ESG / Sustainable investing
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Julie B

CFP®, Series 63, Series 65

Harrisburg, PA

OSAIC Institutions, INC.

Julie Bramlitt is a CFP® with 20 years of experience in the financial industry. She currently works with OSAIC Institutions, INC. and has previously held roles at firms including Infinex Investments, Inc., Mid Penn Bank, and LPL Financial. Bramlitt is also involved as a licensed agent with MediPlan Connect, conducting joint seminars related to Medicare plans. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model that combines discretionary and non-discretionary management with third-party and lending platform solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Gerald W

Series 63

Wormleysburg, PA

Hornor, Townsend & Kent, LLC

Gerald Waln is a financial advisor at Hornor, Townsend & Kent, LLC with 32 years of industry experience. He holds a Series 63 designation and has been with Hornor Townsend & Kent since 2017. Prior to that, he spent time at Penn Mutual Life Insurance, MSI, and Mass Mutual. Outside of advisory work, he serves as a lay pastor and is involved in several local civic and nonprofit boards, including senior housing and community beautification organizations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, working with third-party asset managers to offer both discretionary and non-discretionary account options.

Business succession planning Wealth management
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Phillip P

Series 63

Palmyra, PA

Ameritas Advisory Services, LLC

Phillip Palanzo is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 39 years of industry experience. He has worked with Ameritas in various capacities since 1997 and has operated Palanzo Financial Services, Inc. since 1976. He is licensed as an independent insurance agent specializing in fixed life insurance and annuity products. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management and consulting solutions across discretionary and non-discretionary programs.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Colton C

Series 63, Series 65

Camp Hill, PA

Empower Advisory Group

Colton Comstock is a financial advisor with Empower Advisory Group in Camp Hill, PA, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Efs, Inc and GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Robert H

Series 63, Series 66

Harrisburg, PA

Eagle Strategies (NY Life)

Robert Hassler is a financial advisor with Eagle Strategies (NY Life) in Harrisburg, PA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Eagle Strategies since 2020 and has worked with Nylife Securities LLC and New York Life Insurance Co. since 2010 and 2007, respectively. Outside of his advisory work, Hassler serves as chair of the Endowment Fund Committee at Messiah United Methodist Church and is involved with several local high school sports booster clubs. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm offers multiple program types tailored to client objectives, including financial plans, fee-based advice, retirement plan consulting, and advisory services linked to insurance and annuity products, with a significant portion of its assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Brian B

Series 63, Series 65

Manchester, PA

PNC Wealth Management

Brian Betz is a financial advisor with PNC Wealth Management in Manchester, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with PNC Investments since 2019 and previously held roles at PNC Bank and First Commonwealth Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees with PNC Bank online credentials. The firm utilizes approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Passive / index investing Active portfolio management Wealth management Executive
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Alyssum K

Series 63, Series 65

York, PA

Janney Montgomery Scott

Alyssum Keefer is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2009. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house management and third-party solutions.

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

Series 63, Series 65

Camp Hill, PA

Eagle Strategies (NY Life)

Brian Hankinson is a financial advisor with Eagle Strategies (NY Life) based in Camp Hill, PA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes a twelve-year tenure at Coco Chiropractic Associates LLC before beginning his financial services career with New York Life Insurance Co and NYLIFE Securities LLC in 2017. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant focus on non-discretionary assets and advisory services linked to insurance and annuity products within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Bradley N

CFP®, Series 63, Series 65

Harrisburg, PA

Focus Partners Wealth, LLC

Bradley Newman is a CFP® with 22 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. He previously worked at Kovitz Investment Group Partners, LLC, Fort Pitt Capital Group LLC, and Roof Advisory Group, Inc. Newman is a member of the Investment Committees for the United Way of the Capital Region and Ronald McDonald House of Central PA, where he contributes his expertise in cash-flow and investment strategy. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Kyle L

Series 66

York, PA

Janney Montgomery Scott

Kyle Lingg is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 12 years of industry experience. He previously worked at RBC Capital Markets from 2014 to 2021 before joining Janney Montgomery Scott, where he has been since 2021. 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 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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John M

Series 63, Series 65

Mechanicsburg, PA

PNC Wealth Management

John McGowan is a financial advisor with PNC Wealth Management in Mechanicsburg, PA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with PNC Investments and its affiliated entities since 2014. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist offering that uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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William J

CFP®, Series 65, Series 66

Hershey, PA

PNC Wealth Management

William Jenney is a CFP® professional with 11 years of industry experience, currently serving as an advisor at PNC Wealth Management. His prior experience includes roles at TMF Investments, Motley Fool Wealth Management, and Morgan Stanley. Outside of his financial career, he is the owner of Bill Jenney Photography, a non-investment related activity. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered as an invitation-only pilot. The firm uses algorithmic questionnaires to guide portfolio strategies involving mutual funds and ETFs, with portfolio implementation and oversight delegated to third-party providers.

Passive / index investing Active portfolio management Wealth management Executive
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