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Barbara M

Series 63, Series 65

Mechanicsburg, PA

PNC Wealth Management

Barbara Miller is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with PNC Investments LLC since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering for employees that uses algorithm-driven risk assessment and discretionary management via approved model strategies with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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James W

Series 63, Series 66

Harrisburg, PA

Ameritas Advisory Services, LLC

James Weaver is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has a longstanding career with Ameritas Life Insurance Corp and Ameritas Investment Corp beginning in 2001. Weaver is also president of Weaver Financial Services Inc., where he is licensed as an independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on plan sponsors and participants.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Christopher F

CFP®, Series 66

Lemoyne, PA

Janney Montgomery Scott

Christopher Fedoriw is a CFP® professional with 26 years of industry experience, currently serving at Janney Montgomery Scott since 2008. He holds the Series 66 designation and is based in Lemoyne, PA. 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, and institutional clients, offering brokerage services, financial planning, and multiple advisory programs supported by a combination of in-house portfolio management and third-party managers.

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

Series 65

Harrisburg, PA

AE Wealth Management, LLC

Austin Albright is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior experience includes roles at Reverent Asset Management LLC, Solaris Health Holdings LLC, Select Medical, and the Center for Survey Research at Penn State Harrisburg. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Jonathan M

Series 63, Series 65

Wormleysburg, PA

Hornor, Townsend & kent, LLC

Jonathan Mckinzie is a financial advisor at Hornor, Townsend & Kent, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Penn Mutual Life Insurance and Metlife Securities. Outside of his advisory role, Mckinzie serves as a part-time firefighter and EMT with Blue Ridge Fire & Rescue and York Area Fire Rescue. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing clients with custody, execution, brokerage capabilities, and third-party asset manager relationships.

Business succession planning Wealth management
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Henry W

Series 63

Harrisburg, PA

Ameritas Advisory Services, LLC

Henry Weaver is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 37 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with various Ameritas entities since 1997. Weaver is also president emeritus, CEO, and CFO of Weaver Financial Services Inc., an independent insurance agency he has led since 1963, selling and servicing life insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, fiduciary retirement plan advice, and uses a range of model portfolios, third-party sub-advisers, and custom strategies to serve its clients.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Michael Z

Harrisburg, PA

Integrated Wealth Concepts LLC

Michael Zelko is a financial advisor at Integrated Wealth Concepts LLC with eight years of industry experience. He previously spent 29 years at BGM Financial Associates, Ltd. and has been associated with Boles, Grove and Metzger, P.C. for 30 years. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach and oversight of third-party asset managers.

Retirement income strategy Active portfolio management Wealth management Founder/Business Owner Executive
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Patrick G

CFP®, Series 66

Carlisle, PA

First Command Advisory Services

Patrick Gorham is a CFP® with six years of experience in financial services, currently serving as an advisor at First Command Advisory Services. His prior work includes roles at Cummins Inc. and NTT Data Inc. before joining First Command in 2020. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team using a range of mutual funds, ETFs, and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Keith L

CFP®, Series 66

Harrisburg, PA

Kestra Advisory

Keith Long is a CFP® with 13 years of industry experience, currently serving as an advisor at Kestra Advisory. Prior to joining Kestra in 2025, he spent 12 years at OSAIC. He also holds insurance agent appointments. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Heidi D

Series 66

Mechanicsburg, PA

TIAA-CREF

Heidi Duckworth is a financial advisor at TIAA-CREF with 25 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2014. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory approach separates one-time planning services from ongoing discretionary management and includes serving as adviser to a donor-advised fund.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
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Henry S

Series 66

Mechanicsburg, PA

Commonwealth Financial Network

Henry Stouffer is a financial advisor at Commonwealth Financial Network with a Series 66 designation and no prior industry experience. His work background includes roles at Four Arrows Financial Group, Mercersburg Academy, West Chester University, and other community organizations. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, retirement plan consulting, and back-office support. The firm offers a range of investment solutions including discretionary model portfolios and personalized indexing options.

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

Series 63, Series 66

Harrisburg, PA

Kestra Advisory

Alfred Varano Jr. is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services in 2025, he worked at OSAIC for 13 years. Outside of his advisory roles, he owns Crump Life Insurance, where he is involved in selling life insurance, annuities, and long-term care products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, and investment services supported by due diligence, serving large institutional investors and managing approximately $79.8 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Johnathan G

Series 66

Harrisburg, PA

Empower Advisory Group

Johnathan Geeting is a financial advisor at Empower Advisory Group with a Series 66 designation and three years of industry experience. His prior work history includes roles at Thrivent Financial and Pennsylvania State University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies to deliver 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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Bridget C

Series 63, Series 65

Harrisburg, PA

Hightower Advisors

Bridget Casher is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She previously worked at Conrad Siegel Investment Advisers, Inc., BNY Mellon, and MBSC Securities Corporation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and a variety of investment options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Bryson R

CFP®, Series 63, Series 65

Harrisburg, PA

Focus Partners Wealth, LLC

Bryson Roof is a CFP® professional associated with NorthCoast Asset Management LLC, with 13 years of industry experience. His prior roles include positions at Focus Partners Wealth, Kovitz Investment Group Partners, Fort Pitt Capital Group, and his own Roof Advisory Group. NorthCoast Asset Management serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models, managing portfolios across a broad range of strategies and acting as a fiduciary for ERISA and IRA accounts.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Derek S

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Derek Snider is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Mass Mutual since 2007, with prior experience at Wienken Advisors, Ltd and currently at The Appalachian Financial Group. He co-leads and instructs financial literacy seminars through Appalachian Financial Literacy Group, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships focused on client goals and recommended investment strategies.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Todd D

CFP®, Series 63, Series 65

Camp Hill, PA

Edward Jones

Todd Dietrich is a CFP® professional with 18 years of experience in the financial services industry. He is currently an advisor at Edward Jones, having joined the firm in 2023. Prior to Edward Jones, he worked at Specific Solutions, Fulton Financial Advisors, and Raymond James Financial Services Advisors Inc. Todd holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory services. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Executive
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Michael H

CFP®, Series 66

Hummelstown, PA

Edward Jones

Michael Hoskins is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Hummelstown, PA, and holds a Series 66 license. Outside of his advisory role, Michael is a board member for Pack 201 Cub Scouts in Hershey, PA. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

General retirement planning Retired Founder/Business Owner Executive
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Katherine L

Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Katherine Lewis is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and 18 years of industry experience. She previously worked at Grove Point Investments, LLC for 15 years before joining MassMutual Life Insurance Company and MML Investors Services in 2021. Outside of advising, she owns a retail design business called Blended Creations, assists clients with tax preparation at Jackson Hewitt, and serves as a community ambassador organizing events for Bester Community of Hope in Hagerstown. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals—including high-net-worth clients—business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning engagements using firm-approved software and offers specialized planning programs such as divorce and estate-settlement planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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William F

Series 63, Series 66

Harrisburg, PA

Cambridge Investment Research Advisors

William Fogarty is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including The Vanguard Group, Mid Penn Bank, and MassMutual Life Insurance Company. His background also includes self-employment and experience in the entertainment industry. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management and model-based strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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