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Evan H
Series 66
Lancaster, PA
Commonwealth Financial Network
Evan Horn is a financial advisor at Commonwealth Financial Network based in Lancaster, PA, holding a Series 66 credential with two years of industry experience. Prior to his current role, he worked with Founders Financial Securities LLC and Clear Wealth Partners. Outside of his financial advisory work, he serves as an assistant football coach in Lebanon, PA. 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 roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Michael M
Series 66
Lancaster, PA
Guardian Life
Michael Melocheck is a Series 66-licensed financial advisor with three years of industry experience, currently associated with Primerica Advisors. He has worked at Park Avenue Securities and Guardian Life Insurance Company, among other firms. He is also involved in selling insurance products beyond Guardian offerings. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides both brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting.
Jordan H
Series 65
Palmyra, PA
J. W. Cole Advisors, Inc.
Jordan Harro is a Series 65-licensed advisor with J.W. Cole Advisors, Inc. He has been involved in investment-related activities through Harro Associates since 2016 and joined J.W. Cole Advisors in 2025. Outside of his advisory work, he is also engaged in selling fixed life insurance. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, retirement plans, and other entities through a network of more than 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.
Ilona B
Series 63, Series 65
Lancaster, PA
Guardian Life
Ilona Brandt Tom is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has worked extensively with Guardian Life Insurance Company and Park Avenue Securities over the past decades. Outside of her advisory work, she is a ski instructor, teaching both children and adults. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.
Carol B
ChFC®, Series 63
Lancaster, PA
Hornor, Townsend & Kent, LLC
Carol Brian is a financial advisor at Hornor, Townsend & Kent, LLC with 18 years of industry experience. She holds the ChFC® designation and the Series 63 license. Prior to joining Hornor, Townsend & Kent in 2017, she worked at Massachusetts Mutual Life Insurance Company. Outside of her advisory role, Carol manages a multi-line insurance brokerage under 1847 Financial, focusing on life, accident, health, disability, long-term care, and annuity products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a combination of advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, integrating custody, execution, and brokerage capabilities alongside investment advice.
Beverly B
Series 63, Series 65
Lebanon, PA
SPC
Beverly Barr is a financial advisor with SPC in Lebanon, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Parkland Securities since 2014 and serves as president of Barr Associates, Inc. Barr is also a board member of Youth for Christ in Lebanon, PA, where she participates in fundraising activities to support local youth. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors, providing both discretionary and nondiscretionary solutions tailored to client needs.
Hope H
Series 63, Series 66
Lancaster, PA
Janney Montgomery Scott
Hope Hoke is a financial advisor with Janney Montgomery Scott in Lancaster, PA, holding Series 63 and Series 66 licenses and 24 years of industry experience. Prior to joining Janney in 2025, she worked for 16 years at RBC Capital Markets. 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 multiple advisory programs.
Chad S
CFA®, Series 65
Stevens, PA
Mercer Global Advisors Inc.
Chad Stauffer is a CFA® charterholder and holds a Series 65 license, with three years of industry experience. He is currently an advisor at Mercer Global Advisors Inc. and previously worked at RKL Private Wealth and Ambassador Advisors LLC/Faithward Capital. Prior to entering the financial advisory field, he was involved with Senior Wellness Services LLC for six years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning and retirement consulting services.
Craig W
CFP®, Series 66
Lititz, PA
Guardian Life
Craig Wenger is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Primerica Advisors since 2016. He also has a background with Guardian Life Insurance Company. Wenger is involved in insurance services as a significant part of his professional activities. Primerica Advisors is part of Park Avenue Securities LLC, which serves a wide range of retail clients including individuals, high-net-worth investors, and charitable organizations. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports features such as lending solutions and tax harvesting.
Ryan M
Series 66
Lancaster, PA
Janney Montgomery Scott
Ryan Marshall is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds a Series 66 designation and has worked at Janney since 2018. Prior to joining Janney, he was employed at Apple Inc. for four years. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.
Michael S
ChFC®, Series 63
Lancaster, PA
Guardian Life
Michael Strothers is a ChFC® credentialed advisor with 31 years of industry experience. He is currently with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2002. Outside of his advisory role, he is involved in insurance services other than Guardian products. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory relationships, utilizing proprietary and third-party investment strategies across various programs.
Kurt S
PFS™, Series 63, Series 66
Lancaster, PA
Guardian Life
Kurt Schaffer is a financial advisor with Primerica Advisors based in Lancaster, PA, holding a PFS™ designation along with Series 63 and Series 66 licenses. He has 19 years of industry experience and has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2006. Outside of his advisory work, Schaffer provides consulting and tax advice as a CPA and serves as president of the Steeplechase Homeowners Association. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary model portfolios, third-party investment managers, and a digital advice platform to implement diversified investment strategies.
Michael S
Lancaster, PA
Savant Wealth Management
Michael Spangler is a financial advisor at Savant Wealth Management with seven years of industry experience. He previously worked at Domani Wealth and The PFM Group. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blended investment approach combining evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates.
Timothy S
Series 65
Lancaster, PA
Savant Wealth Management
Timothy Sokoloski is a Series 65-licensed financial advisor at Savant Wealth Management with four years of industry experience. He previously worked at Fulton Financial and has additional backgrounds including a role at Penn State Schuylkill and experience in the family restaurant business. Savant Wealth Management provides comprehensive wealth management services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blended investment approach combining evidence-based asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.
Michael V
Series 63
Lebanon, PA
Commonwealth Financial Network
Michael Valudes is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 28 years of industry experience. He has been with Yocum & Company and Commonwealth Financial Network since 2001. Valudes is a partial owner of Yocum & Company, a firm involved in insurance and securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by extensive back-office operations, technology, and compliance resources.
Martin Y
Series 63, Series 65
Lebanon, PA
Commonwealth Financial Network
Martin Yocum III is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Commonwealth since 2007 and is also vice president and co-owner of Yocum & Company, Inc., which facilitates securities and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management services.
Amanda H
Series 66
Lancaster, PA
PNC Wealth Management
Amanda Harris is a financial advisor with PNC Wealth Management in Lancaster, PA. She holds a Series 66 designation and has one year of industry experience. Prior to joining PNC Investments LLC, she worked at PNC Bank for eight years and has experience in both the staffing and brewing industries. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to PNC Bank employees. The firm utilizes algorithm-driven model strategies managed by PNC and third-party strategists, focusing on investments in mutual funds and ETFs with annual rebalancing.
Tyler S
Series 63, Series 65
Lancaster, PA
Commonwealth Financial Network
Tyler Stief is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Commonwealth Financial Network, Align Wealth Strategies, Citizens Bank, and the Warwick School District. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.
David M
Series 63, Series 65
Lancaster, PA
PNC Wealth Management
David Mease is a financial advisor with PNC Wealth Management in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with PNC Investments since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessments and invests via mutual funds and ETFs with annual rebalancing.
Jennifer H
CFP®, PFS™
Lancaster, PA
Savant Wealth Management
Jennifer Hill is a CFP® and PFS™ with 12 years of experience in the financial services industry. She has been with Savant Wealth Management since 2023 and previously worked at Domani Wealth, LLC and Pbwm Holdings. Jennifer is based in Lancaster, PA. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a large team of advisors and affiliated entities offering accounting, legal, and trust services.
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