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George S

Series 63, Series 65

Womelsdorf, PA

Centaurus Financial, Inc.

George Saltzman is a financial advisor at Centaurus Financial, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2019, following a three-year tenure at ProEquities, Inc. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs both discretionary and non-discretionary portfolio management strategies and offers financial planning, retirement-plan consulting, and specialized advisory services through its CLASSIC Plus platform.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Donald H

Series 66

Womelsdorf, PA

Commonwealth Financial Network

Donald Haverstick is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Wells Fargo Advisors and M&T Bank. He is also part owner of Haverstick, Inc., a private entity managing a family-owned business property outside of his advisory work. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.

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

Series 63, Series 66

Lebanon, PA

Hightower Advisors

Lindsay Mills is a financial advisor at Hightower Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill from 2010 to 2017 before joining Hightower in 2017. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, employing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

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

ChFC®, Series 63

Lebanon, PA

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Scott Biltz is a financial advisor with United Planners' Financial Services of America, holding the ChFC® designation and Series 63 license, and has 31 years of industry experience. His prior work includes operating Grandsons Gameland LLC, a family-owned hunting land business, since 2001. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm’s advisory services are delivered through independent representatives and implemented via a mix of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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James G

Series 63, Series 65

Annville, PA

Thrivent Investment Management

James Gill is a financial advisor with Thrivent Investment Management in Annville, PA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory role, he serves as chair of the endowment fund committee at Zion's Evangelical Lutheran Church, overseeing grant approvals in a volunteer capacity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority, and offers options to combine planning with managed accounts under separate engagements.

Business ownership considerations
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Abram S

Series 63, Series 65

Lebanon, PA

Ameriprise

Abram Shaffner is a financial advisor with Ameriprise who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves in various leadership positions with local Masonic organizations, including as a trustee and board member. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brett H

CFP®, Series 66

Lebanon, PA

STIFEL

Brett Holland is a CFP® with 25 years of industry experience, currently serving at Stifel since 2007. He is based in Lebanon, PA, and holds a Series 66 designation. Outside of his advisory role, he serves on the boards of Lebanon Rescue Mission, a homeless and poverty rescue mission, and Lebanon Valley Bible Church. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services that include fee-based financial planning and model-driven investment analysis developed by its Investment Strategy Group.

General retirement planning Income planning
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Daniel F

CFP®, Series 66

Lebanon, PA

Edward Jones

Daniel Finnegan is a CFP®-certified financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Deployed Date Solutions from 2014 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors and branch offices.

Business ownership considerations Family Business Business succession planning General estate planning guidance Inheritance planning Founder/Business Owner
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Kevin K

ChFC®, Series 63, Series 65

Lebanon, PA

LPL Enterprise

Kevin Kleinfelter is a financial advisor with LPL Enterprise holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, previously working with Prudential Insurance Company of America since 1982. He serves as a board member of the Lebanon Rescue Mission, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products, operating an integrated platform combining advisory services and financial product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Scott C

Series 66

Lebanon, PA

LPL Financial

Scott Carr is a financial advisor with LPL Financial who holds a Series 66 designation and has 24 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Securities America Advisors, Inc. and HD Vest firms. He also sells term life insurance, whole life insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, supported by model portfolios, third-party research, and advanced technologies.

College savings (529s, UTMA, etc.)
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Theodore C

Series 63, Series 65

Denver, PA

Raymond James Financial

Theodore Carol is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James Financial since 2009. Additionally, he has worked with Fulton Bank and Fulton Financial Advisors, where he is also involved in the sales of investment products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management across an extensive advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Alicia P

Series 63, Series 65

Stevens, PA

OSAIC

Alicia Pittman is a financial advisor at Osaic with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Atrium Health and Geisinger Health. Outside of her advisory role, Pittman serves as secretary for the Reamstown Memorial Park Association and owns a tax preparation business. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services and employs various portfolio construction tools and third-party platforms to support its large network of affiliated advisers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Andrea B

Series 66

Stevens, PA

Edward Jones

Andrea Bacon is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Brubaker Connaughton Goss & Lucarelli and the Solanco School District. Outside of her advisory role, Bacon has provided private math tutoring on a sporadic basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Educators, Teachers, and Academics Founder/Business Owner
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Zachary Y

Series 66

Lebanon, PA

Wells Fargo Clearing

Zachary Yocum is a financial advisor with Wells Fargo Clearing in Lebanon, PA, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo since 2017 and previously worked at Discovery Communications from 2014 to 2017. Outside of his advisory role, he holds ownership interests in several investment-related ventures. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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John F

Series 66

Palmyra, PA

Edward Jones

John Foltz is a Series 66 credentialed financial advisor with Edward Jones in Palmyra, PA, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, Foltz serves as an Assistant Scoutmaster with the Boy Scouts of America, is Vice President of the Palmyra PAW Club, and sits on the Finance Committee of the Hershey Region Antique Auto Club of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a broad network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Cheryl B

CFP®, Series 66

Lebanon, PA

Edward Jones

Cheryl Batdorf is a CFP®-credentialed financial advisor with Edward Jones, where she has worked since 2016. She has 10 years of industry experience and serves clients from Lebanon, PA. Outside of her advisory role, Cheryl is an adjunct instructor at Harrisburg Area Community College, teaching a Human Resource Management course. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive Women's Finance Women Professionals
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Gerald M

Series 63, Series 65

Denver, PA

LPL Financial

Gerald Mccready is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at multiple firms including Fulton Financial Advisors, Specific Solutions, and Raymond James Financial Services Advisors Inc. He is also the owner of GJM Wealth Management LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, with discretionary and non-discretionary management options supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Letizia C

Series 63, Series 65

Lebanon, PA

LPL Financial

Letizia Centini is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior experience includes roles at M&T Securities, Inc., Allfirst Brokerage Corporation, and FMB Bank T/A The First National Bank Of. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, and provides both discretionary and non-discretionary management services supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Lee S

ChFC®, Series 63, Series 65

Denver, PA

OSAIC

Lee Shaffer II is a financial advisor with OSAIC based in Denver, PA, holding the Chartered Financial Consultant (ChFC®) designation along with Series 63 and 65 licenses. He has 39 years of industry experience, including over three decades at Signator Investors, Inc., followed by eight years at Royal Alliance Associates, Inc. Outside of his advisory roles, Lee serves as an elder for a local church, participating in ministry activities. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisors, using a variety of tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Steven G

Series 66

Myerstown, PA

Edward Jones

Steven Goodhue is a financial advisor with Edward Jones in Myerstown, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors and offers a range of advisory services under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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