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Ronald L
CFP®, Series 63, Series 65
Camp Hill, PA
Cetera
Ronald Leuschen is a financial advisor at Cetera with 36 years of industry experience. He holds the CFP® designation and has worked previously at American Express Financial Advisors Inc. and Ids Life Insurance Company. In addition to advisory work, he is involved in selling health and annuity insurance as an agent and manages a financial services DBA, Advantage Wealth Management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform providing access to affiliated and third-party managers, with a range of discretionary and non-discretionary portfolio management and financial planning services.
Teresa P
Series 66
York, PA
Thrivent Investment Management
Teresa Powell is a Series 66-licensed financial advisor with Thrivent Investment Management in York, PA, where she has worked since 2020. Prior to her advisory role, she spent ten years with the York County District Attorney's Office. She serves as a board member for Orphan Grain Train, a nonprofit that organizes donations of personal and medical supplies for global distribution. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial topics without discretionary trading authority. The firm integrates planning with managed-account programs under a consolidated billing option called WealthPlan, while maintaining the separation of services.
Scott M
Series 63, Series 65
Camp Hill, PA
Cambridge Investment Research Advisors
Scott Moyer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he is an independent insurance agent with Moyer Financial Services LLC. Cambridge Investment Research Advisors serves a diverse clientele including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary model strategies and third-party managers with both discretionary and non-discretionary approaches.
Julie B
Series 63, Series 65
York, PA
Primerica Advisors
Julie Bortner is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 licenses and over 20 years of industry experience. She has worked at PFS Investments Inc. since 2006 and has been with Primerica Financial Services since 2001. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, utilizing model-delivery strategies created by unaffiliated asset managers and supported by custodians such as BNY Mellon Advisors and Pershing.
Vincent R
ChFC®
W Brandywine, PA
Mass Mutual Investors Services
Vincent Russo is a ChFC® with 55 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 1983 and MassMutual Life Insurance Company since 1982. In addition to his advisory role, he maintains an active life and fixed annuity insurance sales practice. 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, with a focus on collaborative annual planning engagements using firm-approved analytical tools.
Rick D
Series 63, Series 65
York, PA
Raymond James Financial
Rick Danielowski is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for seven years. Danielowski is also an associate and portfolio strategist with Longview Wealth Solutions LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.
Julie M
CFP®, ChFC®, Series 63, Series 65
York, PA
LPL Financial
Julie Matthews Salvo is a CFP® and ChFC® with 29 years of industry experience. She is currently affiliated with LPL Financial in York, PA, and previously worked at M&T Securities, Inc. for 18 years. 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 offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.
Christopher Z
Series 66
Camp Hill, PA
Cetera
Christopher Zeigler is a financial advisor at Cetera with six years of industry experience and holds a Series 66 license. He has worked with Orrstown Financial Advisors and Cetera Wealth Services, and also serves as board president of Bethany Development Corporation, which provides low-income senior housing. Additionally, Zeigler is vice president of Family Design Resources, a foster care services organization, and works as a basketball official for recreational and high school leagues. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Kevin B
Series 66
Manheim, PA
Edward Jones
Kevin Blacker is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Knouse Foods for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.
Stephanie B
Series 65, Series 63
York, PA
Primerica Advisors
Stephanie Binter is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with Primerica Financial Services since 2020 and Primerica Advisors since 2021, following 14 years at PCBH. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.
Matthew S
Series 66
Camp Hill, PA
Cetera
Matthew Shutt is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and previously worked as a design engineer for NextGen Security LLC and served as a staff sergeant and geospatial engineer in the US Army National Guard. Outside of finance, he designs electronic access control and security systems. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary program options.
Joseph P
Series 66
York, PA
Raymond James Financial
Joseph Petruso is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 26 years of industry experience. He has held roles at Fulton Financial Advisors and Specific Solutions, among others, and has been associated with Fulton Bank and Fulton Financial Corporation since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains unique affiliations such as a municipal advisor and specialized SIMPLE IRA consulting services.
Ryan N
Series 66
York, PA
LPL Financial
Ryan Nemshick is a financial advisor with LPL Financial in York, PA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
Chad Z
Series 66
Camp Hill, PA
Ameriprise
Chad Zeaser is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its predecessor firms since 2000. Outside of his advisory role, he provides spiritual guidance and oversight to the Vibrant Church in Mechanicsburg, PA. Ameriprise is an institutional firm offering a retirement-income planning service for individuals with significant investable assets, combining research and modeling with tax-efficient strategies to support clients approaching or in retirement.
Dustin O
ChFC®, Series 65, Series 63
Camp Hill, PA
Edward Jones
Dustin O'Brien is a financial advisor at Edward Jones with 12 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Outside of his advisory role, Dustin is involved in customer sales at CHESACO RV. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and affiliated investment options through a nationwide network of financial advisors and branch offices.
Alexander S
Series 66
Camp Hill, PA
LPL Financial
Alexander Storbeck is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with LPL Financial and has held prior roles at MassMutual, MML Investors Services, Polaris Advisors, and Shippensburg University. Storbeck also operates a DBA for his LPL business under Polaris Advisors LLC, which includes non-variable insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios, third-party subadvisors, and research from LPL Research.
Amy E
Series 63, Series 65
York, PA
Merrill
Amy Emlet is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 1997, previously affiliated with Bank of America, N.A. She also works as an independent consultant for a scrapbooking company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.
Michael G
Series 66
Camp Hill, PA
Thrivent Investment Management
Michael Gallagher is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that addresses a range of topics including retirement, income tax, estate, and special needs planning, with options to combine planning and managed-account programs under a consolidated billing system.
Derrick H
Series 63, Series 65
York, PA
LPL Financial
Derrick Hamm is a financial advisor at LPL Financial with 27 years of industry experience. His prior roles include positions at SCF Investment Advisors, SCF Securities, and Williams Financial Group. He is also involved in music as an artist with Blackout Films. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Jason W
Series 63, Series 65
York, PA
Raymond James Financial
Jason Weber is a financial advisor with Raymond James Financial in York, PA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has previously worked at Wells Fargo Advisors Financial Network LLC and has been with Raymond James Financial and its affiliated entities since 2018. Weber is also the owner of Ashton Rae Inc. and LongView Wealth Solutions, both support companies based in York. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm employs non-discretionary planning tailored to client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
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