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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. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, with a focus on both discretionary and non-discretionary strategies.
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 financial advisor with LPL Financial in Camp Hill, PA, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at MassMutual and MML Investors Services. Storbeck is also involved with Polaris Advisors LLC, an entity related to his LPL business and non-variable insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of services, including financial planning, model portfolio programs, and institutional platforms, with advice and account management provided by investment adviser representatives using both proprietary and third-party strategies.
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 with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at SCF Investment Advisors, SCF Securities, and Williams Financial Group. Outside of advising, he is active as an artist and musician through his involvement with Blackout Films. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.
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.
David S
Series 63
York, PA
Raymond James Financial
David Sprenkle is a financial advisor with Raymond James Financial, holding a Series 63 designation and 36 years of industry experience. His prior work includes 13 years at Janney Montgomery Scott and current roles at 1792 Wealth Advisors and Sprenkle Wealth Management, LLC, where he provides financial advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to align investment recommendations with client goals and supports a wide advisor network with specialized programs in municipal finance and SIMPLE IRA employer consulting.
Clint N
Series 63, Series 65
York, PA
Fidelity
Clint Neff is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Santander Securities, AXA Advisors, and MassMutual. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is involved in managing model portfolios, advisory services for registered investment companies, and uses systematic methodologies alongside AI tools in its research.
David K
CFP®, Series 63
Camp Hill, PA
Ameriprise
David Kidd is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. He is also a board member of Samara, a nonprofit organization based in Harrisburg, PA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and asset allocation guidance.
Molly B
Series 66
York, PA
Thrivent Investment Management
Molly Bruce is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing four years of industry experience. She has worked with various Thrivent entities since 2021 and previously was affiliated with Messiah University for five years. Outside of her advisory role, she serves on the board of Shining Stars Therapeutic Ministries, which provides therapeutic horsemanship instruction. Thrivent Investment Management offers Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses without discretionary trading authority. The firm allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”
Emily S
Series 66
York, PA
LPL Financial
Emily Sides is a financial advisor with LPL Financial in York, PA, holding a Series 66 designation and nine years of industry experience. She previously worked at RBC Wealth Management for seven years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.
William H
Series 66
York, PA
Ameriprise
William Heird is a financial advisor at Ameriprise with one year of industry experience. He previously worked at Edward Jones for two years and has a background in healthcare, having been employed at Bozeman Health and the Advanced Vein and Laser Center. He holds a Series 66 designation. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides written recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and recent algorithmic automation.
David H
Series 66
York, PA
Raymond James Financial
David Herbst is a financial advisor with Raymond James Financial in York, PA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and KCA Wealth Management. He is also involved with Integrity Wealth Strategies LLC in a support capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to provide tailored, non-discretionary planning and consulting, and it supports a broad network of advisors with municipal and public finance services.
Tyler B
Series 66
Dover, PA
LPL Financial
Tyler Baker is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has previously worked at Grove Point Investments, Grove Point Advisors, and Baker Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.
Christopher G
Series 65, Series 63
Elizabethtown, PA
Thrivent Investment Management
Christopher Grant is a financial advisor with Thrivent Investment Management in Elizabethtown, PA, holding the Series 65 and Series 63 credentials and bringing nine years of industry experience. Prior to joining Thrivent in 2017, he worked at Lowe's from 2013 to 2017. Outside of his advisory role, he has volunteered for over a decade with Cigars for Good, a nonprofit organization focused on raising funds to support children and families in need. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.
Cameron G
Series 66
York, PA
LPL Financial
Cameron Goodling is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, Cameron worked at RBC Capital Markets and Geller Brothers LLC. He also maintains outside employment with the West York Area School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning and third-party asset management, utilizing various investment strategies and technology tools to support its network of over 22,800 advisors.
Bryan E
Series 66
Elizabethtown, PA
Ameriprise
Bryan Everhart is a Series 66-licensed financial advisor with Ameriprise in Columbia, PA, with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his primary role, he is also an Associate Financial Advisor at Liberty Wealth Advisory Group, where he provides investment and retirement planning advice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.
Brian G
Series 63, Series 65
York, PA
Raymond James Financial
Brian Gleason is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 27 years of industry experience. Prior to joining Raymond James, he worked at Prospera Financial Services for six years. Gleason also serves as a branch manager and brokerage compliance officer at Fulton Financial Advisors. 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, charitable organizations, and institutional investors. The firm offers tailored non-discretionary planning and consultative services, utilizing analytical tools and encourages implementation through its advisory programs or other providers.
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