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Brittany A
Series 66
Lancaster, PA
Morgan Stanley
Brittany Arentz is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has worked within Morgan Stanley and its Private Bank since 2022. Outside of finance, she has experience associated with the Cape May Corinthian Yacht Club and Harry's Ocean Bar and Grill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.
Jillian S
Series 66
Lancaster, PA
LPL Financial
Jillian Snyder is a financial advisor with LPL Financial based in Lancaster, PA, holding a Series 66 designation and 12 years of industry experience. She has worked at LPL Financial since 2017 and has been associated with Landis Financial Advisors, Inc. and Christian W. Landis Agency, Inc. since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Erik M
Series 66
Leola, PA
Cetera
Erik Miller is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He also serves as a member and CPA at Smoker & Company, LLC, a tax accounting firm, where he provides tax preparation and planning services. Miller offers wealth management services through Smoker Wealth Management, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of independent advisors. The firm provides a range of portfolio management and financial planning services, utilizing multiple program structures and custodial relationships.
Douglas H
Series 63, Series 65
Lancaster, PA
LPL Enterprise
Douglas Hershberger is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 37 years of industry experience. He worked at Pruco Securities, LLC for 36 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutions. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.
Daniel H
Series 66
Lancaster, PA
Edward Jones
Daniel Hair is a financial advisor with Edward Jones in Lancaster, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved with the Boy Scouts of America and Scouting America’s Montana Council for several years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a broad network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated services.
Daniel M
Series 66
Lancaster, PA
LPL Financial
Daniel Myers is a financial advisor with LPL Financial in Lancaster, PA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Landis Financial Advisors Inc and Fulton Bank. Outside of finance, he operates Myers Mowing LLC, a landscaping business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other 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 investment adviser representatives and advanced operational tools.
Krystle S
Series 66
Lancaster, PA
Morgan Stanley
Krystle Seitz is a financial advisor at Morgan Stanley with six years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2019 and previously worked at Garrety Glass, Inc. and TrueNorth Wellness Services Amazing Kids Club. Outside of finance, she operates Krystle Sights, a sole proprietorship focused on alternative health, energy and sound healing, music performance, and writing. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including customized financial planning that incorporates firm-approved tools and modeling techniques.
Andrew K
Series 66
Lancaster, PA
Edward Jones
Andrew Keiser is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he was involved with A&I Products and served as a track announcer at Buck Motorsports Park, an entertainment venue, from 2006 to 2018. Additionally, he is president of Redline Productions, a business corporation based in Lancaster, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies through a nationwide network of advisors.
William G
Series 66
Lancaster, PA
Merrill
William Greiner is a financial advisor with Merrill in Lancaster, PA, holding a Series 66 designation and 26 years of industry experience. He has worked at Merrill since 2011 and at Bank of America, N.A. since 2012. Outside of his advisory role, he serves as a board member of the Boys and Girls Club of Lancaster, a nonprofit organization focused on youth development. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Sabrina R
Series 66
Lancaster, PA
Raymond James Financial
Sabrina Rodriguez is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at Fulton Bank and served in the United States Army Pennsylvania National Guard. Outside of advising, Rodriguez also works as a Client Services Associate 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by risk profiling and analytical tools, and maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.
Beth K
Series 63, Series 66
Lancaster, PA
LPL Enterprise
Beth Kohl is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds Series 63 and Series 66 securities licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to her current role. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset manager access, and affiliated insurance and trust services.
Kevin L
Series 63, Series 65
Lititz, PA
OSAIC
Kevin Lamson is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ambassador Advisors, LLC and American Portfolios Financial Services, Inc. He is the owner and manager of Bednar Financial Group, LLC, where he actively manages an office and client service book of business. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to various managed account solutions. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios tailored to client needs.
Thomas H
Series 66
Lancaster, PA
OSAIC
Thomas Harkins is a financial advisor at OSAIC with 19 years of industry experience and holds the Series 66 designation. He has worked previously with firms including SagePoint Financial, American Wealth Strategy Group, Securian Financial Services, and Prudential. Outside of his advisory role, he owns Harkins Tax Service, a sole proprietorship specializing in individual and business tax preparation. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple third-party investment platforms. The firm employs asset-allocation tools and risk assessments to build diversified portfolios that may include stocks, bonds, and alternative investments.
Allan T
Series 66
Lancaster, PA
Cetera
Allan Thompson Jr. is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Avantax, S&T Bank, Ameriprise Financial Services, Wells Fargo Clearing, and PNC Wealth Management. He operates a wealth management practice under the name Thompson Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, featuring discretionary and non-discretionary strategies, with over $256 billion in assets under management.
Richard B
Series 63, Series 65
Lancaster, PA
Primerica Advisors
Richard Brondyke is a financial advisor with Primerica Advisors in Lancaster, PA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His work history includes roles at PFS Investments Inc and Primerica Financial Services, as well as positions at Lancaster General Hospital and Middle Octorara Presbyterian Church. He is also involved in sales of investment products and referral activities for home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-based strategies managed by third parties and operates with approximately 3,935 advisors and $15.5 billion in assets under management.
Matthew Z
ChFC®, Series 63, Series 65
Lancaster, PA
Cambridge Investment Research Advisors
Matthew Zanowiak is a financial advisor at Cambridge Investment Research Advisors with 43 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Cambridge, he worked at Cadaret Grant & Co., Inc. for 22 years and has experience with First Pointe Financial Services and Navigator Financial Services. Outside of his advisory role, Zanowiak owns FIRST POINTE TAX SERVICES, which provides accounting, bookkeeping, and payroll services, and he is an independent insurance agent with URL Insurance Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through a network of independent Financial Professionals, incorporating proprietary and third-party strategies across multiple custody platforms.
John M
Series 63, Series 66
New Holland, PA
Cetera
John Murphy Jr. is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 38 years of industry experience. He has worked at several firms including Orrstown Financial Advisors and Infinex Investments, and served in community roles with the Susquehanna Regional Police Commission and East Donegal Township. Murphy also sells life, health, disability, and long-term care insurance as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.
Katelyn W
Series 66
Lancaster, PA
Equitable Advisors
Katelyn Wehr is a financial advisor with Equitable Advisors in Lancaster, PA, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors, she worked at Cracker Barrel and the Kutztown Area School District. Outside of her advisory role, Wehr owns and operates Knees Up Events LLC, a wedding and event planning business, as well as Stars and Stripes Apparel LLC, an e-commerce apparel company. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of investment adviser representatives and third-party asset managers.
John S
Series 63, Series 65
Lancaster, PA
Wells Fargo Clearing
John Sauer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Fulton Bank and Raymond James Financial. Outside of finance, he has been active as a member of a blues/rock band for over a decade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, operating on a large scale with more than 14,000 advisors and $671 billion in assets under management.
Timothy W
Series 66
Akron, PA
Edward Jones
Timothy Weagley is a financial advisor with Edward Jones in Akron, PA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
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