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Ryan S

Series 63, Series 65

York, PA

Raymond James Financial

Ryan Sprenkle is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Raymond James, he worked at 1792 Wealth Advisors and operated Sprenkle Wealth Management, both in support roles within the Raymond James AMP program. 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 emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through unique partnerships.

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

Series 66

Hershey, PA

Edward Jones

Jordan Krick is a financial advisor with Edward Jones in Hershey, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he served ten years in the United States Navy. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Military & Veterans Founder/Business Owner
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Jonathan S

Series 66

Lancaster, PA

Raymond James Financial

Jonathan Shank is a financial advisor with Raymond James Financial in Lancaster, PA, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James Financial, he was employed at Citizens Bank NA for seven years and was involved with Just Press Play for three years. 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 clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and supports municipal and public-finance work through a unique advisor affiliation.

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

Series 66

York, PA

Merrill

Monica Bush is a financial advisor with Merrill, holding a Series 66 designation and beginning her advisory career in 2025. She has prior experience at Synergy Systems & Solutions, Hershey Company, and AIG Retirement Services among other roles. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with a focus on strategic and tactical asset allocation and tax-aware options for investors.

Tax-loss harvesting Active portfolio management Wealth management
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Margaret F

CFP®, Series 66

Lancaster, PA

Raymond James Financial

Margaret Folk is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving with Raymond James Financial in Lancaster, PA. She has been with Raymond James Financial Services, Inc. since 2015. Outside of her advisory role, she is the owner and president of Folk Financial LLC, a company managing payroll and office expenses related to her Raymond James income. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs a non-discretionary, tailored approach to client goals, using analytical tools and risk profiling, and supports a diverse client base including high-net-worth individuals, pension plans, and charitable organizations.

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

Series 66

Lancaster, PA

Raymond James Financial

Michele Good is a Series 66 licensed financial advisor with 18 years of industry experience. She is affiliated with Raymond James Financial and has held roles at Fulton Bank and Fulton Financial Corporation since 2008. Good also serves as Vice President at Fulton Financial Advisors, where she supervises investment sales. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 63, Series 66

Lancaster, PA

Ameriprise

Gary Slater II is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise since 2001. Outside of his advisory role, he serves on the Board of Directors for Donegal Trout Unlimited and works as a sales expert for BNB Knives, engaging with dealers and attending knife shows. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement income recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jeremy S

Series 63, Series 65

York, PA

Wells Fargo Advisors

Jeremy Snedegar is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he serves as secretary for the Briar Bend Homeowners Association, managing neighborhood activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with planning engagements typically discrete and optional for implementation through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Brandon S

Series 66

Hershey, PA

LPL Enterprise

Brandon Stine is a financial professional with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL, he held roles in data annotation and talent management, as well as various positions in education and landscaping. 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 employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Jamin L

Series 63, Series 66

York, PA

Edward Jones

Jamin Lauer is a financial advisor at Edward Jones in York, PA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Edward Jones throughout his career since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Robert H

CFP®, Series 66

York, PA

Ameriprise

Robert Halbert is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise. Prior to joining Ameriprise, he worked at Edward Jones for 13 years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning solutions, primarily for clients maintaining assets in Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kyle R

Series 63, Series 65

Lititz, PA

Fidelity

Kyle Relken is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, previously serving as a Financial Consultant. Prior to joining Fidelity, Kyle worked at Prudential from 2010 to 2020, where he held positions as a Financial Advisor and later as Manager of Training & Development. With over 16 years of experience in the financial services industry, Kyle focuses on partnering with clients to create personalized comprehensive financial plans and investment strategies. His approach emphasizes education and collaboration to support clients' financial goals for the present and future generations. Kyle holds a California Insurance License.

Wealth management
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Timothy G

Series 63, Series 65

Lancaster, PA

LPL Financial

Timothy Gay is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He previously worked at National Planning Corporation for 24 years and has been associated with Christian W. Landis Agency, Inc. for over three decades. In addition to advisory services, he is involved in marketing long-term care insurance, disability insurance, and fixed annuities, as well as managing group health insurance through Christian Landis Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options, including access to third-party asset managers and institutional platforms, supported by advanced operational tools and a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Sarah P

Series 66

Lititz, PA

Edward Jones

Sarah Popovich is a Series 66-registered financial advisor with Edward Jones in Lititz, PA, with six years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at Bank of America, Merrill, Sunglass Hut, Citizens Bank, Harrisburg Area Community College, and Southern New Hampshire University. 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 solutions, operating under a fiduciary standard, and is notable for its extensive retail advisor and branch network along with affiliated capabilities including a trust company and proprietary mutual funds.

Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) Inheritance planning Wealth management Educators, Teachers, and Academics
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Robert M

Series 63

York, PA

Mass Mutual Investors Services

Robert Means is a financial advisor with Mass Mutual Investors Services in York, PA, holding a Series 63 designation and over 40 years of industry experience. He has been with Mass Mutual Investors Services since 1991 and associated with MassMutual/uFinancialGroup since 1983. Outside of his advisory role, he works as an agent specializing in fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements supported by firm-approved analytical tools and a range of investment-related programs and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Robert K

Series 63, Series 65

York, PA

Raymond James Financial

Robert Kucherich is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Miller & Gay Investment Management. He is also involved as an associate with a support company providing payroll and benefits services related to the Jeffrey A. Gay branch. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

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

Series 63, Series 65

York, PA

LPL Financial

Daniel Pritchett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior work includes 13 years at M&T Securities and ongoing roles at Wilmington Advisors and LPL Financial since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors across various investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Charles H

Series 63, Series 65

Lancaster, PA

Raymond James Financial

Charles Hanna Jr. is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 26 years of industry experience. His work history includes roles at M&T Securities, Inc. and Fulton Financial Advisors. He is also involved with Fulton Financial Advisors in a support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor strategies and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 63, Series 65

York, PA

STIFEL

Christie Smith is a CFP® professional with over 42 years of industry experience. She has been with Stifel since 2007. Based in York, PA, her credentials also include Series 63 and Series 65 registrations. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing clients with asset allocation and financial planning analyses to inform their decisions.

General retirement planning Income planning
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Timothy S

Series 63, Series 66

Lancaster, PA

LPL Financial

Timothy Sheehan is a financial advisor with LPL Financial in Lancaster, PA, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has worked at LPL Financial since 2018 and has prior experience with INVEST Financial Corporation and Santander Securities LLC. In addition to his advisory role, he serves as a financial advisor with Members 1st Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment programs, including model portfolios and third-party asset management, supported by advisor tools but relies on advisor discretion for client investment decisions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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