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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.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Wealth management Founder/Business Owner
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Christina H

Series 63

Lebanon, PA

Wells Fargo Clearing

Christina Harrell is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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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.

Tax-loss harvesting Active portfolio management Wealth management
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Colin B

Series 66

Elizabethtown, PA

Fidelity

Colin Brubaker is a financial advisor at Fidelity with six years of industry experience and holds the Series 66 designation. His prior experience includes roles at American Wealth Strategy Group and SAGEPOINT FINANCIAL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Charitable giving & philanthropy Active portfolio management
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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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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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 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. 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, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Melissa E

Series 66

Elizabethtown, PA

Ameriprise

Melissa Eckroth is a financial advisor at Ameriprise Financial Services with 16 years of experience at the firm. She holds a Series 66 designation and operates out of Elizabethtown, 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, delivering written recommendation reports and ongoing advice using a combination of investment research, third-party data, and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Barry K

Series 63, Series 65

Elizabethtown, PA

LPL Financial

Barry Krisko is a financial advisor with LPL Financial in Elizabethtown, PA, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Ameriprise Financial Services. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolio strategies.

College savings (529s, UTMA, etc.)
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Amy W

Series 66

Elizabethtown, PA

Raymond James Financial

Amy White is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. She has worked at Raymond James Financial Services Advisors since 2021 and previously spent 24 years at Fulton Bank. She is also associated with DDMP Investment Advisors, LLC, where she serves as a Retirement Plan Advisor. 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 uses analytical tools and risk profiling to tailor non-discretionary planning and consulting services aligned with client goals.

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

Series 66

Lebanon, PA

LPL Enterprise

Jill Bingaman is a financial advisor at LPL Enterprise with four years of industry experience. She holds the Series 66 designation and has previously worked at Pruco Securities LLC and Kleinfelter Financial Associates, where she continues to perform administrative and advisory duties. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model wealth portfolios through both advisory and brokerage channels.

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

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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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.

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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Allan T

Series 66

Lancaster, PA

Cetera

Allan Thompson Jr. is a financial advisor with Cetera in Lancaster, PA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Avantax, S&T Bank, Ameriprise, and Wells Fargo Clearing. He operates a wealth management practice under the name Thompson Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors and managing assets exceeding $256 billion.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Harry N

Series 63

Ephrata, PA

LPL Financial

Harry Neidermyer is a financial advisor with LPL Financial, holding a Series 63 designation and over 33 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Insite CPAs LLP, and H.D. Vest Advisory Services. He also operates a CPA practice and volunteers with the Lititz Fire Company No. 1. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

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

ESG / Sustainable investing Tax-loss harvesting Income planning
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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Thomas Z

Series 63, Series 65

Hershey, PA

OSAIC

Thomas Zewe is a financial advisor at Osaic Wealth, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he is part owner of Independent Brokers of America and has interests in local real estate and a restaurant business in Hershey, PA. Osaic Wealth, Inc. serves retail and institutional clients through a large network of advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diverse portfolios across various 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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Katelyn W

Series 66

Lancaster, PA

Equitable Advisors

Katelyn Wehr is a Series 66-licensed financial advisor with Equitable Advisors in Lancaster, PA, and has five years of industry experience. She has held positions at Equitable Advisors since 2021 and has operated two non-investment businesses: Knees Up Events LLC, a wedding and event planning company, and Stars & Stripes Apparel LLC, an e-commerce apparel business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and third-party managers and maintains both advisory and brokerage capabilities.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Scott S

Series 63, Series 65

York, PA

Ameriprise

Scott Stephan is a financial advisor with Ameriprise in Lancaster, PA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Chief Operating Officer of GSCO LLC and is a board member at large for the Penn Manor Education Foundation. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that integrate tax-efficient strategies and adaptive withdrawals. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Zachary D

Series 66

Elizabethtown, PA

Raymond James Financial

Zachary Drayer is a Series 66 credentialed financial advisor with five years of industry experience, currently associated with Raymond James Financial in Elizabethtown, PA. His prior roles include positions at BNY Mellon and Saint Francis University. He is also a partner and owner of DDMP Management, LLC, where he performs financial advisor duties alongside ownership responsibilities. 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 clients. The firm provides tailored, non-discretionary planning and employs analytical tools such as deterministic and probability modeling to support client goals.

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