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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.

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

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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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.

Tax-loss harvesting
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Mary C

Series 63, Series 66

Wyomissing, PA

Morgan Stanley

Mary Carr is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in retail and online sales through her work with Norwex. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisors.

General estate planning guidance
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Jeffrey D

Series 63, Series 66

Wyomissing, PA

Wells Fargo Clearing

Jeffrey Dresely is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Fulton Financial Services, Raymond James Financial Services, and Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical for large institutional advisers.

Retired Founder/Business Owner
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Jess Y

Series 63, Series 66

Reading, PA

LPL Financial

Jess Yourkavitch is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Cetera, Riverview Bank, and BB&T Investment Services. Jess operates under the DBA AEM Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a variety of advisory and brokerage services.

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

Series 66

Ephrata, PA

Edward Jones

Ronald Burroughs is a financial advisor at Edward Jones in Ephrata, PA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Burroughs serves as a board member of the Ephrata Area Chamber of Commerce, contributing to its strategic planning efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Raymond B

ChFC®, Series 63

Wyomissing, PA

OSAIC

Raymond Butterworth is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has a background that includes roles at Investment Advisors Asset Management, LLC and Butterworth Financial Group. Outside of his advisory work, he operates the Law Offices of Raymond Butterworth, where he provides estate planning and tax preparation services, and serves as a board member for the Bent Creek Homeowners Association. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with options for discretionary management, third-party managers, and a variety of portfolio programs tailored to individual and institutional needs.

Annuities Private / alternative investments
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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.

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

General estate planning guidance
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Tracy W

Series 66

Ephrata, PA

Raymond James Financial

Tracy Walter is a Series 66-licensed financial advisor with Raymond James Financial, based in Ephrata, PA, and has three years of industry experience. Prior to joining Raymond James Financial Services in 2023, Walter held several roles at Fulton Bank and Fulton Financial Advisors. Outside of advising, Walter is involved in political activity. 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 provides tailored, non-discretionary advice supported by analytical tools and supports its clients through various advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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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 at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Jeffrey K

Series 63, Series 65

Wyomissing, PA

Cambridge Investment Research Advisors

Jeffrey Kelly is a financial advisor with Cambridge Investment Research Advisors in Wyomissing, PA, holding the Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Cambridge Investment Research since 2012 and previously at American Portfolios Advisors for seven years. Outside of his advisory role, he is the president of a dumpster rental franchise, Dumpster Dudez of Lehigh Valley. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base that includes individuals, institutions, pension funds, and charitable organizations. The firm operates through thousands of financial professionals and offers access to multiple platforms, third-party advisors, and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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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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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 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.

Tax-loss harvesting
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Jill B

Series 66

Lebanon, PA

LPL Enterprise

Jill Bingaman is a financial advisor at LPL Enterprise with Series 66 credentials and four years of industry experience. She previously worked at Pruco Securities LLC and has been involved with Kleinfelter Financial Associates since 2016, where she performs administrative duties and advisory work related to property and casualty insurance. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a variety of financial products through affiliated entities.

Tax-loss harvesting
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Jeffrey S

Series 63, Series 65

Wyomissing, PA

Mass Mutual Investors Services

Jeffrey Smith Sr. is a financial advisor at Mass Mutual Investors Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2007. He serves as a council member on the President’s Advisory Council at Alvernia University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved analytical tools to develop individualized plans and offers various investment and educational programs.

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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Steven H

Series 63, Series 66

Reading, PA

OSAIC

Steven Hofmann is a financial advisor with OSAIC in Reading, PA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Co., and Grandview Financial Partners, LLC. Outside of his advisory work, he serves on the Endowment Committee for the Hawk Mountain Council Boy Scouts of America and is a board member of the Hofmann Family Foundation, a nonprofit organization. OSAIC is a large multi-advisor platform serving retail and institutional clients with a range of brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and supports a variety of investment strategies through an extensive affiliate network and third-party platforms.

Annuities Private / alternative investments
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