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Lucas H

Series 66

Manheim, PA

Edward Jones

Lucas Hameloth is a financial advisor at Edward Jones in Manheim, PA, holding the Series 66 designation. He has one year of experience in the financial industry. Prior to joining Edward Jones, he worked at UPS and Giant Eagle, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through 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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Sarah H

Series 66

Hershey, PA

Equitable Advisors

Sarah Hilbolt is a Series 66-licensed financial advisor based in Hershey, PA, with 18 years of industry experience. She has worked at Equitable Advisors since 2014 and previously held roles at Stifel Independent Advisors, LLC, Axa Advisors, LLC, Investors Capital Corp., and Ameriprise. Outside of her advisory work, she serves as a power of attorney for her mother. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of investment programs and works with third-party managers to implement advisory models across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Shane L

CFP®, Series 63, Series 65

Ephrata, PA

Cetera

Shane Landis is a CFP® professional with nine years of industry experience, currently affiliated with Cetera. He has held roles at Everence Trust Company and Concourse Financial Group Securities Inc over the past several years. Landis is also involved as a financial planner with Everence Trust Company, providing insurance, investment, and financial planning services as well as charitable planning through the Everence Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management options and financial planning services through a large network of independent advisors and multiple program structures.

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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Zachary Y

Series 66

Lebanon, PA

Wells Fargo Clearing

Zachary Yocum is a financial advisor with Wells Fargo Clearing in Lebanon, PA, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo since 2017 and previously worked at Discovery Communications from 2014 to 2017. Outside of his advisory role, he holds ownership interests in several investment-related ventures. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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John F

Series 66

Palmyra, PA

Edward Jones

John Foltz is a Series 66 credentialed financial advisor with Edward Jones in Palmyra, PA, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, Foltz serves as an Assistant Scoutmaster with the Boy Scouts of America, is Vice President of the Palmyra PAW Club, and sits on the Finance Committee of the Hershey Region Antique Auto Club of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a broad network of advisors and branch offices.

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

Series 66

Hummelstown, PA

LPL Financial

Gary Burghdorf is a Series 66 licensed financial advisor with LPL Financial, where he has worked since 2011. He has 26 years of industry experience, including six years at National Planning Corporation prior to joining LPL. Outside of his advisory work, he is active as a freelance musician and composer, and he has served as a percussion instructor for the Middletown Area School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of investment solutions including financial planning, model portfolios, 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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Cheryl B

CFP®, Series 66

Lebanon, PA

Edward Jones

Cheryl Batdorf is a CFP®-credentialed financial advisor with Edward Jones, where she has worked since 2016. She has 10 years of industry experience and serves clients from Lebanon, PA. Outside of her advisory role, Cheryl is an adjunct instructor at Harrisburg Area Community College, teaching a Human Resource Management course. 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, and maintains a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer General retirement planning Retirement withdrawal strategies Retired Founder/Business Owner Executive Women Professionals Women's Finance
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Letizia C

Series 63, Series 65

Lebanon, PA

LPL Financial

Letizia Centini is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at M&T Securities, Inc. and Allfirst Brokerage Corporation. 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 and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors 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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Gavin F

CFA®, Series 66

Hershey, PA

OSAIC

Gavin Flowers is a financial advisor at OSAIC with one year of industry experience. He holds the CFA® designation and the Series 66 license. Prior to joining OSAIC and Wealth Management Services, Inc., he worked at J.P. Morgan Chase & Co. for several years. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services with access to multiple advisory platforms and third-party money managers. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

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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David E

Series 63

Hershey, PA

Cambridge Investment Research Advisors

David Edwards is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 44 years of industry experience, including prior roles at LPL Financial, Cadaret, Grant & Co., Inc., Hancock Capital Management, Inc., and Princor Financial Services Corporation. He is also president of David M Edwards & Associates Financial Services, Inc. and serves as a board member of the Brownstone Masonic Temple in Hershey, PA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individual investors, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, using a range of portfolio management approaches and both proprietary and third-party strategies.

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

Series 63, Series 65

Lititz, PA

Primerica Advisors

David Bender is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 2018. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options to individual and high-net-worth clients, structured as a wrap-fee solution rather than institutional plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Kevin P

Series 63, Series 65

Hummelstown, PA

LPL Financial

Kevin Parker is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2011, following five years at CUSO Financial Services, L.P. In addition to his advisory role, Parker is a notary public and is involved in an entertainment-related 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 portfolios, and institutional platforms, supported by a network of over 22,800 advisors and a broad array of financial products.

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

CFP®, Series 63, Series 65

Hummelstown, PA

LPL Financial

Stephen Stackhouse is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial since 2011. He previously worked at National Planning Corporation for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including model portfolios 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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Steven G

Series 66

Myerstown, PA

Edward Jones

Steven Goodhue is a financial advisor with Edward Jones in Myerstown, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors and offers a range of advisory services under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Linda B

Series 63, Series 66

Womelsdorf, PA

LPL Financial

Linda Bove is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior work includes roles at Morgan Stanley, PNC Investments LLC, Citizens Securities Inc., and Cetera. 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 access to third-party asset management, with an emphasis on both discretionary and non-discretionary strategies.

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

CFP®, Series 66

Hershey, PA

Edward Jones

Douglas Russell is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he was involved in real estate investment through Charlee Realty LLC and worked at the Pennsylvania Higher Education Assistance Agency. He also owns Charlee Realty LLC, a real estate investment business in Hummelstown, PA. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 65

Lebanon, PA

STIFEL

Sonia Gross is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2017 and previously spent 12 years at M&T Securities. Outside of her advisory role, Gross is actively involved with the Kiwanis Club of Lebanon County, serving as Golf Committee Chairperson and holding several board roles within local and state Kiwanis organizations. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Connor K

Series 66

Elizabethtown, PA

LPL Financial

Connor Krisko is a financial advisor with LPL Financial, holding a Series 66 designation and possessing two years of industry experience. Prior to joining LPL Financial, he spent 18 years in full-time education. 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 broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

Series 63, Series 66

Ephrata, PA

LPL Financial

Donald Doolittle Jr. is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Truist Investment Services, BB&T, Orrstown Bank, and PNC Bank. 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.

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

Series 66

Myerstown, PA

LPL Financial

Ryan Weigle is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at LPL Financial since 2017 and has prior experience at Northwest Advisors and Cetera Wealth Services. Outside of his advisory role, he is involved with Brokers Service Marketing Group and serves in a capacity related to Northwest Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with model portfolios, third-party subadvisors, and customized strategies, and distinguishes itself by combining an extensive advisory platform with a broad suite of non-advisory financial services and partnerships.

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