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Eric N

Series 63, Series 65

Lancaster, PA

Empower Advisory Group

Eric Napp is a financial advisor with Empower Advisory Group in Lancaster, PA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at GWFS Equities, INC since 2012. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm utilizes an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Erik L

Series 66

Lancaster, PA

PNC Wealth Management

Erik Laymon is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds the Series 66 designation and previously worked at Align Wealth Strategies for a decade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven portfolio recommendations and third-party portfolio implementation.

Passive / index investing Active portfolio management Wealth management Executive
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Felipe C

CFP®, Series 63, Series 66

Lancaster, PA

Private Advisor Group, LLC

Felipe Castaneda is a financial advisor with Private Advisor Group, LLC and holds the CFP® designation, along with Series 63 and Series 66 licenses. He has 15 years of industry experience, including prior roles at LPL Financial, TD Ameritrade Investment Management, and ScottTrade. He provides investment advisory services primarily through Private Advisor Group, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, offering both discretionary and non-discretionary services, utilizing proprietary and third-party investment platforms and strategies.

Annuities Founder/Business Owner
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Louis D

ChFC®, Series 63, Series 65

Lancaster, PA

Commonwealth Financial Network

Louis Deering is a financial advisor with Commonwealth Financial Network based in Lancaster, PA. He holds the ChFC® designation and has 42 years of industry experience. Prior to joining Commonwealth in 2019, he spent 14 years with Janney Montgomery Scott. He is also the owner of Deering Wealth, LLC, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion to build client portfolios using diverse securities and insurance products alongside managed model portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Matthew P

Series 63, Series 65

Lancaster, PA

Empower Advisory Group

Matthew Pike is a financial advisor with Empower Advisory Group in Lancaster, PA, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has worked at GWFS Equities, Inc. since 2015 and is involved with the Penn Legacy Soccer Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, offering integrated services tied to Empower’s administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Michael S

ChFC®, Series 63

Lancaster, PA

Guardian Life

Michael Strothers is a ChFC® credentialed advisor with 31 years of industry experience. He is currently with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2002. Outside of his advisory role, he is involved in insurance services other than Guardian products. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory relationships, utilizing proprietary and third-party investment strategies across various programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Tyler S

Series 63, Series 65

Lancaster, PA

Commonwealth Financial Network

Tyler Stief is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Commonwealth Financial Network, Align Wealth Strategies, Citizens Bank, and the Warwick School District. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Jesse S

Series 66

Lancaster, PA

Commonwealth Financial Network

Jesse Steffy is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. He has worked at both Commonwealth Financial Network and Align Wealth Strategies since 2010, alternating between the two firms over his career. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including wealth management and retirement plan consulting, and supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Jonathan H

Series 66

Lancaster, PA

Tlg Advisors, Inc.

Jonathan Hill is a financial advisor with TLG Advisors, Inc. in Lancaster, PA, holding a Series 66 credential and eight years of industry experience. His career includes roles at Truist Investment Services and BB&T. TLG Advisors serves a diverse client base that includes individuals, high-net-worth clients, charitable organizations, corporations, and institutional investors. The firm specializes in investment supervisory services, portfolio management, and comprehensive financial planning, employing manager selection and fundamental analysis within a framework informed by Modern Portfolio Theory.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Michael K

Series 63, Series 65

Lancaster, PA

Empower Advisory Group

Michael Kreider is a financial advisor with Empower Advisory Group in Lancaster, PA. He holds Series 63 and Series 65 licenses and has been with Empower since 2026. His prior experience includes self-employment and roles at Canthodel Holdings Inc and Millersville University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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David D

Series 66

Oxford, PA

Truist Advisory Services

David Dively is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 23 years of industry experience, including roles at Truist Investment Services, Bb&T Securities, and BBTIS. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
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Jessica M

Series 66

Lancaster, PA

Tlg Advisors, Inc.

Jessica Malone is a Series 66-licensed financial advisor with five years of industry experience. She is currently with TLG Advisors, Inc. and has held roles at The Leaders Group Inc., Raymond James Financial Services Advisors, Inc., and Fulton Insurance Group. Malone also serves as a Senior Vice President Wealth Advisor at Fulton Bank and Fulton Insurance Services Group. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, providing investment supervisory and portfolio management, financial and estate planning, and ERISA fiduciary services.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Thomas S

Series 66

Lancaster, PA

PNC Wealth Management

Thomas Semanek is a financial advisor with PNC Wealth Management in Lancaster, PA, holding a Series 66 designation and 15 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital discretionary account that uses algorithm-driven risk assessment and invests via approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Trysten G

Series 66

Lancaster, PA

Commonwealth Financial Network

Trysten George is a financial advisor with Commonwealth Financial Network in Lancaster, PA. He holds the Series 66 designation and has two years of industry experience. His prior work includes roles at The Vanguard Group, Inc., LPL Enterprise, LLC, and The Prudential Insurance Company of America. Outside of finance, he has experience operating a lawn care business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, and custodial services, with portfolios implemented through both in-house and outsourced strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Michael G

CFP®, Series 66

Lancaster, PA

Edward Jones

Michael Gillett is a CFP® and Series 66-registered financial advisor with Edward Jones in Lancaster, PA, where he has worked since 2008. He has 17 years of industry experience. 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 and investment options, 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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Ryan P

Series 63, Series 66

Lancaster, PA

Ameriprise

Ryan Price is a financial advisor with Ameriprise in Lancaster, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Outside of his advisory role, he has involvement in real estate ownership unrelated to investment activities. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficient strategies to produce written recommendation reports. The firm’s approach includes algorithmic automation with oversight and emphasizes the use of affiliated investment products.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Scott L

Series 66

Lancaster, PA

OSAIC

Scott Long is a financial advisor with OSAIC who holds a Series 66 designation and has 14 years of industry experience. His prior roles include positions at SagePoint Financial, American Wealth Strategy Group, Securian Financial Services, and The Prudential Insurance Company of America. In addition to his advisory work, he is the owner of American Wealth Strategy Group, a fixed insurance business. OSAIC serves a diverse client base ranging from individual investors to institutional clients, offering integrated brokerage and advisory services with a focus on asset allocation and portfolio construction using tools such as risk tolerance assessments and automated rebalancing.

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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Jennifer L

Series 66

Quarryville, PA

LPL Financial

Jennifer Lowden is a financial advisor with LPL Financial who holds a Series 66 designation and has 16 years of industry experience. She has been with LPL Financial since 2017. Outside of her advisory work, she is a licensed notary public and notarizes forms for clients. 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 variety of financial planning and investment management services, including access to third-party asset managers and institutional platforms, supporting a broad range of 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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Jorge G

Series 63, Series 66

Lancaster, PA

Merrill

Jorge Gonzalez Jr. is a financial advisor at Merrill with Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Bank of America, Stifel, Morgan Stanley, Wells Fargo, and Santander. He serves as a board member for the Reality Check Project, a nonprofit focused on reentry services and youth transformation, and is an officer in the Professional Referral Exchange, a business networking group. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services through dedicated financial advisors. The firm emphasizes manager selection, tax-efficient strategies, and integration with Bank of America’s broader financial platform.

Tax-loss harvesting Active portfolio management Wealth management
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John D

Series 63, Series 65

Oxford, PA

Primerica Advisors

John Delp is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 43 years of industry experience. He has been associated with Primerica Advisors since 1982 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in selling loan products and home security services through affiliates of Primerica, and he owns Delp Financial Corporation, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, managing potential conflicts through disclosure and oversight.

ESG / Sustainable investing Tax-loss harvesting Income planning
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