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Stosh B

Series 66, Series 63

Lancaster, PA

LPL Financial

Stosh Beeler is a financial advisor at LPL Financial in Lancaster, PA, holding Series 66 and Series 63 licenses with one year of industry experience. His prior experience includes roles at T. Rowe Price and entrepreneurial activities with Beeler Communications and McCleary's Pub. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range 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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Joseph S

Series 66

New Holland, PA

Cetera

Joseph Sholley is a financial advisor at Cetera with 15 years of industry experience and holds a Series 66 designation. He has been associated with Cetera and CETERA Financial Specialists LLC since 2010 and is a 50% owner of LMS Advisors LLC, where he is involved in financial advising. Additionally, he operates LMS Tax & Accounting LLC, providing tax and accounting services. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with access to third-party managers and various 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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Nicholas G

Series 66

Ephrata, PA

LPL Financial

Nicholas Good is a financial advisor with LPL Financial, holding the Series 66 designation. He has experience in the financial industry primarily through his ongoing role at Ephrata National Bank since 2017 and has been with LPL Financial since 2026. Prior to his financial career, he worked at Arby's for three years. 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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Sarah D

Series 63, Series 65

Ephrata, PA

LPL Financial

Sarah Darling is a financial advisor with LPL Financial in Ephrata, PA, holding Series 63 and Series 65 licenses and having seven years of industry experience. She previously worked at Lincoln Financial Advisors Corporation and Aevidum Financial Services among other firms. Darling is involved with Aevidum Financial Services as a business activity related to her LPL work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers various financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

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

Series 63, Series 66

Morgantown, PA

Fidelity

Caitlin Gouck is a financial advisor at Fidelity with 10 years of industry experience. She previously worked at The Vanguard Group, Inc. for six years before joining Fidelity. She holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Charitable giving & philanthropy Active portfolio management
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Joshua W

Series 65, Series 63

Coatesville, PA

Fidelity

Josh Williams is a Planning Consultant who collaborates with clients to develop financial plans aimed at achieving their financial goals. His role focuses on tailoring financial strategies to meet the specific needs of each client. Outside of his professional responsibilities, Josh has personal interests that include baseball, fitness, football, golf, and caring for pets.

Charitable giving & philanthropy Active portfolio management Consultant
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Ethan B

Series 65, Series 66

Leola, PA

Thrivent Investment Management

Ethan Bell is a financial advisor with Thrivent Investment Management in Leola, PA, holding Series 65 and Series 66 registrations and bringing three years of industry experience. His prior roles include positions at Securities America Advisors, Bare Wealth Advisors, Ambassador Advisors, and American Portfolios Financial Services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of advisors, providing comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and asset management services.

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