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Nicole J
Series 65
Dillsburg, PA
Inspire Advisors, LLC
Nicole Johndro is a financial advisor at Inspire Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Inspire Advisors, she served as Communications and Development Director for In Him Christian Wellness, a faith-based nonprofit organization. In this role, she worked on marketing strategy, fundraising campaigns, and donor relations. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing and employs a variety of quantitative and fundamental strategies implemented through model portfolios and proprietary ETFs.
Lillian C
Series 63, Series 65
Camp Hill, PA
Thrivent Advisor Network, LLC
Lillian Crusan is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has previously worked at Northeastern Star Asset Management, Inc., Penn Investment Advisors, Inc., and other firms. Outside of advisory work, she supervises telephone interviewers at Pennsylvania State University’s Survey Research Center. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on long-term, diversified portfolios using a range of investment products and offers both internal management and access to independent managers.
Gretchen D
Series 66
Camp Hill, PA
Thrivent Advisor Network, LLC
Gretchen Duda is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and bringing eight years of industry experience. She has worked with various Thrivent entities since 2017 and has prior experience at Members 1st Federal Credit Union. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm typically constructs diversified portfolios using low-cost mutual funds and ETFs, while also supporting internal portfolio management and the oversight of third-party managers.
Kimberly S
Series 63, Series 66
Mechanicsburg, PA
Merit Financial Advisors
Kimberly Swope is a financial advisor with Merit Financial Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior work includes roles at Purshe Kaplan Sterling Investments, Zimmermann Investment Management & Planning, and Professional Tax Advisors, where she also serves as a tax preparer. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm uses a long-term, diversified asset allocation approach managed through centrally overseen model portfolios, offering both discretionary and non-discretionary services across a network of investment adviser representatives.
Christopher P
Series 66
Dillsburg, PA
Inspire Advisors, LLC
Christopher Pagotto is a financial advisor at Inspire Advisors, LLC with seven years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he serves as a percussion music judge, providing commentary and scoring for high school indoor percussion competitions. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing using proprietary scoring and screening tools and employs a range of portfolio strategies including index-based and tactical allocations.
Curt Z
Series 63, Series 65
Mechanicsburg, PA
Merit Financial Advisors
Curt Zimmermann is a financial advisor at Merit Financial Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Purshe Kaplan Sterling Investments and his own Zimmermann Investment Management & Planning. Outside of his advisory role, he is a partner in Around the Post Pickleball LLC and serves as a director for the PA State Police Camp Cadet Troop H, where he is involved in teaching and coaching. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, high-net-worth clients, retirement plans, ESOPs, and other institutional clients. The firm’s investment approach focuses on long-term, diversified asset allocation managed through centrally overseen portfolios, offering both discretionary and non-discretionary account services.
Jessica E
Series 66
Mechanicsburg, PA
Dakota Wealth, LLC
Jessica Elscheid is a financial advisor with Dakota Wealth, LLC, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at JMG Wealth Management Group, Raymond James Financial Services, LPL Financial, and Morgan Stanley. She serves as Treasurer and Secretary on the board of New Cumberland Federal Credit Union in a volunteer capacity. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base, including individuals, trusts, foundations, and business enterprises. The firm employs a long-term, customized investment approach and is involved in managing pooled funds and serving as a sub-advisor to a registered ETF.
Jamie F
Series 66
Camp Hill, PA
Thrivent Advisor Network, LLC
Jamie French is a wealth advisor and managing partner at Thrivent Advisor Network, LLC with 20 years of industry experience. He has worked with Thrivent Financial for Lutherans and its affiliated entities since 2006 and previously with Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as a governing board member at Daybreak Church, contributing to corporate decision-making and spiritual leadership. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on constructing long-term, diversified portfolios using a range of investment vehicles while offering ongoing portfolio management, financial planning, and access to independent managers.
Terence G
Series 63, Series 65
Mechanicsburg, PA
Merit Financial Advisors
Terence Gibbons is a financial advisor at Merit Financial Advisors with Series 63 and Series 65 credentials and five years of industry experience. His prior experience includes roles at Granite Group Advisors, Nancy S. Daoud & Associates, Ameriprise Financial Services, and Northwestern Mutual. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm utilizes a long-term, diversified asset allocation approach managed through centrally overseen model portfolios and offers both discretionary and non-discretionary account options.
Kenneth F
CFA®, Series 63, Series 65
Camp Hill, PA
Thrivent Advisor Network, LLC
Kenneth Ferrone is a CFA® credentialed financial advisor with 24 years of industry experience. He currently serves at Thrivent Advisor Network, LLC and has held prior roles at Northeastern Star Asset Management, Penn Investment Advisors, and AMP Asset Management. Additionally, he operates KRF Consulting, a mortgage tracking service, and holds a license as an insurance agent. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, using a range of investment vehicles including mutual funds, ETFs, equities, bonds, and alternative investments.
Anthony B
Series 63, Series 65
Mechanicsburg, PA
Vicus Capital, Inc.
Anthony Briselli Jr. is a financial advisor at Vicus Capital, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Vicus Capital since 2001 and Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he is an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm uses a blend of fundamental and technical analysis with various strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory offerings.
Jackson S
Series 65, Series 66
Mechanicsburg, PA
Ethos Financial Group, LLC
Jackson Stough is a financial advisor at Ethos Financial Group, LLC with Series 65 and Series 66 licenses. He has been in the industry since 2024, with prior experience at RBC Wealth Management and a background in education at Liberty University and the high school level. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations with discretionary and non-discretionary investment management, financial planning, and related consulting. The firm uses model portfolios and diversified, risk-conscious strategies combining index-based exposures implemented through various investment vehicles.
Tony T
Series 63, Series 66
Harrisburg, PA
Infinity Financial Services Advisory
Tony Tolene is a financial advisor at Infinity Financial Services Advisory with 16 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Infinity Financial Services Advisory, his career included roles at LPL Financial, PNC Wealth Management, and Chase Investment Services Corp. Outside of finance, he owns and oversees an elderly home care business focused on managing care for his mother. Infinity Financial Services Advisory is a multi-advisor firm serving individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting. The firm employs a multi-method investment approach and utilizes a range of strategies including options and complex products as part of portfolio construction and risk management.
Michael J
Series 65
Harrisburg, PA
Ethos Financial Group, LLC
Michael Johnson, Jr. is a financial advisor at Ethos Financial Group, LLC in Harrisburg, PA. He holds a Series 65 designation and has experience in financial services since 2026, following five years at Fulton Bank and prior work at Comcast. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations, providing investment management, financial planning, estate planning, and consulting services. The firm emphasizes diversified, risk-conscious portfolios using model allocations and multiple investment vehicles, supplemented by third-party research and operational AI tools.
Ross F
Series 65, Series 63
Dillsburg, PA
Ashton Thomas Securities, LLC
Ross Fronk is a financial advisor at Ashton Thomas Securities, LLC with 15 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Realta Equities, Inc. and Coastal Insurance Services. Outside of his advisory role, Fronk serves as a board member for Northern York Football & Cheer and co-owns a baseball and softball training facility in Dillsburg, PA. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, managing approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices.
Stephen T
Series 63, Series 66
Mechanicsburg, PA
IP Financial Advisory Services LLC
Stephen Trask is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. His prior experience includes roles at Vanderbilt Advisory Services, Vanderbilt Securities, LLC, and RBC Capital Markets. He also operates a separate business under Trask Financial Services. IP Financial Advisory Services LLC primarily serves individual retail clients with portfolio management, financial planning, and consulting services. The firm employs a variety of analytical approaches and manages discretionary portfolios, focusing on non–high-net-worth investors and offering specialized consulting services including actuarial and benefits analysis.
Joseph D
Series 65
Camp Hill, PA
Foundations Investment Advisors LLC
Joseph Deitrich is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Simplicity Wealth and Liberty Mutual Insurance. In addition to his advisory role, he is a licensed independent insurance agent and partner at 1st Choice Financial Services, where he is involved in insurance and annuity sales as well as business oversight. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach and offers services through a large network of affiliated offices and investment adviser representatives.
Jeffrey N
Series 63, Series 65
Mechanicsburg, PA
Merit Financial Advisors
Jeffrey Nickum is a financial advisor at Merit Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Zimmermann Investment Management & Planning, and Professional Financial Advisors, Inc. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation managed through a combination of centralized portfolios, third-party managers, and customizable investment models.
Zachary W
Series 63, Series 66
Camp Hill, PA
Vicus Capital, Inc.
Zachary Weigl is an investment advisory representative at Vicus Capital, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Rosenblatt Securities and PGIM, Inc. Outside of his advisory role, he has experience in the food service industry. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a range of strategies combining fundamental and technical analysis and offers retirement plan consulting with fiduciary services, utilizing both proprietary and third-party investment solutions.
Colin B
Series 66, Series 63
Camp Hill, PA
Thrivent Advisor Network, LLC
Colin Bernd is a financial advisor with Thrivent Advisor Network, LLC, holding Series 66 and Series 63 licenses and six years of industry experience. He has worked at multiple affiliated Thrivent entities since 2020 and previously held roles at LifeGuide Financial Advisors and Messiah College. In addition to his advisory duties, he also sells and services fixed insurance contracts. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers and model portfolios, typically constructing diversified portfolios using low-cost mutual funds and ETFs.
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