Seasoned financial advisors in Gettysburg, PA

Victor Lombardi is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2025 and previously worked with Midatlantic Retirement Planning Specialists, Cadaret, Grant & Co., Inc., and operates LFS Lombardi Financial Services, which provides insurance-related services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and brokerage services, utilizing a variety of portfolio management strategies and research resources.

Maria Nicholas is a financial advisor with UBS Financial Services in Gettysburg, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She worked at Merrill for nine years before joining UBS in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and a range of capital markets and lending programs.

J Scott Hill is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and eight years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and is involved in various business activities including tax preparation, insurance sales, and serving as a board member for nonprofit organizations. Outside of financial advisory, Hill has experience as an Airbnb host and operates J.a. Hill Associates, which provides administrative consulting and tax preparation services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and a mix of proprietary and third-party investment strategies.

Roger Tabler Jr. is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2021. His prior experience includes roles at Client One Securities, Signator Investors, and Voya Financial Advisors. Outside of his advisory work, he is involved in a property LLC based in Westminster, Maryland. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated financial services through a large nationwide network of advisors and branch offices.

Kristine Witherow is an investment advisor representative at Harvest Investment Services, LLC with 29 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at ProEquities, Inc. from 2016 to 2018. Outside of her advisory role, she serves on the board of the Gettysburg Community Theatre and acts as fundraising chairperson for the Biglerville High School Band Boosters. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management and financial planning. The firm employs active tactical strategies combining fundamental, technical, and quantitative analyses and serves as an ERISA investment manager when engaged.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.