Top financial advisors working with clients approaching retirement in Hanover, PA

Andrew Csuri is a financial advisor at Edward Jones in Hanover, PA, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Diageo from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and operating under a fiduciary standard. The firm is notable for its extensive network of advisors and branches, as well as its affiliated trust company and proprietary investment products.

Bridget Darcy is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. Her prior work includes roles at ACNB Bank, LPL Financial, and Pennsylvania State Employees Credit Union, among others. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Travis Scott is a financial advisor at Scott Financial Resources LLC in Hanover, PA, holding a Series 65 designation with 10 years of industry experience. He previously worked at Lehman Financial Resources, Inc. for eight years and EP Wealth for one year. In addition to advisory services, he prepares tax returns for clients through Scott Tax Resources LLC, offering tax preparation at no additional cost to clients of his firm. Scott Financial Resources LLC provides discretionary portfolio management and financial planning primarily to individuals and high-net-worth clients, managing a small client base with approximately $3.75 million in discretionary assets. The firm uses a long-term, discretionary approach incorporating various analytical methods and documents client goals through an Investment Policy Statement.

Christopher Stock is a financial advisor at Savant Wealth Management with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Domani Wealth, LLC from 2015 to 2023. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm utilizes a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by integrated accounting, legal, and trust services.

Andrew Mudalel is a financial advisor at Element Wealth Advisors with experience dating back to 2014, including roles at Fischer Cunnane & Associates LTD and The Quantify Group. He is also the founder and partner of Capstone Consulting Company LLC, a bookkeeping firm serving small businesses. Element Wealth Advisors provides discretionary asset management, comprehensive financial planning, and retirement-plan services to individuals, trusts, plan sponsors, and other entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios based on clients’ goals and risk tolerance, and offers ERISA retirement-plan support and third-party manager oversight.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.