Top financial advisors working with self-employed clients 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 Risk Wealth Advisors with one year of industry experience. He has previously worked at The Quantify Group and Fischer Cunnane & Associates LTD. Outside of his advisory role, he is a co-founder and partner of Capstone Consulting Company LLC, a bookkeeping firm serving small businesses. Element Risk Wealth Advisors provides discretionary asset management, financial planning, and retirement plan consulting to institutional and individual clients, including ERISA plan services. The firm employs a discretionary investment process that incorporates fundamental, technical, charting, and cyclical analysis, and utilizes third-party managers when appropriate.

Kristin Manna is a financial advisor at Guardian Life with one year of industry experience. She holds a Series 66 designation and has worked previously at Consolidated Planning Holdings, Inc. and Charleston County School District. Outside of her advisory role, she is an author and publisher of books including The Basketball Coach's Notebook and works as a math tutor for high school students. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Ryan Vollweiler is a CFP® professional with 22 years of industry experience. He is currently with Schwab Wealth Advisory Inc., having worked there since 2021, and has been affiliated with Charles Schwab & Co., Inc. since 2017. His prior experience includes roles at VOYA Financial Advisors, Cetera Advisors LLC, Equitable Advisors, and Valic Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance, while trades are executed only with client authorization.

Jonathan Levatino is a financial advisor at LPL Enterprise with Series 66 credentials and four years of industry experience. He has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he maintains part-time employment as a rideshare driver for Uber and DoorDash. LPL Enterprise serves individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and participation in wrap programs.

Rachel Gentz is a financial advisor at Verity Asset Management with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Menna Wealth Planning Group and The Leaders Group DBA Simplicity Investments. In addition to her advisory roles, she is president and owner of Rachel A Menna Advisors Inc. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm uses a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models under fiduciary standards.