Large-firm, social Security optimization financial advisors in Lancaster, PA

Richard Heilig is a financial advisor at Chestnut Street Investment Counsel, LLC with 33 years of industry experience. He worked for Wheatland Advisors Inc. for 32 years prior to joining Chestnut Street Investment Counsel in 2020. Chestnut Street Investment Counsel provides discretionary investment management and comprehensive wealth planning services to individuals, trusts, estates, retirement plans, and businesses. The firm utilizes a portfolio approach based on individual stocks and bonds, applying both fundamental and technical analysis with a generally long-term focus, and offers fiduciary retirement plan services alongside traditional wealth management.

Karl Lehman is a financial advisor at PSI Capital Management with 25 years of industry experience. He holds a Series 65 designation and has worked at PSI since 2018, with prior roles at Pilot Capital Management and RLH CPA's & Business Advisors, where he has also served as managing partner since 1980. His background includes accounting and business advisory services through RLH CPA's & Business Advisors, a non-investment related firm. PSI Capital Management provides financial planning, investment management, pension consulting, and related services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages diversified portfolios using Modern Portfolio Theory and offers both discretionary and non-discretionary asset management.

At Harvest Financial Planning Associates, LLC, we are proud to serve the hard working individuals and families who form the back bone of our community - Trade workers and Powerplant employees. You dedicate your time and energy to building, maintaining, and powering our world and we are here to ensure that the fruits of your labor are protected and will grow for years to come. We understand the unique challenges and opportunities you face such as: Union benefits How to make overtime pay accelerate your ability to retire Varying income based on the market cycle Changing jobs Long labor intensive hours Stock options Starting your own business We understand your hesitancy to engage with a financial advisor - you may: 1. You do not trust financial advisors - I will not show up in a suit, my style is to lay out pros and cons of all decisions and help you decide 2. Think its too expensive - A good financial advisor should provide way more value than they receive 3. Prefer to rely on peers or family for advice - I have witnessed a lot of good and bad advice come from the friends and family of my clients. Wondering if the advice is good or bad? I'll offer you a second opinion 4. Assume your union benefits will cover everything - It is possible, but are you sure? 5. Feel you are too busy - I enjoy what I do and I care about the people I do it for - we will make a time work for both of us 6. Don't think you earn enough - it does not take a lot to get started, time is your best friend 7. Think your comfortable with the status quo - you could very well be, what if the status quo leaves you coming up short for retirement? How can I serve you?

Harry Reidenbach is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisers.

Christopher Hasircoglu is a financial advisor with Lancaster County Financial Group, LLC, holding Series 63 and Series 65 licenses and 35 years of industry experience. His prior roles include positions at Securities Service Network, Inc., Securities America, Inc., and OSAIC. He also sells occasional term life and short-term health insurance products. Lancaster County Financial Group provides investment advisory services to individuals, trusts, retirement plans, and businesses, serving both high-net-worth and non-high-net-worth clients. The firm offers discretionary managed asset allocation portfolio management, fee-based wealth planning, and hourly consulting, managing accounts with individualized asset allocation models and regular portfolio rebalancing.

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.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.

Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

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.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.