Top multi-generational wealth transfer financial advisors in Lebanon, PA

Kevin Kleinfelter is a financial advisor with LPL Enterprise holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, previously working with Prudential Insurance Company of America since 1982. He serves as a board member of the Lebanon Rescue Mission, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products, operating an integrated platform combining advisory services and financial product sales.

Letizia Centini is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior experience includes roles at M&T Securities, Inc., Allfirst Brokerage Corporation, and FMB Bank T/A The First National Bank Of. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, and provides both discretionary and non-discretionary management services supported by in-house and third-party research.

Ruston Wolfe is a CFP® professional with two years of industry experience, currently serving as an advisor at Apricus Wealth LLC. Prior to joining Apricus Wealth, he spent 12 years at Bryn Mawr Trust. Apricus Wealth LLC is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary investment process that integrates fundamental and technical analysis with long-term strategies, delivering personalized portfolio management and integrated financial planning through a four-advisor team.

Lindsay Mills is a financial advisor at Hightower Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill from 2010 to 2017 before joining Hightower in 2017. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, employing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

Scott Biltz is a financial advisor with United Planners' Financial Services of America, holding the ChFC® and Series 63 designations and possessing 30 years of industry experience. He has been involved with his family-owned hunting land business, Grandsons Gameland LLC, since 2001. Prior to his current firm, he has worked in related capacities since 1995. United Planners Financial Services is a national wealth-management enterprise serving a diverse range of clients, including individual investors, retirement plans, corporations, and trusts. The firm operates with a large network of independent advisors and offers a mix of custodians, third-party managers, and platform programs to implement client-directed investment strategies.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Bonikos is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients build, manage, and optimize their wealth through clear and disciplined strategies tailored to their goals. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. George's approach is rooted in curiosity, discipline, and a drive for continuous improvement. He aims to be a trusted partner for clients navigating complex financial decisions and planning for their financial futures. George holds a Bachelor of Science degree in Economics from Hunter College and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys adventure sports, camping, chess, cooking, fishing, hiking, music, reading, rock climbing, and spending time with his family.

Carson Leydecker is a CFP® professional with two years of industry experience, currently affiliated with Kintra Wealth, LLC. He has held positions at Kintra Wealth and Mutual Securities, Inc. since 2026 and previously worked at Loring Advisory Group and Commonwealth Financial Network. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to implement tax-efficient investment strategies on a household basis.

Taylor Stanfill is a CFP® professional with 15 years of industry experience. He has been with Veritas Planning Group since 2014 and is currently part of the Verisail Partners, LLC team in Chamblee, GA. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach, emphasizing a factor-based framework informed by the Fama-French three-factor model, and manages portfolios primarily on a discretionary basis.