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

Steven Jones is a financial advisor with LPL Financial in Williamsport, PA. He holds a Series 66 designation and has three years of industry experience, having previously worked at Cetera and First National Bank of PA. Prior to his advisory roles, he held positions at Intrignia Inc. and was involved with the Cambria Regional Chamber of Commerce. 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 advisory programs, financial planning, and brokerage services with access to model portfolios, third-party subadvisors, and various portfolio management technologies.

Brenda Krick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, she is the author of two books published through Christian Faith Publishing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rhett Merchant is a financial advisor with Morgan Stanley in Williamsport, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct financial planning and corporate financial planning agreements.

Amber Pennycoff is a financial advisor with Hudock Capital Group in Williamsport, PA. She holds a Series 65 credential and has three years of industry experience. Prior to joining Hudock Capital Group, she worked at Jersey Shore State Bank and the Williamsport Area School District. Hudock Capital Group provides investment advisory and modular financial planning services to individuals, trusts, estates, not-for-profit organizations, and business entities. The firm manages approximately $1.0 billion in client assets using diversified portfolios based on modern portfolio theory, model portfolios, outside managers, and options strategies, and operates under an employee ownership structure.

Jose Serra is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Cambridge since 2016 and previously was with Wells Fargo Advisors Financial Network for seven years. Outside of his advisory role, Serra serves as an elder board member of the Agape Fellowship of the Mennonite Church, where he helps direct local church activities and finances. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, employing a variety of portfolio management strategies across multiple platforms.

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.