Mechanicsburg, PA E Trindle Rd Office

Timothy Jones is a CFP® professional with 19 years of experience in the financial services industry. He is currently affiliated with LPL Financial, where he has worked since 2019. His prior experience includes leadership roles at Jones Financial Group LLC and Waddell & Reed, Inc. He is also involved in a non-investment-related business, A&T Holdings LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Andrew Jones is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with LPL Financial, where he has worked since 2019, following prior roles at A & T Holdings LLC and Jones Financial Group LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management alongside research from LPL Research and third-party subadvisors.

Jonathan Edris is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. His prior roles include positions at Jones Financial Group, Kampstra Wealth Management, and OSM Worldwide. He also worked at Mount Saint Marys University and Out Door Country Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning services, and uses research and technology to support diversified investment strategies.

Kenneth Logan is a CFP®-credentialed financial advisor with 15 years of industry experience, currently practicing at LPL Financial since 2021. He has held positions at firms including Waddell & Reed and Jones Financial Group and has served on the Financial Planning Association of Central Pennsylvania since 2020. Logan has also been involved in community activities such as the West Shore Chamber of Commerce Golf Committee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from various sources, and provides both discretionary and non-discretionary management options.