Lori has an unwavering commitment to her clients and is guided by a profound appreciation for the trust that binds each of these client relationships. As an independent financial advisor with Waddell & Reed, she collaborates with each client in strategizing steps toward pursuing their long-term objectives in all stages of life, standing beside them as they navigate through each phase to pursue their financial goals.
Lori earned her CERTIFIED FINANCIAL PLANNER™ mark in 1995 and started her financial advising career with Waddell & Reed, Inc. in November of 2000. She currently holds the Series 7 and 63 Licenses, as well as Life, Accident, and Health Insurance Licenses.
Tyler began his career at Waddell & Reed over 5 years ago and now holds the CERTIFIED FINANCIAL PLANNER™ mark, his Series 7 and Series 66 Licenses through LPL Financial, as well as, Life, Accident, and Health Insurance Licenses. He believes that financial health isn’t defined by large moments, but rather by developing good habits that you can carry through each day.
He graduated from The University of Pittsburgh with a Bachelor’s degree in History.
Francesco Mercuri began working at Waddell & Reed, Inc. in October of 2017, before which, he was the Chief Operating Officer at CACL Federal Credit Union. He now holds his CERTIFIED FINANCIAL PLANNER™ mark, Series 7 and Series 66 Licenses through LPL Financial and his Life, Accident, and Health Insurance Licenses.
Active in the community, Francesco is a board member of the Schuylkill Chamber of Commerce, a board member of Schuylkill Hope Center, and past board member of the Schuylkill Young Professionals, Pottsville Area Development Corporation, and Pottsville Business Association. He graduated the Schuylkill Chamber of Commerce's Schuylkill Leadership class in 2016. He is a 2012 graduate of the University of Pittsburgh with a Bachelor of Science degree in Actuarial Mathematics and a minor in Economics.
Bridget joined Waddell & Reed in November 2015 as a Branch Administrative Assistant and began working for AdviseMint Financial Partners in early 2019. She has a bachelor’s degree in Psychology from Pennsylvania State University.
She was born and raised in Schuylkill County and lives in Saint Clair with her Fiancé. She enjoys spending time with her family, traveling and being outdoors.
Born and raised in Bucks County, Pennsylvania, Allen attended The Pennsylvania State University where he graduated with a Bachelor of Science degree in 1987. For 18 years Allen managed his family's business until he moved to Orwigsburg, Pennsylvania in 2006 to purchase and operate a business of his own. After a fruitful 15 years as an entrepreneur, he set his sights on a career change - which led to his joining Advisemint Financial Partners in 2020. He currently hold his Series 7 and Series 66 through LPL Financial securities licenses, as well as Life, Accident, and Health Insurance licenses.
Emily is committed to building collaborative relationships with her clients and personalizing plans to meet their long-term goals and objectives throughout all stages of life. She is guided by sincere appreciation for her clients' trust and stands ready to guide them as they navigate through each phase in the pursuit of their financial goals.
Emily received her CPFA and started her Financial Advisor career with Waddell & Reed in 2005, after many years of working with businesses and organizations, managing their retirement plans. She currently holds the Series 6 and Series 65 licenses, held with LPL Financial, as well as Life, Accident, and Health Insurance Licenses.
Matthew is a graduate of Shippensburg University, where he earned Bachelor's degree. His diverse and adaptable skill set has led him to many career pursuits, and he joined Emily's team in the winter of 2021. He shares the same passion for thoughtful and responsible client services as Emily, and is pursuing licensing of his own in order to expand his knowledge of financial well-being and further contribute to Advisemint's mission.