Broker Check

1253 Centre Turnpike
Orwigsburg, PA 17961

E. Lori Smith, CFP®

Managing Partner

(570) 622-0602

(570) 622-4238

elsmith@wradvisors.com

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.  During Lori’s career with Waddell & Reed, she has received numerous awards for her sales achievements and on many occasions has been invited to the company’s Top Advisor’s Forum – which is reserved for the top 75 advisors in the nation. She currently holds the Series 7 and 63 Licenses, as well as Life, Accident, and Health Insurance Licenses.  

 

The Top Advisor's Forum award is presented annually by Waddell & Reed and is based on an analysis of investment, insurance and financial planning sales generated by the advisor. For more information regarding the award and years received please contact the advisor.

Waddell & Reed is not affiliated with any other entities referenced.  01/20

Tyler Smith, CFP®

Partner

(570) 622-0602

(570) 622-4238

TRSmith@wradvisors.com

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, 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 is an active member in the community, a member of the Schuylkill Young Professionals, the Schuylkill Chamber of Commerce, and the Pottsville Business Association. He graduated from The University of Pittsburgh with a Bachelor’s degree in History.

 

Waddell & Reed is not affiliated with any other entities referenced. 01/20

Francesco Mercuri, CFP®

Partner

(570) 622-0602

(570) 622-4238

FMercuri@wradvisors.com

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 and his Life, Accident, and Health Insurance Licenses.

Active in the community, Francesco is the President of the Pottsville Area Development Corporation, a board member of the Schuylkill Chamber of Commerce, a board member of Schuylkill Women in Crisis,and a board member of the Schuylkill Young Professionals, and graduated the Schuylkill Leadership class in 2016. He is a 2012 graduate of the University of Pittsburgh with a Bachelor of Science degree in Actuarial Mathematics. 

 

Waddell & Reed is not affiliated with any other entities referenced.  01/20

Bridget Smith

Office Manager

(570) 622-0602

(570) 622-4238

BASmith@wradvisors.com

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.

 

Bridget Kelly acts as a non-registered associated person of Waddell & Reed, Inc.  She is authorized to assist Advisors with Waddell & Reed with approved activities.  She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the Advisor(s) she supports.  In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.

Waddell & Reed is not affiliated with any other entities referenced.  01/20

Allen R. Fidler, IV

Financial Advisor

(570) 622-0602

(570) 622-4238

AFidler@wradvisors.com

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 securities licenses, as well as Life, Accident, and Health Insurance licenses.

 

Waddell & Reed is not affiliated with any other entities referenced.  02/20