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Marisa B

Series 66

York, PA

Cetera

Marisa Boyle is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. She has worked at several firms including PeoplesBank and LPL Financial, and currently serves as a financial advisor at Orrstown Bank dba Orrstown Financial Advisors. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to multiple program structures and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Wendy L

Series 63, Series 65

York, PA

Cetera

Wendy Livingston is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 24 years of industry experience. Her prior roles include positions at LPL Financial, Cetera Advisor Networks, and PeoplesBank. She is also a financial advisor at Orrstown Bank dba Orrstown Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm utilizes a multi-manager platform allowing advisors to implement a range of portfolio management strategies across various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Whitney B

Series 63, Series 66

York, PA

Cetera

Whitney Bowers Miller is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 23 years of industry experience. Prior to joining Cetera in 2024, she worked at LPL Financial, LLC for eight years and Cetera Advisor Networks for three years. She also serves as a financial professional supporting advisors at Orrstown Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options, and it supports over 10,000 advisors and approximately 800,000 clients.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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