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Forrest M

Series 63, Series 65

Hagerstown, MD

LPL Financial

Forrest Miles is a financial advisor with LPL Financial in Hagerstown, MD, holding Series 63 and Series 65 credentials and having 41 years of industry experience. His prior roles include positions at PNC Investments, Truist Investment Services, and Davenport & Company LLC. Outside of his investment advisory work, he is involved with Miles Financial Solutions LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services through a large network of advisors, supported by various advisory platforms and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Evan V

Series 66

Hagerstown, MD

LPL Financial

Evan Vink is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Sterling Financial Management, the Department of Defense, and Red Bull. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management through a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Bruce N

Series 66

Hagerstown, MD

LPL Financial

Bruce Neterer is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Sterling Financial Management since 2019. Prior to his advisory roles, he spent time at California University of Pennsylvania and Waynesboro Area Highschool. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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David N

Series 63, Series 66

Hagerstown, MD

LPL Financial

David Neterer is a financial advisor with LPL Financial in Hagerstown, MD, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at Raymond James Financial Services from 2001 to 2006 and has been with LPL Financial since 2010. Outside of his advisory role, he provides pension administration services for municipal pension plans in Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by advanced advisor tools and oversight of significant discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Cortnie B

CFP®, Series 63

Hagerstown, MD

LPL Financial

Cortnie Beaver is a CFP® with eight years of experience in the financial services industry. She is currently with LPL Financial and has held roles at several firms, including AmeriServ Trust and Financial Services and Thrivent Advisor Network. In addition to her advisory work, she serves on the boards of Habitat for Humanity of Washington County and the Arts Alliance of Greater Waynesboro. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of investment solutions and uses both proprietary research and third-party models to support its network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kenneth S

Series 63, Series 65

Hagerstown, MD

LPL Financial

Kenneth Smith is a financial advisor with LPL Financial in Hagerstown, MD, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior experience includes roles at Santander Securities LLC and Raymond James Financial Services, Inc. He maintains several business entities related to his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions through a large network of advisors, with a focus on both advisory and brokerage services supported by institutional platforms and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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