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Andre C

Series 63, Series 65

Harrisburg, PA

LPL Financial

Andre Campbell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Northwestern Mutual in various wealth management and investment service roles from 2018 to 2023. Outside of his advisory duties, he is the owner of MACC Management, a business entity 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of more than 22,800 advisors managing over $819 billion in 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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John S

Series 63, Series 65

Harrisburg, PA

LPL Financial

John Searer is a financial advisor at LPL Financial with 10 years of industry experience. He previously worked at Morgan Stanley and AXA Advisors, LLC. Outside of his advisory role, he serves as a Judge of Elections in Lancaster County. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

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

Series 63, Series 65

Harrisburg, PA

LPL Financial

James Igo is a financial advisor with LPL Financial based in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, and Merrill. 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 portfolio programs, and institutional platforms, supporting its advisors with research 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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Eric M

Series 66

Harrisburg, PA

LPL Financial

Eric Morrison is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and previously worked for Smigel, Anderson & Sacks, LLP for ten years. Outside of his advisory role, he is associated with Morris Four Corporation, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory solutions supported by extensive operational and research 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 B

Series 63, Series 65

Harrisburg, PA

LPL Financial

David Bedard is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Ameriprise Financial Services. 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 portfolio programs, and institutional platforms, utilizing both proprietary and third‑party investment strategies.

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

Series 63, Series 65

Harrisburg, PA

LPL Financial

Lonnie Friedman is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, as well as Citigroup Global Markets. Outside of his advisory role, he is publishing a book on cold calling titled "The Cure to the Cold Call Blues." 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies 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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Frank V

Series 66

Harrisburg, PA

LPL Financial

Frank Valvano is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 designation and nine years of industry experience. His background includes six years at Edward Jones and eleven years as a self-employed advisor prior to joining LPL Financial. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, with advisory services delivered primarily through a large network of investment adviser representatives.

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