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Andrew J
CFP®, Series 66
Mechanicsburg, PA
LPL Financial
Andrew Jones is a CFP® with 15 years of experience in the financial industry. He has worked at LPL Financial since 2021 and previously operated his own firms, including Jones Financial Group LLC and A & T Holdings LLC. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a network of over 22,800 advisors.
Bryce S
Series 66
Mechanicsburg, PA
Mass Mutual Investors Services
Bryce Schafer is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 13 years of industry experience. He has worked at Mass Mutual and its subsidiaries since 2014, including roles at Cambridge Investment Research Advisors from 2016 to 2018. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning approaches.
Christopher Z
Series 63, Series 65
Camp Hill, PA
Cetera
Christopher Zeiders is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 28 years of industry experience. His career includes a long tenure at Ameriprise Financial Services from 1998 to 2016 and subsequent roles at Cetera Wealth Services and Cetera. Outside of advising, he co-owns and manages a handyman and house-flipping business, Blackbeeard Properties and Development, and is involved in managing a vacation rental through Sunken Treasure Properties LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account structures.
Michael S
Series 63, Series 66
Mechanicsburg, PA
Cetera
Michael Scott II is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA-CREF and Truist Bank. Outside of his advisory career, he was involved with Brewskees of Shiloh from 2022 to 2024. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, managing over $256 billion in assets.
James M
Series 63
Mechanicsburg, PA
Mass Mutual Investors Services
James Massie is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and having 34 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1993. In addition to his advisory role, he works as a sales agent for life insurance, group life, group health, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as ongoing, collaborative relationships.
Timothy P
CFP®, ChFC®, Series 63, Series 65
Mechanicsburg, PA
LPL Financial
Timothy Parry II is a financial advisor with LPL Financial in Mechanicsburg, PA, holding CFP® and ChFC® designations and over 24 years of industry experience. He has worked at M&T Bank since 2002 and joined LPL Financial in 2021. Outside of his advisory work, he is an owner of Praetorian Investments LLC, a real estate rental business. 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 services including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.
Christopher L
Series 63, Series 66
Mechanicsburg, PA
Mass Mutual Investors Services
Christopher Lenz is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Wienken Advisors, Ltd. since 2008 and has been associated with MML Investors Services and Mass Mutual Life Insurance Company since 2004. Outside of his advisory role, Lenz is involved in marketing and presenting investment seminars through Wienken Advisors, Ltd. Mass Mutual Investors Services is an institutional firm with a large network of advisors, providing financial services and investment solutions.
Zachary L
Series 66
Camp Hill, PA
Thrivent Investment Management
Zachary Lebo is a Series 66-licensed financial advisor with Thrivent Investment Management in Camp Hill, PA, where he has worked since 2021. He has four years of industry experience and additionally has experience working with Rich Valley Golf in a physical maintenance role. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority.
Sotirios K
Series 63, Series 65
Mechanicsburg, PA
Ameriprise
Sotirios Kolokithas is a financial advisor with Ameriprise in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.
Johnston K
Series 63, Series 66
Enola, PA
LPL Financial
Johnston Kelso is a financial advisor with LPL Financial in Enola, PA, holding Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining LPL Financial in 2025, he worked at The Vanguard Group for two years and has held various roles including at HR Block and Mental Health America Lancaster. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and asset management solutions, combining model portfolios, third-party management, and customized strategies.
Carly M
Series 66
Camp Hill, PA
Edward Jones
Carly Main is a financial advisor at Edward Jones in Camp Hill, PA, holding a Series 66 designation with three years of industry experience. Prior to her current role, she worked at Method 3 and has experience in customer service roles at Leeds Restaurant and Lounge and Enterprise Rent-A-Car. Outside of advising, she serves as a server at Leeds LTD Restaurant and Lounge. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and advisory services, operating under a fiduciary standard.
Cole B
Series 66
Enola, PA
LPL Financial
Cole Backenstose is a financial advisor with LPL Financial based in Enola, PA, holding a Series 66 designation and two years of industry experience. His prior work experience includes roles at Member's First Federal Credit Union, Hershey Entertainment & Resorts, and Shippensburg University. 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, supported by a large network of advisors and a broad range of financial services.
Anastasios T
Series 63, Series 65
Mechanicsburg, PA
LPL Financial
Anastasios Trispagonas is a financial advisor with LPL Financial based in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has previously worked at Nationwide Securities, LLC and Grove Financial & Associates, Inc. Outside of his advisory role, he is involved with several business entities including Trispagonas Insurance, LLC and Liberty Grove Insurance Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.
Jonathan E
Series 66
Mechanicsburg, PA
LPL Financial
Jonathan Edris is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. He previously worked at Jones Financial Group, Kampstra Wealth Management, and OSM Worldwide. Outside of advisory roles, he is involved with Jones Financial Group as a DBA entity supporting LPL's business operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by advanced technology tools for operational and research purposes.
Jeffrey H
Series 63
Mechanicsburg, PA
Ameriprise
Jeffrey Hopp is a financial advisor with Ameriprise in Harrisburg, PA, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized retirement-income consulting team.
Kenneth R
Series 63, Series 65
Camp Hill, PA
Ameriprise
Kenneth Rapp is a financial advisor with Ameriprise in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise since 1995. Outside of his advisory role, he serves on the Board of Directors for Salt N' Light Youth Ministry and participates in local election operations as a Judge of Elections. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering written recommendation reports and combining research, modeling, and tax-efficiency analysis to support client planning.
Corey B
CFP®, ChFC®, Series 63, Series 65
Camp Hill, PA
LPL Financial
Corey Basehore is a financial advisor with LPL Financial in Camp Hill, PA. He holds the CFP® and ChFC® designations and has 30 years of industry experience, including 25 years at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Edmund K
Series 63, Series 65
Mechanicsburg, PA
Cetera
Edmund Kloske Jr. is a financial advisor at Cetera with 32 years of industry experience, holding Series 63 and Series 65 credentials. He previously worked at Avantax in various capacities from 1993 to 2025. Outside of finance, he serves on the board of the Havanese Club of America and provides information technology consulting as a Certified Computer Professional. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary authorities.
Darwin S
CFP®, ChFC®, Series 66
Carlisle, PA
Edward Jones
Darwin Smith Jr. is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His career includes two separate tenures at Edward Jones, from 2015 to 2020 and since 2024, with a four-year period at Citizens Securities, Inc. in between. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial products through a nationwide network of more than 23,700 advisors and 15,000 branch offices.
Christopher P
Series 63, Series 65
Mechanicsburg, PA
Mass Mutual Investors Services
Christopher Pajak is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. He has been with MML Investors Services since 2017 and affiliated with UFinancial Group/MassMutual since 2010. Outside of his advisory role, he is an investor and member of The Conodoguinet Club LLC, a golf simulator location. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.
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