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Matthew E

ChFC®, Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Matthew Eberly is a financial advisor at MassMutual Investors Services with 21 years of industry experience. He holds the ChFC® designation and is registered with Series 63 and Series 65 licenses. His career includes roles at Wienken Advisors Ltd since 2013 and a longstanding association with MassMutual and its subsidiary MML Investors Services since 2004. Outside of his advisory work, he serves as president of the South Mountain Cyclones youth softball club. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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James T

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

James Thomas is a financial advisor with MassMutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 65 designations and over 21 years of industry experience. He has worked at MassMutual Life Insurance Company and MassMutual Investors Services since 2004 and was previously with Wienken Advisors, Ltd. from 2015 to 2023. In addition to his advisory role, he co-leads and instructs financial literacy seminars at Appalachian Financial Literacy Group, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides tailored financial planning through collaborative annual engagements, utilizing firm-approved software tools to analyze client goals and deliver written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Shea F

Series 66

Mechanicsburg, PA

LPL Financial

Shea Fisler is an advisor with LPL Financial holding a Series 66 designation and has been in the industry since 2025. Prior to joining LPL Financial, Shea worked at Investor First Wealth Management and has experience in educational roles at Messiah University, Covenant College, and Northern York County School District. 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 asset management services through a large network of advisors and utilizes various advisory strategies supported by advanced 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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Michael C

Series 66

Carlisle, PA

Edward Jones

Michael Cornfield is a financial advisor with Edward Jones in Carlisle, PA, holding a Series 66 designation and 17 years of industry experience. He has worked at Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business exit / sale strategy General estate planning guidance Inheritance planning Retired Founder/Business Owner Executive
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Wilbur G

Series 66

Carlisle, PA

Edward Jones

Wilbur Gordon is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held roles at several companies including XFINITY, Archtelecom, and Shippensburg University. He was also the owner of Marketbid L.L.C., an e-commerce business selling cell phone accessories that ceased operations in April 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and a large network of advisors and branch offices across the United States.

Wealth management Passive / index investing Retirement income strategy ESG / Sustainable investing Military & Veterans Young Professionals Values-based investing
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Mandeep S

Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Mandeep Singh is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds a Series 66 designation and has worked previously at Janney Montgomery Scott LLC, Bank of America, Merrill, and PNC Financial Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools to deliver written recommendations tailored to client goals.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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James D

Series 63, Series 65

Dillsburg, PA

Primerica Advisors

James Deffenbaugh is a financial advisor with Primerica Advisors in Dillsburg, PA, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Service since 1992. Aside from advisory work, he is involved in sales of loan products and home security services through Primerica Mortgage, LLC and affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors alongside corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-based investment strategies managed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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William R

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

William Rosen is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at FEFA Financial, AE Wealth Management, and Oracle Corporation. He is also a licensed insurance agent. Mass Mutual Investors Services, LLC 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 through collaborative, annual engagements using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Chad Z

Series 66

Camp Hill, PA

Ameriprise

Chad Zeaser is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its predecessor firms since 2000. Outside of his advisory role, he provides spiritual guidance and oversight to the Vibrant Church in Mechanicsburg, PA. Ameriprise is an institutional firm offering a retirement-income planning service for individuals with significant investable assets, combining research and modeling with tax-efficient strategies to support clients approaching or in retirement.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kyle P

CFP®, Series 66

Carlisle, PA

Cetera

Kyle Petty is a CFP® professional affiliated with Cetera, bringing 11 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2015 and currently serves as a financial representative at Orrstown Bank. Outside of his advisory role, Petty has been an NCAA men’s and women’s soccer official since 2012 and serves on the boards of Messiah Lifeways and Central Manor Campmeeting. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party 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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Kimberly H

CFP®, Series 63, Series 65

Carlisle, PA

LPL Financial

Kimberly Heavner is a CFP® professional with 27 years of experience in the financial services industry. She has been with LPL Financial since 2021 and previously worked at M&T Securities, Inc. for 21 years. 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 and access to model portfolios and third-party asset managers.

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

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Sarah Hofferica is a financial advisor with MassMutual Investors Services holding Series 63 and Series 65 credentials and has two years of industry experience. Prior to her current role, she worked in various positions including at Sun Motor Cars BMW and Becton Dickinson. Outside of her advisory work, she is employed at Ark Fitness, where she performs front desk duties and member services. MassMutual 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, and charitable organizations. The firm offers structured, collaborative planning engagements using firm-approved software and educational seminars for a range of clients.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Michael G

Series 66

Camp Hill, PA

Thrivent Investment Management

Michael Gallagher is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that addresses a range of topics including retirement, income tax, estate, and special needs planning, with options to combine planning and managed-account programs under a consolidated billing system.

Business ownership considerations
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David K

CFP®, Series 63

Camp Hill, PA

Ameriprise

David Kidd is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. He is also a board member of Samara, a nonprofit organization based in Harrisburg, PA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and asset allocation guidance.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jared G

Series 63, Series 65

Dillsburg, PA

Primerica Advisors

Jared Gliem is a financial advisor with Primerica Advisors in Dillsburg, PA, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. His work history includes roles at Commonwealth Charter Academy, PFS Investments, Primerica Financial Services, and Central Dauphin School District. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, using model-driven investment strategies supported by third-party managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Lucas H

Series 66

Carlisle, PA

Cambridge Investment Research Advisors

Lucas Hockensmith is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation. He has been with Cambridge Investment Research since 2026. Prior to his advisory role, he operated a landscaping business for seven years and has been affiliated with the Defense Logistics Agency since 2010. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Eric H

Series 66

Mechanicsburg, PA

Cetera

Eric Humphries Bickley is a financial advisor with Cetera, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Equitable Advisors LLC, Citizens Securities, Inc., and PNC Financial Services Group Inc. He serves as a board member of the Lower Allen Township Committee, where he participates in pension committee oversight. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing 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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