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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 a financial advisor with LPL Financial holding a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, Shea worked at Investor First Wealth Management and Bethany Christian Services, and has an educational background including positions at Messiah University and Covenant College. Shea also spent thirteen years working with Northern York County School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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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.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management Military & Veterans Founder/Business Owner
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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, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1992. In addition to his advisory role, he is involved in non-investment related referral activities through Primerica Client Services, Inc., including home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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® with 10 years of industry experience, currently affiliated with Cetera. He has served as a financial representative at Orrstown Bank since 2011 and has been involved with Cetera Wealth Services since 2015. Outside of his financial advisory roles, he has been an NCAA men's and women's soccer referee since 2012 and serves on the boards of Messiah Lifeways and Central Manor Campmeeting. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that supports a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated 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 financial advisor with LPL Financial, holding the CFP® designation and Series 63 and Series 65 licenses. She has 26 years of industry experience, including a long tenure at M&T Securities, INC. since 2000 and work with LPL Financial since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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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®-designated financial advisor with Ameriprise, based in Mechanicsburg, PA, and has 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Kidd serves on the board of directors for Samara, a nonprofit organization. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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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 and no prior industry experience. Before entering the financial industry, he operated a landscaping business for seven years and has worked with the Defense Logistics Agency since 2010. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of advisory services through independent Financial Professionals, utilizing various investment platforms and proprietary model strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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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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