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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.

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

Series 66

Halifax, PA

Edward Jones

Austin Cook is a financial advisor with Edward Jones in Halifax, PA, holding a Series 66 designation and having three years of industry experience. He has also been involved in agricultural work at Penman Farms for over ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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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.

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

Series 63, Series 65

Camp Hill, PA

LPL Enterprise

Randall Kaufmann is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for 28 years. He serves as a board member of the Eastern Museum of Motor Racing, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers and wrap programs.

Tax-loss harvesting
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Austin R

Series 66

Camp Hill, PA

Morgan Stanley

Austin Rodriguez is a financial advisor with Morgan Stanley in Camp Hill, PA, holding a Series 66 license and four years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2022 and has prior work experience outside the financial sector at Texas Roadhouse and BrandRep. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize structured discovery and modeling without individual security recommendations as part of standalone plans.

General estate planning guidance
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Jeffrey H

Series 63

Mechanicsburg, PA

Ameriprise

Jeffrey Hopp is a financial advisor at Ameriprise Financial Services LLC with 40 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing for nine years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Josh C

Series 63, Series 65

Wormleysburg, PA

Cambridge Investment Research Advisors

Josh Cesare is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at MetLife Securities Inc. and Voya Financial Partners. Outside of advising, he is a football official for the Pennsylvania Interscholastic Athletic Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform options tailored to client objectives.

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

ChFC®, Series 66

Camp Hill, PA

Morgan Stanley

Lee Henwood is a financial advisor at Morgan Stanley with 7 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Bank of America, Merrill, and William Lowden & Associates Limited. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and Corporate Financial Planning agreements.

General estate planning guidance
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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.

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

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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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.

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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Mark B

CFP®, Series 63

Camp Hill, PA

Edward Jones

Mark Bioty is a CFP® professional with 26 years of experience in the financial services industry, all spent at Edward Jones since 2000. He holds the Series 63 license and is based in Camp Hill, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Estrella R

Series 63, Series 65

Wormleysburg, PA

Cambridge Investment Research Advisors

Estrella Rivera Martinez is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. She previously worked at New York Life Insurance Company and NYLIFE Securities LLC. Outside of her advisory role, she is involved as an agent in insurance and benefits and participates in a financial advisor network based in Wormleysburg, PA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements.

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

Series 66

Camp Hill, PA

Ameriprise

John Grove is a financial advisor at Ameriprise with Series 66 credentials and two years of industry experience. He previously worked at SEI Investments and studied at Pennsylvania State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jonathan K

Series 63, Series 65

Mifflintown, PA

LPL Financial

Jonathan King is a financial advisor at LPL Financial with 12 years of industry experience. He has previously worked at Cetera Advisor Networks, LLC, Cetera Investment Advisers, LLC, and Juniata Valley Bank. King holds Series 63 and Series 65 licenses. 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 research tools and a broad range of 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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Scott D

Series 66

Camp Hill, PA

LPL Enterprise

Scott Dimmick Jr. is a financial advisor with LPL Enterprise holding a Series 66 designation and has one year of industry experience. His background includes four years in the United States Army and three years at Penn State Harrisburg. Outside of his advisory role, he is involved with Lounge 611. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily employs model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Tax-loss harvesting
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William K

Series 66

Camp Hill, PA

Morgan Stanley

William Kerr is a financial advisor at Morgan Stanley in Camp Hill, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at NAPA Transportation and FullReps Training Center. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm’s approach involves structured discovery and planning tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Sita B

Series 66

Camp Hill, PA

LPL Enterprise

Sita Bastola is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, Bastola held roles in various fields including healthcare and government, and currently owns a technology services business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven portfolio management and offering access to third-party asset managers, employer-sponsored retirement plans, and other financial products.

Tax-loss harvesting
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John F

Series 63

Camp Hill, PA

Morgan Stanley

John Fabian Jr. is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 42 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. Outside of his advisory work, Fabian is a writer and band leader of The St. Christine’s in Harrisburg, Pennsylvania. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a wide range of financial products.

General estate planning guidance
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