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Jonathan F

Series 63, Series 66

Camp Hill, PA

Edward Jones

Jonathan Fauber is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Santander Securities, Santander Bank, Wells Fargo Clearing, and Wells Fargo Bank. Outside of finance, he contributes as a freelance sports writer covering high school sports for PennLive in Central Pennsylvania. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of profiles. The firm manages over $1 trillion in assets, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a large network of advisors and branch offices nationwide.

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

Series 66

Lemoyne, PA

Wells Fargo Clearing

Michael Watt is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he coaches soccer for PA Classics in Lancaster, Pennsylvania. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Michael B

CFP®, Series 66

Camp Hill, PA

Cetera

Michael Byerly is a CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with Cetera. He has been associated with Cetera Wealth Services, LLC since 2015 and Orrstown Bank since 2007. Beyond his advisory role, Byerly serves as a board member of The Wildcat Foundation, a nonprofit supporting educational and wellness programs in the Mechanicsburg area, and coaches youth soccer as a goalie coach for Keystone FC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party managers across diverse program structures.

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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Ronald V

Series 66

Camp Hill, PA

Thrivent Investment Management

Ronald Vansteenacker is a Series 66-credentialed financial advisor with 12 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering holistic, goal-based analyses and written recommendations across various planning topics without managing client portfolios directly.

Business ownership considerations
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Steven F

Series 63, Series 65

Lemoyne, PA

LPL Financial

Steven Fetterhoff is a financial advisor with LPL Financial in Lemoyne, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has previously worked with Cetera, Cetera Wealth Services, and Royal Alliance. Outside of his advisory work, he has served as an NCAA Division I and II volleyball official since 1984. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by a large network of advisors and various institutional platforms.

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

Series 63, Series 65

Camp Hill, PA

Edward Jones

Tyler Baldwin is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at First Command Brokerage Services, Johnson Controls, City Light & Power, and Baltimore County Public Schools. He has served in the Air Force Reserve since 2011. 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 wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Founder/Business Owner Military & Veterans
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Stephen B

Series 66

Camp Hill, PA

Merrill

Stephen Brindle is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management planning for high net worth individuals and families. He focuses on developing customized strategies aligned with clients' goals and priorities, covering areas such as college education planning, family wealth management, legacy planning, personal retirement planning, philanthropic planning, portfolio management services including socially responsible and ESG investing, as well as tax minimization. Stephen began his financial advisory career with Merrill in 2008. He holds a bachelor's degree in finance from James Madison University with a concentration in European business and a minor in environmental studies. In 2011, he earned the Certified Financial Planner (CFP) certification and holds a Personal Investment Advisor (PIA) designation. His approach centers on understanding clients' life priorities, risk tolerance, investment personality, time horizon, and liquidity needs to design and implement personalized wealth management strategies. He is active in his local community, volunteering with the Central Pennsylvania Food Bank and serving as a board member of Friends of Fort Hunter. Outside of work, Stephen enjoys adventure sports, fishing, gardening, hiking, music, photography, traveling, volleyball, and spending time with his family.

Wealth management Charitable giving & philanthropy College savings (529s, UTMA, etc.) Social Security optimization Tax-loss harvesting Financial Professional HENRY (High Earners, Not Rich Yet) Young Families
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Carol S

Series 63, Series 66

Harrisburg, PA

LPL Financial

Carol Seidel Mcnelley is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has worked with LPL Financial since 2018 and has also been associated with Members 1st Federal Credit Union since 2015. Outside of her advisory work, she operates as an independent voice work contractor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, with an emphasis on both discretionary and non-discretionary investment strategies supported by proprietary and third-party research.

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

Series 66, Series 65

Camp Hill, PA

Merrill

Brian Fields serves as the Resident Director at Merrill's Camp Hill office. With over 45 years of experience in business and finance, including 25 years as a financial advisor, he joined Merrill in 2019. Brian's previous roles include work at Legg Mason, Morgan Stanley, and RBC Wealth Management in Lemoyne, PA, as well as positions in corporate finance with Giant Food Stores and Ahold USA as a Controller. He holds a Bachelor's Degree in Accounting from The Ohio State University and an MBA from Penn State University. Brian is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor, focusing on areas such as college education planning, retirement income, tax minimization, and small business strategies. He is dedicated to helping families and business owners plan for their financial futures by developing personalized financial strategies. Brian is involved with the Financial Planning Association of Central Pennsylvania and volunteers with the Mechanicsburg North Rotary and the Ohio State University Alumni Association of Central PA. He has been married for over 41 years and enjoys football, golfing, hiking, reading, and spending time with his family.

General retirement planning Retirement income strategy Income planning Divorce financial planning College savings (529s, UTMA, etc.) Women Professionals Women's Finance Young Families Parents
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Peyton W

Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Peyton Wolfe is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and beginning his career in 2025. He previously worked at MSC Industrial Supply and served as an educator at Northern Lebanon High School and Temple University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides collaborative, annual financial planning engagements supported by firm-approved analytical tools, with a focus on recommending investment categories and strategies.

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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Dean C

Series 63, Series 65

Camp Hill, PA

Raymond James Financial

Dean Cook Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2003. Outside of his advisory role, he operates as an independent contractor under his own business name. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools to align with client goals and supports these through its advisory programs and institutional consulting network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Thomas W

Series 65, Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Thomas Weber is a financial advisor with Mass Mutual Investors Services who holds Series 65 and Series 66 licenses and has 14 years of industry experience. He has worked at several firms including Wienken Advisors, Ltd., and currently serves as an instructor with Appalachian Financial Literacy Group, LLC, leading educational seminars on financial literacy. 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, using firm-approved tools and annual collaborative planning processes.

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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Pene S

Series 63, Series 65

Camp Hill, PA

LPL Enterprise

Pene Shoemaker is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Tax-loss harvesting
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Brian L

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Brian Logan is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2003 and is also associated with Wienken Advisors since 2008. Outside of his advisory work, he is an investor in a local golf simulator business. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning engagements as annual collaborations using firm-approved software 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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Ella S

Series 66

Mechanicsburg, PA

Ameriprise

Ella Still is a financial advisor with Ameriprise holding a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise in 2026, she held various roles including positions at The Hershey Company and 2R Consulting Group. She has a background in education, having worked with the Northern York County School District for 13 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 recommendations and ongoing advice focused on retirement income planning, utilizing proprietary research and third-party data within a defined investment framework.

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

Series 66

Lemoyne, PA

Wells Fargo Clearing

Travis Ney is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and beginning his advisory career in 2025. He is also the owner of Red Tie Entertainment Inc, a wedding DJ business he founded in 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Retired Founder/Business Owner
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Thomas W

Series 63, Series 65

Camp Hill, PA

Merrill

Thomas Wertz is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. He co-founded the Wertz Eberts Group and has been with Merrill since 1991, bringing over 30 years of experience to his role. He and his team focus on creating wealth management strategies to build, preserve, and distribute wealth by understanding clients' goals, risk tolerance, time horizon, and liquidity needs. Thomas holds a Bachelor's Degree from Indiana University of Pennsylvania and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His expertise includes college education planning, legacy planning, liquidity management, managing new wealth, tax minimization, and retirement income. He resides in Enola with his wife, Holly, and their three children. Thomas's personal interests include biking, football, golfing, hiking, music, and reading.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Tax-loss harvesting Parents Mid-Career Professionals
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John H

Series 63, Series 65

Camp Hill, PA

Merrill

John Hallahan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1995 following his graduation from Lynchburg College with a bachelor's degree in business. In his role, John helps clients develop personalized wealth management strategies that are tailored to their financial situations and goals, taking into account changing market conditions. John’s expertise covers a range of areas including college education planning, legacy planning, liquidity management, small business strategies, tax minimization, and retirement income. He focuses on building a comprehensive understanding of each client’s financial picture and priorities, and leverages investment insights from Merrill as well as banking and lending solutions from Bank of America to address diverse financial needs. In addition to his professional work, John participates in community volunteering, reflecting the Merrill tradition of engagement in the communities served. Outside of work, he enjoys fishing, golfing, hunting, and spending time with his family. John holds the Personal Investment Advisor (PIA) designation.

Wealth management Retirement income strategy Tax-loss harvesting College savings (529s, UTMA, etc.) Business sale tax planning
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Ray S

Series 66

Harrisburg, PA

Thrivent Investment Management

Ray Stark is a financial advisor with Thrivent Investment Management in Harrisburg, PA, holding a Series 66 designation and nine years of industry experience. He has been with Thrivent and its affiliates since 2017. Outside of his advisory role, he owns Hand-to-Hand Ministries, LLC, where he serves as a certified coach, speaker, and trainer specializing in leadership and ministry development. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial topics. The firm offers these planning services separately from portfolio management and emphasizes ongoing updates and reviews through its network of financial advisors.

Business ownership considerations
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Alec A

Series 63, Series 65

Camp Hill, PA

Morgan Stanley

Alec Ardito is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Wells Fargo Clearing, Truist Investment Services, Banc of America Investment Services, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools.

General estate planning guidance
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