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Derek S

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Derek Snider is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 credentials. He has 19 years of industry experience and has worked at Mass Mutual since 2007, including roles at MassMutual Life Insurance Co and The Appalachian Financial Group. He is also an instructor for Appalachian Financial Literacy Group, LLC, where he co-leads financial literacy seminars. 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 provides financial planning, asset management, and educational programs using firm-approved analytical tools and structures planning as annual, collaborative engagements.

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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Todd D

CFP®, Series 63, Series 65

Camp Hill, PA

Edward Jones

Todd Dietrich is a CFP® professional with 18 years of experience in the financial services industry. He is currently an advisor at Edward Jones, having joined the firm in 2023. Prior to Edward Jones, he worked at Specific Solutions, Fulton Financial Advisors, and Raymond James Financial Services Advisors Inc. Todd holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory services. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Executive
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Michael H

CFP®, Series 66

Hummelstown, PA

Edward Jones

Michael Hoskins is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Hummelstown, PA, and holds a Series 66 license. Outside of his advisory role, Michael is a board member for Pack 201 Cub Scouts in Hershey, PA. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

General retirement planning Retired Founder/Business Owner Executive
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Katherine L

Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Katherine Lewis is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding a Series 66 license and 19 years of industry experience. She previously worked for Grove Point Investments, LLC for 15 years before joining MassMutual and its affiliate firms in 2021. Outside of her advisory role, she owns Blended Creations, a retail business, and works as a tax preparer with Jackson Hewitt; she also serves as a community ambassador helping plan local events in Hagerstown, MD. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers a range of programs including estate and employer-sponsored planning.

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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William F

Series 63, Series 66

Harrisburg, PA

Cambridge Investment Research Advisors

William Fogarty is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including The Vanguard Group and Mid Penn Bank. His background also includes experience in the entertainment industry and self-employment. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and provides multi-platform account implementation alongside proprietary and third-party investment strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Maria N

Series 63, Series 65

Camp Hill, PA

Primerica Advisors

Maria Naylor is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has worked at PFS Investments Inc. since 2002 and Primerica Financial Services since 2001. In addition to her advisory role, Naylor is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients, operating primarily as a wrap-fee solution. The firm employs third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on tiered percentage-based fees and ongoing oversight of its investment models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Leigh B

Series 66, Series 63

Lemoyne, PA

Wells Fargo Clearing

Leigh Beshaw is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Wells Fargo in 2026, Leigh worked at Morgan Stanley for 13 years. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Elijah M

Series 66

Camp Hill, PA

LPL Financial

Elijah Manning is a Series 66 licensed financial advisor with LPL Financial, bringing one year of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and PNC Wealth Management. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

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

Series 63, Series 65

Harrisburg, PA

LPL Financial

Andre Campbell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Northwestern Mutual in various wealth management and investment service roles from 2018 to 2023. Outside of his advisory duties, he is the owner of MACC Management, a business entity for tax and investment purposes. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of more than 22,800 advisors managing over $819 billion in discretionary assets.

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

Series 63, Series 66

Camp Hill, PA

Morgan Stanley

Jennifer Conway is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Devon R

Series 63, Series 65

Camp Hill, PA

LPL Financial

Devon Roberson is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual and Nationwide Insurance. Outside of his advisory role, he is involved in soccer coaching with the Eagle FC Football Club and the JT Dorsey Foundation in Pennsylvania. 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 portfolio management services through a broad 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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Sean P

Series 66

Halifax, PA

LPL Financial

Sean Pendrak is a financial advisor with LPL Financial based in Halifax, PA, holding a Series 66 license and 12 years of industry experience. He previously worked at Mass Mutual Investors Services and Metlife Securities. Pendrak is also involved with Ameritas Mutual Holding Company, an insurance agency where he dedicates a portion of his time. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and 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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Jeffrey Z

Series 66

Harrisburg, PA

Edward Jones

Jeffrey Zavoda is a Series 66 licensed financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2010, working in their Harrisburg, PA office. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Sean D

Series 66

Elizabethtown, PA

Raymond James Financial

Sean Dolan is a financial advisor with Raymond James Financial in Elizabethtown, PA, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Raymond James Financial Services since 2006 and with Raymond James Financial since 2009. Outside of his advisory role, he owns a support company and holds a minority interest in another advisory firm, where he consults on client interactions and business planning. He is also one of six partners involved in developing a new office space for his Raymond James office. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary advice using analytical tools and supports its offerings with specialized programs and partnerships.

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

Series 63, Series 65

Harrisburg, PA

Cambridge Investment Research Advisors

Scott Derr is a financial advisor with Cambridge Investment Research Advisors in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Cambridge in 2010, he worked at VOYA Financial Advisors and Locust Street Securities. He serves as an arbitrator for FINRA Dispute Resolution and is a board member for Presbyterian Senior Living and PHI Investment Management Services. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Aleesha M

Series 65, Series 63

Mechanicsburg, PA

Cambridge Investment Research Advisors

Aleesha Moyer is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of her advisory role, she owns Aleesha Moyer Photography. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals managing a multi-billion dollar asset base.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Thomas B

CFP®, Series 63

Camp Hill, PA

Ameriprise

Thomas Benkovich is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he manages a business focused on strategic planning and staff management through Thomas F Benkovich LLC. Ameriprise is a large institutional firm that provides retirement-income planning services targeted at individuals approaching or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

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

Series 63

Mechanicsburg, PA

Raymond James Financial

Gregory Hartman is a financial advisor with Raymond James Financial in Mechanicsburg, PA, holding a Series 63 designation and 23 years of industry experience. His career includes roles at Raymond James Financial Services, HS Financial Services, and Simon Lever LLP, CPA's. He serves on the finance committee of the Dune Deck Condominium Association, contributing to its financial oversight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work, with specialized programs such as SIMPLE IRA Employer Advisory services.

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

Series 63, Series 66

Camp Hill, PA

LPL Financial

David Langan is a financial advisor with LPL Financial in Camp Hill, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining LPL Financial in 2026, he spent over a decade at Cambridge Investment Research Advisors and held roles at Cetera and Mass Mutual Investors Services. He is also a speaker for the Association of Financial Educators. 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 a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

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

Series 66

Camp Hill, PA

Morgan Stanley

Robert Smith is a Series 66-registered financial advisor with Morgan Stanley who has 19 years of industry experience. He has previously worked at Wells Fargo Clearing, PNC Wealth Management, and Ameriprise. He is based in Camp Hill, PA. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers investment and planning services supported by structured discovery conversations and firm-approved tools.

General estate planning guidance
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