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Brian K

Series 66

Carlisle, PA

Edward Jones

Brian Kump is a financial advisor at Edward Jones in Carlisle, PA, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he owns a rental property in Newville, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Anthony C

CFP®, Series 63, Series 65

Camp Hill, PA

LPL Financial

Anthony Conte is a CFP®-credentialed financial advisor with 22 years of industry experience, currently affiliated with LPL Financial. He has previously worked at Cambridge Investment Research Advisors and TheGrid, LLC. Conte serves on the boards of nonprofit organizations WITF and the Whitaker Center and writes as a columnist for the Patriot News/Central Penn Business Journal. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

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

Series 63, Series 65

Camp Hill, PA

Ameriprise

Henry Pofi Jr. is a financial advisor at Ameriprise with 36 years of industry experience. He has been with Ameriprise since 2015, initially at Ameriprise Financial Services, Inc. and continuing with Ameriprise since 2020. Pofi holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the Board of Directors for Candle Light International. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

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

Series 66

Camp Hill, PA

LPL Financial

Daniel Six is a financial advisor with LPL Financial based in Camp Hill, PA. He holds a Series 66 credential and has three years of industry experience. Prior to joining LPL Financial, he held roles at Bank of America, Merrill, JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement consulting, supported by model portfolios and research from both internal and third-party sources.

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

Series 66

Mechanicsburg, PA

Ameriprise

Jan Zinn is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved with Certainty of Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement-income recommendations.

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

Series 66, Series 63

Carlisle, PA

OSAIC

Christopher Weber is a financial advisor at OSAIC with nine years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Bradley A. Mentzer, CPA/PFS, DeRock Electric Company, and Rikore Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, using tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Edward G

CFP®, Series 63

Mechanicsburg, PA

LPL Financial

Edward Gormley is a CFP®-designated financial advisor with 36 years of industry experience. He has been with LPL Financial since 2020, after 16 years at SSN Advisory, Inc. and Securities Service Network. He serves on the board of the Cumberland County Bar Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charities. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

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

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Shane Rapsey is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Northwestern Mutual and served 12 years at the Defense Logistics Agency. Outside of his advisory role, he is involved as an assistant coach for junior high school wrestling and works as an insurance agent specializing in health and Medicare Advantage products. MassMutual Investors Services 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 collaborative financial planning engagements using firm-approved software 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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David M

Series 66

Carlisle, PA

OSAIC

David Mcalister is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors, Sterne Agee Financial Services, and Highmark Inc. Outside of his advisory role, he serves as a trustee managing a family trust with his brother. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios that can include various asset classes and accommodate client-imposed investment restrictions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John W

Series 66

Carlisle, PA

LPL Financial

John Wain is a financial advisor with LPL Financial based in Carlisle, PA, holding a Series 66 credential and having 16 years of industry experience. He has been affiliated with LPL Financial since 2009 and also operates John F. Wain Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Emily Reading is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at MassMutual and Primerica in various advisory roles since 2013. MassMutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and investment management to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software and collaborative client engagements to develop tailored financial 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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Bradley P

Series 63, Series 65

Camp Hill, PA

LPL Financial

Bradley Paul is a financial advisor with LPL Financial in Camp Hill, PA, holding Series 63 and Series 65 designations and with 27 years of industry experience. His prior work includes roles at Waddell & Reed, Inc., various insurance carriers, and ownership of tax preparation and accounting services. He has also owned business entities related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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

Series 66

Lemoyne, PA

RBC Capital Markets

Matthew Silver is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has a background that includes roles at Penn State University Graduate School and CVS Health. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Andrew M

Series 66

Lemoyne, PA

Wells Fargo Clearing

Andrew May is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. Prior to joining Wells Fargo in 2022, he worked at Edward Jones for 10 years. He is based in State College, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Andrea T

Series 66

Lemoyne, PA

Wells Fargo Clearing

Andrea Taylor is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2026, she worked at Morgan Stanley for four years and spent nine years at the Pennsylvania Higher Education Assistance Agency. She is also involved as a coach-mentor with the Jt Dorsey Foundation in Harrisburg, Pennsylvania. Wells Fargo Advisors is a national securities firm providing 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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Jeffrey W

Series 66

Lemoyne, PA

LPL Financial

Jeffrey West is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at several firms, including Cetera and Royal Alliance, and has managed his own advisory and insurance businesses since 2005. West serves as president of a local homeowners association board. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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

Series 63, Series 65

Carlisle, PA

Ameriprise

Richard Morris Jr. is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise since 2010 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he assists LJS Group, LLC with market research on legacy and estate solutions, focusing on digital platforms and ultra-high net worth advice. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations tailored to client needs.

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

Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Camrynn Wickenheiser is a financial advisor at Mass Mutual Investors Services with two years of industry experience. She holds a Series 66 designation and has worked in various roles including positions at MassMutual Life Insurance Co and Sherwin Williams. Mass Mutual Investors Services 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 collaborative, annual financial planning engagements supported by firm-approved software 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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Sean H

Series 66

Camp Hill, PA

Raymond James Financial

Sean Hanlon is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Raymond James in 2019, he worked at Merrill and PNC Bank. He is also employed as a Registered Client Services Associate at Fulton Financial Advisors. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and modeling tools, and it supports advisory programs, portfolio management, and municipal and public-finance services through a large network of advisors.

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

Series 63, Series 66

Mechanicsburg, PA

Cetera

Adam Tarantino is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Cetera and affiliated entities since 2013 and also serves as a sales manager and compliance officer for BAR Financial, LLC. Outside of his financial career, he is involved in recreational and scholastic baseball as an umpire. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing assets in excess of $256 billion.

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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