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Judith W

Series 63, Series 65

Lemoyne, PA

Wells Fargo Clearing

Judith Walker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. She also serves as co-trustee for her father's trust in Mechanicsburg, PA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Michael M

Series 63, Series 65

Harrisburg, PA

OSAIC

Michael Marrazzo is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2024. Prior to this, he spent over three decades at Woodbury Financial Services and has been president and owner of Ideal Financial Center LLC since 2009. Outside of his advisory role, he is involved in managing fixed annuity and insurance sales through his firm, Ideal Financial Center LLC. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities, offering a range of brokerage and advisory services supported by a model-based investment approach and multiple platform options.

Annuities Private / alternative investments
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Wesley M

Series 63, Series 65

Camp Hill, PA

Merrill

Wesley Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2017 and has over two decades of experience in the financial industry, including 17 years in New York City prior to his current role. Wesley provides clients with comprehensive financial advice, focusing on financial and investment strategies, liquidity planning, estate and wealth transfer strategies, cash management, and strategic tax loss harvesting. He holds a bachelor's degree in Economics from La Salle University and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2019. Wesley is also a Personal Investment Advisor (PIA). He is active in his local community, leading volunteer outreach initiatives through his church's Mission Outreach program. Outside of work, he enjoys spending time with his family, hiking, fishing, golfing, traveling, and living on a farm in Adams County with his wife and their dogs.

Wealth management Tax-loss harvesting Business succession planning General estate planning guidance Multi-generational wealth transfer
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Thomas G

Series 63, Series 66

Palmyra, PA

Cetera

Thomas Garlic is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He has worked with Benchmark Advisor Networks and Cetera Wealth Services, LLC since 2014 and joined Cetera in 2023. Outside of his advisory role, he serves as vice president of the Swatara Action Team, a civic organization focused on community outreach and event planning. Cetera Investment Advisers LLC is a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, allowing advisors to utilize affiliated and third-party managers or create bespoke strategies.

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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Alan M

Series 65, Series 63

Harrisburg, PA

Cambridge Investment Research Advisors

Alan Mc Culley is a financial advisor with Cambridge Investment Research Advisors in Harrisburg, PA, holding Series 65 and Series 63 credentials and 26 years of industry experience. His prior roles include positions at J.W. Cole Advisors, Inc. and ECON Wealth Management. He is also involved with Comprehensive Financial Associates as an Investment Advisor Representative focusing on insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers access to multiple platforms and custodians, supports both discretionary and non-discretionary management, and maintains proprietary model strategies under the Founders Gate Capital brand.

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

Series 63, Series 66

Harrisburg, PA

OSAIC

Frederick Blair is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 37 years of industry experience. He is the founder of Commonwealth Financial Associates, Ltd., where he has served as president since 1986, and he operates Blair Financial Services. Outside of his advisory work, he is involved as a co-trustee of a private family trust and has served in executor roles for family estates. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and a range of customizable strategies delivered via affiliated broker-dealer and RIA relationships.

Annuities Private / alternative investments
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Heath G

Series 66

Hershey, PA

Edward Jones

Heath Greene is a financial advisor with Edward Jones in Hershey, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Hope Community Church and Gardner-Webb University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Claudia W

Series 63, Series 65

Harrisburg, PA

Primerica Advisors

Claudia Whiston is a financial advisor with Primerica Advisors in Hummelstown, PA, holding Series 63 and Series 65 licenses and having 25 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1999. In addition to her advisory role, she is involved in sales of investment-related products and refers home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating trading responsibilities to BNY Mellon Advisors.

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

Series 66

Camp Hill, PA

Morgan Stanley

Dale Beshore is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies to support client outcomes.

General estate planning guidance
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Daniel F

Series 63, Series 66

Harrisburg, PA

LPL Enterprise

Daniel Fahringer is a financial advisor with LPL Enterprise in Harrisburg, PA, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, New York Life Insurance Company, and several other financial services firms. Fahringer also operates Forest Hills Financial Group, his outside business DBA linked to his LPL advisory activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Tax-loss harvesting
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Brendan H

Series 66

Camp Hill, PA

LPL Enterprise

Brendan Hertzog is a financial advisor with LPL Enterprise and holds the Series 66 designation. He began his advisory career in 2025 and has prior experience in various roles outside the financial industry, including positions at Aldi and Lowe’s. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers additional services such as financial planning and insurance product facilitation through affiliated entities.

Tax-loss harvesting
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Tracy V

Series 66

Camp Hill, PA

Morgan Stanley

Tracy Varano Garrison is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 29 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and prior to that was with Citigroup Global Markets beginning in 2006. Outside of her advisory work, she is the founder and board member of Beauty After Bruises, a nonprofit organization focused on support related to children, youth, and public safety. 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 processes. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client engagements and corporate financial planning arrangements.

General estate planning guidance
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Franklin R

Series 63

Mechanicsburg, PA

Mass Mutual Investors Services

Franklin Rankin is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA. He holds a Series 63 designation and has 27 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 1998. Rankin also works as a licensed insurance agent focusing on life, health, group life, group health, disability, and long-term care insurance. Mass Mutual Investors Services 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, using firm-approved software tools to provide written recommendations without investment discretion.

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 S

Series 63, Series 65

Lemoyne, PA

RBC Capital Markets

Michael Silver is a financial advisor at RBC Capital Markets with 31 years of industry experience. Prior to joining RBC in 2024, he worked at Bank of America for 15 years and Merrill for 29 years. He serves as Vice President of the I O Silver Foundation, a nonprofit that raises funds for Penn State Hershey Medical Center's Heart & Vascular Institute, and has been involved for over two decades on the board of The Campus of the Jewish Home of Greater Harrisburg. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with customized portfolio management and financial planning services. The firm offers a range of advisory programs and utilizes both in-house and third-party managers to tailor investment strategies according 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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Kerin F

Series 63, Series 65

Hershey, PA

OSAIC

Kerin Foley is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, National Financial Services LLC, and FIDELITY Brokerage Services LLC. Outside of her advisory role, she is also the owner of a real estate business focused on buying and reselling properties. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization, discretionary management options, and access to alternative investments through third-party platforms.

Annuities Private / alternative investments
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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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Garrett G

Series 63, Series 65

Palmyra, PA

Fidelity

Garrett Gillette is a Financial Consultant currently working at Fidelity Investments since 2023. He focuses on helping clients and their families develop and implement comprehensive financial plans tailored to their individual goals and objectives. Garrett has experience in various financial advisory roles, including Financial Advisor Senior Associate at Vanguard from 2021 to 2023, Financial Advisor at CUNA Brokerage Services from 2020 to 2021, and Licensed Relationship Banker at Citizens Securities Inc from 2017 to 2020. His professional background reflects a commitment to wealth planning and client education. Outside of his professional work, Garrett has personal interests in cars, cooking and baking, fitness, golf, outdoor adventures, and snowboarding.

Wealth management
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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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George M

Series 66

Hummelstown, PA

Fidelity

George McDonald is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has previously worked at MassMutual, Fastenal, and Chick-Fil-A. Outside of finance, he was involved with E's Pressure Washing for seven years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and is noted for its registration as a commodity pool operator and advisory role to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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