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Matthew W

Series 63, Series 65

Mount Wolf, PA

Ameriprise

Matthew Wilson is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advisory work, he is involved in various business ventures including private aviation services and serves on the Investment Committee of the York County Community Foundation. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed 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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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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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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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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Ryan M

Series 66

Mechanicsburg, PA

LPL Enterprise

Ryan Mechalske is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. Before joining LPL Enterprise in 2025, he worked for two years at the Adams County Adult Correctional Complex. He is also involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and emphasizes a range of financial planning and consulting services.

Tax-loss harvesting
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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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Christopher R

Series 63, Series 66

Carlisle, PA

Cambridge Investment Research Advisors

Christopher Raup is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His work history includes roles at Cambridge Investment Research, Inc., ON Investment Management Co., and The O.N. Equity Sales Company. Outside of his advisory duties, he is involved in several business ventures, including ownership of a livestock/agriculture enterprise and leadership roles in nonprofit organizations focused on veteran support and trail running. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management across multiple platforms, providing access to proprietary model strategies and third-party advisers.

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