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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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Malene F

Series 66

Palmyra, PA

Edward Jones

Malene Frost is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Her prior roles include positions at Equinox, Bedford Stuyvesant Restoration Corporation, GlaxoSmithKline, and Calvin Klein. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired 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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Elizabeth M

Series 63, Series 66

Hummelstown, PA

Thrivent Investment Management

Elizabeth Mc Kinley is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and eight years of industry experience. She has been with Thrivent and its affiliates since 2018. Outside of her advisory work, she serves on the Board of Directors for the YWCA Carlisle and Cumberland County and works as a voting machine operator/clerk for the Cumberland County Bureau of Elections. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses across various financial planning topics. The firm offers these services through a network of financial advisors but does not provide portfolio management for institutional clients.

Business ownership considerations
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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 66, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Thomas Weber is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 65 and Series 66 licenses and 14 years of industry experience. He previously worked at Wienken Advisors, Ltd. for seven years and is currently an instructor co-leading financial literacy seminars with the Appalachian Financial Literacy Group, LLC. 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 seminars using firm-approved tools and methodologies.

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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John L

Series 63, Series 65

Mechanicsburg, PA

LPL Financial

John Lanzetta is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Questar Capital Corporation, Securities America Advisors, and IC Advisory Services. He is also involved in non-variable insurance through his business LifeSpan Financial Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and access to model portfolios and third-party asset managers, supported by 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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Sarah H

Series 66

Hershey, PA

Equitable Advisors

Sarah Hilbolt is a Series 66-licensed financial advisor based in Hershey, PA, with 18 years of industry experience. She has worked at Equitable Advisors since 2014 and previously held roles at Stifel Independent Advisors, LLC, Axa Advisors, LLC, Investors Capital Corp., and Ameriprise. Outside of her advisory work, she serves as a power of attorney for her mother. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of investment programs and works with third-party managers to implement advisory models across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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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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Melissa P

Series 63, Series 66

Mechanicsburg, PA

LPL Financial

Melissa Pujia is a financial advisor with LPL Financial in Mechanicsburg, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She previously worked for Securities Service Network, Inc. for 14 years before joining LPL Financial in 2020. Outside of advising, she has served as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions supported by extensive technological tools and oversight of 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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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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