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Brendan H

Series 66

Camp Hill, PA

LPL Enterprise

Brendan Hertzog is an advisor with LPL Enterprise and holds a Series 66 designation. He began his financial advisory career in 2025 and has prior work experience in various retail and service roles, including positions at Aldi and Lowe's. Outside of advising, he has a non-variable insurance business registered in Wrightsville, PA. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by a platform integrating model portfolios, third-party asset managers, and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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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 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Bank of America and Merrill. He serves as Vice President of the I O Silver Foundation, a nonprofit that raises funds donated to Penn State Hershey Medical Center’s Heart & Vascular Institute. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

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 with Edward Jones in Camp Hill, PA, holding Series 63 and Series 66 licenses and having nine years of industry experience. Prior to joining Edward Jones in 2021, he worked at Santander Securities, Santander Bank, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of finance, Fauber contributes as a freelance sports writer covering high school sports for PennLive. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

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 in York, PA, holding a Series 66 designation and 25 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he coaches soccer in Lancaster, PA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

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 and holds the Series 66 designation. He has one year of industry experience and previously worked at the Adams County Adult Correctional Complex for two years. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services. The firm provides financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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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 at LPL Financial with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Cetera, Cetera Wealth Services, LLC, and Royal Alliance. Outside of his advisory work, Fetterhoff serves as a volleyball official for NCAA Division I and II games. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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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 at Merrill Lynch Wealth Management. He focuses on wealth management planning for high net worth individuals and families, providing a customized experience tailored to each client's goals and values. Stephen's approach centers on understanding each client's priorities, risk tolerance, investment personality, time horizon, and liquidity needs to develop personalized wealth management strategies. His expertise encompasses areas such as college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, and tax minimization. Since beginning his career with Merrill in 2008, Stephen has earned the CERTIFIED FINANCIAL PLANNER™ certification and holds the Personal Investment Advisor designation. He graduated from James Madison University with a bachelor's degree in finance, including a European business concentration and an environmental studies minor. Stephen is involved in his local community, serving on the Friends of Fort Hunter Board and contributing to volunteer efforts with the Central PA Food Bank. His personal interests include adventure sports, fishing, gardening, hiking, music, photography, spending time with family, traveling, and volleyball.

Wealth management ESG / Sustainable investing General retirement planning Charitable giving & philanthropy General estate planning guidance 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 in Carlisle, PA, holding Series 63 and Series 66 credentials and 24 years of industry experience. His career includes roles at Cambridge Investment Research Advisors since 2017 and previous positions at ON Investment Management Co. and The O.N. Equity Sales Company. Outside of his advisory work, Raup is involved in multiple activities including serving as president of Paladin Financial Services, owning an alpaca farming business, and holding leadership roles in nonprofit organizations such as Wounded Warrior Patrol and Warrior Trail. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement advisory, and financial-wellness services through a network of independent Financial Professionals, offering both proprietary and third-party model strategies with a variety of custody and platform options tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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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 and holds Series 63 and Series 66 licenses. She has seven years of industry experience, all with Thrivent Financial and Thrivent Investment Management 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 and clerk for the Cumberland County Bureau of Elections. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers planning engagements either as one-time or ongoing relationships and combines planning with managed-account services under a consolidated billing option called WealthPlan.

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 licenses and bringing 19 years of industry experience. She has worked at LPL Financial since 2018 and previously was with Invest Financial Corporation from 2015 to 2018. Outside of her advisory role, she operates as an independent voice work contractor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationally. The firm offers a wide range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research and model portfolios from various sources.

College savings (529s, UTMA, etc.)
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Brian F

Series 65, Series 66

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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Adam T

Series 66

Harrisburg, PA

LPL Financial

Adam Truitt is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera and Tompkins Wealth Advisors. Truitt has also been associated with Juniata Valley Bank for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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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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Jason E

Series 66

Harrisburg, PA

LPL Financial

Jason Eyer is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Pennsylvania State Employees Credit Union and Chambersburg Hospital, as well as self-employment. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

College savings (529s, UTMA, etc.)
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