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Zane A

Series 66

Dover, PA

LPL Financial

Zane Akin is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has previously worked at Grove Point Advisors, LLC and H. Beck, Inc. Outside of advisory work, he is a notary and represents a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering services that include financial planning, model portfolios, and access to third-party asset management.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Richard L

Series 63, Series 65

Camp Hill, PA

Morgan Stanley

Richard Lybarger is a financial advisor with Morgan Stanley in Camp Hill, PA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Morgan Stanley since 2009, including tenure at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he operates Wisdom Won Empowerment, providing life coaching services focused on health and meditation. Morgan Stanley Wealth Management serves individual and institutional clients by offering advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Philip W

Series 66

Camp Hill, PA

LPL Enterprise

Philip Walby is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His background includes roles at Pruco Securities LLC and various positions outside finance, such as work with multiple professional baseball organizations and involvement in educational and training institutions. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and corporate entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
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Justin R

Series 66

Camp Hill, PA

LPL Financial

Justin Racculia is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Before joining LPL Financial in 2026, he worked at Cambridge Investment Research and Northwestern Mutual, with earlier experience at Merrill Lynch and Ernst and Young. He is also an independent insurance agent representing various insurance companies. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad range of financial products and partnerships.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brendon M

CFP®, Series 66

Camp Hill, PA

Ameriprise

Brendon Muller is a CFP®-designated financial advisor with seven years of industry experience, currently with Ameriprise Financial Services LLC. Prior to joining Ameriprise in 2025, he worked at Edward Jones for six years and has experience in educational institutions. He volunteers to provide pro bono financial planning services through the Financial Planning Association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Gregory D

Series 63, Series 66

Harrisburg, PA

Edelman Financial Engines

Gregory Dexheimer is a financial advisor with Edelman Financial Engines in Harrisburg, PA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Scottsdale Securities, Inc. for 20 years before joining Financial Engines Advisors L.L.C. in 2018. Outside of his advisory role, he is a co-owner of a Dream Vacations travel agency franchise with his wife. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Bruce K

Series 63, Series 66

Elizabethtown, PA

Thrivent Investment Management

Bruce Kleindienst is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management arm since 2002. Kleindienst serves as a board member of the Elizabethtown School Board, overseeing curriculum, budget, and facilities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm emphasizes holistic analyses and offers clients the option to combine planning with managed accounts through its WealthPlan program.

Business ownership considerations
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Darla H

Series 63, Series 65

Camp Hill, PA

LPL Financial

Darla Huber is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2004. Outside of her advisory work, she has spent time pursuing the publication of a novel and assists at a local polling station during election periods. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Robert K

Series 66

Camp Hill, PA

Thrivent Investment Management

Robert Kedney III is a Series 66 credentialed financial advisor with five years of experience, currently with Thrivent Investment Management. Prior to his advisory role, he worked in the education sector for over nine years. He serves on the boards of Pennsylvania Furniture Mission and Create Columbia, nonprofit organizations focused on providing furniture to families in need and promoting the arts in Columbia, Pennsylvania. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial analyses and planning without discretionary portfolio management.

Business ownership considerations
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Gavin F

CFA®, Series 66

Hershey, PA

OSAIC

Gavin Flowers is a financial advisor at OSAIC with one year of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining OSAIC, he worked at J.P. Morgan Chase & Co and Centric Financial Corporation. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach relies on model-based asset allocation, portfolio optimization tools, and a broad selection of managed and third-party strategies.

Annuities Private / alternative investments
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Katie F

Series 66

Camp Hill, PA

Thrivent Investment Management

Katie Funk is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. She has two years of industry experience and has previously worked with organizations including Water Street Mission and McLean Mortgage Corporation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Its planning offerings cover a wide range of topics and can be combined with managed-account programs under a consolidated billing option, while keeping planning and portfolio management services distinct.

Business ownership considerations
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Jennifer B

Series 63, Series 65

Lemoyne, PA

Wells Fargo Clearing

Jennifer Buehler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. She serves as a finance committee member for the West Shore Chamber of Commerce in Camp Hill, PA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs research and analytics to evaluate investment options and offers a broad range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Michael S

Series 66

Harrisburg, PA

Edward Jones

Michael Shott is a financial advisor at Edward Jones in Harrisburg, PA, with three years of industry experience. Prior to joining Edward Jones, he worked at Mission BBQ and TE Connectivity Ltd. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Frederick K

Series 63, Series 65

Camp Hill, PA

Primerica Advisors

Frederick Klunk II is a financial advisor with Primerica Advisors in Camp Hill, PA, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior work includes roles at Rite Aid Corporation, Unity Technologies, Leidos, and the Commonwealth of Pennsylvania. He is involved in sales of investment-related products and provides referrals for home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program employing model-based strategies developed by unaffiliated asset managers, supported by discretionary management, trade execution, and custody services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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David E

Series 63

Hershey, PA

Cambridge Investment Research Advisors

David Edwards is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 44 years of industry experience, including prior roles at LPL Financial, Cadaret, Grant & Co., Hancock Capital Management, and Princor Financial Services Corporation. Edwards also serves as a board member of the Brownstone Masonic Temple in Hershey, PA. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, utilizing multiple platforms and proprietary model strategies.

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

Series 66

Lemoyne, PA

RBC Capital Markets

Timothy Engle is a financial advisor with RBC Capital Markets in Lemoyne, PA, holding a Series 66 designation and 28 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he serves as an officer of the Allen Glen Home Owners Association, overseeing a landscaping committee, and is a one-third owner of WC Lodge LLC, a private entity established to purchase a lodge and adjoining property. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering various advisory programs with tailored portfolio management and financial planning services. The firm integrates in-house and third-party investment managers and provides a range of options including tax management and responsible-investing screens.

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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Evan H

Series 66

Camp Hill, PA

Thrivent Investment Management

Evan Hebel is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his career in 2025. Prior to joining Thrivent, his work experience includes roles in education and maintenance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive planning across various topics without including implementation of recommendations.

Business ownership considerations
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Tyler M

Series 66

Enola, PA

LPL Financial

Tyler Miller is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has previously worked at Oldcastle APG, Rutter's Dairy, Inc., and Messiah College. Tyler is also involved with Members 1st Federal Credit Union and Members 1st Investment Services & Wealth Management in roles related to his LPL responsibilities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and 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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Mark S

Series 63, Series 65

Wormleysburg, PA

Cambridge Investment Research Advisors

Mark Steinhart is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge Investment Research Advisors since 2005. He also has a background with Compass Financial Strategies and Cambridge Investment Research, Inc. Mark serves as Vice President of Premier Wealth Management. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers a variety of management platforms and proprietary model strategies.

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

Series 63, Series 65

Camp Hill, PA

LPL Enterprise

Garrett Swank is an advisor at LPL Enterprise with Series 63 and Series 65 licenses. He has been with LPL Enterprise since 2026 and previously held roles in various industries, including running a small business, Breakboss Cards and Collectibles LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Tax-loss harvesting
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