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Julie M

CFP®, ChFC®, Series 63, Series 65

York, PA

LPL Financial

Julie Matthews Salvo is a financial advisor with LPL Financial in York, PA, holding the CFP® and ChFC® designations and possessing 29 years of industry experience. She previously worked at M&T Securities, Inc. for 18 years before joining LPL Financial and Wilmington Advisors in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a variety of investment approaches and 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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Kevin B

Series 66

Manheim, PA

Edward Jones

Kevin Blacker is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Knouse Foods for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) Retirement income strategy Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive Sales Professional
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Stephanie B

Series 65, Series 63

York, PA

Primerica Advisors

Stephanie Binter is a financial advisor with Primerica Advisors in York, PA. She holds Series 65 and Series 63 licenses and has four years of industry experience. Her career includes roles at Primerica Advisors since 2021 and Primerica Financial Services since 2020, following fourteen years at PCBH. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering model-based investment strategies supported by third-party asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Matthew G

Series 63, Series 65

Lancaster, PA

Primerica Advisors

Matthew Goss is a financial advisor with Primerica Advisors in Lancaster, PA, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked with PFS Investments Inc. since 2011 and with Primerica Financial Services since 2010. Outside of his financial advisory work, Goss is employed as a plumbing technician at Mervin Zimmerman Inc., where he has worked since 2006. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm provides advisory services through a large network of advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Joseph P

Series 66

York, PA

Raymond James Financial

Joseph Petruso is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 26 years of industry experience. He has held roles at Fulton Financial Advisors and Specific Solutions, among others, and has been associated with Fulton Bank and Fulton Financial Corporation since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains unique affiliations such as a municipal advisor and specialized SIMPLE IRA consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Ryan N

Series 66

York, PA

LPL Financial

Ryan Nemshick is a financial advisor with LPL Financial in York, PA, holding a Series 66 designation and 22 years of industry experience. His prior work includes two years at Wells Fargo Clearing before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through investment adviser representatives using various strategic and customized investment options.

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

Series 63, Series 65

York, PA

LPL Financial

Derrick Hamm is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at SCF Investment Advisors, SCF Securities, and Williams Financial Group. Outside of advising, he is active as an artist and musician through his involvement with Blackout Films. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and 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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Jason W

Series 63, Series 65

York, PA

Raymond James Financial

Jason Weber is a financial advisor with Raymond James Financial in York, PA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has previously worked at Wells Fargo Advisors Financial Network LLC and has been with Raymond James Financial and its affiliated entities since 2018. Weber is also the owner of Ashton Rae Inc. and LongView Wealth Solutions, both support companies based in York. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm employs non-discretionary planning tailored to client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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David S

Series 63

York, PA

Raymond James Financial

David Sprenkle is a financial advisor with Raymond James Financial, holding a Series 63 designation and 36 years of industry experience. His prior work includes 13 years at Janney Montgomery Scott and current roles at 1792 Wealth Advisors and Sprenkle Wealth Management, LLC, where he provides financial advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to align investment recommendations with client goals and supports a wide advisor network with specialized programs in municipal finance and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Clint N

Series 63, Series 65

York, PA

Fidelity

Clint Neff is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Santander Securities, AXA Advisors, and MassMutual. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is involved in managing model portfolios, advisory services for registered investment companies, and uses systematic methodologies alongside AI tools in its research.

Charitable giving & philanthropy Active portfolio management
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Kayla S

Series 66

York, PA

Merrill

Kayla Seidenstricker is a financial advisor at Merrill with a Series 66 credential and one year of experience in the industry. Her prior work includes roles at Bank of America and Welch, Graham, and Ogden Insurance Agency. Outside of finance, she has been involved with Rockfish Public House since 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Kenneth H

Series 66

Manheim, PA

Edward Jones

Kenneth Hameloth is a Series 66-licensed financial advisor with Edward Jones, based in Manheim, PA. He has 19 years of industry experience, all of which has been with Edward Jones. Outside of his advisory role, he owns and maintains rental property in Manheim. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

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

Series 66

York, PA

Thrivent Investment Management

Molly Bruce is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing four years of industry experience. She has worked with various Thrivent entities since 2021 and previously was affiliated with Messiah University for five years. Outside of her advisory role, she serves on the board of Shining Stars Therapeutic Ministries, which provides therapeutic horsemanship instruction. Thrivent Investment Management offers Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses without discretionary trading authority. The firm allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Emily S

Series 66

York, PA

LPL Financial

Emily Sides is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 66 designation and previously worked at RBC Wealth Management for seven years before joining LPL Financial in 2023. 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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Robert B

Series 63, Series 66

Mountville, PA

OSAIC

Robert Bruner is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Woodbury Financial Services and Questar Capital. Outside of his advisory role, he is involved in seasonal individual and small business tax preparation and coaches basketball at Dayspring Christian Academy. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, offering brokerage and advisory services through a multi-advisor platform.

Annuities Private / alternative investments
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David H

Series 66

York, PA

Raymond James Financial

David Herbst is a financial advisor with Raymond James Financial in York, PA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and KCA Wealth Management. He is also involved with Integrity Wealth Strategies LLC in a support capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to provide tailored, non-discretionary planning and consulting, and it supports a broad network of advisors with municipal and public finance services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Alfred C

Series 63, Series 65

Landisville, PA

Cetera

Alfred Cooke III is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at multiple firms including New York Life Insurance, Securian Financial Services, and runs his own entity, Cooke Financial, LLC. Outside of advisory roles, he is involved in selling life, disability, and annuity insurance. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with various program options and manages over $256 billion in assets.

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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Tyler B

Series 66

Dover, PA

LPL Financial

Tyler Baker is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has previously worked at Grove Point Investments, Grove Point Advisors, and Baker Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

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

Series 65, Series 63

Elizabethtown, PA

Thrivent Investment Management

Christopher Grant is a financial advisor with Thrivent Investment Management in Elizabethtown, PA, holding Series 65 and Series 63 licenses and having nine years of industry experience. Prior to joining Thrivent, he worked at Lowe's from 2013 to 2017. Grant volunteers with the nonprofit organization Cigars for Good, which raises funds to support children and families in need through events and partnerships. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial analysis and planning across various topics, including retirement and estate planning. The firm offers these services through a network of Financial Advisors without discretionary trading authority and does not manage institutional portfolios.

Business ownership considerations
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Cameron G

Series 66

York, PA

LPL Financial

Cameron Goodling is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has previous experience at RBC Capital Markets and Geller Brothers LLC. Outside of advising, he serves as a public notary and has ongoing employment with the West York Area School District. 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 investment management solutions, including 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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