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Anthony D
Series 66
Carlisle, PA
Empower Advisory Group
Anthony Dellanoce is a financial advisor with Empower Advisory Group holding a Series 66 license. He has been in the industry since 2026 and has prior experience with Allstate Insurance, Century 21 A Better Way, the Pennsylvania House of Representatives CORE, Quigley Motors Inc., and Kearney & Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies with recordkeeping and administrative platforms, focusing on long-term portfolio returns and collaboration with affiliated Empower entities.
Brian S
CFP®, Series 63, Series 65
Carlisle, PA
Carson Wealth
Brian Swanson is a CFP® professional with 19 years of experience in financial services. He has worked at First Command Financial Services and its affiliates from 2006 to 2025 before joining Diamond Wealth and CWM, LLC in 2025. In addition to his advisory work, he holds a licensed insurance agent role, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and specialized investment solutions supported by an Investment Committee and partnerships with custodians and alternative investment providers.
Christina W
Series 63, Series 65
Carlisle, PA
Carson Wealth
Christina Ward is a financial advisor with Carson Wealth holding Series 63 and Series 65 licenses and 25 years of industry experience. Her work history includes roles at Diamond Wealth Advisors, LPL Financial, Jacqueline L. Powell & Associates, Inc., and INVEST Financial Corp. She is also the sole member of CWard Financial, LLC, an active investment-related business. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios developed by an Investment Committee and providing tailored investment solutions.
Patrick G
CFP®, Series 66
Carlisle, PA
First Command Advisory Services
Patrick Gorham is a CFP® with six years of experience in financial services, currently serving as an advisor at First Command Advisory Services. His prior work includes roles at Cummins Inc. and NTT Data Inc. before joining First Command in 2020. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team using a range of mutual funds, ETFs, and third-party managers.
Austin B
Series 66
Carlisle, PA
LPL Financial
Austin Bush is a Series 66-licensed financial advisor with LPL Financial, based in Carlisle, PA, and has four years of industry experience. His prior roles include positions at J.P. Morgan Chase & Co. and Deloitte LLC, as well as involvement with Penn State University. He is also associated with Members 1st Credit Union through a related investment services entity. 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 and third-party asset management, supported by a large network of investment adviser representatives and a variety of portfolio management options.
David M
Series 63, Series 65
Carlisle, PA
Morgan Stanley
David Metz is a financial advisor with Morgan Stanley in Carlisle, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Metz serves on the investment committee for the United Way of Carlisle & Cumberland County and is a board member of the Carlisle Family YMCA, participating in their finance and fundraising efforts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.
Bradley M
PFS™, Series 63, Series 65
Carlisle, PA
OSAIC
Bradley Mentzer is a financial advisor with Osaic Wealth, holding the PFS™ designation and Series 63 and 65 licenses, with 27 years of industry experience. He has worked at Cetera and Avantax and has maintained his own financial advisory and CPA practices since 2011. He and his wife own the office building housing his tax and investment businesses and rent space to other professional tenants. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation, portfolio optimization, and a variety of investment programs, supported by a complex affiliate network and private-equity ownership.
Collin C
Series 66
Carlisle, PA
Cetera
Collin Cook is a financial professional at Cetera with five years of industry experience. He holds the Series 66 designation and has worked at Cetera and affiliated firms since 2021. Prior to his financial services career, Cook held positions in healthcare and education. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services within a multi-manager platform that includes model portfolios and bespoke strategies.
Shelley E
Series 66
Carlisle, PA
Edward Jones
Shelley Eichelberger is a financial advisor at Edward Jones with 21 years of industry experience and holds a Series 66 designation. She has worked at Edward Jones since 2010. Outside of her advisory role, she is involved in the development of a theme park through Katmandu Collections, LLLP in Orlando, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of investment strategies and affiliated services, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.
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.
Robert R
Series 63, Series 66
Shippensburg, PA
Cetera
Robert Russoli is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 22 years of industry experience. His prior roles include positions at Wheatland Advisors, Inc. and Orrstown Bank, where he continues to manage the trust department and supervise advisors. Outside of his advisory work, Russoli serves as a board member of the Harrisburg Masonic Temple and as a trustee for the Harrisburg-Snyder Lodge #629. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors.
Patrick W
CFP®, Series 63, Series 65
Carlisle, PA
OSAIC
Patrick Williams is a CFP® professional with 27 years of industry experience, currently serving at OSAIC since 2024. His prior experience includes roles at Securities America, Sterne Agee Investment Advisor Services, and WRP Investments. Outside of advisory services, he has provided tax preparation for family and friends and assists clients in obtaining insurance aligned with their financial goals. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services focused on model-based asset allocation and portfolio optimization, delivered through a multi-advisor platform with access to discretionary and third-party managed strategies.
Troy L
CFP®, Series 63
Carlisle, PA
Cetera
Troy Landis is a CFP® professional with 39 years of industry experience, currently associated with Cetera since 2021. His prior work includes roles at VOYA Financial Advisors and leadership at Landis Financial Services and Landis & Co Financial Services LLC. Outside of his advisory work, he operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a network of independent advisors, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.
Jacob B
Series 66, Series 65
Shippensburg, PA
Cetera
Jacob Barling is a financial professional with five years of industry experience, currently affiliated with Cetera. He holds the Series 65 and Series 66 designations. His work history includes roles at Edward Jones, Orrstown Bank – Orrstown Financial Advisors, and GIANT Food Stores. He serves as a finance committee member at Corpus Christi Catholic Church. Cetera Investment Advisers LLC is an SEC-registered firm that provides a nationwide network of independent advisors serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers various portfolio management, financial planning, and retirement services through a multi-manager platform featuring both affiliated and third-party managers.
Steven J
Series 66
Carlisle, PA
OSAIC
Steven Jumper is a financial advisor at Osaic with seven years of industry experience. He holds the Series 66 designation and has held positions at several firms including Ameriprise Financial Services and MRK Financial Solutions. Jumper is based in Carlisle, PA. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services characterized by model-based asset allocation, portfolio optimization tools, and access to multiple custodial and third-party investment programs.
Mike R
Series 63, Series 66
Carlisle, PA
LPL Financial
Mike Russ is a financial advisor with LPL Financial in Carlisle, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Members 1st Federal Credit Union and Invest Financial Corporation. Outside of his advisory work, he coaches a soccer camp at Messiah College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm provides a broad range of financial planning and investment management services through a large network of advisors, offering both proprietary and third-party model portfolios supported by advanced research and operational tools.
Justin I
Series 66
Carlisle, PA
Cetera
Justin Imler is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has worked at Cetera and Orrstown Financial Advisors since 2021. Outside of advisory work, he also sells fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers both discretionary and non-discretionary portfolio management, financial planning, ERISA retirement services, and access to third-party money managers across a variety of program structures.
Brian K
Series 66
Carlisle, PA
Edward Jones
Brian Kump is a financial advisor at Edward Jones in Carlisle, PA, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he owns a rental property in Newville, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.
Christopher W
Series 66, Series 63
Carlisle, PA
OSAIC
Christopher Weber is a financial advisor at OSAIC with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Bradley A. Mentzer, CPA/PFS, DeRock Electric Company, and Rikore Inc. Since 2025, he has been with OSAIC in Carlisle, PA. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and managed portfolio programs. The firm employs a model-based investment process with various program options and maintains a complex network of affiliated entities.
David M
Series 66
Carlisle, PA
OSAIC
David Mcalister is a financial advisor at Osaic with a Series 66 designation and nine years of industry experience. His prior roles include positions at Securities America Advisors, Sterne Agee Financial Services, and Highmark Inc. He also serves as a trustee managing a family trust. 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 emphasizes model-based asset allocation and portfolio optimization, providing access to discretionary strategies, third-party managers, and alternative investments.
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