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Gary B

Series 66

Hummelstown, PA

LPL Financial

Gary Burghdorf is a Series 66 licensed financial advisor with LPL Financial, where he has worked since 2011. He has 26 years of industry experience, including six years at National Planning Corporation prior to joining LPL. Outside of his advisory work, he is active as a freelance musician and composer, and he has served as a percussion instructor for the Middletown Area School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of investment solutions 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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Meghan K

Series 65, Series 63

Camp Hill, PA

LPL Enterprise

Meghan Kahler is a financial advisor at LPL Enterprise with eight years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining LPL Enterprise in 2026, she worked at Northwestern Mutual in various roles from 2017 to 2026. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Tax-loss harvesting
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Nicole K

Series 66

Harrisburg, PA

LPL Enterprise

Nicole Kloza is a financial advisor with LPL Enterprise in Harrisburg, PA, holding a Series 66 designation and having one year of industry experience. Her prior work experience includes roles at TE Connectivity, the Administrative Office of the PA Courts, KPMG, and Weis Markets. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Tax-loss harvesting
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Christopher C

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Christopher Cocores is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2005. Outside of his advisory role, he is involved in several ventures including ownership and management of real estate holdings, participation in racehorse ownership entities, and a minority ownership and consulting role in a sales training and motivation company. MassMutual Investors Services, LLC 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, delivering collaborative, goal-driven planning using firm-approved analytical tools.

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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Amy K

Series 63, Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Amy Kramer is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her prior work includes roles at Cetera Advisor Networks LLC and CLELAN & CO, as well as Aegis Retirement. 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 provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes tailored to client goals.

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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Conner B

Series 66

Harrisburg, PA

Cambridge Investment Research Advisors

Conner Brady is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Thrivent Financial and Members 1st FCU. Outside of his advisory role, he coaches sports for the East Pennsboro School District. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through a large network of Financial Professionals and offers a variety of portfolio management platforms and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Kang Su L

Series 66

Camp Hill, PA

Morgan Stanley

Kang Su Lee is a financial advisor with Morgan Stanley, holding a Series 66 designation and 12 years of industry experience. Lee has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

General estate planning guidance
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Vladan S

Series 66

Camp Hill, PA

Merrill

Vladan Serdar is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2006 at Merrill Lynch after graduating from Bethany College with a bachelor's degree in managerial economics. Over nine years, he held various roles including operations representative, client associate, business systems administrator, and administrative manager assistant, gaining a comprehensive understanding of the financial services industry. Vladan's expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He is a Personal Investment Advisor (PIA) and is fluent in Serbian and English. Vladan is involved with professional organizations such as the Camp Hill Lion Foundation and Sigma Nu, and actively participates in community organizations including Bethesda Mission, Camp Hill Lion Foundation, and Central PA Food Bank. Originally from Serbia, Vladan immigrated to the United States at a young age and became a U.S. citizen in 2012. He resides in Camp Hill, Pennsylvania, with his wife and two children. He enjoys coaching his children's basketball and baseball teams and spending time with his family.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Immigrants
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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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