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Devon B

Series 66

Lemoyne, PA

RBC Capital Markets

Devon Blouch is a financial advisor at RBC Capital Markets with four years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Enders Insurance. His background also includes roles at Fidelity Brokerage Services and involvement with the University of Connecticut Athletic Department. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies and integrates in-house and third-party managers to meet clients’ specific needs.

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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Justin D

Series 66

Camp Hill, PA

LPL Financial

Justin Dunwoody is a financial advisor with LPL Financial in Camp Hill, PA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company for 16 years. Outside of his advisory role, he is a part owner and sales representative of BSD Holdings, a home-based business. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

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

ChFC®, Series 63, Series 65

Camp Hill, PA

LPL Financial

Frank Conte is a financial advisor at LPL Financial with 44 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior roles include 17 years with Cambridge Investment Research Advisors and Cambridge Investment Research, as well as leadership positions at The Conte-Browne Group. Outside of his advisory work, Conte serves as a volunteer firefighter with the Hampden Township Volunteer Fire Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. Its platform includes financial planning, model portfolio programs, third-party asset management, and institutional solutions, supported by a large network of investment adviser representatives.

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

Series 63, Series 66

Harrisburg, PA

Cambridge Investment Research Advisors

Eric Gilroy is a financial advisor with Cambridge Investment Research Advisors in Harrisburg, PA, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously spent seven years with Nationwide Securities. Outside of his advisory role, he operates an independent insurance agency under Gilroy Group LLC. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains affiliated model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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John H

Series 63, Series 65

Harrisburg, PA

LPL Financial

John Holler is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been associated with LPL Financial since 2013 and has operated his own practice, John W. Holler, since 1998. Outside of advisory work, he is involved in tax preparation through John Holler Tax Preparation. 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 and access to model portfolios and third-party asset managers, supported by operational tools and a broad non-advisory financial services platform.

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

CFP®, ChFC®, Series 66

Mechanicsburg, PA

LPL Financial

Shawn Greenland is a financial advisor with LPL Financial, holding CFP®, ChFC®, and Series 66 credentials and bringing 26 years of industry experience. He previously worked at Next Financial Group Inc for 18 years and Waddell & Reed for 7 years. 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 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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Nathan M

Series 65, Series 63

Wormleysburg, PA

Cambridge Investment Research Advisors

Nathan Muchmore is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 registrations and 10 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Management and AE Financial Services. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through proprietary and third-party strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Meron Y

Series 66

Camp Hill, PA

Morgan Stanley

Meron Yemane is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Yemane serves as a commissioner on Pennsylvania's Civil Rights Agency, a bipartisan committee appointed by the governor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models developed by its Global Investment Committee.

General estate planning guidance
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Stephen S

CFP®, Series 63, Series 65

Hummelstown, PA

LPL Financial

Stephen Stackhouse is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial since 2011. He previously worked at National Planning Corporation for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including model portfolios 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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David B

Series 66

Lemoyne, PA

Wells Fargo Clearing

David Bartoli is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Bartoli is also involved in real estate partnerships. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets.

Retired Founder/Business Owner
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John G

Series 63, Series 65

Camp Hill, PA

Ameriprise

John Grove is a financial advisor with Ameriprise in Camp Hill, PA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in fiduciary activities, including serving as an executor and attorney-in-fact. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Joshua B

Series 66

Camp Hill, PA

LPL Enterprise

Joshua Burda is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and Weis. Outside of finance, he is involved with Big Worm Tackle, an outdoor equipment business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tax-loss harvesting
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Andrew B

Series 66

Camp Hill, PA

LPL Enterprise

Andrew Brosten is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities LLC. Brosten is also involved in non-variable insurance activities through Prudential. LPL Enterprise, LLC 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 primarily employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tax-loss harvesting
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Matthew W

Series 63, Series 65

Harrisburg, PA

LPL Financial

Matthew Warntz is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Nationwide Securities, Nationwide Financial, and CUSO Financial Services. Warntz also served at St Matthew's Lutheran Church for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by 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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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.

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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Kelly L

Series 63, Series 65

Camp Hill, PA

Morgan Stanley

Kelly Light is a financial advisor with Morgan Stanley in Camp Hill, PA, holding Series 63 and Series 65 designations and having 24 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

General estate planning guidance
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Christopher M

Series 63, Series 65

Mechanicsburg, PA

Fidelity

Christopher Moulton is a financial advisor at Fidelity with 16 years of industry experience. His prior work includes roles at Edward Jones, The Carney Group, and Citizens Securities, Inc. He holds Series 63 and Series 65 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing a broad investable universe of mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Nicholas H

Series 63, Series 66

Lemoyne, PA

RBC Capital Markets

Nicholas Hansen is a financial advisor with RBC Capital Markets in Lemoyne, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining RBC Capital Markets in 2018. Outside of his advisory role, he owns and operates a concession food business and serves on the Board of Directors and Finance Committee for the Christian School Association of Greater Harrisburg. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, and brokerage services tailored to client risk profiles. The firm utilizes a combination of in-house and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.

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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Dustyn S

Series 66

Mechanicsburg, PA

Equitable Advisors

Dustyn Solomon is a Series 66 registered financial advisor with Equitable Advisors, where he has worked since 2004. He has 21 years of industry experience, including 16 years at Axa Advisors, LLC. Outside of his advisory role, he serves as an assistant baseball coach for Upper Allen. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models and works with both proprietary and third-party solutions to tailor investment programs to client needs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Adam J

CFP®, ChFC®, Series 63, Series 65

Mechanicsburg, PA

Cetera

Adam Jaroch is a CFP® and ChFC® with 29 years of industry experience. He is currently affiliated with Cetera and has previously worked at First Allied Advisory Services and First Allied Securities. In addition to his advisory role, he is an officer at Planwise Financial Partners, LLC, and owns Adam Jaroch LLC, a holding company. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a large nationwide network of independent advisors, managing 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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