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Ganga K

Series 63, Series 65

Harrisburg, PA

Primerica Advisors

Ganga Khatiwada is a financial advisor with Primerica Advisors based in Harrisburg, PA, holding Series 63 and Series 65 credentials and having four years of industry experience. Prior to joining Primerica, Khatiwada served in the United States Navy and held positions at the Defense Logistics Agency, Veterans Health Administration, and United Parcel Services. Primerica Advisors sponsors a wrap-fee asset management program serving mainly 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 model-driven portfolio strategies, supported by third-party asset managers and custodians.

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

Series 63, Series 65

Camp Hill, PA

Cambridge Investment Research Advisors

Matthew Sheraw is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent eight years at National Planning Corporation. Outside of his advisory role, Sheraw serves as secretary of the West Shore Lions and is a board member of CMU, an organization providing case management services to individuals with disabilities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing both proprietary models and third-party strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Thomas M

Series 63, Series 65

Camp Hill, PA

Merrill

Thomas Madden is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides wealth management services to working and retired professionals in central Pennsylvania and across the United States. His approach includes developing strategies for creating, growing, preserving, and distributing wealth in the most tax-advantaged manner. Mr. Madden collaborates closely with clients’ other trusted advisors and offers access to estate planning and trust services through Bank of America Private Bank. Mr. Madden’s areas of expertise encompass family wealth management strategies, institutional and corporate benefit services, personal retirement planning, portfolio management, individual and corporate investment strategies, and retirement income. He follows Merrill’s tradition of community involvement by volunteering with local organizations. A native of central Pennsylvania, Mr. Madden graduated from Bishop McDevitt High School in Harrisburg and earned a Bachelor of Science degree in Petroleum and Natural Gas Engineering from Pennsylvania State University. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Mr. Madden enjoys basketball, golfing, and spending time with his family.

Wealth management Retirement income strategy General retirement planning General estate planning guidance Retirement withdrawal strategies
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John L

Series 66

Etters, PA

Raymond James Financial

John Lowder Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. He has worked with Fulton Financial Advisors since 2017 and has been affiliated with Raymond James Financial Services Advisors since 2014. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm also offers a SIMPLE IRA Employer Advisory & Consulting Services program tailored for small businesses, combining plan oversight with customizable investment options.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Tucker N

Series 66

Harrisburg, PA

OSAIC

Tucker Nicholas is a financial advisor with Osaic Wealth Inc. in Harrisburg, PA, holding a Series 66 designation and starting his advisory career in 2026. His prior work experience includes roles at Orrstown Bank, Smith Barbers LLC, and several entrepreneurial ventures such as Inner State Media LLC. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, institutions, and charitable organizations. The firm provides integrated brokerage and advisory services with a variety of portfolio management tools and access to third-party investment platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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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 the Series 66 designation and has previously worked at Merrill and Enders Insurance. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

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 bringing 21 years of industry experience. Prior to joining LPL Financial in 2021, he spent 16 years with Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is a part owner and sales representative of BSD Holdings, a home-based business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Frank C

ChFC®, Series 63, Series 65

Camp Hill, PA

LPL Financial

Frank Conte is a ChFC® credentialed financial advisor with 44 years of industry experience. He currently works at LPL Financial and previously spent 17 years with Cambridge Investment Research. Conte is a founding partner of Conte Wealth Advisors LLC and serves as a volunteer firefighter with the Hampden Township Volunteer Fire Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a wide range of financial planning and advisory programs, supported by proprietary and third-party research, and provides both discretionary and non-discretionary portfolio management.

College savings (529s, UTMA, etc.)
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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, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and was previously affiliated with Nationwide Securities and Nationwide from 2011 to 2018. Outside of his advisory role, Gilroy is an owner of an independent insurance agency and an advisory representative of a registered investment adviser. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers multiple investment platforms and strategies, ranging from proprietary model portfolios to third-party managed solutions, with varying discretionary options tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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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 licenses and with 29 years of industry experience. He has been with LPL Financial since 2013 and has operated his own practice, John W. Holler, since 1998. Outside of advising, he is involved in tax preparation through John Holler Tax Preparation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Shawn G

CFP®, ChFC®, Series 66

Mechanicsburg, PA

LPL Financial

Shawn Greenland is a financial advisor with LPL Financial, holding the CFP®, ChFC®, and Series 66 designations and bringing 25 years of industry experience. He previously spent 18 years at Next Financial Group Inc before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and utilizes model portfolios, research from multiple sources, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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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 and holds Series 65 and Series 63 credentials. He has 10 years of industry experience, including prior roles at Northwestern Mutual Investment Management and AE Financial Services. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to pension plans and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm employs a variety of investment platforms and strategies, including proprietary models and third-party solutions, with both discretionary and non-discretionary options tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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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®-certified financial advisor with LPL Financial, where he has worked for 15 years. He has 30 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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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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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 INVEST Financial Corporation and Members 1 St Federal Credit Union. In addition to his advisory work, he coaches a soccer camp at Messiah College. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and advanced technologies across discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Joshua B

Series 66

Camp Hill, PA

LPL Enterprise

Joshua Burda is a financial advisor at LPL Enterprise with Series 66 credentials and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, Weis, and UTZ Quality Foods. Outside of finance, he is involved with Big Worm Tackle, a business he has been associated with since 2019. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services, utilizing model portfolios and third-party asset management within an integrated platform that includes insurance products and collateralized lending options.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Andrew B

Series 66

Camp Hill, PA

LPL Enterprise

Andrew Brosten is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His previous roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. He is also involved with non-variable insurance activities through Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, brokerage, and insurance products using an integrated platform that combines advisory programs with other financial product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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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 licenses and 27 years of industry experience. His work history includes roles at Nationwide Financial, Nationwide Securities, CUSO Financial Services, and PSECU. He has also been involved with St Matthew's Lutheran Church for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by extensive research and technology resources.

College savings (529s, UTMA, etc.)
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