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Tammie S

Series 63, Series 66

Lemoyne, PA

RBC Capital Markets

Tammie Standford is a financial advisor with RBC Capital Markets in Lemoyne, PA, holding Series 63 and Series 66 licenses with seven years of industry experience. She previously worked at Ameriprise for two years and has a background in business ownership through Bedford Creek Marina & Campground, LLC. Standford is also a co-owner of Bedford Creek Properties, LLC, which is involved in equipment and boat rentals. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

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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Johnston K

Series 66, Series 63

Enola, PA

LPL Financial

Johnston Kelso is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and two years of industry experience. He previously worked at The Vanguard Group and HR Block. Kelso is also affiliated with Members 1st Federal Credit Union in a financial institution role. 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 broad range of advisory programs and retirement plan consulting, using both discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Carly M

Series 66

Camp Hill, PA

Edward Jones

Carly Main is a financial advisor at Edward Jones in Camp Hill, PA, holding a Series 66 designation with three years of industry experience. Prior to her current role, she worked at Method 3 and has experience in customer service roles at Leeds Restaurant and Lounge and Enterprise Rent-A-Car. Outside of advising, she serves as a server at Leeds LTD Restaurant and Lounge. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and advisory services, operating under a fiduciary standard.

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

CFP®, Series 63, Series 65

Wormleysburg, PA

Cambridge Investment Research Advisors

Donald Healey is a CFP®-certified financial advisor with 43 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He previously worked for Signator Investors, Inc. for 23 years before joining Cambridge in 2018. Healey serves on the board of the Bridgeport Condominium Association and the Diocese of Harrisburg Finance Council, and he operates an independent insurance agency in Wormleysburg, PA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing proprietary models and access to external strategists with both discretionary and non-discretionary options.

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

Series 63, Series 65

Lemoyne, PA

Wells Fargo Clearing

Marshall Ney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment choices, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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John M

Series 65, Series 63

Camp Hill, PA

LPL Financial

John Myers is a financial advisor with LPL Financial in Camp Hill, PA, holding Series 65 and Series 63 licenses. He has one year of experience in the industry, including prior roles at Cambridge Investment Research Advisors and NYLIFE Securities LLC. 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 advisers. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

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

Series 66

Enola, PA

LPL Financial

Cole Backenstose is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has previous roles at Member's First Federal Credit Union, Hershey Entertainment & Resorts, and several other organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Anastasios T

Series 63, Series 65

Mechanicsburg, PA

LPL Financial

Anastasios Trispagonas is a financial advisor with LPL Financial in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He previously worked at Nationwide Securities, LLC and Grove Financial & Associates, Inc. He is involved with a non-investment related entity, Trispagonas Insurance, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios.

College savings (529s, UTMA, etc.)
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Randall K

Series 63, Series 65

Camp Hill, PA

LPL Enterprise

Randall Kaufmann is a financial advisor at LPL Enterprise with 29 years of industry experience. He previously worked at Pruco Securities, LLC for 28 years and has been associated with Prudential Insurance Company of America for over three decades. Kaufmann serves as a board member for the Eastern Museum of Motor Racing, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance products, relying on both internal and third-party portfolio management.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Austin R

Series 66

Camp Hill, PA

Morgan Stanley

Austin Rodriguez is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. Outside of finance, he has been employed by Texas Roadhouse since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using firm-approved tools and supports clients across multiple service areas, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Jonathan E

Series 66

Mechanicsburg, PA

LPL Financial

Jonathan Edris is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. His prior roles include positions at Jones Financial Group, Kampstra Wealth Management, and OSM Worldwide. He also worked at Mount Saint Marys University and Out Door Country Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning services, and uses research and technology to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Jeffrey H

Series 63

Mechanicsburg, PA

Ameriprise

Jeffrey Hopp is a financial advisor with Ameriprise in Harrisburg, PA, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria, 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 in its approach and delivers recommendations through a centralized retirement-income consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kenneth R

Series 63, Series 65

Camp Hill, PA

Ameriprise

Kenneth Rapp is a financial advisor with Ameriprise in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise since 1995. Outside of his advisory role, he serves on the Board of Directors for Salt N' Light Youth Ministry and participates in local election operations as a Judge of Elections. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering written recommendation reports and combining research, modeling, and tax-efficiency analysis to support client planning.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Josh C

Series 63, Series 65

Wormleysburg, PA

Cambridge Investment Research Advisors

Josh Cesare is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at MetLife Securities Inc. and Voya Financial Partners. Outside of advising, he is a football official for the Pennsylvania Interscholastic Athletic Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform 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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Lee H

ChFC®, Series 66

Camp Hill, PA

Morgan Stanley

Lee Henwood is a financial advisor at Morgan Stanley with 7 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Bank of America, Merrill, and William Lowden & Associates Limited. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and Corporate Financial Planning agreements.

General estate planning guidance
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Corey B

CFP®, ChFC®, Series 63, Series 65

Camp Hill, PA

LPL Financial

Corey Basehore is a financial advisor at LPL Financial with 29 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co for 25 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

College savings (529s, UTMA, etc.)
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Edmund K

Series 63, Series 65

Mechanicsburg, PA

Cetera

Edmund Kloske Jr. is a financial advisor at Cetera with 32 years of industry experience, holding Series 63 and Series 65 credentials. He previously worked at Avantax in various capacities from 1993 to 2025. Outside of finance, he serves on the board of the Havanese Club of America and provides information technology consulting as a Certified Computer Professional. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary authorities.

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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William B

Series 66

Harrisburg, PA

Cambridge Investment Research Advisors

William Boehm is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2021. Prior to that, he was with MML Investors Services and Mass Mutual Life Insurance Company from 2013 to 2021. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering various portfolio management strategies and access to both proprietary and third-party investment options.

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

CFP®, ChFC®, Series 66

Carlisle, PA

Edward Jones

Darwin Smith Jr. is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His career includes two separate tenures at Edward Jones, from 2015 to 2020 and since 2024, with a four-year period at Citizens Securities, Inc. in between. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial products through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

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

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Christopher Pajak is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. He has been with MML Investors Services since 2017 and affiliated with UFinancial Group/MassMutual since 2010. Outside of his advisory role, he is an investor and member of The Conodoguinet Club LLC, a golf simulator location. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

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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