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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 at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2002. He is based in Camp Hill, PA. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and models.

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 financial advisor with Equitable Advisors in Mechanicsburg, PA, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2004 and previously affiliated with Axa Advisors, LLC from 2004 to 2020. Outside of his advisory role, Solomon serves as an assistant baseball coach for Upper Allen. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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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David H

Series 63, Series 65

Mechanicsburg, PA

Cambridge Investment Research Advisors

David Hamilton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously spent 23 years at Concourse Financial Group Securities Inc. and has operated Hamilton Musser PC, a tax service firm, since 1986. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers multiple investment implementation platforms and strategies, including proprietary models and access to unaffiliated strategists, with both discretionary and non-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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William S

Series 63, Series 66

Enola, PA

LPL Financial

William Steele is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 34 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at INVEST Financial Corp. and Members 1st Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

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

Series 63, Series 65

Mechanicsburg, PA

Ameriprise

Richard Morrison Jr. is a financial advisor with Ameriprise in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he holds ownership shares in a family-owned restaurant in Carlisle, PA, and serves as managing partner of M Consulting Group LLC, a marketing and management firm supporting non-licensed activities. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Anthony C

CFP®, Series 63, Series 65

Camp Hill, PA

LPL Financial

Anthony Conte is a CFP®-credentialed financial advisor with 22 years of industry experience, currently affiliated with LPL Financial. He has previously worked at Cambridge Investment Research Advisors and TheGrid, LLC. Conte serves on the boards of nonprofit organizations WITF and the Whitaker Center and writes as a columnist for the Patriot News/Central Penn Business Journal. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 along with research-supported model portfolios.

College savings (529s, UTMA, etc.)
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Henry P

Series 63, Series 65

Camp Hill, PA

Ameriprise

Henry Pofi Jr. is a financial advisor at Ameriprise with 36 years of industry experience. He has been with Ameriprise since 2015, initially at Ameriprise Financial Services, Inc. and continuing with Ameriprise since 2020. Pofi holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the Board of Directors for Candle Light International. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Daniel S

Series 66

Camp Hill, PA

LPL Financial

Daniel Six is a financial advisor with LPL Financial based in Camp Hill, PA. He holds a Series 66 credential and has three years of industry experience. Prior to joining LPL Financial, he held roles at Bank of America, Merrill, JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement consulting, supported by model portfolios and research from both internal and third-party sources.

College savings (529s, UTMA, etc.)
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Jan Z

Series 66

Mechanicsburg, PA

Ameriprise

Jan Zinn is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved with Certainty of Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement-income recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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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 previously worked at Bradley A. Mentzer, CPA/PFS, DeRock Electric Company, and Rikore Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, using tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes.

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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Christopher D

Series 66

Middletown, PA

Edward Jones

Christopher Dixon is a Series 66-credentialed financial advisor with Edward Jones, based in Middletown, PA. He has 18 years of industry experience and has been with Edward Jones since 2007. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Edward G

CFP®, Series 63

Mechanicsburg, PA

LPL Financial

Edward Gormley is a CFP®-designated financial advisor with 36 years of industry experience. He has been with LPL Financial since 2020, after 16 years at SSN Advisory, Inc. and Securities Service Network. He serves on the board of the Cumberland County Bar Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charities. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Shane R

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Shane Rapsey is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Northwestern Mutual and served 12 years at the Defense Logistics Agency. Outside of his advisory role, he is involved as an assistant coach for junior high school wrestling and works as an insurance agent specializing in health and Medicare Advantage products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative financial planning engagements using firm-approved software 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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Roy M

Series 66

Hummelstown, PA

Raymond James Financial

Roy Michaelson is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc., Fulton Bank, and Raymond James Financial Services, Inc., having previously worked at Wells Fargo Clearing and Wells Fargo Advisors. In addition to his advisory role, he is an associate at Fulton Financial Advisors, where he focuses on investment sales and service. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a notable emphasis on advisory and implementation-support services rather than discretionary management.

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

Series 66

Carlisle, PA

OSAIC

David Mcalister is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors, Sterne Agee Financial Services, and Highmark Inc. Outside of his advisory role, he serves as a trustee managing a family trust with his brother. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios that can include various asset classes and accommodate client-imposed investment restrictions.

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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