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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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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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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 44 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support diversified investment strategies.

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 at LPL Financial with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Cambridge Investment Research Advisors and NYLIFE Securities LLC among other firms. 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 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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Anastasios T

Series 63, Series 65

Mechanicsburg, PA

LPL Financial

Anastasios Trispagonas is a financial advisor with LPL Financial based in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has previously worked at Nationwide Securities, LLC and Grove Financial & Associates, Inc. Outside of his advisory role, he is involved with several business entities including Trispagonas Insurance, LLC and Liberty Grove Insurance Services LLC. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for 28 years. He serves as a board member of the Eastern Museum of Motor Racing, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers and wrap programs.

Tax-loss harvesting
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Austin R

Series 66

Camp Hill, PA

Morgan Stanley

Austin Rodriguez is a financial advisor with Morgan Stanley in Camp Hill, PA, holding a Series 66 license and four years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2022 and has prior work experience outside the financial sector at Texas Roadhouse and BrandRep. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize structured discovery and modeling without individual security recommendations as part of standalone plans.

General estate planning guidance
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Jonathan E

Series 66

Mechanicsburg, PA

LPL Financial

Jonathan Edris is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. He previously worked at Jones Financial Group, Kampstra Wealth Management, and OSM Worldwide. Outside of advisory roles, he is involved with Jones Financial Group as a DBA entity supporting LPL's business operations. 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 financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by advanced technology tools for operational and research purposes.

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

Series 63

Mechanicsburg, PA

Ameriprise

Jeffrey Hopp is a financial advisor at Ameriprise Financial Services LLC with 40 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing for nine years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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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Josiah W

Series 63, Series 65

York, PA

Primerica Advisors

Josiah Williams is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Target Corporation and Cintas. Outside of his advisory work, he is involved with Dover Assembly of God. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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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 credentials and 19 years of industry experience. He has previously worked at Voya Financial Partners and MetLife Securities. Outside of his advisory role, he serves as a football official for the Pennsylvania Interscholastic Athletic Association. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services, operating through a large network of financial professionals and offering various platforms and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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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 with LPL Financial in Camp Hill, PA. He holds the CFP® and ChFC® designations and has 30 years of industry experience, including 25 years at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, 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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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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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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Mark B

CFP®, Series 63

Camp Hill, PA

Edward Jones

Mark Bioty is a CFP® professional with 26 years of experience in the financial services industry, all spent at Edward Jones since 2000. He holds the Series 63 license and is based in Camp Hill, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Estrella R

Series 65, Series 63

Wormleysburg, PA

Cambridge Investment Research Advisors

Estrella Rivera Martinez is a financial advisor with Cambridge Investment Research Advisors and holds Series 65 and Series 63 licenses. She has two years of industry experience, including previous roles at New York Life Insurance Company and NYLIFE Securities LLC. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides both discretionary and non-discretionary management and utilizes multiple platforms and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Thomas K

Series 66

Mechanicsburg, PA

Edward Jones

Thomas Kimmett is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with Edward Jones in Mechanicsburg, PA, having previously worked at Wells Fargo Clearing and returning to Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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