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Michael S

Series 66, Series 63

Mechanicsburg, PA

Cetera

Michael Scott II is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Truist Bank and TIAA-CREF. Outside of finance, he was involved with Brewskees of Shiloh from 2022 to 2024. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse investment options and over 10,000 advisors nationwide.

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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Jarod H

Series 66

Camp Hill, PA

Merrill

Jarod Howe is a Financial Advisor with Merrill Lynch Wealth Management, serving as a member of The Wertz-Eberts Group. The team collectively brings over 90 years of professional experience and focuses on personalized and practical strategies to help clients navigate their financial goals. Jarod works to connect all aspects of clients' financial lives to prioritize and pursue the goals that matter most to them. His areas of expertise include legacy planning, personal retirement planning, tax minimization, and retirement income. Jarod holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and Personal Investment Advisor (PIA) designation. He earned a Master's Degree from the University of Georgia and a Bachelor's Degree from Cabrini University. Outside of his professional work, Jarod has been involved with the Cabrini Men's Lacrosse Team and the Cumberland Valley Youth Lacrosse Club. His personal interests include football, golfing, hunting, music, skiing, and traveling.

General retirement planning Retirement income strategy General tax planning Income planning
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Rocco C

Series 66

Harrisburg, PA

Edward Jones

Rocco Cangialosi is a financial advisor at Edward Jones in Harrisburg, PA, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, manages approximately $1.01 trillion in assets, and operates a nationwide network of over 23,700 financial advisors.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jeffrey S

Series 63, Series 66

Hershey, PA

Edward Jones

Jeffrey Stover is a financial advisor at Edward Jones with 24 years of industry experience, all of which have been with the firm since 2002. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he serves as a finance committee member for the Mohler Senior Center in Hershey, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard, with a large national network of advisors and offices.

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

Series 63, Series 65

Camp Hill, PA

Merrill

David Saurman is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients from the Camp Hill, Pennsylvania office since 2005. He brings extensive experience in financial and insurance services and is licensed with Series 6, 7, 31, 63, and 65 FINRA registrations, as well as life, accident, and health insurance licenses. David holds the Chartered Retirement Planning Counselor (CRPC™) designation and is a Senior Portfolio Advisor qualified to build and manage custom investment strategies, including discretionary management through the firm's Investment Advisory Program. He works closely with high net worth clients and businesses, focusing on retirement, estate, insurance planning, and a range of wealth management strategies such as socially responsible investing and legacy planning. David earned a Bachelor’s degree in Finance and Economics with a concentration in Financial Investments and Planning from Indiana University of Pennsylvania. He is part of the CS Group and CS & Associates teams, which specialize in addressing diverse wealth management needs for high net worth individuals. His professional credentials also include the Personal Investment Advisor designation. David is actively involved in his community, coaching youth sports through Dillsburg Youth Baseball and Upward Sports. He previously served on the Downtown Daily Bread Advisory Board. Outside of his professional and community roles, David enjoys spending time with his family, boating, fishing, golfing, traveling, and participating in outdoor activities. He resides in Dillsburg, Pennsylvania with his wife, four children, and pets.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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Shane M

Series 66

Camp Hill, PA

LPL Enterprise

Shane Miller is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he has been involved with Maloney's Beer Distributor since 2021. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolio management, and access to brokerage and insurance products through an integrated advisory and brokerage platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Zachary L

Series 66

Camp Hill, PA

Thrivent Investment Management

Zachary Lebo is a Series 66-licensed financial advisor with Thrivent Investment Management in Camp Hill, PA, where he has worked since 2021. He has four years of industry experience and additionally has experience working with Rich Valley Golf in a physical maintenance role. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority.

Business ownership considerations
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Sotirios K

Series 63, Series 65

Mechanicsburg, PA

Ameriprise

Sotirios Kolokithas is a financial advisor with Ameriprise in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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

Series 63, Series 65

Camp Hill, PA

LPL Enterprise

Robert Angeli is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and worked at Pruco Securities Corporation for 46 years before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, access to model wealth portfolios, and third-party asset management through an integrated platform combining advisory and brokerage services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Jordan K

Series 66

Hershey, PA

Edward Jones

Jordan Krick is a financial advisor with Edward Jones in Hershey, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he served ten years in the United States Navy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Military & Veterans Founder/Business Owner
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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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Brandon S

Series 66

Hershey, PA

LPL Enterprise

Brandon Stine is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation. Prior to joining LPL Enterprise, he worked in various roles spanning technology, education, and service industries. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, model portfolio programs, and brokerage and insurance products through an integrated platform.

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

CFP®, Series 66

Harrisburg, PA

LPL Enterprise

Andrew Hess is a CFP® professional affiliated with LPL Enterprise, bringing 14 years of experience in the financial services industry. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Ameriprise Financial Services, Inc. He is based in Harrisburg, PA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services through both advisory and brokerage channels. The firm provides financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed 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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