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Rosemarie F
Series 63
Lewisberry, PA
LPL Financial
Rosemarie Foster is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. She has worked with Linsco/Private Ledger Corp since 2003. Foster is also associated with the Foster Investment Group, a dba based in Lewisberry, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other 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 network of over 22,800 advisors managing more than $819 billion in discretionary assets.
Joseph C
Series 63, Series 65
Harrisburg, PA
Cambridge Investment Research Advisors
Joseph Cooper is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Cambridge since 2010. Cooper is also an independent insurance agent and serves as general manager for the Mechanicsburg Midget Football Association, a nonprofit youth football organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals using various investment platforms and strategies.
Emily R
Series 63, Series 65
Mechanicsburg, PA
Mass Mutual Investors Services
Emily Reading is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at MassMutual and Primerica in various advisory roles since 2013. MassMutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and investment management to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software and collaborative client engagements to develop tailored financial strategies.
Harry B
Series 63, Series 66
Harrisburg, PA
Edelman Financial Engines
Harry Berman is a financial advisor with Edelman Financial Engines based in Harrisburg, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Financial Engines Advisors L.L.C. since 2016 and prior experience at The Mutual Fund Store and Cetera Investment Services LLC. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven model and planner delivery combined with online tools, emphasizing diversified portfolios, regular rebalancing, and long-term investment strategies.
Bradley P
Series 63, Series 65
Camp Hill, PA
LPL Financial
Bradley Paul is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2021. His prior experience includes positions at DGHP Company and WFG Real Estate, LLC. In addition to his advisory work, he owns a tax preparation and accounting business. 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, model portfolio programs, and institutional platforms, with advice implemented through various strategies on discretionary or non-discretionary bases.
Matthew S
Series 66
Lemoyne, PA
RBC Capital Markets
Matthew Silver is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has a background that includes roles at Penn State University Graduate School and CVS Health. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.
Andrew M
Series 66
Lemoyne, PA
Wells Fargo Clearing
Andrew May is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. Prior to joining Wells Fargo in 2022, he worked at Edward Jones for 10 years. He is based in State College, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Andrea T
Series 66
Lemoyne, PA
Wells Fargo Clearing
Andrea Taylor is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2026, she worked at Morgan Stanley for four years and spent nine years at the Pennsylvania Higher Education Assistance Agency. She is also involved as a coach-mentor with the Jt Dorsey Foundation in Harrisburg, Pennsylvania. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
John S
Series 63, Series 65
Harrisburg, PA
LPL Financial
John Searer is a financial advisor at LPL Financial with 10 years of industry experience. He previously worked at Morgan Stanley and AXA Advisors, LLC. Outside of his advisory role, he serves as a Judge of Elections in Lancaster County. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.
Ryan S
Series 66
Hershey, PA
Ameriprise
Ryan Smith is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones before joining Ameriprise in 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.
Jeffrey W
Series 66
Lemoyne, PA
LPL Financial
Jeffrey West is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Cetera, Cetera Wealth Services, Royal Alliance, and he has been active in managing his own firm, Freedom Financial Wealth Management, since 2005. Outside of his advisory work, West serves as president of the Woodbridge Homeowners Association board. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, advisory services, and institutional platforms to individuals, retirement plan participants, and various institutions. The firm supports advisors with a range of investment strategies and technological tools, alongside a broad set of financial services including insurance and credit solutions.
Camrynn W
Series 66
Mechanicsburg, PA
Mass Mutual Investors Services
Camrynn Wickenheiser is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA. She holds a Series 66 designation and has three years of industry experience. Prior to her current role, she worked at MassMutual Life Insurance Co and has held various positions across multiple industries, including education and retail. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, offering a range of educational seminars and specialized planning programs.
James I
Series 63, Series 65
Harrisburg, PA
LPL Financial
James Igo is a financial advisor with LPL Financial based in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting its advisors with research and operational tools.
Sean H
Series 66
Camp Hill, PA
Raymond James Financial
Sean Hanlon is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Raymond James in 2019, he worked at Merrill and PNC Bank. He is also employed as a Registered Client Services Associate at Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and modeling tools, and it supports advisory programs, portfolio management, and municipal and public-finance services through a large network of advisors.
Kevin L
Series 66
Harrisburg, PA
Cetera
Kevin Leibold is a financial advisor at Cetera with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. He also has an ongoing affiliation with Temple University. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, employer-sponsored 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 that includes affiliated and third-party model portfolios, discretionary and non-discretionary programs, and various custodian relationships.
Adam T
Series 63, Series 66
Mechanicsburg, PA
Cetera
Adam Tarantino is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Cetera and affiliated entities since 2013 and also serves as a sales manager and compliance officer for BAR Financial, LLC. Outside of his financial career, he is involved in recreational and scholastic baseball as an umpire. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing assets in excess of $256 billion.
Harris G
Series 63, Series 66
Harrisburg, PA
Cetera
Harris Greene is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Ameriprise, Northwestern Mutual, and Mass Mutual. He is based in Harrisburg, PA. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving 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 access to affiliated and third-party managers.
Timothy J
CFP®, Series 65, Series 66
Mechanicsburg, PA
LPL Financial
Timothy Jones is a CFP® professional affiliated with LPL Financial, with 19 years of industry experience. He previously operated Jones Financial Group LLC and worked at Waddell & Reed, Inc. Outside of his advisory role, he is involved with A&T Holdings LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.
Brennan M
Series 66
Mechanicsburg, PA
LPL Enterprise
Brennan Miller is an advisor with LPL Enterprise, holding a Series 66 designation and beginning his career in 2025. Prior to joining LPL Enterprise, he was affiliated with the Pennsylvania Chiropractic Association and has work experience at Sheetz, Inc. Miller is also involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment implementation and offering access to third-party asset managers and insurance products through a broad network of investment adviser representatives.
Matthew G
Series 66
Camp Hill, PA
LPL Enterprise
Matthew Grozier is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. He has also worked in education and local business settings. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutions through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation with access to third-party asset managers and offers a range of financial planning and consulting services.
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