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Daniel S

Series 66

Camp Hill, PA

LPL Financial

Daniel Six is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase, and Equitable Advisors. Outside of his advisory work, he was involved with Martin & Six Enterprises. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, 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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Alexander S

Series 66

Elizabethtown, PA

Raymond James Financial

Alexander Sahd is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and previously worked for DAS Companies, Inc. for 14 years. Outside of advising, he is a partner and owner of a family-owned landholding entity in central Pennsylvania. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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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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Connor K

Series 66

Elizabethtown, PA

LPL Financial

Connor Krisko is a financial advisor with LPL Financial, holding a Series 66 designation and possessing two years of industry experience. Prior to joining LPL Financial, he spent 18 years in full-time education. 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 broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired 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.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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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 financial advisor with Raymond James Financial who holds a Series 66 designation and has 22 years of industry experience. His career includes roles at Wells Fargo Clearing and multiple positions within Raymond James organizations. He is also associated with Fulton Financial Advisors, where he is involved in investment sales and service activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored financial planning and investment consulting using analytical tools and supports advisory programs across a large network, with specialized capabilities in municipal and public finance.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Ryan W

Series 66

Elizabethtown, PA

LPL Financial

Ryan Weigle is a financial advisor at LPL Financial with 20 years of industry experience and holds the Series 66 designation. He has worked at LPL Financial since 2017 and previously held roles at Northwest Bank, Northwest Advisors, Inc., and Cetera Wealth Services. Outside of his advisory work, he is involved with Brokers Service Marketing Group and holds a position at Northwest Bank related to financial institution duties. 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, 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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Traci S

Series 63, Series 65

Wormleysburg, PA

Cambridge Investment Research Advisors

Traci Shughart is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having 24 years of industry experience. She has been with Cambridge Investment Research Advisors since 2005 and is also president of Premier Wealth Management, Inc. She serves as secretary of The LFA Foundation, a nonprofit focused on awareness and education for Russell Silver Syndrome and autism spectrum disorder, and is a board member of Bethany House, which supports young women aging out of foster care. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals and multiple platforms.

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

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 has held roles at Cambridge Investment Research Advisors and Cambridge Investment Research since 2010 and previously worked at VOYA Financial Advisors from 2006 to 2009. Outside of his advisory work, he serves as the general manager for the Mechanicsburg Midget Football Association, a nonprofit organization supporting youth football. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management through various platforms and offers proprietary model strategies under the Founders Gate Capital brand.

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

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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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.

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

Series 66

Lemoyne, PA

RBC Capital Markets

Matthew Silver is a financial advisor at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation and previously worked at Penn State University Graduate School and CVS Health. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

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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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.

Retired Founder/Business Owner
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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.

Retired Founder/Business Owner
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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.

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

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

Series 66

Lemoyne, PA

LPL Financial

Jeffrey West is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. He has previously worked at Cetera, Cetera Wealth Services, Royal Alliance, and has managed his own firms, Freedom Financial Wealth Management, Inc. and Freedom Financial Insurance Services, LLC, where he provides financial planning, investment, and insurance services. West serves as president and board member of the Woodbridge Homeowners Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, 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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Michelle M

Series 66

Elizabethtown, PA

Ameriprise

Michelle Mc Govern is a financial advisor with Ameriprise in Mount Joy, PA, holding a Series 66 designation and five years of industry experience. She previously worked at YDOP from 2014 to 2018 before joining Ameriprise in 2018. Outside of her advisory role, she plans to operate an Etsy shop named Violet & Co to sell crafts and vintage books. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm provides written, non-discretionary Recommendation Reports developed by a centralized consulting team, combining research and modeling to deliver tax-efficient withdrawal strategies and income planning.

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