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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.
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.
Benjamin R
Series 66
Annville, PA
OSAIC
Benjamin Ricker is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services, Inc. and Questar Asset Management. In addition to his advisory role, he is an insurance agent specializing in fixed insurance products including fixed annuities, disability, health, life, and long-term care insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage diversified portfolios on both discretionary and non-discretionary bases.
William B
Series 66
Harrisburg, PA
Cambridge Investment Research Advisors
William Boehm is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2021. Prior to that, he was with MML Investors Services and Mass Mutual Life Insurance Company from 2013 to 2021. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering various portfolio management strategies and access to both proprietary and third-party investment options.
Thomas R
Series 66
Harrisburg, PA
Cambridge Investment Research Advisors
Thomas Renko is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Cambridge in various capacities since 2014. Outside of his advisory role, Renko is involved in youth sports coaching, serving as a soccer coach and girls director of coaching in Mechanicsburg, PA. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals using a range of portfolio management solutions and custody platforms.
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.
Estrella R
Series 63, Series 65
Wormleysburg, PA
Cambridge Investment Research Advisors
Estrella Rivera Martinez is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. She previously worked at New York Life Insurance Company and NYLIFE Securities LLC. Outside of her advisory role, she is involved as an agent in insurance and benefits and participates in a financial advisor network based in Wormleysburg, PA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements.
Diane K
Series 66
Mount Joy, PA
LPL Financial
Diane Kridler is a financial advisor with LPL Financial in Mount Joy, Pennsylvania, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at Raymond James Financial Services and Ameriprise Financial Services, Inc., among others. She is currently affiliated with Northwest Bank through LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.
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.
John G
Series 66
Camp Hill, PA
Ameriprise
John Grove is a financial advisor at Ameriprise with Series 66 credentials and two years of industry experience. He previously worked at SEI Investments and studied at Pennsylvania State University. 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 focused on dependable income sources and tax-aware withdrawal strategies.
David B
Series 63, Series 66
Mechanicsburg, PA
Ameriprise
David Berkebile is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise since 2005. Outside of his advisory role, he serves on the Board of Directors for The Camp Hill Lion Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated recommendations overseen by a specialized team to support its clients’ retirement planning.
Jason M
Series 66
Harrisburg, PA
LPL Enterprise
Jason Miller is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Harrisburg, PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.
Scott D
Series 66
Camp Hill, PA
LPL Enterprise
Scott Dimmick Jr. is a financial advisor with LPL Enterprise holding a Series 66 designation and has one year of industry experience. His background includes four years in the United States Army and three years at Penn State Harrisburg. Outside of his advisory role, he is involved with Lounge 611. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily employs model-driven investment implementation and offers access to third-party asset managers and financial planning services.
William K
Series 66
Camp Hill, PA
Morgan Stanley
William Kerr is a financial advisor at Morgan Stanley in Camp Hill, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at NAPA Transportation and FullReps Training Center. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm’s approach involves structured discovery and planning tools, managing approximately $2.74 trillion in client assets.
Sita B
Series 66
Camp Hill, PA
LPL Enterprise
Sita Bastola is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, Bastola held roles in various fields including healthcare and government, and currently owns a technology services business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven portfolio management and offering access to third-party asset managers, employer-sponsored retirement plans, and other financial products.
John F
Series 63
Camp Hill, PA
Morgan Stanley
John Fabian Jr. is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 42 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. Outside of his advisory work, Fabian is a writer and band leader of The St. Christine’s in Harrisburg, Pennsylvania. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a wide range of financial products.
Christian K
Series 63, Series 66
Lemoyne, PA
Wells Fargo Advisors
Christian Keiter is a financial advisor with Wells Fargo Advisors, holding Series 63 and 66 licenses and three years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Citi and Truist. Outside of finance, he has experience working at Lykens Valley Golf Course for five years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning.
Kenneth L
Series 66
Middletown, PA
LPL Financial
Kenneth Laukhuff is a financial advisor with LPL Financial holding a Series 66 designation. He has one year of industry experience and prior work history includes roles at Members 1st FCU and Dent Techs, Inc., as well as owning and operating KenVision LLC and Ken Dents LLC. 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 variety of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and a broad range of financial products and institutional platforms.
Mark S
Series 63, Series 65
Lemoyne, PA
RBC Capital Markets
Mark Snyder is a financial advisor with RBC Capital Markets in Lemoyne, PA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with RBC Capital Markets since 2009 and with City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through various investment managers and options for portfolio customization.
Justine D
Series 66
Camp Hill, PA
Morgan Stanley
Justine Davis is a Series 66-credentialed financial advisor with Morgan Stanley in Camp Hill, PA, where she has worked since 2019. She has seven years of industry experience, including prior roles at Communities In Schools of Pennsylvania and La Torre Communications. Outside of her advisory work, she is involved in several community and cultural activities, serving as a cello player in a local band, an employee at a floral boutique, and treasurer for the Harrisburg Symphony Society. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.
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