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Loni R

Series 63

Camp Hill, PA

Morgan Stanley

Loni Rothenberger is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 22 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

General estate planning guidance
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John F

Series 63, Series 66

Camp Hill, PA

Morgan Stanley

John Fabian is a financial advisor with Morgan Stanley in Camp Hill, PA, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a prior role at Citigroup Global Markets Inc. Fabian serves as a board member for the Dauphin County Land Bank Authority. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

General estate planning guidance
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Damian F

Series 63, Series 65

Camp Hill, PA

Merrill

Damian Foster is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1995. He applies a disciplined investment approach that centers on understanding the long- and short-term financial goals of his clients. Damian utilizes his professional experience alongside the resources available at Merrill to develop practical financial solutions tailored to individual needs. Damian’s expertise spans a range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, investment strategy for individuals and corporations, tax minimization, and retirement income planning. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Damian earned his Bachelor's degree from Indiana University of Pennsylvania. In addition to his professional commitments, Damian is involved in his community through organizations such as the Lebanon City Biddy Basketball and the Lebanon City Civil Service Commission. Outside of work, he enjoys basketball, gardening, music, reading, running, and spending time with his family.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies Divorce financial planning
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John C

Series 63, Series 65

Carlisle, PA

Morgan Stanley

John Carbaugh is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Michael F

Series 66

Harrisburg, PA

LPL Financial

Michael Fedash is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 designation and 13 years of industry experience. He has worked with INVEST Financial Corporation and Members 1st Investment Services, where he remains active. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, 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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Emily B

Series 66

Camp Hill, PA

Morgan Stanley

Emily Biden is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its affiliated firms since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Eugene E

Series 66

Camp Hill, PA

Merrill

Eugene Eberts II is a Senior Financial Advisor at Merrill Lynch Wealth Management. He co-founded The Wertz Eberts Group and brings over 15 years of experience to his role. Eugene and his team focus on delivering detailed financial analysis to assist individuals, families, and businesses in building strong financial futures. Raised in the Central Pennsylvania region, Eugene earned a bachelor's degree in Business Administration with an emphasis in International Business from Slippery Rock University. His expertise includes education planning, family wealth management strategies, personal retirement planning, and retirement income. Eugene holds the Personal Investment Advisor (PIA) designation. Outside of work, Eugene enjoys cooking, football, gardening, golfing, hiking, skiing, and spending time with his family.

Wealth management General estate planning guidance Charitable giving & philanthropy Multi-generational wealth transfer General retirement planning
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Toni R

ChFC®, Series 66

Dillsburg, PA

Edward Jones

Toni Robertson is a financial advisor at Edward Jones in Dillsburg, PA, holding the ChFC® designation and Series 66 license with seven years of industry experience. Prior to joining Edward Jones in 2018, she worked at Ahold USA - RBS from 2012 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard through a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management Business ownership considerations Business succession planning Founder/Business Owner Widow/Widower
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Eric D

Series 66

Camp Hill, PA

Edward Jones

Eric De Walt is a financial advisor at Edward Jones in Camp Hill, PA with 14 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2012, with prior roles at Cetera Investment Advisers, Cetera Investment Services LLC, First National Bank of PA, and CCO Investment Services Corp. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Charles S

CFP®, Series 63, Series 65

Camp Hill, PA

LPL Financial

Charles Schreader Jr. is a CFP®-designated financial advisor with 31 years of industry experience. He has been with LPL Financial since 2017, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He operates Schreader Wealth Management as a DBA for his LPL 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 range of advisory services, including financial planning and model portfolio programs, and supports advisors with research tools and a broad platform of investment options.

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

Series 63, Series 65

Lemoyne, PA

Wells Fargo Clearing

W Mclean is a financial advisor with Wells Fargo Clearing based in Lemoyne, PA. He holds Series 63 and Series 65 designations and has 43 years of industry experience. Prior to joining Wells Fargo Clearing in 2026, he worked for Morgan Stanley Private Bank, N.A. for 11 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Jonathan L

CFP®, Series 66

Lemoyne, PA

Wells Fargo Clearing

Jonathan Levin is a CFP® with 18 years of industry experience, currently working at Wells Fargo Clearing since 2016. He also has an ongoing role at K2 Mortgage since 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Mary T

Series 63, Series 66

Camp Hill, PA

Cambridge Investment Research Advisors

Mary Tarczynski is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 66 credentials and three years of industry experience. Her prior experience includes roles at Edward Jones and Purshe Kaplan Sterling Investments. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

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

Series 66

Camp Hill, PA

Morgan Stanley

John Reeve is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC, UBS Financial Services, Inc., and several other firms. John has a background that includes roles at Drexel University and Essent Guaranty. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Donald W

ChFC®, Series 63, Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Donald Wadsworth II is a ChFC® with 27 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Co, both since 1999. He is based in Mechanicsburg, PA. Outside of his advisory work, he is involved as a member with The Conodoguinet Club, LLC, a golf simulator location. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

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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Jack K

Series 63, Series 66

Lemoyne, PA

Wells Fargo Clearing

Jack Kendall Jr. is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 designations and has 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and at Wachovia Bank, N.A. since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Daniel M

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Daniel Mckeever Jr. is a financial advisor with Mass Mutual Investors Services and holds Series 63 and 65 licenses. He has 11 years of industry experience, having worked at MML Investors Services and Mass Mutual since 2014. Outside of his advisory role, he manages rental property as a landlord. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, utilizing firm-approved software to deliver comprehensive, event-driven planning services.

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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Robert S

Series 63, Series 65

Camp Hill, PA

LPL Enterprise

Robert Semerad is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and nine years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, PFS Investments, and Primerica Financial Services. Outside of his advisory work, he is also active as an insurance broker specializing in life insurance products. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Tax-loss harvesting
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Deborah P

Series 63, Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Deborah Pajak is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 66 licenses and over 26 years of industry experience. She has been with MML Investors Services and Mass Mutual Life Insurance Company since 1999. Her other business activities include servicing fixed and indexed annuities for existing clients and working as an insurance agent specializing in life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning processes.

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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Eric H

CFP®, Series 63

Mechanicsburg, PA

Cetera

Eric Huck is a CFP® with 40 years of industry experience, currently serving as a financial advisor with Cetera since 2023. He previously worked at Cetera Wealth Services, LLC and Bar Financial LLC, where he held roles in management and sales. Outside of his advisory work, Huck is active in Lyme disease support organizations, serving as president of the Harrisburg Area Lyme Disease Support Group and co-founder and treasurer of the PA Lyme Resource Network. Cetera Investment Advisers LLC is an SEC-registered firm that offers investment advisory services through a large network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, providing portfolio management, financial planning, and access to a range of program platforms and third-party managers.

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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