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Eric Z

Series 66

Harrisburg, PA

LPL Financial

Eric Zalek is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has prior experience at Members 1st Federal Credit Union, Amazon, Regions Financial, and OneMain Financial. He is also a commissioned notary in Pennsylvania. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Rachel E

Series 66

New Cumberland, PA

LPL Financial

Rachel Eboch is a financial advisor with LPL Financial in New Cumberland, PA. She holds a Series 66 designation and has five years of industry experience. Her prior work includes positions at Amazon Flex and AJ USA, as well as roles at Penn State University and Panera Bread. 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 range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Lauren D

Series 66

Camp Hill, PA

LPL Enterprise

Lauren Dunn is a financial advisor at LPL Enterprise with one year of industry experience and holds a Series 66 designation. Prior to joining LPL Enterprise, she worked in healthcare roles at UPMC, Colonial Manor Nursing & Rehabilitation Center, Penn State Health Milton S. Hershey Medical Center, and Banner University Medical Center. She also maintains outside employment with UPMC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

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

Series 63, Series 66

Elizabethtown, PA

Raymond James Financial

Michael Handshew is a financial advisor with Raymond James Financial in Elizabethtown, PA, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at Fulton Bank and its affiliated financial advisory firms since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

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

Series 63, Series 65

Camp Hill, PA

Cetera

Christopher Zeiders is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 28 years of industry experience. His career includes a long tenure at Ameriprise Financial Services from 1998 to 2016 and subsequent roles at Cetera Wealth Services and Cetera. Outside of advising, he co-owns and manages a handyman and house-flipping business, Blackbeeard Properties and Development, and is involved in managing a vacation rental through Sunken Treasure Properties LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account structures.

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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Michael K

Series 66

Camp Hill, PA

Morgan Stanley

Michael Kempf is a financial advisor at Morgan Stanley with 18 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in real estate through ownership and management of rental properties. 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 analysis. The firm manages approximately $2.74 trillion in client assets and provides services including financial planning, investment advisory, and broad retail and institutional offerings.

General estate planning guidance
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Bradley F

Series 63, Series 65

Camp Hill, PA

Morgan Stanley

Bradley Forman is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has been with various Morgan Stanley entities since 2009, including Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 employs a structured planning process utilizing firm-approved tools and market modeling techniques.

General estate planning guidance
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Denise P

Series 63, Series 65

Camp Hill, PA

Merrill

Denise Pautz is a financial advisor with Merrill in Camp Hill, PA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. She has been with Merrill Lynch since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Kaia S

Series 66

Camp Hill, PA

Merrill

Kaia Sword is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in a range of client focus areas including education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and tax minimization. Kaia began her career at Merrill Lynch Wealth Management in 2018. She holds a Bachelor of Science degree in Psychology from Pennsylvania State University, earned in 2015. In 2021, she obtained her CERTIFIED FINANCIAL PLANNER™ certification. Additionally, she holds the Personal Investment Advisor (PIA) designation. Kaia also earned an Associate's Degree from Harrisburg Area Community College and completed her high school education at Central Dauphin High School. Outside of her professional work, Kaia is involved in community organizations such as the Capital Area Greenbelt Association and South Central PA Climbers. She has a range of personal interests including adventure sports, gymnastics, hiking, music, photography, rock climbing, running, skiing, traveling, and yoga.

Wealth management ESG / Sustainable investing General retirement planning Social Security optimization Women Professionals Women's Finance Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Lathanael O

Series 63, Series 65

Elizabethtown, PA

Thrivent Investment Management

Lathanael Olsen is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent Financial and Liberty University in prior roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations covering a wide range of financial planning topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its Dedicated Planning Service.

Business ownership considerations
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Jacinda W

Series 66

Harrisburg, PA

LPL Financial

Jacinda Webber is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 designation and six years of industry experience. She has worked at LPL Financial since 2019 and has also been affiliated with Members 1st Federal Credit Union since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services with discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Barbara A

Series 63, Series 65

Harrisburg, PA

LPL Financial

Barbara Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 51 years of industry experience. She previously worked at Invest Financial Corporation for 12 years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

College savings (529s, UTMA, etc.)
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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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James M

Series 63

Mechanicsburg, PA

Mass Mutual Investors Services

James Massie is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and having 34 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1993. In addition to his advisory role, he works as a sales agent for life insurance, group life, group health, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as ongoing, collaborative relationships.

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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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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Timothy P

CFP®, ChFC®, Series 63, Series 65

Mechanicsburg, PA

LPL Financial

Timothy Parry II is a CFP® and ChFC® credentialed advisor at LPL Financial with 24 years of industry experience. He has worked at M&T Bank since 2002 and has been with LPL Financial since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven solutions.

College savings (529s, UTMA, etc.)
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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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Christopher L

Series 63, Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Christopher Lenz is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Wienken Advisors, Ltd. since 2008 and has been associated with MML Investors Services and Mass Mutual Life Insurance Company since 2004. Outside of his advisory role, Lenz is involved in marketing and presenting investment seminars through Wienken Advisors, Ltd. Mass Mutual Investors Services is an institutional firm with a large network of advisors, providing financial services and investment solutions.

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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