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Ryan C

Series 65, Series 66

Lemoyne, PA

LPL Financial

Ryan Carlin is a financial advisor with LPL Financial and holds Series 65 and Series 66 designations. He has 15 years of industry experience with prior roles at firms including TIAA-CREF, Securian Financial Services, and Lincoln Investment Planning. Carlin is also involved with Freedom Financial Wealth Management, where he sells fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, 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 research support.

College savings (529s, UTMA, etc.)
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Maynard N

CFP®, Series 63

Lemoyne, PA

LPL Financial

Maynard Neff is a financial advisor with LPL Financial, holding the CFP® and Series 63 designations and bringing 42 years of industry experience. He has worked at LPL Financial since 2018 and has concurrently been associated with INVEST Financial Corp since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse clientele, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Kyle S

Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Kyle Smith is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at CampusDoor Inc., TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade, Inc. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools and delivers recommendations focused on investment categories and 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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Charles L

CFP®, Series 63, Series 65

Mechanicsburg, PA

Wells Fargo Advisors

Charles Little is a CFP® with 27 years of industry experience. He is currently with Wells Fargo Advisors and previously spent 21 years at PNC Investments. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm’s approach includes specialized planning in areas such as business-owner transition and sports & entertainment planning, combining proprietary research and planning tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Gregory K

Series 63, Series 65

Camp Hill, PA

LPL Enterprise

Gregory Kane is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, and currently operates a financial planning business under the Kaufmann Financial Group name. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services. The firm provides access to model portfolios, third-party asset management, and a range of financial products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Joshua M

Series 63, Series 66

Camp Hill, PA

Charles Schwab

Joshua Mccarty is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior experience includes roles at TD Ameritrade Investment Management, LLC and TD Waterhouse Investor Services Inc. Outside of his advisory work, he is a landlord for three investment properties. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering a multi-asset model portfolio approach supported by in-house research and alternative investment due diligence.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Andrea C

Series 65, Series 63

Camp Hill, PA

Primerica Advisors

Andrea Chronister is a financial advisor with Primerica Advisors in Camp Hill, PA, holding Series 63 and Series 65 designations and 12 years of industry experience. Her prior work includes roles at Lobar Inc, Moore Graphics Inc., and Mount Calvary Episcopal. She has been associated with PFS Investments Inc. since 2014 and with Primerica Financial Services since 2012. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven recommendations managed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Matthew F

Series 66, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Matthew Fitzgerald is a financial advisor with MassMutual Investors Services in Mechanicsburg, PA, holding Series 65 and Series 66 licenses and having seven years of industry experience. He has previously worked with Appalachian Financial Literacy Group, LLC as an instructor leading financial literacy seminars, and has also been involved with Edge Performance Hockey for over a decade. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including educational seminars and focuses on collaborative, goal-based financial planning.

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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Michael B

Series 63, Series 65

Camp Hill, PA

Cetera

Michael Brittain is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked with Cetera since 2023 and has been involved with Cumberland Collier Group, LLC and Cetera Wealth Services, LLC since 2016. Outside of his advisory role, Brittain serves as a trustee on the finance committee of Pine Street Presbyterian Church. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing advisors flexibility in implementing model portfolios, third-party managers, or customized strategies.

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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Grant K

Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Grant Kuffa is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been with MassMutual Life Insurance Co and Mass Mutual Investors Services since 2025. Outside of his advisory work, he serves as an economics tutor at Susquehanna University, assisting underclassmen with their studies. 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 uses firm-approved software and collaborative planning to deliver written recommendations, offering a range of specialized planning programs including estate and employer-sponsored planning.

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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Zachary H

Series 66

Harrisburg, PA

Mass Mutual Investors Services

Zachary Hogentogler is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 14 years of industry experience. He has worked at MML Investors Services and MassMutual since 2021 and previously spent nine years with CUSO Financial Services. He is involved with the Appalachian Financial Literacy Group, which focuses on financial education. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, money-manager programs, and educational seminars, emphasizing collaborative, annual financial planning engagements.

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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Abigail W

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Abigail White is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and two years of industry experience. She has been with MassMutual Life Insurance Co since 2023 and Mass Mutual Investors Services since 2011. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes using firm-approved tools for goal analysis and providing written recommendations without discretionary authority.

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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Benjamin G

Series 66

Mechanicsburg, PA

Ameriprise

Benjamin Glatfelter is a financial advisor at Ameriprise Financial Services with four years of industry experience. He holds a Series 66 designation and has a legal background from his nearly two decades at Kennedy, PC Law Offices. He also owns the Glatfelter Law Firm, PLLC, where he practices estate law. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides customized retirement income planning and tax-aware withdrawal strategies.

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

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Melissa Yerger is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with MassMutual Life Insurance Co and MML Investors Services, LLC since 2017, with prior experience at Phoenix Contact and a period as a substitute teacher. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering structured, collaborative planning engagements and a range of specialized event-driven 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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Byron D

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Byron Dunlap is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been affiliated with Wienken Advisors, Ltd. since 2015 and with Mass Mutual Life Insurance Company since 2008. Outside of his advisory role, he is involved in outside insurance sales focused on annuities. Mass Mutual Investors Services, LLC 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, utilizing firm-approved software to provide collaborative, goal-focused recommendations.

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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Domini A

Series 66

Camp Hill, PA

LPL Financial

Domini Allison is a Series 66-credentialed financial advisor with 14 years of industry experience. She is currently with LPL Financial and has previous experience at Cambridge Investment Research, Lincoln Investment, and PNC. Allison serves as a budget manager for the Erie Police Athletic League, overseeing grant and donation budgets. 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 variety of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research.

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

CFP®, Series 66

Camp Hill, PA

Charles Schwab

Maria Leiva is a financial advisor with Charles Schwab in Camp Hill, PA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Charles Schwab Bank, European Wax Center, and The Princeton Review. Charles Schwab & Co., Inc. serves primarily high‑ and ultra‑high‑net‑worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non‑discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a broad range of integrated brokerage, custody, and advisory services.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Christian K

Series 66

Harrisburg, PA

Raymond James Financial

Christian Kettering is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Raymond James, he worked at several financial institutions including Fulton Bank, Northwest Bank, and LPL Financial, and spent nine years at The Hershey Company. Kettering also serves as a professor at Liberty University and the University of Arizona Global Campus. 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, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 63, Series 65

Lemoyne, PA

RBC Capital Markets

Patricia Sherick is a financial advisor with RBC Capital Markets in Lemoyne, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides services including discretionary portfolio management, financial planning, custody, and brokerage.

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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Donald W

Series 63, Series 65

Lewisberry, PA

Ameriprise

Donald Weaver is a financial advisor at Ameriprise with 43 years of industry experience. He has been with Ameriprise and its predecessor firms since 1982. Weaver serves on the board of directors for the Financial Planning Association of Central Pennsylvania and provides pro bono financial planning for the nonprofit Homes for Our Troops. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, written retirement-income recommendations through a centralized consulting team.

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