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Kenneth R

Series 63, Series 65

Camp Hill, PA

Ameriprise

Kenneth Rapp is a financial advisor with Ameriprise in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise since 1995. Outside of his advisory role, he serves on the Board of Directors for Salt N' Light Youth Ministry and participates in local election operations as a Judge of Elections. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering written recommendation reports and combining research, modeling, and tax-efficiency analysis to support client planning.

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

Series 66

Hershey, PA

OSAIC

Edward Thomas is a financial advisor with Osaic Wealth, Inc. in Hershey, PA. He holds a Series 66 designation and has six years of industry experience, including prior roles with Securities America Advisors and Robert Morris University. He is a part owner of a wealth management services DBA. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering a broad array of integrated brokerage, advisory, and financial planning services. The firm employs proprietary asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client risk profiles.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Josh C

Series 63, Series 65

Wormleysburg, PA

Cambridge Investment Research Advisors

Josh Cesare is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at MetLife Securities Inc. and Voya Financial Partners. Outside of advising, he is a football official for the Pennsylvania Interscholastic Athletic Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform options tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Eric M

Series 63, Series 66

Harrisburg, PA

LPL Financial

Eric Murr is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior work includes roles at Members 1st Federal Credit Union, Citizens Securities, Inc., and M&T Securities. 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, with both discretionary and non-discretionary management options supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Lee H

ChFC®, Series 66

Camp Hill, PA

Morgan Stanley

Lee Henwood is a financial advisor at Morgan Stanley with 7 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Bank of America, Merrill, and William Lowden & Associates Limited. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and Corporate Financial Planning agreements.

General estate planning guidance
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Corey B

CFP®, ChFC®, Series 63, Series 65

Camp Hill, PA

LPL Financial

Corey Basehore is a financial advisor at LPL Financial with 29 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co for 25 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

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

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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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Christopher P

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Christopher Pajak is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. He has been with MML Investors Services since 2017 and affiliated with UFinancial Group/MassMutual since 2010. Outside of his advisory role, he is an investor and member of The Conodoguinet Club LLC, a golf simulator location. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, 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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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Mark B

CFP®, Series 63

Camp Hill, PA

Edward Jones

Mark Bioty is a CFP® professional with 25 years of industry experience. He has been with Edward Jones since 2000, based in Camp Hill, 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, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Estrella R

Series 65, Series 63

Wormleysburg, PA

Cambridge Investment Research Advisors

Estrella Rivera Martinez is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and having two years of industry experience. Prior to joining Cambridge in 2025, she worked with NYLIFE Securities LLC and New York Life Insurance Company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, using multiple custody platforms and a range of portfolio management approaches.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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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.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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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.

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

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

Series 66

Harrisburg, PA

LPL Enterprise

Jason Miller is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has 22 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Miller operates a DBA, Forest Hills Financial Advisors, approved by Prudential in Harrisburg, PA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services, utilizing an integrated platform that combines adviser programs with sales of financial products and access to model portfolios and third-party asset management.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Scott D

Series 66

Camp Hill, PA

LPL Enterprise

Scott Dimmick Jr. is affiliated with LPL Enterprise and holds a Series 66 designation. He has no prior industry experience and has been with LPL Enterprise since 2026. His background includes service in the United States Army from 2015 to 2019 and academic involvement at Penn State Harrisburg. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and brokerage and insurance products through its integrated platform.

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

General estate planning guidance
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Sita B

Series 66

Camp Hill, PA

LPL Enterprise

Sita Bastola is a financial advisor with LPL Enterprise holding a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, Bastola held a variety of positions including roles in healthcare and transportation sectors and has experience in business ownership through SRDTECHSERVICES LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, access to model portfolios, third-party asset management, and a wide range of brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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John F

Series 63

Camp Hill, PA

Morgan Stanley

John Fabian Jr. is a financial advisor with Morgan Stanley in Camp Hill, PA, holding a Series 63 license and bringing 41 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2001. Outside of his advisory work, Fabian is involved in local arts as a band leader and writer. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages significant client assets and provides services through both direct and corporate agreements.

General estate planning guidance
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