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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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Joseph H

CFP®, Series 63, Series 65

Camp Hill, PA

LPL Financial

Joseph Henriques is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial. Before joining LPL in 2026, he spent 15 years at Cambridge Investment Research Advisors, INC. In addition to his advisory work, he is an independent insurance agent focusing on health and life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial services including financial planning, model portfolio programs, and access to third-party asset managers.

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

Series 66

Lemoyne, PA

Wells Fargo Clearing

Adam Uplinger is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Sportsman's Warehouse, among other roles. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Retired Founder/Business Owner
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Emily D

Series 63, Series 65

Harrisburg, PA

LPL Financial

Emily Dailey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her career includes prior roles at Waddell & Reed, Inc. and various insurance carriers, as well as involvement with Letip International Capital City Chapter. 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 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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Shannon K

Series 66

Harrisburg, PA

Edward Jones

Shannon Klinger is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Shannon held positions at Boot Barn, Hershey Entertainment & Resorts, and Manheim Auto Auctions. Outside of advising, Shannon is involved in social media posting and engagement for Meta Platforms Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kenneth L

CFP®, Series 66

Mechanicsburg, PA

LPL Financial

Kenneth Logan is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial. He has held various roles including work with Waddell & Reed, Inc., and involvement in financial planning associations in Central Pennsylvania. Outside of advising, he has served on the West Shore Chamber of Commerce Golf Committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering diverse investment solutions 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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Jared C

Series 63, Series 66

Harrisburg, PA

LPL Financial

Jared Conrad is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior work includes roles at PSECU and CUSO Financial Services, along with ongoing service in the Virginia Army National Guard since 2000. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

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

Series 65, Series 63

Camp Hill, PA

LPL Enterprise

Colin Knepper is an advisor at LPL Enterprise holding Series 65 and Series 63 licenses, with one year of industry experience. His work background includes roles at Saint Boniface Craft Brewing and King Conservation Group, as well as teaching positions at Millersville University of Pennsylvania and Harrisburg Area Community College. He is also involved with Camp Conquest. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and non-securities products through affiliated entities.

Tax-loss harvesting
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Sharon S

Series 63, Series 65

Camp Hill, PA

Merrill

Sharon Steiner is a Wealth Management Advisor at Merrill Lynch Wealth Management, a position she has held since 1987. She specializes in assisting individuals and multigenerational families with their financial matters, including retirement income strategies, investment management, legacy planning, college education planning, tax minimization, and philanthropic planning. Sharon has developed expertise in navigating diverse market conditions and economic environments over more than three decades in the industry. She earned a Bachelor's degree from Franklin & Marshall College and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Sharon's approach involves understanding each client's unique story to integrate the various components of their financial lives. She serves the needs of multigenerational families, helping them balance present requirements with future goals. Outside of her professional work, Sharon spends time with her family and enjoys gardening, reading, traveling, and singing. She is involved in her community as a cantor at Our Lady of Lourdes Church in Enola, Pennsylvania, and has been a member of Executive Women International. Sharon has lived in Camp Hill since 1985 and is originally from Pennington, New Jersey.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Women Professionals Women's Finance
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Adam S

Series 66

Camp Hill, PA

LPL Enterprise

Adam Schopp is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC, and previously had roles outside finance including at White Rose Bar and Grill. Schopp is involved in financial planning with the Kaufmann Financial Group and provides non-variable insurance products through the Eugene Cohen Agency for real estate professionals. LPL Enterprise serves a broad client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm primarily employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program.

Tax-loss harvesting
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Gary M

Series 63, Series 66

Mechanicsburg, PA

Equitable Advisors

Gary Meanor Jr. is a financial advisor at Equitable Advisors with 35 years of industry experience. He holds Series 63 and Series 66 designations and has been with Equitable Advisors since 2005, including its predecessor entity AXA Advisors. He serves as a power of attorney for his father and operates an outside insurance brokerage. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment models and third-party managers, serving both non‑high-net-worth and high-net-worth clients.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Stephen M

Series 63, Series 65

Harrisburg, PA

OSAIC

Stephen Marrazzo is a financial advisor with OSAIC in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Fortis Investors, Inc. since 1990 and has been associated with Professional Advisory Corporation since 1984. Outside of his primary advisory roles, he owns a sole proprietorship focused on life insurance and long-term care insurance sales and service. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment approach and a multi-advisor platform.

Annuities Private / alternative investments
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Licia N

CFP®, Series 63, Series 65

Harrisburg, PA

Ameriprise

Licia Navazio is a CFP® with 26 years of industry experience and is currently affiliated with Ameriprise. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2000. Outside of her advisory role, she is the president and owner of Pro Active Management Solutions, Inc., a consulting business she has operated since 1989. Ameriprise is a large institutional firm that provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to produce written, non-discretionary recommendation reports tailored in partnership with clients’ financial advisors.

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

Series 63, Series 66

Harrisburg, PA

Cambridge Investment Research Advisors

Eric Pettis is a financial advisor at Cambridge Investment Research Advisors with 42 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Cambridge in 2010, Pettis was associated with New England Life. He serves on the board of directors for Harrisburg Academy. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to various platforms and third-party advisers while maintaining proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Ryan C

Series 65, Series 66

Lemoyne, PA

LPL Financial

Ryan Carlin is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at firms including TIAA-CREF, Securian Financial Services, and Lincoln Investment. In addition to his role at LPL, he is involved with Freedom Financial Wealth Management, where he sells fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

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

CFP®, Series 63

Lemoyne, PA

LPL Financial

Maynard Neff is a CFP® with 42 years of industry experience, currently an advisor at LPL Financial since 2018. Prior to joining LPL, he worked at INVEST Financial Corp for 10 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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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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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Vincent C

Series 63, Series 65

Hershey, PA

Cambridge Investment Research Advisors

Vincent Catalano is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors and Concourse Financial Group Securities. He is a co-owner of KCA Wealth Management LLC and is involved in financial planning education and tax preparation services. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary and third-party model strategies.

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