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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 credentials and 18 years of industry experience. He has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets Inc. In addition to his advisory role, he serves as a board member for the Dauphin County Land Bank Authority and is a partner in two real estate-related businesses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools.

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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Lauren F

Series 66

Harrisburg, PA

LPL Financial

Lauren Fuller is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 credential and three years of industry experience. Her prior work includes positions at Primanti Brothers and Crown Bolt. Outside of her advisory role, she is involved with doTerra Essentials Oils, a business she started in 2020. 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, utilizing discretionary and non-discretionary management along with research from various sources.

College savings (529s, UTMA, etc.)
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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 12 years of industry experience. He has worked at LPL Financial since 2018 and concurrently at Members 1st Investment Services since 2013. 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 representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, including discretionary and non-discretionary management supported by model portfolios and third-party research.

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

Series 66

Camp Hill, PA

Morgan Stanley

Emily Biden is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, following two years at Morgan Stanley & Co., Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market modeling techniques.

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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Eric M

Series 66

Harrisburg, PA

LPL Financial

Eric Morrison is a financial advisor with LPL Financial in Harrisburg, PA. He holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked for ten years at Smigel, Anderson & Sacks, LLP. Outside of advisory work, he is associated with Morris Four Corporation, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and services, including financial planning and retirement plan consulting, supported by research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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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 with Edward Jones in Camp Hill, PA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Cetera Investment Advisers, First National Bank of PA, and CCO Investment Services Corp. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, 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® professional with 31 years of experience in the financial services industry. He has worked at LPL Financial since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. He operates Schreader Wealth Management, a business affiliated with his work at LPL Financial. 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, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options.

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

Series 66

Elizabethtown, PA

Raymond James Financial

Randolph Trostle is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 17 years of industry experience. He has worked with DDMP Investment Advisors, LLC since 2014 and served Elizabethtown College from 2007 to 2017. Outside of his advisory work, he is an associate at DDMP Investment Advisors, where he advises clients as needed. 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 offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized offerings in municipal finance and SIMPLE IRA consulting.

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

CFP®, Series 66

Lemoyne, PA

Wells Fargo Clearing

Jonathan Levin is a CFP® professional with 17 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2010 to 2016 and has been involved with K2 Mortgage since 2003. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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David B

Series 63, Series 65

Harrisburg, PA

LPL Financial

David Bedard is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank and Ameriprise Financial Services. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives, offering various advisory programs, financial planning, and brokerage services.

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

Series 63, Series 66

Camp Hill, PA

Cambridge Investment Research Advisors

Mary Tarczynski is a financial advisor with Cambridge Investment Research Advisors in Camp Hill, PA. She holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to her current role, she worked at Edward Jones for four years and has held positions at Purshe Kaplan Sterling Investments and Grandview Asset Management. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing both proprietary and third-party model strategies tailored to client objectives.

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

Series 66

Hershey, PA

OSAIC

Frederic Cassivi is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with OSAIC, having joined the firm in 2024. Prior to that, he worked at Securities America Advisors and Prospera Financial Services. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services such as financial planning, retirement plan consulting, and access to third-party money managers through multiple advisory platforms.

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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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, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wachovia Bank, N.A. and Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Its advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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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