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John H

Series 63, Series 65

Harrisburg, PA

LPL Financial

John Holler is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been associated with LPL Financial since 2013 and has operated his own practice, John W. Holler, since 1998. Outside of advisory work, he is involved in tax preparation through John Holler Tax Preparation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by operational tools and a broad non-advisory financial services platform.

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

Series 66

Elizabethville, PA

Edward Jones

Kristin Tobin is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to this, she was employed at Rodan and Fields and Nationwide Insurance Company. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Joseph C

Series 63, Series 65

Harrisburg, PA

Cambridge Investment Research Advisors

Joseph Cooper is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He has held roles at Cambridge Investment Research Advisors and Cambridge Investment Research since 2010 and previously worked at VOYA Financial Advisors from 2006 to 2009. Outside of his advisory work, he serves as the general manager for the Mechanicsburg Midget Football Association, a nonprofit organization supporting youth football. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management through various platforms and offers proprietary model strategies under the Founders Gate Capital brand.

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

Series 63, Series 65

Harrisburg, PA

LPL Financial

John Searer is a financial advisor at LPL Financial with 10 years of industry experience. He previously worked at Morgan Stanley and AXA Advisors, LLC. Outside of his advisory role, he serves as a Judge of Elections in Lancaster County. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

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

Series 63, Series 65

Harrisburg, PA

LPL Financial

James Igo is a financial advisor with LPL Financial based in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, and Merrill. 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, supporting its advisors with research and operational tools.

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

Series 63

Halifax, PA

LPL Financial

Scott Thompson is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 44 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services, Inc. He operates a non-variable insurance business alongside his advisory work. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory and brokerage services through a large network of investment adviser representatives.

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

Series 66

Harrisburg, PA

LPL Financial

Jacinda Webber is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She has worked at LPL Financial since 2019 and has been affiliated with Members 1st Federal Credit Union since 2010. 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 provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by various operational tools and a broad platform of non-advisory financial activities.

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

CFP®, Series 63, Series 65

Harrisburg, PA

Cambridge Investment Research Advisors

Donald Healey is a CFP® professional with 43 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2018. Prior to this, he spent 23 years at Signator Investors, Inc. Healey is also a board member of the Bridgeport Condominium Association and serves on the finance council for the Roman Catholic Diocese of Harrisburg. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to both individual and institutional clients, including pension and charitable organizations. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

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

CFP®, Series 66

Harrisburg, PA

LPL Enterprise

Andrew Hess is a CFP® with 15 years of experience in financial services, currently affiliated with LPL Enterprise since 2024. His prior roles include positions at The Prudential Insurance Company of America and Ameriprise Financial Services. Hess operates Forest Hills Financial Advisors, a DBA that provides sales and service of insurance and investments. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm uses a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tax-loss harvesting
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Austin C

Series 66

Halifax, PA

Edward Jones

Austin Cook is a financial advisor with Edward Jones in Halifax, PA, holding a Series 66 designation and having three years of industry experience. He has also been involved in agricultural work at Penman Farms for over ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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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 registrations and 14 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and M&T Securities. He is also involved with Members 1st Federal Credit Union through its investment services and wealth management business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired 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 since 2021, following eight years at MML Investors Services and Mass Mutual Life Insurance Company. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Annuities Retirement plans for business owners (SEP, solo 401k)
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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 in Harrisburg, PA, holding a Series 66 designation and 11 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015 and Cambridge Investment Research, Inc. since 2014. Outside of his advisory work, he serves as a soccer coach and girls director of coaching for local clubs in Mechanicsburg, PA. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies under the Founders Gate Capital brand.

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

Series 66

Harrisburg, PA

LPL Enterprise

Jason Miller is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Harrisburg, PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Jesse H

Series 66

Harrisburg, PA

Edward Jones

Jesse Hodges is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he served in the U.S. Army from 2015 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management ESG / Sustainable investing Military & Veterans Founder/Business Owner Religious/faith focused Values-based investing
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Matthew F

Series 63, Series 65

Harrisburg, PA

Cambridge Investment Research Advisors

Matthew Frey is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Metlife Securities, Massachusetts Mutual Life Insurance Company, and Ocean Thermal Energy Corporation. Outside of his advisory role, he has worked as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

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

Series 66

Harrisburg, PA

LPL Financial

Lauren Fuller is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2021. Outside of her advisory role, Fuller is involved with doTerra Essential Oils. 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 range of financial planning and investment management services, utilizing both proprietary and third-party strategies, 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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Eric M

Series 66

Harrisburg, PA

LPL Financial

Eric Morrison is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and previously worked for Smigel, Anderson & Sacks, LLP for ten years. Outside of his advisory role, he is associated with Morris Four Corporation, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory solutions supported by extensive 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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David B

Series 63, Series 65

Harrisburg, PA

LPL Financial

David Bedard is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Ameriprise Financial Services. 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, utilizing both proprietary and third‑party investment strategies.

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