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Thomas G

Series 63, Series 66

Palmyra, PA

Cetera

Thomas Garlic is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He has worked with Benchmark Advisor Networks and Cetera Wealth Services, LLC since 2014 and joined Cetera in 2023. Outside of his advisory role, he serves as vice president of the Swatara Action Team, a civic organization focused on community outreach and event planning. Cetera Investment Advisers LLC is a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, allowing advisors to utilize affiliated and third-party managers or create bespoke 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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Heath G

Series 66

Hershey, PA

Edward Jones

Heath Greene is a financial advisor with Edward Jones in Hershey, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Hope Community Church and Gardner-Webb University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Kevin K

ChFC®, Series 63, Series 65

Lebanon, PA

LPL Enterprise

Kevin Kleinfelter is a financial advisor with LPL Enterprise holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, previously working with Prudential Insurance Company of America since 1982. He serves as a board member of the Lebanon Rescue Mission, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products, operating an integrated platform combining advisory services and financial product sales.

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

Series 66

Lebanon, PA

LPL Financial

Scott Carr is a financial advisor with LPL Financial who holds a Series 66 designation and has 24 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Securities America Advisors, Inc. and HD Vest firms. He also sells term life insurance, whole life insurance, and fixed annuities. 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 provides a range of advisory programs, financial planning, and retirement consulting, supported by model portfolios, third-party research, and advanced technologies.

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

Series 63, Series 65

Hershey, PA

OSAIC

Kerin Foley is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, National Financial Services LLC, and Fidelity Brokerage Services LLC. Outside of financial advising, she is involved in a real estate business focused on buying and reselling or renting properties. OSAIC serves a diverse client base including individual investors, pension plans, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers through a large network of affiliated advisors. The firm employs asset-allocation tools and automated rebalancing to manage portfolios containing a range of investment products on either a discretionary or non-discretionary basis.

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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Garrett G

Series 63, Series 65

Palmyra, PA

Fidelity

Garrett Gillette is a Financial Consultant currently working at Fidelity Investments since 2023. He focuses on helping clients and their families develop and implement comprehensive financial plans tailored to their individual goals and objectives. Garrett has experience in various financial advisory roles, including Financial Advisor Senior Associate at Vanguard from 2021 to 2023, Financial Advisor at CUNA Brokerage Services from 2020 to 2021, and Licensed Relationship Banker at Citizens Securities Inc from 2017 to 2020. His professional background reflects a commitment to wealth planning and client education. Outside of his professional work, Garrett has personal interests in cars, cooking and baking, fitness, golf, outdoor adventures, and snowboarding.

Wealth management
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Malene F

Series 66

Palmyra, PA

Edward Jones

Malene Frost 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. Her prior roles include positions at Equinox, Bedford Stuyvesant Restoration Corporation, GlaxoSmithKline, and Calvin Klein. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Sarah H

Series 66

Hershey, PA

Equitable Advisors

Sarah Hilbolt is a financial advisor with Equitable Advisors in Hershey, PA, holding a Series 66 designation and 18 years of industry experience. She previously worked at AXA Advisors, LLC, and has been with Equitable Advisors since 2014. Outside of her advisory role, she serves as a power of attorney for her mother. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing a delivery model that emphasizes LPL-sponsored programs and endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Shane L

CFP®, Series 63, Series 65

Ephrata, PA

Cetera

Shane Landis is a CFP® professional with nine years of industry experience, currently affiliated with Cetera. He has held roles at Everence Trust Company and Concourse Financial Group Securities Inc over the past several years. Landis is also involved as a financial planner with Everence Trust Company, providing insurance, investment, and financial planning services as well as charitable planning through the Everence Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management options and financial planning services through a large network of independent advisors and multiple program structures.

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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Zachary Y

Series 66

Lebanon, PA

Wells Fargo Clearing

Zachary Yocum is a financial advisor with Wells Fargo Clearing in Lebanon, PA, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo since 2017 and previously worked at Discovery Communications from 2014 to 2017. Outside of his advisory role, he holds ownership interests in several investment-related ventures. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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John F

Series 66

Palmyra, PA

Edward Jones

John Foltz is a Series 66 credentialed financial advisor with Edward Jones in Palmyra, PA, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, Foltz serves as an Assistant Scoutmaster with the Boy Scouts of America, is Vice President of the Palmyra PAW Club, and sits on the Finance Committee of the Hershey Region Antique Auto Club of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a broad network of advisors and branch offices.

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

Series 66

Hummelstown, PA

LPL Financial

Gary Burghdorf is a Series 66-credentialed financial advisor with LPL Financial, where he has worked since 2011. He has 26 years of industry experience. Outside of his advisory role, he is involved in music as a freelance musician and composer and serves as a percussion instructor for the Middletown Area School District. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from multiple sources.

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

CFP®, Series 66

Lebanon, PA

Edward Jones

Cheryl Batdorf is a CFP®-credentialed financial advisor with Edward Jones, where she has worked since 2016. She has 10 years of industry experience and serves clients from Lebanon, PA. Outside of her advisory role, Cheryl is an adjunct instructor at Harrisburg Area Community College, teaching a Human Resource Management course. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive Women's Finance Women Professionals
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Letizia C

Series 63, Series 65

Lebanon, PA

LPL Financial

Letizia Centini is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior experience includes roles at M&T Securities, Inc., Allfirst Brokerage Corporation, and FMB Bank T/A The First National Bank Of. 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 financial planning and advisory programs, including model portfolios and retirement plan consulting, and provides both discretionary and non-discretionary management services supported by in-house and third-party research.

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

CFA®, Series 66

Hershey, PA

OSAIC

Gavin Flowers is a financial advisor at OSAIC with one year of industry experience. He holds the CFA® designation and the Series 66 license. Prior to joining OSAIC and Wealth Management Services, Inc., he worked at J.P. Morgan Chase & Co. for several years. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services with access to multiple advisory platforms and third-party money managers. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

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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David E

Series 63

Hershey, PA

Cambridge Investment Research Advisors

David Edwards is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 44 years of industry experience, including prior roles at LPL Financial, Cadaret, Grant & Co., Inc., Hancock Capital Management, Inc., and Princor Financial Services Corporation. He is also president of David M Edwards & Associates Financial Services, Inc. and serves as a board member of the Brownstone Masonic Temple in Hershey, PA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individual investors, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, using a range of portfolio management approaches and both proprietary and third-party strategies.

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

Series 63, Series 65

Hummelstown, PA

LPL Financial

Kevin Parker is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory work, he is involved in an entertainment-related activity started in 2025. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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

CFP®, Series 63, Series 65

Hummelstown, PA

LPL Financial

Stephen Stackhouse is a CFP®-certified financial advisor with LPL Financial, where he has worked for 15 years. He has 30 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

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

Series 66

Myerstown, PA

Edward Jones

Steven Goodhue is a financial advisor with Edward Jones in Myerstown, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors and offers a range of advisory services under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Douglas R

CFP®, Series 66

Hershey, PA

Edward Jones

Douglas Russell is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he was involved in real estate investment through Charlee Realty LLC and worked at the Pennsylvania Higher Education Assistance Agency. He also owns Charlee Realty LLC, a real estate investment business in Hummelstown, PA. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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