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Michael K

Series 66

Camp Hill, PA

Charles Schwab

Michael Knous is a financial advisor at Charles Schwab with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Personal and Workplace Advisors and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Eric P

Series 63, Series 65

Lemoyne, PA

Cetera

Eric Pasquini is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Pennian Bank and CUNA Brokerage Services, where he worked from 2009 to 2021 before joining Cetera in 2021. Cetera Investment Advisers LLC is a nationwide SEC-registered firm with over 10,000 advisors, serving individual, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and retirement services.

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 G

Series 66

Mechanicsburg, PA

Raymond James Financial

William Gekas is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked in various roles since 2014, including positions at DoorDash Inc. and Penn State University. Gekas is also an associate at Financial Compass Group Inc., where he supports financial advisory services in a non-producing capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and advisory services supported by analytical tools and maintains unique affiliations, such as with a municipal advisor, to enhance its service offerings.

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

Series 66

Camp Hill, PA

Morgan Stanley

Christina Divincenzo is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has prior work history at JCPenney and Bon Ton. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

General estate planning guidance
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Ronald L

CFP®, Series 63, Series 65

Camp Hill, PA

Cetera

Ronald Leuschen is a financial advisor at Cetera with 36 years of industry experience. He holds the CFP® designation and has worked previously at American Express Financial Advisors Inc. and Ids Life Insurance Company. In addition to advisory work, he is involved in selling health and annuity insurance as an agent and manages a financial services DBA, Advantage Wealth Management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform providing access to affiliated and third-party managers, with a range of discretionary and non-discretionary portfolio management and financial planning services.

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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Michael L

Series 66

Lemoyne, PA

Wells Fargo Advisors

Michael Laporte is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2014. Outside of his role at Wells Fargo, he has a 30% ownership interest in La Porte Asset Management, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, serving clients who meet net-worth thresholds with various specialized advisory options.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Corey H

CFP®, Series 66

Harrisburg, PA

Raymond James Financial

Corey Hinds is a CFP®-designated financial advisor with 14 years of industry experience currently affiliated with Raymond James Financial in Harrisburg, PA. He has also worked with Fulton Bank since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm employs tailored, non-discretionary planning approaches that utilize risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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

Series 66

Camp Hill, PA

Merrill

Connor Flynn is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial and Polaris Advisors, as well as experience outside the financial sector at Fedex Freight and Pennsylvania State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Tricia M

Series 63

Lemoyne, PA

Wells Fargo Clearing

Tricia Mankoski is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 27 years of industry experience. She has been with Wells Fargo Clearing and its predecessor firms since 2009. 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 uses research and analytics guided by diversification principles and modern portfolio theory to evaluate investment options, and it offers a combination of brokerage and advisory solutions.

Retired Founder/Business Owner
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Scott M

Series 63, Series 65

Camp Hill, PA

Cambridge Investment Research Advisors

Scott Moyer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he is an independent insurance agent with Moyer Financial Services LLC. Cambridge Investment Research Advisors serves a diverse clientele including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary model strategies and third-party managers with both discretionary and non-discretionary approaches.

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

Series 66

Camp Hill, PA

Ameriprise

Navjit Singh is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has prior experience in tax preparation and inventory management. Outside of advising, he works as an Inventory Manager at John Wayne Truck Wash & Chrome Shop and prepares tax returns through KLS CPA LLC. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions and employs a centralized retirement-income consulting team that delivers non-discretionary, research-driven recommendations.

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

Series 66

Lemoyne, PA

Wells Fargo Clearing

Timothy Mairs is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Chrystal W

Series 63, Series 65, Series 66

Camp Hill, PA

Merrill

Chrystal Woollett is a Financial Advisor at Merrill Lynch Wealth Management, where she specializes in guiding clients through significant life transitions such as divorce, career changes, retirement, and the loss of a loved one. Her approach focuses on providing compassionate and personalized financial strategies tailored to each individual's unique circumstances. She aims to help clients feel confident and in control of their financial futures. With experience beginning in 2006, Chrystal offers expertise in creating tailored financial strategies for high-achieving professionals, taking into account their careers, lifestyles, and long-term goals. Her collaborative and data-driven style supports clients through promotions, pivots, and personal milestones. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Chrystal earned her Bachelor's Degree from Millersville University of Pennsylvania. Outside of her professional work, Chrystal is involved with the Junior League of Harrisburg. She also enjoys biking, hiking, and spending time with her family.

General retirement planning Wealth management Women Professionals Mid-Career Professionals
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Frank V

Series 66

Harrisburg, PA

LPL Financial

Frank Valvano is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years and Pride Mobility Products for two years. Valvano was also self-employed for eleven years prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, including model portfolio programs and access to third-party asset managers, 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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Jason R

Series 66

Camp Hill, PA

Morgan Stanley

Jason Rubin is a financial advisor at Morgan Stanley with 9 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2017. Prior to that, he worked at Boston Scientific from 2012 to 2017. Outside of his advisory role, Rubin is the sole proprietor of RTR Homes, LLC, a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its financial planning process.

General estate planning guidance
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Nathan M

Series 66

Camp Hill, PA

Merrill

Nathan Mc Leod is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, Liberty University, FedEx Express, UPS, and Pensacola Christian College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Hunter N

Series 66

Camp Hill, PA

LPL Enterprise

Hunter Neiss is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Bankers Life and has a varied background that includes roles in the food service industry and time spent traveling. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services including financial planning, access to third-party asset managers, and participation in a wrap program.

Tax-loss harvesting
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Christopher Z

Series 66

Camp Hill, PA

Cetera

Christopher Zeigler is a financial advisor at Cetera with six years of industry experience and holds a Series 66 license. He has worked with Orrstown Financial Advisors and Cetera Wealth Services, and also serves as board president of Bethany Development Corporation, which provides low-income senior housing. Additionally, Zeigler is vice president of Family Design Resources, a foster care services organization, and works as a basketball official for recreational and high school leagues. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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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Kevin B

Series 66

Manheim, PA

Edward Jones

Kevin Blacker is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Knouse Foods for 14 years. 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 nationwide network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) Retirement income strategy Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive Sales Professional
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John G

Series 63, Series 65

Camp Hill, PA

LPL Enterprise

John Grove is a financial advisor with LPL Enterprise in Camp Hill, PA, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, Grove is involved as an artist and musician with the organization Coffee with Lions in York, PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Tax-loss harvesting
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