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Colin K
Series 63, Series 65
Camp Hill, PA
LPL Enterprise
Colin Knepper is an advisor with LPL Enterprise holding Series 63 and Series 65 licenses. He has been with LPL Enterprise since 2026. Outside of his advisory role, he is involved with Saint Boniface Craft Brewing and has experience working with Camp Conquest. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to asset managers, and additional financial services.
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.
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.
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.
Kendra W
Series 66
Elizabethtown, PA
Ameriprise
Kendra Wall is a financial advisor with Ameriprise in Mount Joy, PA, holding a Series 66 designation and four years of industry experience. She has worked at several firms including Landis Financial Advisors, MassMutual, and Rotz & Stonesifer Financial Services, and has prior experience at Liberty University and in local community roles. Outside of her advisory work, she has engaged in planning leisure travel related to Disney and Universal Studios through a separate non-investment activity. Ameriprise provides retirement-income planning services targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.
Stephen M
Series 63, Series 65
Harrisburg, PA
OSAIC
Stephen Marrazzo is a financial advisor with Osaic Wealth, Inc. in Harrisburg, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Fortis Investors, Inc. since 1990 and at Professional Advisory Corporation since 1984. Outside of his advisory roles, Marrazzo owns a sole proprietorship focused on life insurance and long-term care insurance sales and service. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various tools and third-party solutions to construct and manage portfolios across a wide range of asset classes.
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.
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 has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010, and previously at New England Life. Pettis serves on the board of directors for Harrisburg Academy. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, providing both proprietary and third-party model-based solutions tailored to client objectives.
Michael H
Series 66
York, PA
Ameriprise
Michael Hoffmann is a financial advisor with Ameriprise in York, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Hoffmann is involved in multiple business ventures including serving as Chief Operating Officer of MJ Hoffmann LLC and co-owning WHW Aviation Holdings, LLC, a private charter and organ transplant jet services company. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.
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.
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.
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 co-owner of KCA Wealth Management LLC and is involved in financial planning education and tax preparation services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple custody and platform arrangements with discretionary and non-discretionary investment options, incorporating proprietary and third-party model strategies.
Leah W
Series 66
Annville, PA
Ameriprise
Leah Wilhelm is a financial advisor with Ameriprise in Lancaster, PA, holding a Series 66 designation and two years of industry experience. She previously worked at Avantax Advisory Services, MRK Financial Solutions, and Northwest Bank. Outside of her advisory role, she serves as President of the Palmyra American Legion Auxiliary and Vice President of Operations for Fogleman’s Wounded Warrior Music Fest. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies through a centralized consulting team.
Charles B
Series 66
York, PA
Edward Jones
Charles Barton is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Mylan Pharmaceuticals for four years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.
Charles L
CFP®, Series 63, Series 65
Mechanicsburg, PA
Wells Fargo Advisors
Charles Little is a CFP® with 27 years of industry experience. He is currently with Wells Fargo Advisors and previously spent 21 years at PNC Investments. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm’s approach includes specialized planning in areas such as business-owner transition and sports & entertainment planning, combining proprietary research and planning tools to develop tailored recommendations.
Gregory K
Series 63, Series 65
Camp Hill, PA
LPL Enterprise
Gregory Kane is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Prudential Insurance Company of America since 2008 and joined LPL Enterprise in 2024. Kane is involved with Kaufmann Financial Group, a financial planning business based in Camp Hill, PA. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated trust and insurance services.
Joshua M
Series 63, Series 66
Camp Hill, PA
Charles Schwab
Joshua Mccarty is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior experience includes roles at TD Ameritrade Investment Management, LLC and TD Waterhouse Investor Services Inc. Outside of his advisory work, he is a landlord for three investment properties. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering a multi-asset model portfolio approach supported by in-house research and alternative investment due diligence.
Andrea C
Series 63, Series 65
Camp Hill, PA
Primerica Advisors
Andrea Chronister is a financial advisor with Primerica Advisors in Camp Hill, PA, holding Series 63 and Series 65 licenses and 12 years of industry experience. Her career includes roles at PFS Investments Inc. and Primerica Financial Services, as well as prior positions at Mount Calvary Episcopal, Moore Graphics Inc., and Lobar Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-driven advisory services supported by third-party asset managers and custodians.
Timothy B
Series 63, Series 66
Dover, PA
Edward Jones
Timothy Biden Sr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated financial products, with approximately $1.01 trillion in assets under management.
Michael B
Series 63, Series 65
Camp Hill, PA
Cetera
Michael Brittain is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked with Cetera since 2023 and has been involved with Cumberland Collier Group, LLC and Cetera Wealth Services, LLC since 2016. Outside of his advisory role, Brittain serves as a trustee on the finance committee of Pine Street Presbyterian Church. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing advisors flexibility in implementing model portfolios, third-party managers, or customized strategies.
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