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Andrew C

Series 66

Hanover, PA

Edward Jones

Andrew Csuri is a financial advisor at Edward Jones in Hanover, PA, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Diageo from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and operating under a fiduciary standard. The firm is notable for its extensive network of advisors and branches, as well as its affiliated trust company and proprietary investment products.

Retirement income strategy Business exit / sale strategy Wealth management Retired Founder/Business Owner Executive
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Damian H

Series 65

Westminster, MD

LPL Financial

Damian Halstad is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 65 credential and has been with LPL Financial since 2011. In addition to his advisory role, Halstad is an attorney practicing at Hoffman, Comfort, Offutt & Scott, LLP, where he has worked for over 36 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Robert M

Series 66

Hanover, PA

Cetera

Robert Miller is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has worked with Cetera and Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he serves as Vice President of the St. Teresa Athletic Association, organizing sports activities for the local school. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with various program structures and third-party 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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Victor L

Series 66

Gettysburg, PA

LPL Financial

Victor Lombardi is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2025 and previously worked with Midatlantic Retirement Planning Specialists, Cadaret, Grant & Co., Inc., and operates LFS Lombardi Financial Services, which provides insurance-related services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and brokerage services, utilizing a variety of portfolio management strategies and research resources.

College savings (529s, UTMA, etc.)
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Eric W

Series 66

Hanover, PA

Edward Jones

Eric Walker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Church & Dwight Co Inc for nine years and Anvil International for one year. 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 under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

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

CFP®, Series 66

Hanover, PA

Cetera

Andrew Riggle is a CFP® with three years of industry experience, currently affiliated with Cetera. He has worked at PricewaterhouseCoopers and Stambaugh Ness, and is also a financial professional at Riggle Wealth Group, LLC. Riggle serves as an elected board member of the United Way of Adams County. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering 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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Jamie M

Series 66

Hanover, PA

Edward Jones

Jamie Mladenoff is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he organizes youth soccer team schedules and paperwork as a parent manager for a local youth soccer club. 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 nationwide network of advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Jacob S

CFP®, Series 63

Westminster, MD

LPL Financial

Jacob Sturgill is a CFP®-designated financial advisor with 14 years of industry experience, currently affiliated with LPL Financial since 2015. He operates in Westminster, MD, and has prior involvement as a tax accountant outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs and utilizes model portfolios and research from multiple sources to support various investment strategies.

College savings (529s, UTMA, etc.)
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Gabriel K

Series 66

Gettysburg, PA

Edward Jones

Gabriel King is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Before joining Edward Jones, he served on multiple county boards of education, including Putnam, Boone, and Kanawha counties, between 2016 and 2024. 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, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management Doctor or Medical Professional
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Robert G

Series 65, Series 63

Westminster, MD

Cambridge Investment Research Advisors

Robert Gicking is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has been a W2 employee at the Space Telescope Science Institute since 2008. Cambridge Investment Research Advisors serves a broad range of clients including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a variety of investment implementation options including proprietary model strategies and access to unaffiliated strategists, with tailored approaches to meet client objectives.

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

Series 63, Series 65

Gettysburg, PA

UBS Financial Services

Maria Nicholas is a financial advisor with UBS Financial Services in Gettysburg, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She worked at Merrill for nine years before joining UBS in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and a range of capital markets and lending programs.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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James R

Series 63

Hanover, PA

Wells Fargo Advisors

James Robinson is a financial advisor with Wells Fargo Advisors in Hanover, PA, holding a Series 63 designation and bringing 28 years of industry experience. He worked at Lincoln Investment Planning, Inc. for 19 years before joining Wells Fargo Advisors in 2023. Outside of his advisory role, Robinson owns and operates a tax service business. Wells Fargo Advisors is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services including cash-flow, retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

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

Series 66

Westminster, MD

RBC Capital Markets

Jacob Boone is a financial advisor with RBC Capital Markets in Westminster, MD, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Merrill and various positions outside finance, such as at Illianos J&P restaurant and Outback Steakhouse. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm uses tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Quinn B

Series 63, Series 65

Hanover, PA

Edward Jones

Quinn Bower is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, M&T Securities, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, Bower manages a family farm in Blain, PA, where he raises Angus beef cattle and grows hay, corn, and soybeans. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its extensive retail advisor and branch network and offers affiliated investment products alongside its fiduciary advisory services.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Nathan S

Series 66

Westminster, MD

LPL Financial

Nathan Spangler is a Series 66-licensed financial advisor with LPL Financial in Westminster, MD, holding one year of industry experience. He previously worked at Edward Jones for three years and has a background that includes a media role at CBS Radio/Entercom Communications Corporation. Outside of his advisory role, he is involved with Puckett and Sturgill Financial Group as an investment representative. 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 representatives. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering discretionary and non-discretionary management supported by research and a variety of investment strategies.

College savings (529s, UTMA, etc.)
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Benjamin R

Series 63, Series 66

Westminster, MD

Edward Jones

Benjamin Rogers is a financial advisor at Edward Jones with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than 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.

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

CFP®, Series 66

Gettysburg, PA

Edward Jones

Aaron Smith is a CFP® and holds a Series 66 license, with nine years of industry experience. He has worked at Edward Jones since 2024 and previously spent seven years with Ameriprise Financial Services, LLC. His background also includes roles at Shippensburg University and a period of self-employment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Cheryl A

Series 63, Series 65, Series 66

Westminster, MD

RBC Capital Markets

Cheryl Armitage is a financial advisor with RBC Capital Markets, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. Her prior roles include positions at T. Rowe Price Investment Services and several firms associated with OSAIC and Lincoln Financial. She has been with RBC Capital Markets since 2026. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and tailors investment strategies based on clients’ risk profiles, utilizing a combination of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Jonathan W

CFP®, Series 66

Woodsboro, MD

Mass Mutual Investors Services

Jonathan Waters is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and held positions at MetLife Securities Inc. from 2007 to 2017. Waters is also involved in renewable energy projects through ownership of BlueWaters Solar, LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs using collaborative, annual planning processes supported by firm-approved analytical tools.

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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Gregory W

CFP®, Series 66

Westminster, MD

Raymond James & Associates

Gregory Wagner is a CFP® professional affiliated with Raymond James & Associates, with 18 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Citizens Securities. Outside of his advisory work, he serves as power of attorney for a family member in full nursing care. Raymond James & Associates is a large firm serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through various programs, emphasizing tailored, non-discretionary advice supported by extensive research and a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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