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Cindy M

Series 66

Hanover, PA

Edward Jones

Cindy Mc Clintic is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

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

ChFC®, Series 63, Series 66

Hanover, PA

Edward Jones

Luke Austin is a financial advisor with Edward Jones in Hanover, PA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 12 years of industry experience, having previously worked at Signator Investors Inc, VOYA Financial Advisors, and Mai Financial Partners. He receives residuals from American General and North American Company as part of other business activities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions and advisory services supported by a large network of financial advisors and branch offices nationwide.

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner
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Brian D

Series 63, Series 65

Jarrettsville, MD

LPL Financial

Brian Drumgoole is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Securities Service Network, Inc. and through his own firm, Drumgoole Financial Services. Outside of financial advising, he is the owner of Harford Brewery Tours, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs and financial planning services supported by research and various portfolio management strategies.

College savings (529s, UTMA, etc.)
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Matthew C

Series 66

Hampstead, MD

Edward Jones

Matthew Colender is a financial advisor at Edward Jones in Hampstead, MD, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2018 and has been involved with Allstate Floors of DC since 2009. 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 services supported by a large national network of advisors and offices.

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

Series 63, Series 65

Hanover, PA

Wells Fargo Advisors

Ryan Logue is a financial advisor with Wells Fargo Advisors in Hanover, PA, holding Series 63 and Series 65 credentials. He has 22 years of industry experience, including previous roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Outside of his advisory work, he has ownership interests in investment-related entities JCBL, Inc. and RLOGUE GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. Advisors use Wells Fargo research and planning tools to create tailored recommendations, with services covering various specialized planning areas and optional implementation through brokerage or advisory programs.

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

Series 66

Hampstead, MD

Cambridge Investment Research Advisors

Beau Horning is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has two years of industry experience and previously worked at Samsung Austin Semiconductor. He volunteers as a committee member for the Women’s Traffic & Transportation Club in Baltimore, MD. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides multiple investment platforms and strategies, including proprietary models under Founders Gate Capital and access to third-party managers.

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

Series 63, Series 65

York, PA

Raymond James Financial

Rick Danielowski is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for seven years. Danielowski is also an associate and portfolio strategist with Longview Wealth Solutions LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

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

Series 66

Seven Valleys, PA

Wells Fargo Clearing

Crawford Simpkins is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Jason W

Series 63, Series 65

York, PA

Raymond James Financial

Jason Weber is a financial advisor with Raymond James Financial in York, PA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has previously worked at Wells Fargo Advisors Financial Network LLC and has been with Raymond James Financial and its affiliated entities since 2018. Weber is also the owner of Ashton Rae Inc. and LongView Wealth Solutions, both support companies based in York. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm employs non-discretionary planning tailored to client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 63, Series 65

Monkton, MD

LPL Financial

Robert Stankowski is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 registrations. Prior to joining LPL Financial in 2025, he worked at Grove Point Advisors, LLC and Grove Point Investments, LLC from 2009 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

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

Series 66

Stewartstown, PA

Edward Jones

Matthew Beard is a financial advisor at Edward Jones in Stewartstown, PA, holding a Series 66 designation with 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he is noted as an owner of a rental property business involved in property management. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products within a nationwide network of advisors and branch offices.

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

Series 66

York, PA

Raymond James Financial

David Herbst is a financial advisor with Raymond James Financial in York, PA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and KCA Wealth Management. He is also involved with Integrity Wealth Strategies LLC in a support capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to provide tailored, non-discretionary planning and consulting, and it supports a broad network of advisors with municipal and public finance services.

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

Series 63

Shrewsbury, PA

Cetera

Leonard Kaplan is a financial advisor with Cetera who holds the Series 63 designation and has 43 years of industry experience. His career includes roles at VOYA Financial Advisors and Keller-Brown Insurance, where he also serves as an insurance agent specializing in life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC operates a multi-manager platform serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to various third-party managers, with over $256 billion in assets under management across a network of more than 10,000 advisors.

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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