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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 experience in the industry. She holds a Series 66 designation and has been with Edward Jones since 2014. Based in Hanover, PA, she serves a range of clients within the firm’s institutional category. 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 under management and offers a variety of discretionary and non-discretionary investment strategies, including separately managed accounts, affiliated mutual funds, and tax-efficient services, operating 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 13 years of industry experience, including nine years at Edward Jones and previous roles at Signator Investors Inc and Mai Financial Partners. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

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 with LPL Financial in Jarrettsville, MD, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with LPL Financial since 2020 and previously spent 14 years at Securities Service Network, Inc., while also operating Drumgoole Financial Services since 2003. Outside of his advisory work, he owns Harford Brewery Tours, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 at Cambridge Investment Research Advisors with a Series 66 credential and two years of industry experience. Prior to joining the firm, he worked for Samsung Austin Semiconductor for five years. He is also a committee member and volunteer with the Women's Traffic & Transportation Club in Baltimore. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and provides proprietary model strategies alongside access to third-party advisers.

Annuities Retirement plans for business owners (SEP, solo 401k)
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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 at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics.

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 with LPL Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Grove Point Advisors, LLC, Grove Point Investments, LLC, and MSI Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs supported by research, technology, and a broad platform of affiliated financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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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