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Bradley M

PFS™, Series 63, Series 65

Carlisle, PA

OSAIC

Bradley Mentzer is a financial advisor with Osaic Wealth, Inc. based in Carlisle, PA, holding a PFS™ designation and Series 63 and 65 licenses. He has 27 years of industry experience, including roles at Avantax and Cetera, as well as operating his own CPA and financial advisory practices. He and his spouse own the office building that houses his tax and investment businesses. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm integrates brokerage and advisory services and employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across multiple asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Aleesha M

Series 65, Series 63

Mechanicsburg, PA

Cambridge Investment Research Advisors

Aleesha Moyer is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 11 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016. Outside of her advisory role, she owns a photography business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a network of independent professionals with a range of customizable strategies.

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

CFP®, Series 63

Camp Hill, PA

Ameriprise

Thomas Benkovich is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he manages a business focused on strategic planning and staff management through Thomas F Benkovich LLC. Ameriprise is a large institutional firm that provides retirement-income planning services targeted at individuals approaching or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Gregory H

Series 63

Mechanicsburg, PA

Raymond James Financial

Gregory Hartman is a financial advisor with Raymond James Financial in Mechanicsburg, PA, holding a Series 63 designation and 23 years of industry experience. His career includes roles at Raymond James Financial Services, HS Financial Services, and Simon Lever LLP, CPA's. He serves on the finance committee of the Dune Deck Condominium Association, contributing to its financial oversight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work, with specialized programs such as SIMPLE IRA Employer Advisory services.

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

CFP®, Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Keith Russell is a CFP® professional with six years of industry experience, currently affiliated with Mass Mutual Investors Services in Mechanicsburg, PA. He has worked at MML Investors Services since 2019 and has held roles at MassMutual since 2017. Outside of advisory work, Russell is also licensed as an agent in life and health insurance. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved software tools for goal analysis and offers collaborative, ongoing financial planning engagements.

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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Cody M

Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Cody Morris is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has seven years of industry experience and has worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 2018. Prior to that, he was employed at McCormick Taylor for ten years. He is also licensed as a life insurance agent through Assurity Investment Relations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on annual, collaborative planning relationships and event-driven planning services.

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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Tammy P

Series 63, Series 65

Mechanicsburg, PA

LPL Financial

Tammy Panagos is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has worked with M&T Securities since 2006 and joined LPL Financial in 2021. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management with access to research, model portfolios, and various investment strategies.

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

ChFC®, Series 63

Mechanicsburg, PA

Mass Mutual Investors Services

Allen Carr Sr. is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding the ChFC® designation and Series 63 license. He has 39 years of industry experience, including 37 years with MML Investors Services and Massachusetts Mutual Life Insurance Company. Carr serves on the boards of nonprofit organizations focused on foster care and prison reform. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering various programs including educational seminars and event-driven planning services.

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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Collin C

Series 66

Carlisle, PA

Cetera

Collin Cook is a financial professional at Cetera with five years of industry experience. He holds the Series 66 designation and has worked at Cetera and affiliated firms since 2021. Prior to his financial services career, Cook held positions in healthcare and education. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services within a multi-manager platform that includes model portfolios and bespoke strategies.

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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Shelley E

Series 66

Carlisle, PA

Edward Jones

Shelley Eichelberger is a financial advisor at Edward Jones with 21 years of industry experience and holds a Series 66 designation. She has worked at Edward Jones since 2010. Outside of her advisory role, she is involved in the development of a theme park through Katmandu Collections, LLLP in Orlando, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of investment strategies and affiliated services, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

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

Series 63

Mechanicsburg, PA

Mass Mutual Investors Services

Franklin Rankin is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA. He holds a Series 63 designation and has 27 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 1998. Rankin also works as a licensed insurance agent focusing on life, health, group life, group health, disability, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software tools to provide written recommendations without investment discretion.

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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Ronald V

Series 66

Camp Hill, PA

Thrivent Investment Management

Ronald Vansteenacker is a Series 66-credentialed financial advisor with 12 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering holistic, goal-based analyses and written recommendations across various planning topics without managing client portfolios directly.

Business ownership considerations
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Christopher R

Series 63, Series 66

Carlisle, PA

Cambridge Investment Research Advisors

Christopher Raup is a financial advisor with Cambridge Investment Research Advisors in Carlisle, PA, holding Series 63 and Series 66 credentials and 24 years of industry experience. His career includes roles at Cambridge Investment Research Advisors since 2017 and previous positions at ON Investment Management Co. and The O.N. Equity Sales Company. Outside of his advisory work, Raup is involved in multiple activities including serving as president of Paladin Financial Services, owning an alpaca farming business, and holding leadership roles in nonprofit organizations such as Wounded Warrior Patrol and Warrior Trail. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement advisory, and financial-wellness services through a network of independent Financial Professionals, offering both proprietary and third-party model strategies with a variety of custody and platform options tailored to client objectives.

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

Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Peyton Wolfe is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and beginning his career in 2025. He previously worked at MSC Industrial Supply and served as an educator at Northern Lebanon High School and Temple University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides collaborative, annual financial planning engagements supported by firm-approved analytical tools, with a focus on recommending investment categories and strategies.

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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Thomas W

Series 66, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Thomas Weber is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 65 and Series 66 licenses and 14 years of industry experience. He previously worked at Wienken Advisors, Ltd. for seven years and currently co-leads financial literacy seminars as an instructor with Appalachian Financial Literacy Group, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning relationships using proprietary software and also conducts educational seminars and specialized planning services.

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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John L

Series 63, Series 65

Mechanicsburg, PA

LPL Financial

John Lanzetta is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior experience includes roles at Securities America Advisors, Questar Capital Corporation, and Ic Advisory Services. Outside of his advisory work, he operates LifeSpan Financial Associates, a business related to non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

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

CFP®, Series 63, Series 65

Carlisle, PA

OSAIC

Patrick Williams is a CFP® with 27 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Securities America and Sterne Agee, accumulating nearly a decade at those firms. Outside of advisory work, he prepares taxes for a small group of family and friends and facilitates insurance products tailored to clients' financial needs. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of tools and third-party platforms to construct diversified portfolios and supports complex client needs through multiple advisory platforms and services.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brian L

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Brian Logan is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2003 and is also associated with Wienken Advisors since 2008. Outside of his advisory work, he is an investor in a local golf simulator business. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning engagements as annual collaborations using firm-approved software to analyze client goals and deliver written recommendations.

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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Ella S

Series 66

Mechanicsburg, PA

Ameriprise

Ella Still is a financial advisor with Ameriprise holding a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise in 2026, she held various roles including positions at The Hershey Company and 2R Consulting Group. She has a background in education, having worked with the Northern York County School District for 13 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, utilizing proprietary research and third-party data within a defined investment framework.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Melissa P

Series 63, Series 66

Mechanicsburg, PA

LPL Financial

Melissa Pujia is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Securities Service Network, Inc. for 14 years before joining LPL Financial in 2020. She is also a notary in Mechanicsburg, PA. 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 investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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