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Douglas B

Series 63, Series 65

Hanover, PA

Cetera

Douglas Becker is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with Cetera since 2019 and has held roles at several related firms including Hcm Wealth Advisory Group, LLC, and Hanover Capital Management Inc. Beyond advising, Becker is a registered tax preparer and serves as a trustee and finance committee member for the nonprofit Homewood Retirement Centers Inc. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and over $256 billion in assets under management across 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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Hui S

Series 63, Series 65

York, PA

Wells Fargo Clearing

Hui Sinirath is a financial advisor with Wells Fargo Clearing in York, PA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. Prior to joining Wells Fargo Clearing in 2016, Sinirath worked at Wachovia Bank, N.A. since 2002. Sinirath is also a notary public in Pennsylvania. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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Ibrahim A

Series 66

New Freedom, PA

LPL Financial

Ibrahim Al Naber is a financial advisor with LPL Financial, holding the Series 66 designation and 17 years of industry experience. His prior roles include positions at Waddell & Reed Inc., Mutual of Omaha Investor Services, Inc., and Ameriprise. He is also involved with Modern Life Group, Inc., a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, employing various investment strategies and leveraging technology for operational support.

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

Series 63, Series 66

Hanover, PA

LPL Financial

Brad Gauldin is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank NA, and Merrill. He operates from Hanover, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

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

Series 63, Series 66

Jacobus, PA

Fidelity

Jason Salvino is a financial advisor with Fidelity who holds Series 63 and Series 66 credentials and has six years of industry experience. His prior roles include work at T. Rowe Price from 2019 to 2021 and multiple positions associated with Pacific Lutheran University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Vivian D

Series 63, Series 65

York, PA

Raymond James Financial

Vivian Dehoff is a financial advisor with Raymond James Financial in York, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Raymond James Financial since 2009 and has been associated with Miller & Gay Investment Management since 2000. Outside of her advisory role, she serves as a licensed assistant and provides customer service support to Jeffrey A Gay, CFP. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm utilizes a tailored, non-discretionary approach incorporating risk profiling and analytical modeling to support client goals and provides specialized municipal and retirement plan advisory services.

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

Series 63, Series 66

York, PA

Raymond James Financial

William Campbell is a financial advisor with Raymond James Financial in York, PA, holding Series 63 and Series 66 credentials and has 35 years of industry experience. He has worked with Raymond James Financial since 2009 and has concurrent roles at Fulton Bank and Fulton Financial Advisors. Additionally, he is involved in sales management at Fulton Financial Advisors and supervises non-variable life insurance sales at Specific Solutions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, employing risk profiling and modeling tools to support client goals and maintains unique offerings such as 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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Sean L

Series 63, Series 65

Hanover, PA

Wells Fargo Advisors

Sean Logue is a financial advisor with Wells Fargo Advisors in Hanover, PA, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at Lincoln Investment Planning, Inc. for 13 years and has been involved with South Western School District since 2010. He has a controlling ownership interest in SLOGUE GP, LLC, formed for a specific transaction. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm uses proprietary research and planning tools to develop personalized recommendations, with flexible implementation options 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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Russell A

Series 63, Series 66

York, PA

Edward Jones

Russell Allen is a financial advisor at Edward Jones in York, PA, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he owns and maintains an apartment rental business in York. 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 with a nationwide network of nearly 24,000 advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment options.

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

Series 63, Series 66

Hanover, PA

Cetera

Tyson Noel is a financial professional with 21 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 credentials and has worked at firms including T. Rowe Price Investment Services and Summit Financial Group. Outside of his advisory work, he serves as Vice-President and Treasurer of the West Manheim Elementary Football Association, a nonprofit youth program. Cetera Investment Advisers LLC is a nationally recognized SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary 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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Samir P

Series 63, Series 65

York, PA

Morgan Stanley

Samir Parikh is a financial advisor with Morgan Stanley in York, PA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning.

General estate planning guidance
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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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Emanuel S

Series 63, Series 66

York, PA

Mass Mutual Investors Services

Emanuel Strategos is a financial advisor with Mass Mutual Investors Services in York, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at METLIFE Securities Inc. from 2001 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved software to analyze client goals and generally recommends 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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Joshua W

Series 66

York, PA

Morgan Stanley

Joshua Walters is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following a prior role at Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and proprietary tools, focusing on advisory services without directly recommending individual securities as part of standalone plans.

General estate planning guidance
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Edward B

CFP®, Series 65, Series 63

York, PA

LPL Financial

Edward Bird is a CFP®-certified financial advisor with over 21 years of industry experience. He is currently with LPL Financial and has previously worked at Lincoln Financial Advisors, M&T Securities, MTBIA, and M&T Bank. Outside of his advisory work, he owns a collectibles business. 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 wide range of advisory services, including financial planning and access to model portfolios and third-party asset managers, supported by a large network of investment adviser representatives and technology tools.

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

Series 63, Series 66

Red Lion, PA

Cetera

Richard Brown is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked with Avantax Investment Services, 1st Global Advisors, and Avantax Insurance Services. Outside of his advisory work, he plays baritone horn in a German band that performs for church events. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios as well as customizable investment 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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Thomas M

Series 66

York, PA

Morgan Stanley

Thomas Mcilwee is a financial advisor with Morgan Stanley in York, PA, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Kara R

Series 66

York, PA

Edward Jones

Kara Reisser is a Series 66 licensed financial advisor with Edward Jones in York, PA, where she has worked since 2019. She has four years of industry experience and previously worked at Heritage Hills Athletic Club, Real Estate Education Center, CR Consulting, and Morex Ribbon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large national network of advisors and branch offices.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy Inheritance planning Financial Professional
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Robert B

Series 63, Series 65

York, PA

Wells Fargo Clearing

Robert Bowen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Bowen serves in several finance and audit committee positions for local nonprofit organizations, including acting as chairman of the Endowment Committee at Advent Lutheran Church and treasurer for the SpiritTrust Lutheran Foundation. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
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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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