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Michael D

Series 63, Series 66

Lititz, PA

Cambridge Investment Research Advisors

Michael D’Andrea is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 66 designations. He has 28 years of industry experience and has worked at multiple firms, including Founders Financial Securities LLC and Mutual Service Corporation. He is also involved in teaching business at Fredrick East Classical. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals, utilizing multiple platforms and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Lathanael O

Series 63, Series 65

Elizabethtown, PA

Thrivent Investment Management

Lathanael Olsen is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent Financial and Liberty University in prior roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations covering a wide range of financial planning topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its Dedicated Planning Service.

Business ownership considerations
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Matthew B

Series 63, Series 65, Series 66

Lebanon, PA

Cambridge Investment Research Advisors

Matthew Barket is a financial advisor with Cambridge Investment Research Advisors and holds Series 63, Series 65, and Series 66 designations. He has 30 years of industry experience, including 15 years at Cambridge Investment Research Advisors and over two decades with affiliated Cambridge entities. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians. The firm provides both discretionary and non-discretionary management and develops proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Jeffrey S

Series 63, Series 66

Hershey, PA

Edward Jones

Jeffrey Stover is a financial advisor at Edward Jones with 24 years of industry experience, all of which have been with the firm since 2002. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he serves as a finance committee member for the Mohler Senior Center in Hershey, PA. 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 and operates under a fiduciary standard, with a large national network of advisors and offices.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jordan K

Series 66

Hershey, PA

Edward Jones

Jordan Krick is a financial advisor with Edward Jones in Hershey, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he served ten years in the United States Navy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Military & Veterans Founder/Business Owner
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Brandon S

Series 66

Hershey, PA

LPL Enterprise

Brandon Stine is a financial professional with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL, he held roles in data annotation and talent management, as well as various positions in education and landscaping. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Kyle R

Series 63, Series 65

Lititz, PA

Fidelity

Kyle Relken is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, previously serving as a Financial Consultant. Prior to joining Fidelity, Kyle worked at Prudential from 2010 to 2020, where he held positions as a Financial Advisor and later as Manager of Training & Development. With over 16 years of experience in the financial services industry, Kyle focuses on partnering with clients to create personalized comprehensive financial plans and investment strategies. His approach emphasizes education and collaboration to support clients' financial goals for the present and future generations. Kyle holds a California Insurance License.

Wealth management
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Katherine W

Series 63

Cleona, PA

LPL Financial

Katherine Wentling is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. She has been with LPL Financial since 2002. Outside of her advisory work, she serves as a guest teacher in Lebanon County, PA. 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 other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions supported by advanced research tools.

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

Series 66

Lebanon, PA

Wells Fargo Clearing

John Digiacomo is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has previously worked at First Citizens Community Bank, LPL Financial Services, Santander Securities LLC, and Sovereign Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and grounded in 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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Craig L

Series 66

Lebanon, PA

Edward Jones

Craig Lowrie is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

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

Series 66

Hershey, PA

OSAIC

Edward Thomas is a Series 66-licensed financial advisor with six years of industry experience. He is currently with OSAIC since 2024, having previously worked at Securities America Advisors from 2020 to 2024. Thomas is also a part owner and Investment Advisor Representative of a wealth management DBA based in Hershey, PA. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various analytical tools and multiple investment program options.

Annuities Private / alternative investments
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Benjamin R

Series 66

Annville, PA

OSAIC

Benjamin Ricker is a financial advisor at Osaic Wealth with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he is also an insurance agent involved in the sale of fixed insurance products. Osaic Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Annuities Private / alternative investments
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Jay G

ChFC®, Series 63, Series 66

Lebanon, PA

Ameriprise

Jay Green is a financial advisor with Ameriprise in Lebanon, PA, holding the ChFC® designation and Series 63 and 66 licenses. He has 30 years of industry experience, including 21 years at Ameriprise and its affiliated entities. Outside of his advisory role, he serves on the boards of Lebanon Valley Rails to Trails, Lebanon County Community Action Partnership, and is a trustee and treasurer for Coleman Memorial Park. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored written recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Joseph M

Series 63

Lebanon, PA

Mass Mutual Investors Services

Joseph Mcandrew is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 43 years of industry experience. He worked at Metlife Securities Inc. for 42 years before joining Mass Mutual Investors Services in 2017. Outside of his advisory role, he is involved in individual life, property/casualty, health, group life, and group health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and structured planning engagements to deliver tailored financial 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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Kenneth L

Series 66

Middletown, PA

LPL Financial

Kenneth Laukhuff is a financial advisor with LPL Financial holding a Series 66 designation. He has one year of industry experience and prior work history includes roles at Members 1st FCU and Dent Techs, Inc., as well as owning and operating KenVision LLC and Ken Dents LLC. 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 variety of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and a broad range of financial products 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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Paul S

Series 63, Series 65

Hershey, PA

Ameriprise

Paul Smith is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 28 years before joining Ameriprise in 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning and ongoing advice based on proprietary research and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Bradley E

Series 63, Series 65

Elizabethtown, PA

Ameriprise

Bradley Epps is a financial advisor with Ameriprise in Elizabethtown, PA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is the managing partner and CEO of LWAG LLC, a financial planning firm. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary research and third-party data to provide tailored, tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jenine W

Series 66

Lebanon, PA

Wells Fargo Clearing

Jenine Wamsher is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She has been with Wells Fargo Clearing since 2023. Outside of her advisory role, she works as a bartender and server at The Penn Hotel Sports and Raw Bar and at Delaches Fishing Association. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving plan sponsors with tailored investment solutions and a broader range of financial product options than many institutional advisers.

Retired Founder/Business Owner
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Michael F

Series 66

Harrisburg, PA

LPL Financial

Michael Fedash is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 designation and 13 years of industry experience. He has worked with INVEST Financial Corporation and Members 1st Investment Services, where he remains active. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, 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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James D

CFP®, Series 63

Lititz, PA

Ameriprise

James Davis II is a CFP® certificant with over 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He has been with Ameriprise Financial Services in various capacities since 2005. Outside of advisory work, he is involved in assisting LJS Group LLC with fiduciary advice focused on financial planning for Baby Boomers and owns an LLC that operates an office building housing his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

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