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Henry S

Series 66

Mechanicsburg, PA

Commonwealth Financial Network

Henry Stouffer is a financial advisor at Commonwealth Financial Network with a Series 66 designation and no prior industry experience. His work background includes roles at Four Arrows Financial Group, Mercersburg Academy, West Chester University, and other community organizations. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, retirement plan consulting, and back-office support. The firm offers a range of investment solutions including discretionary model portfolios and personalized indexing options.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Derek S

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Derek Snider is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 credentials. He has 19 years of industry experience and has worked at Mass Mutual since 2007, including roles at MassMutual Life Insurance Co and The Appalachian Financial Group. He is also an instructor for Appalachian Financial Literacy Group, LLC, where he co-leads financial literacy seminars. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs using firm-approved analytical tools and structures planning as annual, collaborative 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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Todd D

CFP®, Series 63, Series 65

Camp Hill, PA

Edward Jones

Todd Dietrich is a CFP® professional with 18 years of experience in the financial services industry. He is currently an advisor at Edward Jones, having joined the firm in 2023. Prior to Edward Jones, he worked at Specific Solutions, Fulton Financial Advisors, and Raymond James Financial Services Advisors Inc. Todd holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory services. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Executive
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Katherine L

Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Katherine Lewis is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding a Series 66 license and 19 years of industry experience. She previously worked for Grove Point Investments, LLC for 15 years before joining MassMutual and its affiliate firms in 2021. Outside of her advisory role, she owns Blended Creations, a retail business, and works as a tax preparer with Jackson Hewitt; she also serves as a community ambassador helping plan local events in Hagerstown, MD. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers a range of programs including estate and employer-sponsored planning.

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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Austin B

Series 66

Carlisle, PA

LPL Financial

Austin Bush is a Series 66-licensed financial advisor with LPL Financial, based in Carlisle, PA, and has four years of industry experience. His prior roles include positions at J.P. Morgan Chase & Co. and Deloitte LLC, as well as involvement with Penn State University. He is also associated with Members 1st Credit Union through a related investment services entity. 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 advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives and a variety of portfolio management options.

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

Series 63, Series 65

Camp Hill, PA

LPL Financial

Devon Roberson is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual and Nationwide Insurance. Outside of his advisory role, he is involved in soccer coaching with the Eagle FC Football Club and the JT Dorsey Foundation in Pennsylvania. 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 financial planning and portfolio management services through a broad network of investment adviser representatives.

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

Series 63, Series 65

Carlisle, PA

Morgan Stanley

David Metz is a financial advisor with Morgan Stanley in Carlisle, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Metz serves on the investment committee for the United Way of Carlisle & Cumberland County and is a board member of the Carlisle Family YMCA, participating in their finance and fundraising efforts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

General estate planning guidance
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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 63, Series 65

Mechanicsburg, PA

Cambridge Investment Research Advisors

Aleesha Moyer is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cambridge since 2016. In addition to her advisory role, she owns Aleesha Moyer Photography. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals.

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 seven years of experience currently affiliated with Mass Mutual Investors Services. He has worked at MML Investors Services since 2019 and has been with MassMutual since 2017. Prior to his financial services career, he held positions at Securitas Security Services USA and Shippensburg University. Mass Mutual Investors Services, LLC, a broker-dealer and SEC-registered investment adviser, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars.

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 in Mechanicsburg, PA, holding Series 63 and Series 65 credentials and with 20 years of industry experience. She worked at M&T Securities for 15 years before joining LPL Financial in 2021. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with research 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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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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Stacey B

CFP®, Series 63, Series 65

Camp Hill, PA

Cetera

Stacey Barrick is a CFP® professional with 40 years of industry experience, currently affiliated with Cetera. She has held multiple roles in financial advisory and tax services, including positions at Masland & Barrick Advisory, Inc. and Masland & Barrick Tax Services, Inc. Outside of her advisory work, Barrick serves as president of the Friends of Manheim Community Library, where she organizes and assists with fundraising and special events. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporations, charities, and institutions. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of independent 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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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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Jonathan F

Series 63, Series 66

Camp Hill, PA

Edward Jones

Jonathan Fauber is a financial advisor with Edward Jones in Camp Hill, PA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. Prior to joining Edward Jones in 2019, he worked at Santander Securities, Santander Bank, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, he is a freelance sports writer producing content on high school sports in Central Pennsylvania. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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