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Michael B

CFP®, Series 66

Camp Hill, PA

Cetera

Michael Byerly is a CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with Cetera. He has been associated with Cetera Wealth Services, LLC since 2015 and Orrstown Bank since 2007. Beyond his advisory role, Byerly serves as a board member of The Wildcat Foundation, a nonprofit supporting educational and wellness programs in the Mechanicsburg area, and coaches youth soccer as a goalie coach for Keystone FC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party managers across diverse program structures.

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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Ryan M

Series 66

Mechanicsburg, PA

LPL Enterprise

Ryan Mechalske is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. Before joining LPL Enterprise in 2025, he worked for two years at the Adams County Adult Correctional Complex. He is also involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and emphasizes a range of financial planning and consulting services.

Tax-loss harvesting
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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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Dean C

Series 63, Series 65

Camp Hill, PA

Raymond James Financial

Dean Cook Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2003. Outside of his advisory role, he operates as an independent contractor under his own business name. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools to align with client goals and supports these through its advisory programs and institutional consulting network.

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

Series 65, Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Thomas Weber is a financial advisor with Mass Mutual Investors Services who holds Series 65 and Series 66 licenses and has 14 years of industry experience. He has worked at several firms including Wienken Advisors, Ltd., and currently serves as an instructor with Appalachian Financial Literacy Group, LLC, leading educational seminars on financial literacy. Mass Mutual Investors Services, LLC 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, using firm-approved tools and annual collaborative planning processes.

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 bringing 33 years of industry experience. His prior roles include positions at Questar Capital Corporation, Securities America Advisors, and IC Advisory Services. He is also involved in non-variable insurance through his business LifeSpan Financial Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and access to model portfolios and third-party asset managers, supported by advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 with LPL Financial in Mechanicsburg, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She previously worked for Securities Service Network, Inc. for 14 years before joining LPL Financial in 2020. Outside of advising, she has served as a notary. 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 asset management solutions supported by extensive technological tools and oversight of over $819 billion in discretionary assets.

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

Series 66

Mechanicsburg, PA

OSAIC

Robert Miloszewski is a financial advisor with OSAIC, holding a Series 66 designation and 25 years of industry experience. He previously worked at Lincoln Financial Advisors for 10 years before joining OSAIC in 2025. Outside of his advisory role, he is a co-owner and partner of Patten Financial LLC, a business entity used for managing expenses. OSAIC serves a broad mix of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs a variety of tools and third-party services to construct diversified portfolios that include traditional and alternative investments, supporting both discretionary and non-discretionary management.

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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Brent G

CFP®, Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Brent George is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and Series 63 and 65 licenses. He has 29 years of industry experience and has been with MassMutual and MML Investors Services since 1996. In addition to his advisory role, he works as a sales agent in life and health insurance. 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 offers collaborative, goal-oriented planning engagements supported by firm-approved software and a range of investment programs.

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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William P

ChFC®, Series 63, Series 65

Camp Hill, PA

Ameriprise

William Pressmann is a financial advisor with Ameriprise in Camp Hill, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including 21 years with Ameriprise and its affiliate Ameriprise Financial Services, Inc. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic automation with research and modeling to deliver personalized, non-discretionary recommendations, primarily for clients with assets managed by Ameriprise.

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

Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Alan Rivest is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of experience in the industry, including prior roles at NY Life Securities LLC and Weinstein Realty Consultants. 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, with planning engagements structured as annual, collaborative relationships that focus on goal analysis and 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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Connor M

Series 63, Series 65

Camp Hill, PA

Ameriprise

Connor Mc Cracken is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and other firms. Outside of his advisory role, he owns and operates Kraken Fly Fishing LLC, which provides custom fly fishing lures and limited local fishing guide services. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

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

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Christopher Cocores is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2005. Outside of his advisory role, he is involved in several ventures including ownership and management of real estate holdings, participation in racehorse ownership entities, and a minority ownership and consulting role in a sales training and motivation company. MassMutual Investors Services, LLC 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, delivering collaborative, goal-driven planning using firm-approved analytical tools.

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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Amy K

Series 63, Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Amy Kramer is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her prior work includes roles at Cetera Advisor Networks LLC and CLELAN & CO, as well as Aegis Retirement. 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 provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes tailored to client goals.

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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Brendon M

CFP®, Series 66

Camp Hill, PA

Ameriprise

Brendon Muller is a CFP®-designated financial advisor with seven years of industry experience, currently with Ameriprise Financial Services LLC. Prior to joining Ameriprise in 2025, he worked at Edward Jones for six years and has experience in educational institutions. He volunteers to provide pro bono financial planning services through the Financial Planning Association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

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