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Elijah T

Series 66

Camp Hill, PA

Thrivent Investment Management

Elijah Tuckey is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior roles include positions at Evolution Financial Group and various engagements with Millersville University and Pennwood Products. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm offers holistic, goal-based financial planning covering multiple areas such as retirement and tax planning, with options to combine planning with managed-account programs while keeping these services separate.

Business ownership considerations
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Andrew J

CFP®, Series 66

Mechanicsburg, PA

LPL Financial

Andrew Jones is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with LPL Financial, where he has worked since 2019, following prior roles at A & T Holdings LLC and Jones Financial Group LLC. 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 range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management alongside research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Bryce S

Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Bryce Schafer is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. He holds a Series 66 designation and has worked with MML Investors Services since 2018, as well as MassMutual and Cambridge Investment Research Advisors. 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, focusing on collaborative, annual planning relationships and event-driven services such as estate settlement 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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Michael S

Series 66, Series 63

Mechanicsburg, PA

Cetera

Michael Scott II is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Truist Bank and TIAA-CREF. Outside of finance, he was involved with Brewskees of Shiloh from 2022 to 2024. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse investment options and over 10,000 advisors nationwide.

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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James M

Series 63

Mechanicsburg, PA

Mass Mutual Investors Services

James Massie is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and having 34 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1993. In addition to his advisory role, he works as a sales agent for life insurance, group life, group health, and fixed annuities. 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, structuring planning engagements as ongoing, collaborative relationships.

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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Timothy P

CFP®, ChFC®, Series 63, Series 65

Mechanicsburg, PA

LPL Financial

Timothy Parry II is a CFP® and ChFC® credentialed advisor at LPL Financial with 24 years of industry experience. He has worked at M&T Bank since 2002 and has been with LPL Financial since 2021. 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 range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven solutions.

College savings (529s, UTMA, etc.)
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Christopher L

Series 63, Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Christopher Lenz is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Wienken Advisors, Ltd. since 2008 and has been associated with MML Investors Services and Mass Mutual Life Insurance Company since 2004. Outside of his advisory role, Lenz is involved in marketing and presenting investment seminars through Wienken Advisors, Ltd. Mass Mutual Investors Services is an institutional firm with a large network of advisors, providing financial services and investment solutions.

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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Zachary L

Series 66

Camp Hill, PA

Thrivent Investment Management

Zachary Lebo is a Series 66-licensed financial advisor with Thrivent Investment Management in Camp Hill, PA, where he has worked since 2021. He has four years of industry experience and additionally has experience working with Rich Valley Golf in a physical maintenance role. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority.

Business ownership considerations
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Sotirios K

Series 63, Series 65

Mechanicsburg, PA

Ameriprise

Sotirios Kolokithas is a financial advisor with Ameriprise in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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

Series 66, Series 63

Enola, PA

LPL Financial

Johnston Kelso is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and two years of industry experience. He previously worked at The Vanguard Group and HR Block. Kelso is also affiliated with Members 1st Federal Credit Union in a financial institution role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and retirement plan consulting, using both discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Cole B

Series 66

Enola, PA

LPL Financial

Cole Backenstose is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has previous roles at Member's First Federal Credit Union, Hershey Entertainment & Resorts, and several other organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Anastasios T

Series 63, Series 65

Mechanicsburg, PA

LPL Financial

Anastasios Trispagonas is a financial advisor with LPL Financial in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He previously worked at Nationwide Securities, LLC and Grove Financial & Associates, Inc. He is involved with a non-investment related entity, Trispagonas Insurance, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios.

College savings (529s, UTMA, etc.)
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Jonathan E

Series 66

Mechanicsburg, PA

LPL Financial

Jonathan Edris is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. His prior roles include positions at Jones Financial Group, Kampstra Wealth Management, and OSM Worldwide. He also worked at Mount Saint Marys University and Out Door Country Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning services, and uses research and technology to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Jeffrey H

Series 63

Mechanicsburg, PA

Ameriprise

Jeffrey Hopp is a financial advisor with Ameriprise in Harrisburg, PA, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized retirement-income consulting team.

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

Series 63, Series 65

Camp Hill, PA

Ameriprise

Kenneth Rapp is a financial advisor with Ameriprise in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise since 1995. Outside of his advisory role, he serves on the Board of Directors for Salt N' Light Youth Ministry and participates in local election operations as a Judge of Elections. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering written recommendation reports and combining research, modeling, and tax-efficiency analysis to support client planning.

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

Series 63, Series 65

Mechanicsburg, PA

Cetera

Edmund Kloske Jr. is a financial advisor at Cetera with 32 years of industry experience, holding Series 63 and Series 65 credentials. He previously worked at Avantax in various capacities from 1993 to 2025. Outside of finance, he serves on the board of the Havanese Club of America and provides information technology consulting as a Certified Computer Professional. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary authorities.

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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Darwin S

CFP®, ChFC®, Series 66

Carlisle, PA

Edward Jones

Darwin Smith Jr. is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His career includes two separate tenures at Edward Jones, from 2015 to 2020 and since 2024, with a four-year period at Citizens Securities, Inc. in between. 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 and offers a range of investment strategies and affiliated financial products through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

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

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Christopher Pajak is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. He has been with MML Investors Services since 2017 and affiliated with UFinancial Group/MassMutual since 2010. Outside of his advisory role, he is an investor and member of The Conodoguinet Club LLC, a golf simulator location. 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. The firm offers a range of programs including wrap accounts, money-manager programs, 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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Thomas K

Series 66

Mechanicsburg, PA

Edward Jones

Thomas Kimmett is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with Edward Jones in Mechanicsburg, PA, having previously worked at Wells Fargo Clearing and returning to Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Camp Hill, PA

Ameriprise

John Grove is a financial advisor at Ameriprise with Series 66 credentials and two years of industry experience. He previously worked at SEI Investments and studied at Pennsylvania State University. 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 Recommendation Reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

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