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Christopher D

Series 66

Middletown, PA

Edward Jones

Christopher Dixon is a Series 66-credentialed financial advisor with Edward Jones, based in Middletown, PA. He has 18 years of industry experience and has been with Edward Jones since 2007. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Roy M

Series 66

Hummelstown, PA

Raymond James Financial

Roy Michaelson is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 22 years of industry experience. His career includes roles at Wells Fargo Clearing and multiple positions within Raymond James organizations. He is also associated with Fulton Financial Advisors, where he is involved in investment sales and service activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored financial planning and investment consulting using analytical tools and supports advisory programs across a large network, with specialized capabilities in municipal and public finance.

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

Series 66

Elizabethtown, PA

LPL Financial

Ryan Weigle is a financial advisor at LPL Financial with 20 years of industry experience and holds the Series 66 designation. He has worked at LPL Financial since 2017 and previously held roles at Northwest Bank, Northwest Advisors, Inc., and Cetera Wealth Services. Outside of his advisory work, he is involved with Brokers Service Marketing Group and holds a position at Northwest Bank related to financial institution duties. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by a large 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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Morgan W

Series 66

Lebanon, PA

Edward Jones

Morgan Witman is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he worked for 14 years at Agora Cyber Charter School. 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 supported by a large network of financial advisors and branch offices.

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

Series 63, Series 65

Lititz, PA

LPL Financial

Anthony Sivillo is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at M&T Securities and Citizens Securities, Inc. He has been with LPL Financial since 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large 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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Ryan S

Series 66

Hershey, PA

Ameriprise

Ryan Smith is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones before joining Ameriprise in 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

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

Series 66

Lebanon, PA

Edward Jones

Alisher Aminov is a Series 66 licensed financial advisor with Edward Jones in Lebanon, PA, with one year of industry experience. Prior to joining Edward Jones in 2025, he held positions at Eastern University, Grand Canyon University, and Silk Road Consulting, among others. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Charitable giving tax strategies Family Business Business succession planning Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Values-based investing Religious/faith focused
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Michelle M

Series 66

Elizabethtown, PA

Ameriprise

Michelle Mc Govern is a financial advisor with Ameriprise in Mount Joy, PA, holding a Series 66 designation and five years of industry experience. She previously worked at YDOP from 2014 to 2018 before joining Ameriprise in 2018. Outside of her advisory role, she plans to operate an Etsy shop named Violet & Co to sell crafts and vintage books. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm provides written, non-discretionary Recommendation Reports developed by a centralized consulting team, combining research and modeling to deliver tax-efficient withdrawal strategies and income planning.

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

Series 66

Lebanon, PA

Ameriprise

Eric Fox is a financial advisor with Ameriprise in Myerstown, PA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his primary role, he manages an advisory business through LJS Group LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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

Series 66

Harrisburg, PA

Cetera

Kevin Leibold is a financial advisor at Cetera with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. He also has an ongoing affiliation with Temple University. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, employer-sponsored 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 that includes affiliated and third-party model portfolios, discretionary and non-discretionary programs, and various custodian relationships.

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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Kristine W

Series 63, Series 65

Lititz, PA

Equitable Advisors

Kristine Weit is a financial advisor at Equitable Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments, PTS Brokerage, Penn Investment Advisors, and Penn Community Bank. Outside of her advisory role, she volunteers as a field hockey coach for the Warwick School District youth league. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Donald G

Series 63, Series 65

Myerstown, PA

Raymond James Financial

Donald Guiswite is a financial advisor with Raymond James Financial in Myerstown, PA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Raymond James Financial since 2009 and has prior experience at Fulton Bank, Fulton Financial Corporation, and Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network with specialized municipal and public finance capabilities.

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

Series 66

Manheim, PA

Edward Jones

Philip Harnick is a financial advisor at Edward Jones in Manheim, PA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. 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 advisory strategies, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Harrisburg, PA

LPL Financial

Eric Zalek is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Members 1st Federal Credit Union, Amazon, Regions Financial, OneMain Financial, and Edward Jones. He is also a commissioned notary public in Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors utilizing diverse strategies and technologies.

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

Series 63, Series 66

Elizabethtown, PA

Raymond James Financial

Michael Handshew is a financial advisor with Raymond James Financial in Elizabethtown, PA, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at Fulton Bank and its affiliated financial advisory firms since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

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

Series 66

Harrisburg, PA

LPL Financial

Jacinda Webber is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She has worked at LPL Financial since 2019 and has been affiliated with Members 1st Federal Credit Union since 2010. 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 provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by various operational tools and a broad platform of non-advisory financial activities.

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

Series 66

Harrisburg, PA

Edward Jones

Rocco Cangialosi is a financial advisor with Edward Jones in Harrisburg, PA. He holds a Series 66 designation and has 14 years of industry experience, all with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
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