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Darrell E

ChFC®, Series 66

Hagerstown, MD

Ameriprise

Darrell Evans is a ChFC® credentialed financial advisor with Ameriprise, bringing 10 years of industry experience. He previously spent nine years with Edward Jones before joining Ameriprise in 2025. Outside of his advisory work, he serves as president of the Antietam Exchange Club of Hagerstown and is a board member for Washington County Public Schools. 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 clients approaching or in retirement with a written Recommendation Report and ongoing annual 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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Benito V

ChFC®, Series 66

Hagerstown, MD

Edward Jones

Benito Vattelana is a ChFC® and Series 66 registered financial advisor with Edward Jones, where he has worked since 2007, accumulating 18 years of industry experience. Outside of advisory work, he is the president of Landon's Puzzle Pieces, a nonprofit organization focused on supporting individuals with special needs. He also owns a professional health spa and has experience in property ownership through an LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Planning for children with special needs Military & Veterans
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Joshua Z

Series 63, Series 65

Williamsport, MD

Raymond James Financial

Joshua Zoldan is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has three years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wealth Enhancement Group, and Mutual of Omaha Investor Services. He is also involved with All Seasons Wealth, a non-investment related support company based in Williamsport, Maryland. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supports a broad network of advisors and affiliated firms.

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

Series 63, Series 65

Hagerstown, MD

Raymond James Financial

Dennis Koons is a financial advisor at Raymond James Financial with 35 years of industry experience. His prior roles include positions at Morgan Stanley and Legg Mason Wood Walker, and he has operated Koons Family LLC since 2006. Koons also serves as an independent contractor and financial advisor at Ark Financial Advisors, where he is involved in client servicing and business development. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through unique affiliations.

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

Series 63, Series 65

Chambersburg, PA

Edward Jones

Roderick Salter is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Edward Jones since 2014. 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 discretionary and non-discretionary investment strategies, including 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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Elizabeth B

Series 63, Series 66

Chambersburg, PA

Cetera

Elizabeth Brown is a financial advisor with Cetera, holding Series 63 and Series 66 certifications and 25 years of industry experience. She has held roles including trust officer and financial advisor with Orrstown Bank and Orrstown Financial Advisors since 2019. Brown serves as a notary public in Carroll County, Maryland. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm supports various program structures and custodial relationships, overseeing more than $256 billion in assets across over 10,000 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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Hondamir B

Series 63, Series 65

Thurmont, MD

Catoctin Ridge Wealth Partner

Hondamir Burhon is a financial advisor with Catoctin Ridge Wealth Partners, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at PNC Investments and Grove Point Advisors. He is also involved in providing non-variable insurance services. Catoctin Ridge Wealth Partners offers investment advisory and financial planning services to individuals, businesses, and retirement plans, managing approximately $102 million in assets primarily on a discretionary basis. The firm emphasizes diversified, long-term strategies and tailors recommendations through a combination of in-house management, third-party managers, and wrap-fee programs.

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Eric V

CFP®, Series 66

Thurmont, MD

Catoctin Ridge Wealth Partner

Eric Vinores is a CFP® with 16 years of industry experience, currently with Catoctin Ridge Wealth Partner. His prior experience includes roles at LPL Financial, Grove Point Investments, and Nationwide. He is also involved in Peak Benefits Group, a non-variable insurance business. Catoctin Ridge Wealth Partners offers investment advisory and financial planning services to individuals, businesses, and retirement plans, managing approximately $102 million in assets with an emphasis on diversified, long-term strategies tailored to each client's financial situation.

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David R

CFP®, Series 63, Series 66

Thurmont, MD

Catoctin Ridge Wealth Partner

David Rectenwald is a CFP®-certified financial advisor with nine years of industry experience, currently affiliated with LPL Financial. He has held roles at Grove Point Advisors, Nationwide Securities, and Huntington National Bank among others. He also provides investment advisory services through Catoctin Ridge Wealth Partners, an independent registered investment advisory firm. LPL Financial serves a diverse client base including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and a variety of investment solutions tailored to client needs.

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