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Brian C

Series 63, Series 65

York, PA

Primerica Advisors

Brian Crist is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at PFS Investments Inc., Primerica Financial Services, and Sheppard Financial Group. He also receives compensation for non-investment related referrals, including home security and automation products. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program utilizing model-delivery strategies from unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Mary S

Series 66

Hanover, PA

Edward Jones

Mary Syron is a financial advisor at Edward Jones in Hanover, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at First Capital Federal Credit Union and Members 1st Federal Credit Union, as well as Target. She is a development committee member for Leg Up Farm, assisting with fundraising events and sponsorships. 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 nationwide.

College savings (529s, UTMA, etc.) General estate planning guidance Inheritance planning Retired Founder/Business Owner Executive
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Richard E

Series 63, Series 65

Dillsburg, PA

Primerica Advisors

Richard Ellinger is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated entities. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options in a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation and trade execution.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Dana A

Series 66

Hanover, PA

Edward Jones

Dana Alexander is a Series 66-licensed financial advisor at Edward Jones in Hanover, PA, with one year of industry experience. Prior to joining Edward Jones, Alexander was a partner in a fitness business, Envision Total Wellness, and involved in related real estate activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm operates a nationwide network of over 23,000 advisors and offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Women Professionals
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Patricia H

Series 66

Hanover, PA

Thrivent Investment Management

Patricia Hegberg is a Series 66-credentialed financial advisor with seven years of experience at Thrivent Investment Management and Thrivent Financial. She has served on the boards of Thirstysouls Ministries, which supports missionary work in Haiti and the Middle East, and the Hanover Area Historical Society, which focuses on preserving local history. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across multiple areas without discretionary portfolio management. Its services are delivered through a network of advisors and include options to combine planning with managed account programs under consolidated billing.

Business ownership considerations
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Vincent R

ChFC®

W Brandywine, PA

Mass Mutual Investors Services

Vincent Russo is a ChFC® with 55 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 1983 and MassMutual Life Insurance Company since 1982. In addition to his advisory role, he maintains an active life and fixed annuity insurance sales practice. 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 a focus on collaborative annual planning engagements 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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Benjamin S

Series 66

Hanover, PA

Cetera

Benjamin Shaw is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has previously been affiliated with Cetera Wealth Services, Cetera Advisor Networks, and HCM Wealth Advisory Group. Outside of his advisory role, Shaw is an elected board member of the Hanover Area Chamber of Commerce and operates an eBay resale business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party money managers.

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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Crawford S

Series 66

Seven Valleys, PA

Wells Fargo Clearing

Crawford Simpkins is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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James D

Series 63, Series 65

Dillsburg, PA

Primerica Advisors

James Deffenbaugh is a financial advisor with Primerica Advisors in Dillsburg, PA, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Service since 1992. Aside from advisory work, he is involved in sales of loan products and home security services through Primerica Mortgage, LLC and affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors alongside corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-based investment strategies managed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Stephanie B

Series 65, Series 63

York, PA

Primerica Advisors

Stephanie Binter is a financial advisor with Primerica Advisors in York, PA. She holds Series 65 and Series 63 licenses and has four years of industry experience. Her career includes roles at Primerica Advisors since 2021 and Primerica Financial Services since 2020, following fourteen years at PCBH. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering model-based investment strategies supported by third-party asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Frank P

Series 66

Gettysburg, PA

Edward Jones

Frank Pizzuto is a Series 66-licensed financial advisor with Edward Jones, based in Gettysburg, PA, where he has worked since 2002. He has 25 years of industry experience. Outside of his advisory role, he owns a commercial property in Gettysburg that he leases to a medical business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 advisors.

General retirement planning Retired Founder/Business Owner Executive
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Molly B

Series 66

York, PA

Thrivent Investment Management

Molly Bruce is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing four years of industry experience. She has worked with various Thrivent entities since 2021 and previously was affiliated with Messiah University for five years. Outside of her advisory role, she serves on the board of Shining Stars Therapeutic Ministries, which provides therapeutic horsemanship instruction. Thrivent Investment Management offers Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses without discretionary trading authority. The firm allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Jared G

Series 63, Series 65

Dillsburg, PA

Primerica Advisors

Jared Gliem is a financial advisor with Primerica Advisors in Dillsburg, PA, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. His work history includes roles at Commonwealth Charter Academy, PFS Investments, Primerica Financial Services, and Central Dauphin School District. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, using model-driven investment strategies supported by third-party managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Lucas H

Series 66

Carlisle, PA

Cambridge Investment Research Advisors

Lucas Hockensmith is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation. He has been with Cambridge Investment Research since 2026. Prior to his advisory role, he operated a landscaping business for seven years and has been affiliated with the Defense Logistics Agency since 2010. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Michael W

Series 63, Series 66

Hanover, PA

Wells Fargo Clearing

Michael Wagner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2004. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment strategies.

Retired Founder/Business Owner
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Tyler B

Series 66

Dover, PA

LPL Financial

Tyler Baker is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has previously worked at Grove Point Investments, Grove Point Advisors, and Baker Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

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