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James M

CFP®, Series 63

Ft Loudon, PA

Creative Financial Designs, Inc.

James Martin is a CFP® with 36 years of industry experience and has been with Creative Financial Designs, Inc. for 15 years. His background includes independent insurance sales, tax preparation and accounting, as well as nonprofit work as a minister. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm uses asset-class model allocations with multiple risk objectives and incorporates Biblically Responsible Investing strategies.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Christopher C

CFP®, Series 63, Series 65

McConnellsburg, PA

Raymond James Financial

Christopher Corcoran is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Cetera Investment Services LLC and BB&T Investments. Corcoran is also involved with Alexander Financial Group in a non-owner advisor role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

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

Series 66

McConnelsburg, PA

Raymond James Financial

Jacquelin Brumbaugh is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Raymond James since 2018 and previously spent seven years with Wells Fargo Advisors Financial Network. Outside of her advisory role, she supports operations at The Alexander Financial Group in McConnelsburg, PA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a municipal advisor affiliation, offering a range of advisory programs and consulting services.

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

Series 66

McConnellsburg, PA

OSAIC

Erica Fendlay is a financial advisor with Osaic and holds a Series 66 designation. She has 16 years of industry experience, including 15 years at Edward Jones before joining Osaic in 2024. Outside of her advisory role, she owns a commercial real estate investment company. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios on both discretionary and non-discretionary bases.

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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Larry W

Series 63, Series 65

Chambersburg, PA

Cetera

Larry Wright is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera since 2004. Outside of his advisory role, he works as a truck driver for Well Span Health. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting discretionary and non-discretionary strategies 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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Tyler S

Series 66

McConnellsburg, PA

Edward Jones

Tyler Sabo is a financial advisor at Edward Jones in Mcconnellsburg, PA, holding a Series 66 designation with five years of industry experience. His prior work includes roles at AT&T and Rockland Manufacturing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Alan D

Series 66

McConnellsburg, PA

Raymond James Financial

Alan Dore is a Series 66-licensed advisor at Raymond James Financial with one year of industry experience. Prior to entering financial services, he worked for 11 years at Babcock & Wilcox. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and advanced 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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Corrine H

Series 66

McConnellsburg, PA

Raymond James Financial

Corrine Hostler is a Series 66 licensed advisor with Raymond James Financial, where she has worked since 2025. She has 11 years of industry experience, including prior roles at Wells Fargo and The Alexander Financial Group. Outside of her advisory role, she is affiliated with The Alexander Financial Group as a non-investment-related support advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm focuses on tailored, non-discretionary planning and employs analytical tools to support client decision-making.

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

Series 63

McConnellsburg, PA

Raymond James Financial

Benjamin Alexander is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds a Series 63 designation and has been active in advisory roles since 2011, including managing The B.T. Alexander Financial Group. Outside of finance, he operates a small family farm in McConnellsburg, Pennsylvania. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, alongside specialized municipal advisory services and innovative employer advisory programs.

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

Series 66

McConnellsburg, PA

Edward Jones

Keri Stains is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, she was employed at ACNB Bank and F & M Trust Company. Outside of her advisory role, she is involved in direct marketing activities with Le-Vel Brands, LLC and Pampered Chef, Ltd. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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Michael S

Series 63, Series 65

Mercersburg, PA

LPL Financial

Michael Skubon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2001. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Nadine O

Series 63, Series 65

Scranton, PA

LPL Enterprise

Nadine Oliver is a financial advisor at LPL Enterprise with 29 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at the Prudential Insurance Company of America and PRUCO Securities, LLC spanning from 2007 to 2024. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and brokerage products. The firm combines advisory programs with a broad range of financial products and utilizes both in-house and third-party portfolio management strategies.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Galilee H

Series 66

Spring Run, PA

Cetera

Galilee Harter is a financial advisor at Cetera with 14 years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Wheatland Advisors, Inc and Orrstown Financial Services. She serves on the board of the Chambersburg Area Education Foundation, working to advance educational opportunities in her community. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party managers across multiple 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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