Financial Professional
Directory

Navigate through our extensive network, refine your search, and embark on a journey towards your financial future with a professional who understands and caters to your individual needs. Your journey to financial independence starts here.

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Financial Professional Directory

Have a question? Reach out to us at 717-791-3300 and we will be happy to answer any questions you may have.

Click here to learn about the most common industry designations.
Professional Specialties
*NOTE: Financial planning services are offered only through approved Financial Planners of MML Investors Services, LLC.
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Nicole Carricato

Financial Professional
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Nicole Carricato
Office Location(s):
Specialties:
Long Term Care Insurance
Disability Income Insurance
Business Succession Planning
Business Solutions
Group Benefits

Keith Russell

Financial Planner
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Keith Russell
Office Location(s):
Specialties:
Long Term Care Insurance
Disability Income Insurance
Risk Management Strategies
Retirement Strategies
Retirement Income Strategies

Tony Feliciano, ChFC®, CFS, CLTC, CFBS, FSCP

Financial Planner
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Tony Feliciano, ChFC®, CFS, CLTC, CFBS, FSCP
Office Location(s):
Specialties:
Estate Planning Strategies
Retirement Strategies
Retirement Income Strategies
Investment Strategies
Risk Management Strategies

William Burger III

Financial Professional
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William Burger III
Office Location(s):
Specialties:
Risk Management Strategies
Disability Income Insurance
Retirement Strategies
Insurance Strategies

Sarah Clark, ChFC®, CLU, RICP®

Financial Planner
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Sarah Clark, RICP, ChFC, CLU
Office Location(s):
Specialties:
Retirement Income Strategies
Wealth Management Services
Education Funding Strategies
Estate Planning Strategies
Long Term Care Insurance

James I. Grier

Financial Planner
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James I. Grier
Office Location(s):
Specialties:
Retirement Income Strategies
Education Funding Strategies
Investment Strategies
Risk Management Strategies
Disability Income Insurance

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Find a financial professional by answering a few questions:
Which services are you interested in learning more about?
What style of meeting do you prefer?
Back
Next step

Thank you!

We will be in touch soon to connect you with a Financial Professional. If you have any questions in the meantime, please call us at (717) 791-3300. Thank you!
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