Rebecca Noss is a CFP® and ChFC® credentialed advisor with over a decade of professional experience, currently serving as the owner of Healthy Wealth. Her career includes roles at Apforia, RWS, and SFL TAP, as well as nearly a decade of self-employment prior to founding her firm. Outside of financial advising, she operates a separate bookkeeping and accounts payable business that does not serve her investment clients. Healthy Wealth is an independent advisory firm that provides investment management and financial planning to individual and high-net-worth clients. The firm focuses on passive, asset-allocation-driven portfolios primarily using mutual funds and ETFs, and employs a fee-only billing model based on fixed recurring plans and hourly engagements rather than assets under management.

Thomas Hendrix III is the sole advisor at Hendrix Financial Planning in Boiling Springs, PA. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he worked at Sherwin-Williams and spent several years as a stay-at-home parent. Hendrix Financial Planning offers comprehensive financial planning services to individuals and high-net-worth clients, focusing on written plans that cover areas such as retirement, tax planning, and estate document review. The firm emphasizes Modern Portfolio Theory in its investment guidance, uses fixed and hourly fees rather than asset-based billing, and does not provide ongoing portfolio management or custody of client assets.

Lindsey Ciarrocca is a financial advisor at Providers & Families Wealth Management with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Hornor Townsend & Kent Inc and Penn Mutual Life Insurance. Outside of her advisory role, Lindsey operates The Exuberant Elephant, a money coaching business. Providers & Families Wealth Management serves individuals, families, trusts, estates, businesses, and charitable organizations by providing financial planning and discretionary investment management. The firm offers customized portfolios using strategic asset allocation and integrates tax-aware and estate coordination within its financial planning services.

Scot Whiskeyman is a CFP® with 14 years of industry experience, currently serving at Providers & Families Wealth Management. His prior experience includes roles at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and MetLife Securities. Outside of his advisory work, he is the author of "The Retiree's Complete Annuity Handbook," tutors candidates for FINRA licensing and CFP certification, and serves as board member and treasurer for Carlisle Young Professionals. Providers & Families Wealth Management serves individuals, high-net-worth clients, families, trusts, estates, businesses, and charitable organizations with financial planning and discretionary investment management. The firm offers customized portfolios using strategic asset allocation and integrates tax-aware and estate coordination into its planning, distinguishing itself with a structured subscription model and inclusion of insurance and risk-management reviews.

Paul Macnamara is a financial advisor at Redwood Financial Planning, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked previously at PVG Asset Management Corporation and Strategic Investment Partners. Outside of finance, he owns and operates a farm in Carlisle, PA, and is a partner in a cattle sales business. Redwood Financial Planning, LLC provides portfolio management and financial planning services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm manages approximately $213 million, employing a combination of fundamental analysis and tactical overlay strategies, and offers both discretionary and non-discretionary mandates.

Jacqueline Powell is a CFP® with over 40 years of experience in financial advising. She is currently with Alliance Financial, a team-based firm in Wyomissing, PA, and has held roles at LPL Financial, INVEST Financial Corporation, and operated her own advisory businesses. Alliance Financial serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses, providing portfolio management, pension consulting, and financial planning. The firm employs a variety of analytical approaches and offers both discretionary and non-discretionary account management, including acting as portfolio manager and sponsor of a wrap fee program.

Jodi Bowman is a Series 65 licensed financial advisor with nine years of experience, currently with The Burney Company in Carlisle, PA. She has been with the firm since 2014. The Burney Company serves individual investors, including high net worth clients, as well as small businesses, pension plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets and employs proprietary fundamental and quantitative models to provide discretionary equity portfolio management and financial planning, with additional tax preparation services through an affiliated CPA firm.

John Daley is a financial advisor with The Burney Company in Carlisle, PA, holding Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with The Burney Company since 1984. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team advisory platform that incorporates proprietary fundamental and quantitative investment models, offers actively managed ETFs, and provides discretionary equity portfolio management and financial planning.

Michael Eicher is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. He has been with Mutual of Omaha since 2015 and with Mutual of Omaha Investor Services since 2022. In addition to advisory work, he is licensed as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts, utilizing a platform that integrates model portfolios and discretionary management through approved managers.

William Lape is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. In addition to his advisory role, he is president of ProtectSHIP LLC, a company focused on health insurance administration and training, and serves on the Shippensburg Borough Planning Commission as well as the board of Gideons International Cumberland South Camp. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account services through a network of Investment Advisor Representatives using an approved platform.

William Lupi is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at multiple affiliated firms including SUNTRUST Investment Services and BB&T. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across affiliated entities.

Greg McMullen is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at NewEdge Advisors since 2021 and concurrently at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation since 2012. Outside of his advisory roles, McMullen officiates high school and club basketball games with the Pennsylvania Interscholastic Athletic Association. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

Christian Snook is a CFP® professional with 12 years of experience, currently serving with First Command Advisory Services. He has worked with First Command since 2014 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he coaches wrestling for grades 7 through 9 at South Middleton School District and supports Penn State University wrestling events by operating the scoreboard during home matches. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured engagement cycles with written plans and periodic reviews, supported by an in-house investment management team for discretionary portfolio management.

Jacob Hoffacker is a financial advisor with PNC Wealth Management who holds a Series 66 designation and has five years of industry experience. His previous roles include positions at Thrivent Financial, Thrivent Investment Management, and Equitable Advisors. Outside of finance, he has worked in various capacities including at Dominos and Clarion University. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an online discretionary model account offered as an invitation-only pilot for PNC Bank employees. The firm’s investment approach uses algorithm-driven risk assessment and delegated portfolio management with mutual funds and ETFs.

Adam Rowe is a financial advisor at First Command Advisory Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command in various capacities since 2012. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led planning relationships and offers a structured Tailored Professional Services engagement alongside discretionary asset management programs.

Anthony Smith is a CFP® with 26 years of industry experience, currently serving as an advisor at First Command Advisory Services since 2015. He has been associated with First Command Financial Service and First Command Financial Planning, Inc. since 1999. First Command serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through a multi-service platform that combines financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution via affiliated entities. The firm offers structured, advisor-led financial coaching and manages discretionary model portfolios through its in-house Investment Management Team.

Randall Taylor is a financial advisor with Lincoln Investment in Shippensburg, PA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Taylor serves as president of the Drew Michael Taylor Foundation and is involved in several community activities, including board membership for the Rotary Club of Shippensburg Foundation and volunteering as an election worker and Meals on Wheels driver. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other investment advisers, offering a range of financial planning and portfolio management services through both advisor-managed and programmatic strategies.

Nigel Stearns is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill, Citizens Securities, and Forthwright Wealth Planning. Outside of his advisory role, he is involved in golf course maintenance at West Shore Country Club. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management through customized and model-based managed accounts.

Patrick Gorham is a CFP® professional with five years of industry experience, currently serving as a financial advisor at First Command Advisory Services. His prior work includes roles at Cummins Inc., NTT Data Inc., and eight years of service in the U.S. Army. First Command Advisory Services provides financial planning, discretionary asset management, brokerage, insurance, and banking products to individual, high-net-worth, corporate, and charitable clients. The firm offers structured, advisor-led financial planning through its Tailored Professional Services engagement and manages discretionary portfolios via its Asset Management Solutions program.

Austin Bush is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at J.P. Morgan Chase & Co. and Deloitte LLC. He is also affiliated with Members 1st Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.