David Berkebile is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise since 2005. Outside of his advisory role, he serves on the Board of Directors for The Camp Hill Lion Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated recommendations overseen by a specialized team to support its clients’ retirement planning.

Zachary Sims is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and five years of industry experience. His career includes roles at NewDay Financial LLC and various positions within MassMutual and its affiliates. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements utilizing firm-approved tools and educational seminars.

Tony Feliciano is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA. He holds the ChFC® designation and Series 63 license and has 37 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 1987. Outside of advisory work, he is a member and investor in The Conodoguinet Club LLC, a golf simulator location. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and delivers written recommendations through annual, collaborative planning relationships.

Cory Melchior is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and five years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Cetera Advisor Networks LLC, and Voya Financial Advisors, Inc. Outside of finance, he has experience working at Bella Vista Golf Course and has held positions at educational and community organizations such as Penn State - Berks, Boyertown YMCA, and Boyertown Area Senior High School. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research from the Global Investment Committee.

Stefan Niculae is a financial advisor at Cetera with 25 years of industry experience and holds a Series 66 designation. He has been with Cetera and its affiliated entities since 2013. Niculae also owns an inactive LLC established for tax purposes. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and consulting services through a large network of independent advisors.

John Carbaugh is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Toni Robertson is a financial advisor at Edward Jones in Dillsburg, PA, holding the ChFC® designation and Series 66 license with seven years of industry experience. Prior to joining Edward Jones in 2018, she worked at Ahold USA - RBS from 2012 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard through a nationwide network of over 23,700 financial advisors.

Eric De Walt is a financial advisor with Edward Jones in Camp Hill, PA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Cetera Investment Advisers, First National Bank of PA, and CCO Investment Services Corp. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donald Wadsworth II is a ChFC® with 27 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Co, both since 1999. He is based in Mechanicsburg, PA. Outside of his advisory work, he is involved as a member with The Conodoguinet Club, LLC, a golf simulator location. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Daniel Mckeever Jr. is a financial advisor with Mass Mutual Investors Services and holds Series 63 and 65 licenses. He has 11 years of industry experience, having worked at MML Investors Services and Mass Mutual since 2014. Outside of his advisory role, he manages rental property as a landlord. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, utilizing firm-approved software to deliver comprehensive, event-driven planning services.

Deborah Pajak is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 66 licenses and over 26 years of industry experience. She has been with MML Investors Services and Mass Mutual Life Insurance Company since 1999. Her other business activities include servicing fixed and indexed annuities for existing clients and working as an insurance agent specializing in life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning processes.

Eric Huck is a CFP® with 40 years of industry experience, currently serving as a financial advisor with Cetera since 2023. He previously worked at Cetera Wealth Services, LLC and Bar Financial LLC, where he held roles in management and sales. Outside of his advisory work, Huck is active in Lyme disease support organizations, serving as president of the Harrisburg Area Lyme Disease Support Group and co-founder and treasurer of the PA Lyme Resource Network. Cetera Investment Advisers LLC is an SEC-registered firm that offers investment advisory services through a large network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, providing portfolio management, financial planning, and access to a range of program platforms and third-party managers.

Kenneth Logan is a CFP®-credentialed financial advisor with 15 years of industry experience, currently practicing at LPL Financial since 2021. He has held positions at firms including Waddell & Reed and Jones Financial Group and has served on the Financial Planning Association of Central Pennsylvania since 2020. Logan has also been involved in community activities such as the West Shore Chamber of Commerce Golf Committee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from various sources, and provides both discretionary and non-discretionary management options.

Gary Meanor Jr. is a financial advisor with Equitable Advisors in Mechanicsburg, PA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked with AXA Advisors, LLC. Outside of his advisory role, he operates an outside insurance brokerage. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Sheila Hunter is a financial advisor with Edward Jones in Carlisle, PA. She holds a Series 66 designation and has 13 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Todd Fogelsanger is a financial advisor at Raymond James Financial with 26 years of industry experience and holds the Series 66 designation. He has worked with Raymond James Financial and its affiliated entities since 2008 and has been associated with Miller & Gay Investment Management since 2014 in a support role unrelated to investment advisory. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to support client goals, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kyle Smith is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at CampusDoor Inc., TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade, Inc. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools and delivers recommendations focused on investment categories and strategies.

Charles Little is a CFP® with 27 years of industry experience. He is currently with Wells Fargo Advisors and previously spent 21 years at PNC Investments. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm’s approach includes specialized planning in areas such as business-owner transition and sports & entertainment planning, combining proprietary research and planning tools to develop tailored recommendations.

Matthew Fitzgerald is a financial advisor with MassMutual Investors Services in Mechanicsburg, PA, holding Series 65 and Series 66 licenses and having seven years of industry experience. He has previously worked with Appalachian Financial Literacy Group, LLC as an instructor leading financial literacy seminars, and has also been involved with Edge Performance Hockey for over a decade. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including educational seminars and focuses on collaborative, goal-based financial planning.

Grant Kuffa is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been with MassMutual Life Insurance Co and Mass Mutual Investors Services since 2025. Outside of his advisory work, he serves as an economics tutor at Susquehanna University, assisting underclassmen with their studies. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved software and collaborative planning to deliver written recommendations, offering a range of specialized planning programs including estate and employer-sponsored planning.