Adam Jaroch is a CFP® and ChFC® with 29 years of industry experience. He is currently affiliated with Cetera and has previously worked at First Allied Advisory Services and First Allied Securities. In addition to his advisory role, he is an officer at Planwise Financial Partners, LLC, and owns Adam Jaroch LLC, a holding company. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a large nationwide network of independent advisors, managing over $256 billion in assets.

David Hamilton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously spent 23 years at Concourse Financial Group Securities Inc. and has operated Hamilton Musser PC, a tax service firm, since 1986. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers multiple investment implementation platforms and strategies, including proprietary models and access to unaffiliated strategists, with both discretionary and non-discretionary options tailored to client objectives.

William Steele is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked with LPL Financial since 2018 and previously was with Invest Financial Corp. and Cetera Wealth Services, LLC. He is also affiliated with Members 1st Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Richard Morrison Jr. is a financial advisor with Ameriprise in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he holds ownership shares in a family-owned restaurant in Carlisle, PA, and serves as managing partner of M Consulting Group LLC, a marketing and management firm supporting non-licensed activities. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brian Kump is a financial advisor at Edward Jones in Carlisle, PA, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he owns a rental property in Newville, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.

Daniel Six is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase, and Equitable Advisors. Outside of his advisory work, he was involved with Martin & Six Enterprises. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Jan Zinn is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved with Certainty of Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement-income recommendations.

Christopher Weber is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2025. Prior to this, he was affiliated with Bradley A. Mentzer, CPA/PFS, and has experience in roles at DeRock Electric Company and Rikore Inc. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering brokerage and investment advisory services alongside financial planning and retirement consulting. The firm employs various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types on both discretionary and non-discretionary bases.

Shane Rapsey is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Northwestern Mutual and served 12 years at the Defense Logistics Agency. Outside of his advisory role, he is involved as an assistant coach for junior high school wrestling and works as an insurance agent specializing in health and Medicare Advantage products. 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 offers collaborative financial planning engagements using firm-approved software and educational seminars.

David Mcalister is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors, Sterne Agee Financial Services, and Highmark Inc. Outside of his advisory role, he serves as a trustee managing a family trust with his brother. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios that can include various asset classes and accommodate client-imposed investment restrictions.

John Wain is a financial advisor with LPL Financial in Carlisle, PA, holding a Series 66 designation and 16 years of industry experience. He has been with LPL Financial since 2009 and operates his own business, John F. Wain Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, third-party asset management, and various institutional platforms, providing advice through a large network of investment adviser representatives using a range of strategic and tactical investment options.

Emily Reading is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at MassMutual and Primerica in various advisory roles since 2013. MassMutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and investment management to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software and collaborative client engagements to develop tailored financial strategies.

Bradley Paul is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2021. His prior experience includes positions at DGHP Company and WFG Real Estate, LLC. In addition to his advisory work, he owns a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice implemented through various strategies on discretionary or non-discretionary bases.

Richard Morris Jr. is a financial advisor with Ameriprise in Carlisle, PA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Ameriprise since 2010, currently serving as an Associate Financial Advisor with involvement in market research focused on legacy and estate solutions for high-net-worth clients through LJS Group, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice through a centralized team, with recommendations delivered via written reports and ongoing consultations. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools, with a focus on dependable income sources and tax-aware withdrawal strategies for clients meeting specific asset criteria.

Camrynn Wickenheiser is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA. She holds a Series 66 designation and has three years of industry experience. Prior to her current role, she worked at MassMutual Life Insurance Co and has held various positions across multiple industries, including education and retail. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, offering a range of educational seminars and specialized planning programs.

Sean Hanlon is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Raymond James in 2019, he worked at Merrill and PNC Bank. He is also employed as a Registered Client Services Associate at Fulton Financial Advisors. 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 investment consulting using risk profiling and modeling tools, and it supports advisory programs, portfolio management, and municipal and public-finance services through a large network of advisors.

Adam Tarantino is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Cetera and affiliated entities since 2013 and also serves as a sales manager and compliance officer for BAR Financial, LLC. Outside of his financial career, he is involved in recreational and scholastic baseball as an umpire. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing assets in excess of $256 billion.

Timothy Jones is a CFP® professional affiliated with LPL Financial, with 19 years of industry experience. He previously operated Jones Financial Group LLC and worked at Waddell & Reed, Inc. Outside of his advisory role, he is involved with A&T Holdings LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Brennan Miller is an advisor with LPL Enterprise, holding a Series 66 designation and beginning his career in 2025. Prior to joining LPL Enterprise, he was affiliated with the Pennsylvania Chiropractic Association and has work experience at Sheetz, Inc. Miller is also involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment implementation and offering access to third-party asset managers and insurance products through a broad network of investment adviser representatives.

Elijah Tuckey is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Evolution Financial Group and multiple positions at Millersville University and Pennwood Products. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based financial plans addressing various topics without discretionary trading authority, and clients may combine planning with managed-account services under a consolidated billing option called “WealthPlan.”