Abigail White is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and two years of industry experience. She has been with MassMutual Life Insurance Co since 2023 and Mass Mutual Investors Services since 2011. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes using firm-approved tools for goal analysis and providing written recommendations without discretionary authority.

Benjamin Glatfelter is a financial advisor with Ameriprise Financial Services LLC in Mechanicsburg, PA, holding a Series 66 designation and five years of industry experience. Prior to his current role, he practiced law for 19 years at Kennedy, PC Law Offices and owns the Glatfelter Law Firm, PLLC, which focuses on estate law. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes dependable income sources and tax-aware withdrawal strategies.

Melissa Yerger is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with MassMutual Life Insurance Co and MML Investors Services, LLC since 2017, with prior experience at Phoenix Contact and a period as a substitute teacher. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering structured, collaborative planning engagements and a range of specialized event-driven services.

Byron Dunlap is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 65 registrations and bringing 20 years of industry experience. He previously worked at Wienken Advisors, Ltd. for six years and has been with Mass Mutual Life Insurance Company and MML Investors Services since 2008. Outside of advisory work, he is involved in outside insurance sales focused on annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, and charitable organizations. The firm provides ongoing financial planning using firm-approved tools and offers asset management, wrap and money-manager programs, and educational seminars.

Matthew Odom is a financial advisor with Fidelity in Carlisle, PA, holding a Series 66 designation and five years of industry experience. His background includes roles at Fidelity Investments since 2021 and previous positions at the University of Cincinnati and LensCrafters Luxottica. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of AI and systematic methodologies in its investment process.

Davinder Sidhu is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Trispagonas Insurance and Nationwide Insurance. Outside of advisory work, he is employed part-time as a custodian with the Central Dauphin School District. 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 financial planning and investment management services through its extensive network of advisors, combining advisory platforms with non-advisory financial products and oversight of more than $819 billion in discretionary assets.

Christopher Lenz Jr. is a financial advisor with MML Investors Services and Wienken Advisors, Ltd., holding a Series 66 designation and three years of industry experience. Prior to his advisory roles, he worked at Aldi US for seven years. He is also licensed as a life and health insurance agent. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a collaborative, annual planning process utilizing firm-approved analytical tools.

Robert Innerst is a financial advisor with LPL Financial in Mechanicsburg, PA, holding a Series 66 designation and six years of industry experience. He previously worked at Ameriprise and The York Water Company. Outside of his advisory role, he is involved with Innerst Capital Management LLC and GeoRoJo Enterprises, which are not investment-related businesses. 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 and access to various portfolio programs, supported by both proprietary research and third-party subadvisors.

Drew Yerger is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wienken Advisors, Ltd. from 2015 to 2019. Yerger serves as a board member of the Harrisburg Area YMCA and is an investor in a local golf simulator facility. 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 a range of programs including educational seminars and employs a collaborative planning approach using firm-approved tools to analyze client goals.

Richard Ellinger is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated entities. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options in a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation and trade execution.

William Gekas is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked in various roles since 2014, including positions at DoorDash Inc. and Penn State University. Gekas is also an associate at Financial Compass Group Inc., where he supports financial advisory services in a non-producing capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and advisory services supported by analytical tools and maintains unique affiliations, such as with a municipal advisor, to enhance its service offerings.

De Sean Longino is a financial professional with Cetera, holding Series 65 and Series 63 credentials and three years of industry experience. His career includes roles at MassMutual, PFM Asset Management, Thrivent Financial, and Northwestern Mutual. Outside of his advisory work, Longino serves as president and board member of Sandy Shores Inc., a charity promoting financial literacy. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, featuring access to both affiliated and third-party managers across various investment programs.

Scott Bechtold is a financial advisor with Ameriprise, holding the ChFC® designation and Series 63 license, with 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advisory work, he is involved in business ownership and management activities related to office operations and market research through entities such as LJS Group LLC. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with substantial investable assets. The firm provides advisory, brokerage, and insurance solutions, delivering retirement-income recommendations through a centralized consulting team using research, modeling, and tax-efficiency analysis.

Gerald Rasmus is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. He has worked at MML Investors Services and MassMutual since 2018 and previously at Baltimore Life from 2010 to 2018. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations in collaborative annual engagements.

Ryan Stephenson is a CFP®-credentialed financial advisor with Ameriprise in Mechanicsburg, PA, and has 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on the board of the Bob Craig Youth Foundation and coaches youth softball in Mechanicsburg. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm employs a centralized service team to produce personalized recommendation reports, drawing on proprietary research and third-party data within a defined investment ecosystem.

James Grier is a CFP® credentialed financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, and has eight years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2017 and previously worked at Enterprise Holdings and Millersville University of Pennsylvania. Mass Mutual 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, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved software and offers specialized planning programs such as divorce and estate-settlement planning.

Jordan Lawson is a financial advisor with Ameriprise in Mechanicsburg, PA, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Crowley Maritime, Leon's Transportation, and Frederick County Public Schools. Outside of his advisory work, he is involved with Stephenson Foundational Management, LLC, and also works part-time in warehouse management and clerical support for a local logistics company. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions typical of a large institutional provider.

Edward Trainor is a CFP® professional with 17 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Co in Mechanicsburg, PA. He has been with these firms since 2008. Outside of his advisory role, Trainor is involved as an investor in a golf simulator business through The Conodoguinet Club, LLC. Mass Mutual 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, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using proprietary software and offers a range of educational seminars and specialized planning services.

Donald Montgomery is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MML Investors Services and Mass Mutual Life Insurance Company since 2010. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Trevor Leo is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds the Series 66 designation and has worked with MML Investors Services, LLC and MassMutual Life Insurance Co since 2018. Prior to this, he was employed at Mid Penn Bank for one year. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.