Tucker Nicholas is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. His prior work history includes roles at Orrstown Bank, Smith Barbers LLC, and several entrepreneurial ventures such as Inner State Media LLC. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment approach with portfolio optimization tools and supports discretionary strategies as well as third-party managers.

Jacob Mendoza is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Mendoza is a board member of the Kaltreider-Benfer Library in Red Lion, PA. Ameriprise is a large institutional firm that offers retirement-income planning services targeting individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary retirement recommendations, supported by a centralized consulting team.

Eric Gilroy is a financial advisor with Cambridge Investment Research Advisors in Harrisburg, PA, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously spent seven years with Nationwide Securities. Outside of his advisory role, he operates an independent insurance agency under Gilroy Group LLC. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains affiliated model strategies under the Founders Gate Capital brand.

Audrey Myer is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors since 2025. Her prior experience includes roles at Cetera and Masland & Barrick Advisory. She is a board member and investment committee member for a nonprofit organization and acts as a trustee for a family trust. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports clients through advisory programs and institutional consulting.

John Holler is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been associated with LPL Financial since 2013 and has operated his own practice, John W. Holler, since 1998. Outside of advisory work, he is involved in tax preparation through John Holler Tax Preparation. 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 model portfolios and third-party asset managers, supported by operational tools and a broad non-advisory financial services platform.

John Phillips is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services since 2006. Phillips is also a 20% equity partner in DDMP Investment Advisors, a separate support company. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and supports its clients through a broad network of advisors and affiliated firms.

Eric Landis is a financial advisor at LPL Financial with 28 years of industry experience. He previously worked for National Planning Corporation for 20 years before joining LPL Financial in 2017. Landis holds Series 63 and Series 65 licenses and co-owns an insurance agency involved in insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Stephen Stackhouse is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial since 2011. He previously worked at National Planning Corporation for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including model portfolios and institutional platforms.

Lois Baker is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 designations and 24 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2002 and 1992, respectively. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of advisors across numerous offices.

Matthew Warntz is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Nationwide Securities, Nationwide Financial, and CUSO Financial Services. Warntz also served at St Matthew's Lutheran Church for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.

Jesse Landis is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has been affiliated with LPL Financial in various capacities since 2015. Landis previously operated Landis Financial Advisors, Inc., which he continues to maintain as a separate business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Patricia Bender is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to her current role, she worked at Rod Buntjer Bail Bonds and Little School House. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, offering a range of advisory programs and investment solutions through a large national network of advisors and branch offices.

Gail Weigle is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party data.

Cindy Shuman is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 credential and 24 years of industry experience. Her prior roles include positions at International Assets Investment Management, LLC and LPL Financial. She is also a notary public. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple account platforms and proprietary model strategies through a large network of financial professionals.

Douglas Russell is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he was involved in real estate investment through Charlee Realty LLC and worked at the Pennsylvania Higher Education Assistance Agency. He also owns Charlee Realty LLC, a real estate investment business in Hummelstown, PA. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Beccone Jr. is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Ameriprise in Lancaster, PA. He has been with Ameriprise since 2014. Outside of his advisory role, he owns and operates a tax preparation business. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning services that emphasize tax-aware withdrawal strategies and dependable income sources.

Sonia Gross is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2017 and previously spent 12 years at M&T Securities. Outside of her advisory role, Gross is actively involved with the Kiwanis Club of Lebanon County, serving as Golf Committee Chairperson and holding several board roles within local and state Kiwanis organizations. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kenneth Phillips is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Before joining Raymond James in 2022, he spent 14 years at RBC Capital Markets. He serves as Vice President and board member of the Golf Association of Philadelphia, a nonprofit that organizes golf tournaments in Eastern Pennsylvania. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad range of clients, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management strategies and affiliated research.

Todd Dellinger is a CFP® professional with 38 years of industry experience, currently serving at Raymond James Financial in Elizabethtown, PA since 2006. He holds Series 63 and Series 65 licenses and has additional business involvement as a branch manager and financial advisor for DDMP Investment Advisors, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services including municipal advisory and SIMPLE IRA Employer Advisory programs.

Alexander Sahd is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and previously worked for DAS Companies, Inc. for 14 years. Outside of advising, he is a partner and owner of a family-owned landholding entity in central Pennsylvania. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and institutional consulting services.