Jenine Wamsher is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She has been with Wells Fargo Clearing since 2023. Outside of her advisory role, she works as a bartender and server at The Penn Hotel Sports and Raw Bar and at Delaches Fishing Association. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving plan sponsors with tailored investment solutions and a broader range of financial product options than many institutional advisers.

Lauren Fuller is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2021. Outside of her advisory role, Fuller is involved with doTerra Essential Oils. 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, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Michael Fedash is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 designation and 13 years of industry experience. He has worked with INVEST Financial Corporation and Members 1st Investment Services, where he remains active. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nathaniel Miller is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

James Davis II is a CFP® certificant with over 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He has been with Ameriprise Financial Services in various capacities since 2005. Outside of advisory work, he is involved in assisting LJS Group LLC with fiduciary advice focused on financial planning for Baby Boomers and owns an LLC that operates an office building housing his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Angela Barket is a financial advisor with Cambridge Investment Research Advisors in Lebanon, PA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Cambridge Investment Research Advisors since 2005 and with Cambridge Investment Research since 1999. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platforms.

Randolph Trostle is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 17 years of industry experience. He has worked with DDMP Investment Advisors, LLC since 2014 and served Elizabethtown College from 2007 to 2017. Outside of his advisory work, he is an associate at DDMP Investment Advisors, where he advises clients as needed. 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 plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized offerings in municipal finance and SIMPLE IRA consulting.

Frederic Cassivi is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, Prospera Financial Services, and Wells Fargo Clearing. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services, with an investment process centered on model-based asset allocation and portfolio optimization.

David Blackwell is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and previously worked at Donegal Insurance Group for 13 years. Outside of his advisory role, he is an associate financial advisor with LLWAG, LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm provides a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that delivers non-discretionary, research-driven recommendations.

Bradley Gibbs is a Series 66-licensed financial advisor with Ameriprise in Elizabethtown, PA, and has seven years of industry experience. He has worked at Ameriprise since 2018 and previously held roles outside the financial sector. Outside of advising, he owns Pro Fan League LLC, where he authors, speaks, consults, and sells a proprietary board game he created. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach incorporates proprietary investment research, third-party data, and algorithmic tools, and operates within a distinct investment ecosystem with specific enrollment criteria.

Emily Dailey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her career includes prior roles at Waddell & Reed, Inc. and various insurance carriers, as well as involvement with Letip International Capital City Chapter. 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 portfolio programs, third-party asset management, and institutional platforms.

Lon Jury is a CFP® and ChFC® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously spent 34 years with Ameriprise Financial Services, Inc. Jury is a co-owner of Pennoptic CPAs and Strategic Partners, LLC, a tax preparation firm, and serves on the Board of Directors for the Financial Planning Association of Central Pennsylvania as Advocacy Chair. He also leads LJS Group, LLC as CEO, focusing on strategic planning and service integration. Ameriprise is a large institutional firm offering a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations primarily for assets managed within Ameriprise.

Jay Nissley is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory role, he is involved in wetland restoration projects on family land. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment approach emphasizing asset allocation and portfolio optimization.

Steven Wiles is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at First Citizens Community Bank, BAE Systems, and Susquehanna University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

Kendra Wall is a financial advisor with Ameriprise in Mount Joy, PA, holding a Series 66 designation and four years of industry experience. She has worked at several firms including Landis Financial Advisors, MassMutual, and Rotz & Stonesifer Financial Services, and has prior experience at Liberty University and in local community roles. Outside of her advisory work, she has engaged in planning leisure travel related to Disney and Universal Studios through a separate non-investment activity. Ameriprise provides retirement-income planning services targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Stephen Marrazzo is a financial advisor with OSAIC in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Fortis Investors, Inc. since 1990 and has been associated with Professional Advisory Corporation since 1984. Outside of his primary advisory roles, he owns a sole proprietorship focused on life insurance and long-term care insurance sales and service. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment approach and a multi-advisor platform.

Licia Navazio is a CFP® with 26 years of industry experience and is currently affiliated with Ameriprise. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2000. Outside of her advisory role, she is the president and owner of Pro Active Management Solutions, Inc., a consulting business she has operated since 1989. Ameriprise is a large institutional firm that provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to produce written, non-discretionary recommendation reports tailored in partnership with clients’ financial advisors.

Vincent Catalano is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors and Concourse Financial Group Securities. He is a co-owner of KCA Wealth Management LLC and is involved in financial planning education and tax preparation services. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary and third-party model strategies.

Leah Wilhelm is a financial advisor with Ameriprise in Lancaster, PA, holding a Series 66 designation and two years of industry experience. She previously worked at Avantax Advisory Services, MRK Financial Solutions, and Northwest Bank. Outside of her advisory role, she serves as President of the Palmyra American Legion Auxiliary and Vice President of Operations for Fogleman’s Wounded Warrior Music Fest. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies through a centralized consulting team.

Christina Harrell is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.