Allen Carr Sr. is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding the ChFC® designation and Series 63 license. He has 39 years of industry experience, including 37 years with MML Investors Services and Massachusetts Mutual Life Insurance Company. Carr serves on the boards of nonprofit organizations focused on foster care and prison reform. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering various programs including educational seminars and event-driven planning services.

Stacey Barrick is a CFP® professional with 40 years of industry experience, currently affiliated with Cetera. She has held multiple roles in financial advisory and tax services, including positions at Masland & Barrick Advisory, Inc. and Masland & Barrick Tax Services, Inc. Outside of her advisory work, Barrick serves as president of the Friends of Manheim Community Library, where she organizes and assists with fundraising and special events. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporations, charities, and institutions. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of independent advisors.

Michael Chiha is a financial advisor with LPL Enterprise, holding a Series 66 designation and 22 years of industry experience. He has worked at Prudential Insurance Company of America since 2004 and was with Pruco Securities, LLC. from 2004 to 2024 before joining LPL Enterprise. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated services such as trust custody and insurance product sales.

Peter Naylor is a financial advisor with Primerica Advisors in Camp Hill, PA, holding Series 63 and Series 65 designations and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. In addition to advisory services, he is involved in selling investment-related products and occasionally refers clients to affiliates offering mortgage, home security, and home automation services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies and offers discretionary portfolio management with support from third-party asset managers and custodians.

Jordan Hisey is a financial advisor with Morgan Stanley in Camp Hill, PA, holding Series 63 and Series 66 credentials and seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, Bank of America, Merrill, and Prudential. Outside of his financial career, he has been involved with Christ American Baptist Church for over a decade. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

H W Nelson is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a broader set of financial product offerings than typical large institutional advisers.

Darlene Michelson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in the financial services industry in 1995 and joined Merrill in 2009. Her practice focuses on investment and retirement income planning strategies, as well as estate and insurance coordination, with the objective of assisting clients in wealth accumulation, preservation, and transfer. Darlene works primarily with high-net-worth individuals to develop customized strategies for asset allocation, portfolio management, liability management, tax minimization, and asset preservation. Her client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. As a qualified Portfolio Advisor and Personal Investment Advisor (PIA), she recommends a variety of investment strategies, including those managed by Merrill and approved third parties. Darlene holds a bachelor's degree from Bloomsburg University. Outside of her professional role, she enjoys cooking, football, and gardening.

Myles Sites is a financial advisor with Charles Schwab, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Pruco Securities Corp, The Prudential Insurance Company of America, TD Ameritrade Services, Scottrade, BB&T Investment Services, and Edward Jones. He is currently based in Camp Hill, PA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary advisory relationships with access to discretionary separately managed accounts, employing multi-asset model portfolios and a centralized operational structure.

Judith Walker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. She also serves as co-trustee for her father's trust in Mechanicsburg, PA. Wells Fargo Advisors is a national securities firm offering 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Marrazzo is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at Woodbury Financial Services for 32 years and is the president and owner of Ideal Financial Center LLC, where he is involved in the sales and service of fixed annuity, life, and long-term care insurance policies. Marrazzo is also a property owner of his branch office location in Harrisburg, PA. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a widespread network of advisers and advisory platforms. The firm offers integrated brokerage, investment advisory, financial planning, and managed account services, utilizing various asset-allocation tools and third-party resources.

Wesley Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2017 and has over two decades of experience in the financial industry, including 17 years in New York City prior to his current role. Wesley provides clients with comprehensive financial advice, focusing on financial and investment strategies, liquidity planning, estate and wealth transfer strategies, cash management, and strategic tax loss harvesting. He holds a bachelor's degree in Economics from La Salle University and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2019. Wesley is also a Personal Investment Advisor (PIA). He is active in his local community, leading volunteer outreach initiatives through his church's Mission Outreach program. Outside of work, he enjoys spending time with his family, hiking, fishing, golfing, traveling, and living on a farm in Adams County with his wife and their dogs.

Alan Mc Culley is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including J.W. Cole Advisors, Inc. and Econ Wealth Management. He is also involved with Comprehensive Financial Associates and serves as an advisory representative for an RIA in Iowa. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of portfolio management and model-based solutions tailored to client objectives.

Frederick Blair is a financial advisor with Osaic Wealth, Inc. based in Harrisburg, PA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes roles at Osaic Wealth since 2018 and Signator Investors from 2016 to 2018. Blair is also the founder and president of Commonwealth Financial Associates, Ltd., an independent business involved in securities sales and investment advisory services, and serves as co-trustee of a private family trust. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, using asset-allocation tools, risk-tolerance assessments, and third-party managed-account solutions to construct customized portfolios.

Dale Beshore is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies to support client outcomes.

Daniel Fahringer is a financial advisor with LPL Enterprise in Harrisburg, PA, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, New York Life Insurance Company, and several other financial services firms. Fahringer also operates Forest Hills Financial Group, his outside business DBA linked to his LPL advisory activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Walter Wilhelm Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior career includes over two decades at Waddell & Reed, Inc. and various other business ventures including operating WCWILHELM, Inc. Since 2021, he has been with LPL Financial in Harrisburg, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing comprehensive advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by extensive research and technology tools.

Brendan Hertzog is a financial advisor with LPL Enterprise and holds the Series 66 designation. He began his advisory career in 2025 and has prior experience in various roles outside the financial industry, including positions at Aldi and Lowe’s. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers additional services such as financial planning and insurance product facilitation through affiliated entities.

Tracy Varano Garrison is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 29 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and prior to that was with Citigroup Global Markets beginning in 2006. Outside of her advisory work, she is the founder and board member of Beauty After Bruises, a nonprofit organization focused on support related to children, youth, and public safety. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and processes. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client engagements and corporate financial planning arrangements.

Franklin Rankin is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA. He holds a Series 63 designation and has 27 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 1998. Rankin also works as a licensed insurance agent focusing on life, health, group life, group health, disability, and long-term care insurance. 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, and educational seminars, using firm-approved software tools to provide written recommendations without investment discretion.

Michael Silver is a financial advisor at RBC Capital Markets with 31 years of industry experience. Prior to joining RBC in 2024, he worked at Bank of America for 15 years and Merrill for 29 years. He serves as Vice President of the I O Silver Foundation, a nonprofit that raises funds for Penn State Hershey Medical Center's Heart & Vascular Institute, and has been involved for over two decades on the board of The Campus of the Jewish Home of Greater Harrisburg. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with customized portfolio management and financial planning services. The firm offers a range of advisory programs and utilizes both in-house and third-party managers to tailor investment strategies according to each client’s risk profile.