Jason Miller is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has 22 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Miller operates a DBA, Forest Hills Financial Advisors, approved by Prudential in Harrisburg, PA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services, utilizing an integrated platform that combines adviser programs with sales of financial products and access to model portfolios and third-party asset management.

Kenneth Laukhuff is a financial advisor with LPL Financial in Middletown, PA, holding a Series 66 designation. He has recently entered the industry and has prior experience in various business ventures including dental service companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory services along with model portfolios and research support.

Paul Smith is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 28 years before joining Ameriprise in 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning and ongoing advice based on proprietary research and algorithmic tools.

Bradley Epps is a financial advisor with Ameriprise in Elizabethtown, PA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is the managing partner and CEO of LWAG LLC, a financial planning firm. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary research and third-party data to provide tailored, tax-aware withdrawal strategies.

Jesse Hodges is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he served in the U.S. Army from 2015 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. 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.

Tara Mchugh Hollister is a financial advisor with Osaic Wealth, Inc. based in Harrisburg, PA. She holds the Series 63 and Series 65 licenses and has 20 years of industry experience, including 19 years with CUSO Financial Services, LP. She is also an insurance agent offering various health and life insurance products and is the owner of Capital Wealth Management Group, LLC, which she plans to operate beginning in 2026. Osaic Wealth serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment solutions supported by asset-allocation tools, automated rebalancing, and access to third-party money managers.

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 with LPL Financial in Harrisburg, PA, holding a Series 66 credential and three years of industry experience. Her prior work includes positions at Primanti Brothers and Crown Bolt. Outside of her advisory role, she is involved with doTerra Essentials Oils, a business she started in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management along with research from various sources.

Michael Fedash is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2018 and concurrently at Members 1st Investment Services since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, including discretionary and non-discretionary management supported by model portfolios and third-party research.

Eric Morrison is a financial advisor with LPL Financial in Harrisburg, PA. He holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked for ten years at Smigel, Anderson & Sacks, LLP. Outside of advisory work, he is associated with Morris Four Corporation, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and services, including financial planning and retirement plan consulting, supported by research and model portfolios from LPL Research and third-party subadvisors.

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.

Angela Barket is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and having 26 years of industry experience. She has been with Cambridge Investment Research since 1999 and Cambridge Investment Research Advisors since 2005. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a variety of portfolio management strategies and custody platforms tailored to client objectives.

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.

David Bedard is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Ameriprise Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Frederic Cassivi is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with OSAIC, having joined the firm in 2024. Prior to that, he worked at Securities America Advisors and Prospera Financial Services. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services such as financial planning, retirement plan consulting, and access to third-party money managers through multiple advisory platforms.

Michael Hartlett is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 44 years of industry experience. His prior roles include positions at International Assets Investment Management, LPL Financial, and Invest Financial Corporation. He serves as a trustee for the Permanent Fund of the Grand Commandery of Pennsylvania and is a board member of the Lancaster Masonic Center. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

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 financial advisor with Ameriprise in Manheim, PA, holding a Series 66 credential and six years of industry experience. Prior to joining Ameriprise, he worked at CleanSpec Mid-Atlantic and Moser Roofing Solutions. Outside of his advisory role, he owns Pro Fan League LLC, through which he authors, speaks, consults on careers, and sells a proprietary board game he created. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Emily Dailey is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 65 designations and 27 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc. and various insurance carriers, as well as involvement with Letip International Capital City Chapter. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and diversified investment strategies.

Shannon Klinger is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Shannon held positions at Boot Barn, Hershey Entertainment & Resorts, and Manheim Auto Auctions. Outside of advising, Shannon is involved in social media posting and engagement for Meta Platforms Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.