Jeffrey Krall is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. His work history includes roles at Mid Penn Bank, Infinex Investments, Riverview Bank, Cetera Investment Services, Private Advisor Group, and LPL Financial. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives, offering customized advisory services, financial planning, and access to alternative investments. The firm combines a hybrid adviser/broker-dealer structure with third-party asset manager referrals and a lending marketplace.

Heidi Duckworth is a financial advisor at TIAA-CREF with 25 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that utilizes affiliated funds.

Alfred Varano Jr. is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services in 2025, he worked at OSAIC for 13 years. Outside of his advisory roles, he owns Crump Life Insurance, where he is involved in selling life insurance, annuities, and long-term care products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, and investment services supported by due diligence, serving large institutional investors and managing approximately $79.8 billion in assets.

Johnathan Geeting is a financial advisor at Empower Advisory Group with a Series 66 designation and three years of industry experience. His prior work history includes roles at Thrivent Financial and Pennsylvania State University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies to deliver point-in-time financial plans and optional managed account solutions.

Bridget Casher is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She previously worked at Conrad Siegel Investment Advisers, Inc., BNY Mellon, and MBSC Securities Corporation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and a variety of investment options.

Bryson Roof is a CFP® professional associated with NorthCoast Asset Management LLC, with 13 years of industry experience. His prior roles include positions at Focus Partners Wealth, Kovitz Investment Group Partners, Fort Pitt Capital Group, and his own Roof Advisory Group. NorthCoast Asset Management serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models, managing portfolios across a broad range of strategies and acting as a fiduciary for ERISA and IRA accounts.

Todd Dietrich is a CFP® professional with 18 years of experience in the financial services industry. He is currently an advisor at Edward Jones, having joined the firm in 2023. Prior to Edward Jones, he worked at Specific Solutions, Fulton Financial Advisors, and Raymond James Financial Services Advisors Inc. Todd holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory services. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Michael Hoskins is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Hummelstown, PA, and holds a Series 66 license. Outside of his advisory role, Michael is a board member for Pack 201 Cub Scouts in Hershey, PA. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

William Fogarty is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including The Vanguard Group, Mid Penn Bank, and MassMutual Life Insurance Company. His background also includes self-employment and experience in the entertainment industry. 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 Financial Professionals, utilizing a variety of portfolio management and model-based strategies tailored to client objectives.

Maria Naylor is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has worked at PFS Investments Inc. since 2002 and Primerica Financial Services since 2001. In addition to her advisory role, Naylor is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients, operating primarily as a wrap-fee solution. The firm employs third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on tiered percentage-based fees and ongoing oversight of its investment models.

Leigh Beshaw is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Morgan Stanley for 13 years before joining Wells Fargo in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

Lisa Mc Henry is a CFP®-credentialed financial advisor with 11 years of industry experience. She is currently with Cetera and has previously worked with Everence Trust Company and Concourse Financial Group Securities Inc. Outside of her advisory role, she serves as a notary public in Mount Joy, Pennsylvania, and holds power of attorney responsibilities for a family member. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, utilizing both affiliated and unaffiliated managers across numerous program structures.

Elijah Manning is a Series 66-registered financial advisor with LPL Financial in Camp Hill, PA, with one year of industry experience. He previously held positions at Cambridge Investment Research Advisors and PNC Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Andre Campbell is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management and Tax Express. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives, offering various financial planning and advisory programs supported by research and model portfolios.

James Gill is a financial advisor with Thrivent Investment Management in Annville, PA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory role, he serves as chair of the endowment fund committee at Zion's Evangelical Lutheran Church, overseeing grant approvals in a volunteer capacity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority, and offers options to combine planning with managed accounts under separate engagements.

Jennifer Conway is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Devon Roberson is a financial advisor at LPL Financial with three years of industry experience. He previously worked at Northwestern Mutual and Nationwide Insurance. Outside of his advisory work, Roberson is involved as a soccer coach with Eagle FC Football Club and the JT Dorsey Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Jeffrey Zavoda is a Series 66 licensed financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2010, working in their Harrisburg, PA office. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sean Dolan is a financial advisor with Raymond James Financial in Elizabethtown, PA, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Raymond James Financial Services since 2006 and with Raymond James Financial since 2009. Outside of his advisory role, he owns a support company and holds a minority interest in another advisory firm, where he consults on client interactions and business planning. He is also one of six partners involved in developing a new office space for his Raymond James office. 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, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary advice using analytical tools and supports its offerings with specialized programs and partnerships.

Scott Derr is a financial advisor with Cambridge Investment Research Advisors in Harrisburg, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Cambridge since 2010 and serves additionally as a board member for Presbyterian Senior Living Housing Management and Phi Investment Management Services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals using a variety of portfolio management approaches and platform arrangements.