Katherine Wentling is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. She has been with LPL Financial since 2002. Outside of her advisory work, she serves as a guest teacher in Lebanon County, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to 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 solutions supported by advanced research tools.

Andrew Hess is a CFP® with 15 years of experience in financial services, currently affiliated with LPL Enterprise since 2024. His prior roles include positions at The Prudential Insurance Company of America and Ameriprise Financial Services. Hess operates Forest Hills Financial Advisors, a DBA that provides sales and service of insurance and investments. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm uses a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance products through affiliated entities.

John Digiacomo is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has previously worked at First Citizens Community Bank, LPL Financial Services, Santander Securities LLC, and Sovereign Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Craig Lowrie is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Edward Thomas is a Series 66-licensed financial advisor with six years of industry experience. He is currently with OSAIC since 2024, having previously worked at Securities America Advisors from 2020 to 2024. Thomas is also a part owner and Investment Advisor Representative of a wealth management DBA based in Hershey, PA. 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 through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various analytical tools and multiple investment program options.

Eric Murr is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 66 registrations and 14 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and M&T Securities. He is also involved with Members 1st Federal Credit Union through its investment services and wealth management business. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Benjamin Ricker is a financial advisor at Osaic Wealth with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he is also an insurance agent involved in the sale of fixed insurance products. Osaic Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation, portfolio optimization, and a variety of managed account programs.

William Boehm is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research Advisors since 2021, following eight years at MML Investors Services and Mass Mutual Life Insurance Company. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Jennifer Ritter is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and having 10 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2017 and previously spent time with Northwestern Mutual Investment Management. Outside of her advisory role, she is an independent insurance agent and is the owner of Jennifer Ritter LLC. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm employs thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Thomas Renko is a financial advisor with Cambridge Investment Research Advisors in Harrisburg, PA, holding a Series 66 designation and 11 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015 and Cambridge Investment Research, Inc. since 2014. Outside of his advisory work, he serves as a soccer coach and girls director of coaching for local clubs in Mechanicsburg, PA. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies under the Founders Gate Capital brand.

Jay Green is a financial advisor with Ameriprise in Lebanon, PA, holding the ChFC® designation and Series 63 and 66 licenses. He has 30 years of industry experience, including 21 years at Ameriprise and its affiliated entities. Outside of his advisory role, he serves on the boards of Lebanon Valley Rails to Trails, Lebanon County Community Action Partnership, and is a trustee and treasurer for Coleman Memorial Park. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored written recommendations through a centralized consulting team.

Craig Patterson is a CFP®-designated financial advisor with 43 years of industry experience. He has worked at OSAIC since 2018 and previously spent 35 years with Signator Investors, Inc. In addition to his advisory role, he volunteers on the Pequea Township Planning Committee, where he reviews land development and transfer requests. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach involves model-based asset allocation, portfolio optimization, and a range of customizable strategies supported by advanced tools and third-party managers.

Diane Kridler is a financial advisor with LPL Financial in Mount Joy, Pennsylvania, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at Raymond James Financial Services and Ameriprise Financial Services, Inc., among others. She is currently affiliated with Northwest Bank through LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Robert Cleary is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Ameriprise in York, PA. He has been with Ameriprise and its affiliated entities since 1987. Cleary also manages his practice through Cleary & Associates LLC, where he is the owner and managing director. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Stephen Mcnamara is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Lincoln Financial Securities Corporation for 13 years. He is also the owner of an independent insurance agency in York, PA. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through various platforms and proprietary model strategies.

Joseph Mcandrew is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 43 years of industry experience. He worked at Metlife Securities Inc. for 42 years before joining Mass Mutual Investors Services in 2017. Outside of his advisory role, he is involved in individual life, property/casualty, health, group life, and group health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and structured planning engagements to deliver tailored financial recommendations.

Jason Miller is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Harrisburg, PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Kenneth Laukhuff is a financial advisor with LPL Financial holding a Series 66 designation. He has one year of industry experience and prior work history includes roles at Members 1st FCU and Dent Techs, Inc., as well as owning and operating KenVision LLC and Ken Dents LLC. 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 variety of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and a broad range of financial products and institutional platforms.

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.

Amanda Diaz is a CFP® professional with six years of experience in financial advisory. She is currently with LPL Financial and Advisory Services Financial LLC, having previously worked at Janney Montgomery Scott. 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 broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and a large network of advisors.