Robert Kedney III is a Series 66 credentialed financial advisor with five years of experience, currently with Thrivent Investment Management. Prior to his advisory role, he worked in the education sector for over nine years. He serves on the boards of Pennsylvania Furniture Mission and Create Columbia, nonprofit organizations focused on providing furniture to families in need and promoting the arts in Columbia, Pennsylvania. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial analyses and planning without discretionary portfolio management.

Katie Funk is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. She has two years of industry experience and has previously worked with organizations including Water Street Mission and McLean Mortgage Corporation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Its planning offerings cover a wide range of topics and can be combined with managed-account programs under a consolidated billing option, while keeping planning and portfolio management services distinct.

Jennifer Buehler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. She serves as a finance committee member for the West Shore Chamber of Commerce in Camp Hill, PA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs research and analytics to evaluate investment options and offers a broad range of brokerage and advisory solutions.

Michael Shott is a financial advisor at Edward Jones in Harrisburg, PA, with three years of industry experience. Prior to joining Edward Jones, he worked at Mission BBQ and TE Connectivity Ltd. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Frederick Klunk II is a financial advisor with Primerica Advisors in Camp Hill, PA, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior work includes roles at Rite Aid Corporation, Unity Technologies, Leidos, and the Commonwealth of Pennsylvania. He is involved in sales of investment-related products and provides referrals for home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program employing model-based strategies developed by unaffiliated asset managers, supported by discretionary management, trade execution, and custody services.

Timothy Engle is a financial advisor with RBC Capital Markets in Lemoyne, PA, holding a Series 66 designation and 28 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he serves as an officer of the Allen Glen Home Owners Association, overseeing a landscaping committee, and is a one-third owner of WC Lodge LLC, a private entity established to purchase a lodge and adjoining property. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering various advisory programs with tailored portfolio management and financial planning services. The firm integrates in-house and third-party investment managers and provides a range of options including tax management and responsible-investing screens.

Evan Hebel is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his career in 2025. Prior to joining Thrivent, his work experience includes roles in education and maintenance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive planning across various topics without including implementation of recommendations.

Tyler Miller is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has previously worked at Oldcastle APG, Rutter's Dairy, Inc., and Messiah College. Tyler is also involved with Members 1st Federal Credit Union and Members 1st Investment Services & Wealth Management in roles related to his LPL responsibilities. 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 portfolios, third-party asset management, and institutional platforms.

Mark Steinhart is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2005 and also maintains roles with Compass Financial Strategies and Cambridge Investment Research, Inc. in Pennsylvania. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a wide range of services, such as financial planning and investment management, delivered through independent Financial Professionals using multiple platform arrangements and proprietary as well as third-party model strategies.

Garrett Swank is an advisor at LPL Enterprise with Series 63 and Series 65 licenses. He has been with LPL Enterprise since 2026 and previously held roles in various industries, including running a small business, Breakboss Cards and Collectibles LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Nathan Blyler is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he worked at Highmark, Inc. and Mercer. Outside of his advisory role, Blyler volunteers with the non-profits Harrisburg River Runners and Castaway Critters. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation using portfolios developed by internal and third-party strategists, and supports a broad range of financial planning and consulting services.

Matthew Heisey is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Enterprise, he worked for The Hershey Company for six years and held various positions at companies including Amazon, Uber Eats, and DoorDash. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services such as financial planning and access to third-party asset managers.

Steven Damion is a financial advisor with Charles Schwab, holding a Series 66 license and over 15 years of industry experience. His prior roles include positions at JPMorgan Chase & Co. and RBC Capital Markets. 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’s approach combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Vickie Geesaman is a financial advisor with Edward Jones in Harrisburg, PA, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a broad network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Patrick Bartoli is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked for Morgan Stanley Private Bank, National Association for 11 years. Wells Fargo Advisors is a national securities firm providing 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.

Caden Malone is a financial advisor at Ameriprise with two years of industry experience. He previously worked at Orrstown Bank and Select Medical. Malone is also involved with Stephenson Foundational Management, LLC, managing an advisory business outside of his primary role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and annual planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Dhiren Chauhan is a financial advisor at Primerica Advisors with five years of industry experience. He holds the Series 63 and Series 65 licenses. Chauhan is a partner in Pranj LLC, a beauty salon business unrelated to investment services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Stephanie Chaplinski Kane is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Santander Securities, Santander Bank, Cetera Investment Services, First National Bank of Pennsylvania, LPL Financial, INVEST Financial Corporation, and TDAmeritrade. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Joseph Martin is a financial advisor at Cambridge Investment Research Advisors with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Grove Point Advisors, Grove Point Investments, and Baltimore Life Co. Martin is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through a network of independent Financial Professionals and utilizes multiple platform arrangements with both proprietary and unaffiliated model strategies.

Jeremy Jamison is a financial advisor at MassMutual Investors Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Wienken Advisors, Ltd. Outside of his advisory role, Jamison owns an ice cream shop in Greencastle, PA. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and structured annual planning engagements.