Debra Szymanski is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds a Series 66 designation and has previously worked at Stifel and LPL Financial. Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various programs and emphasizing tailored, non‑discretionary advice supported by extensive firm research and multiple portfolio management styles.

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.

Matthew Frey is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Metlife Securities, Massachusetts Mutual Life Insurance Company, and Ocean Thermal Energy Corporation. Outside of his advisory role, he has worked as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Tara Mchugh Hollister is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at CUSO Financial Services, LP for 19 years prior to joining OSAIC in 2025. Outside of advising, she is involved in offering various types of insurance as a licensed agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm provides brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and access to both proprietary and third-party investment strategies.

David Smith is a financial advisor at Osaic with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2018, he spent 35 years with Signator Investors, Inc. Additionally, he is involved with Mountain Top Wealth Management, focusing on the sales and marketing of fixed annuities, securities, and insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with asset allocation and portfolio optimization tools and supports discretionary strategies, third-party managers, and proprietary models.

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 at LPL Financial with three years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2021. Outside of her advisory role, Fuller is involved with doTerra Essential Oils. 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 range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Michael Fedash is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 designation and 13 years of industry experience. He has worked with INVEST Financial Corporation and Members 1st Investment Services, where he remains active. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Andrew Barrick is a financial advisor with Ameriprise in York, PA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Barrick works as a freelance youth soccer match official. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing a centralized team that provides written recommendation reports based on proprietary research and third-party data.

Eric Morrison is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and previously worked for Smigel, Anderson & Sacks, LLP for ten years. Outside of his advisory role, he is associated with Morris Four Corporation, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory solutions supported by extensive operational and research tools.

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.

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.

Kevin Erb is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and possessing 35 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017 and the Massachusetts Mutual Life Insurance Company since 2016, along with long-term positions at MetLife Securities Inc. and Metropolitan Life Insurance Company dating back to 1989. In addition to his advisory work, he is involved in individual and group life and health insurance sales. Mass Mutual Investors Services, LLC 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, emphasizing collaborative, goal-oriented planning without discretionary investment management.

David Bedard is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Ameriprise Financial Services. 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 portfolio programs, and institutional platforms, utilizing both proprietary and third‑party investment strategies.

Frederic Cassivi is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, Prospera Financial Services, and Wells Fargo Clearing. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services, with an investment process centered on model-based asset allocation and portfolio optimization.

Alex Patterson is a financial advisor with OSAIC in Lancaster, PA, holding a Series 66 designation and three years of industry experience. He previously worked at Royal Alliance Associates, INC. and operates a sole proprietorship, Patterson Financial Services, where he assists clients with securities and insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers comprehensive financial planning and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various investment tools and strategies.

Michael Hartlett is a financial advisor with Cambridge Investment Research Advisors. He holds a Series 63 designation and has 44 years of industry experience. His prior work includes roles at International Assets Investment Management, LPL Financial, Invest Financial Corporation, and The Financial Network. He serves as a board trustee for the Grand Commandery of Pennsylvania and is a board member of the Lancaster Masonic Center. Cambridge Investment Research Advisors serves a broad mix 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 offers various platforms and access to third-party advisers while managing a multi-billion dollar asset base.

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.

Cole Brillhart is a financial advisor at Ameriprise with Series 66 registration and three years of industry experience. He has been with Ameriprise since 2022 and has prior experience working at Lewis University and the Northeastern School District. Outside of his advisory role, he is also involved with LPPO, LLC, serving as a financial adviser and investment manager. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement income planning and written recommendation reports, utilizing proprietary research, third-party data, and algorithmic tools.