Donald Weaver is a financial advisor at Ameriprise with 43 years of industry experience. He has been with Ameriprise and its predecessor firms since 1982. Weaver serves on the board of directors for the Financial Planning Association of Central Pennsylvania and provides pro bono financial planning for the nonprofit Homes for Our Troops. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, written retirement-income recommendations through a centralized consulting team.

Lonnie Friedman is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, as well as Citigroup Global Markets. Outside of his advisory role, he is publishing a book on cold calling titled "The Cure to the Cold Call Blues." 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Thomas Zewe is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Securities America Advisors and National Planning Corporation. Outside of advisory work, he is involved in real estate and restaurant ventures through ownership interests in several local businesses. OSAIC Wealth serves a diverse client base including retail, institutional, and corporate clients, offering a range of advisory and brokerage services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, recent consolidation, and a complex affiliate network that influences its platform and offerings.

Christopher Hoover is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with four years of industry experience. Prior to his current role, he was involved for over 30 years with Angelo's Soccer Corner. He also works as an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Drew Myers is a financial advisor with Edward Jones in Harrisburg, PA, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment management services through a large network of advisors and branch offices.

Zachary Drayer is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and six years of industry experience. He previously worked at BNY Mellon and held various roles at Saint Francis University before joining Raymond James. Drayer is also a partner and owner of DDMP Management, LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting through a wide advisor network, supporting municipal and public-finance work and recently expanding its SIMPLE IRA Employer Advisory and Consulting Services program.

Matthew Kloza is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he markets his LPL business under the name Forest Hills Financial Advisors. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and financial planning services.

Daniel Brixius is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and possessing 26 years of industry experience. His prior roles include positions at VOYA Financial Advisors, Inc. and Locust Street Securities, Inc. In addition to advisory work, he coaches sport and fitness activities at Elizabethtown College. Cambridge Investment Research Advisors serves both individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports various management approaches and provides access to proprietary model strategies and unaffiliated third-party advisers.

Natalie Kratzer is a financial advisor with Thrivent Investment Management in Hummelstown, PA. She holds a Series 66 designation and has 15 years of industry experience, including over a decade with Thrivent Financial for Lutherans and its investment management division. Outside of her advisory role, she operates a business selling nail and beauty products and serves on the board of Friends of Lantern Hill, an educational and feeding program in Baja California, Mexico. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial planning topics without implementation. The firm’s approach integrates planning with managed-account programs through a consolidated billing option while maintaining separate services.

Solomon Becker is a CFP® with 41 years of industry experience, currently affiliated with LPL Financial. His career includes roles at firms such as Grove Point Investments, H. Beck, Inc., and Wenger Feeds. Outside his advisory work, he has been involved with Wenger Feeds in both recent and earlier periods. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of over 22,800 advisors and stewardship of more than $819 billion in discretionary assets.

Stephanie Garner is a financial advisor with Primerica Advisors in Camp Hill, PA, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior work history includes roles at PFS Investments Inc., Primerica Financial Services, and Secured Financials. She is also active as a part-time content creator on Facebook and TikTok. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based investment strategies developed by third-party asset managers and supports account execution and custody through established custodians.

Ellis Grossnickle is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and previously worked at Voya Financial Advisors. Outside of his advisory role, he serves as Treasurer for the Dwight D. Eisenhower Society, a volunteer position in Gettysburg, PA. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple management styles and platforms, offers access to third-party advisers, and maintains proprietary model strategies under the Founders Gate Capital brand.

Stephen Hocker is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 designation and two years of industry experience. Prior to joining LPL, he worked at Members 1st Federal Credit Union in various roles from 2017 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a network of over 22,000 advisors.

Eric Cain is a financial advisor with LPL Financial in Elizabethtown, PA, holding a Series 66 designation and bringing 12 years of industry experience. Prior to joining LPL in 2022, he spent eight years at Ameriprise Financial Services. Outside of his advisory role, he owns and serves as CEO of Do More Stores, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, model portfolio programs, and access to third-party asset management. The firm serves individuals, retirement participants, banks, trust companies, and institutions, employing a range of advisory strategies supported by LPL Research and various operational tools.

Craig Eastwood is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 29 years of industry experience. He previously worked at Merrill and Morgan Stanley before joining Ameriprise in 2008. Eastwood is also contracted with Certainty of Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers retirement income planning and recommendations based on proprietary research and third-party data.

Michael Battistelli is a financial advisor at Stifel with 21 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2007. Outside of his advisory role, he serves on the boards of the Lebanon Community Library and Lebanon County Library District, is chairman of the Lebanon Valley Economic Development Corporation, and sits on the finance committee of St. Paul the Apostle Church. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Kerri Price is a financial advisor at Stifel with a Series 66 credential and 12 years of experience in the industry. She has been with Stifel, Nicolaus & Company Inc since 2014. Outside of her advisory role, she serves as Finance Committee Chairman and Financial Secretary at Zion's Evangelical Lutheran Church in Jonestown, PA, and is active in the church's Mission Ministry Committee. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, providing both brokerage and advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, offering client-focused asset allocation and planning analyses.

Corey Hinds is a CFP®-designated financial advisor with 14 years of industry experience currently affiliated with Raymond James Financial in Harrisburg, PA. He has also worked with Fulton Bank since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm employs tailored, non-discretionary planning approaches that utilize risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jeffrey Kercher is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cambridge Investment Research in various capacities since 1998. Outside of his advisory role, he is also an independent insurance agent for multiple insurance companies. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Frank Valvano is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 designation and nine years of industry experience. His background includes six years at Edward Jones and eleven years as a self-employed advisor prior to joining LPL Financial. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, with advisory services delivered primarily through a large network of investment adviser representatives.