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.

Aleesha Moyer is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 11 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016. Outside of her advisory role, she owns a photography business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a network of independent professionals with a range of customizable strategies.

Thomas Benkovich is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he manages a business focused on strategic planning and staff management through Thomas F Benkovich LLC. Ameriprise is a large institutional firm that provides retirement-income planning services targeted at individuals approaching or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

Gregory Hartman is a financial advisor with Raymond James Financial in Mechanicsburg, PA, holding a Series 63 designation and 23 years of industry experience. His career includes roles at Raymond James Financial Services, HS Financial Services, and Simon Lever LLP, CPA's. He serves on the finance committee of the Dune Deck Condominium Association, contributing to its financial oversight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work, with specialized programs such as SIMPLE IRA Employer Advisory services.

David Langan is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 11 years. He is also involved as a speaker with the Association of Financial Educators. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by research and multiple portfolio management options.

Robert Smith is a financial advisor with Morgan Stanley in Hunt Valley, MD, holding a Series 66 designation and 18 years of industry experience. His previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and investment modeling techniques, with approximately $2.74 trillion in client assets under management.

Keith Russell is a CFP® professional with six years of industry experience, currently affiliated with Mass Mutual Investors Services in Mechanicsburg, PA. He has worked at MML Investors Services since 2019 and has held roles at MassMutual since 2017. Outside of advisory work, Russell is also licensed as an agent in life and health insurance. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved software tools for goal analysis and offers collaborative, ongoing financial planning engagements.

Andrew Herbert is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at PNC Investments and Principal Life Insurance Company. Herbert is also associated with PSECU Financial Services, a business available through LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Cody Morris is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has seven years of industry experience and has worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 2018. Prior to that, he was employed at McCormick Taylor for ten years. He is also licensed as a life insurance agent through Assurity Investment Relations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on annual, collaborative planning relationships and event-driven planning services.

Nathan Smith is a financial advisor with Ameriprise in Harrisburg, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Johnson Controls Security Solutions and TE Connectivity. Outside of his advisory role, he coaches at the Hershey Aquatic Club. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm provides written, non-discretionary recommendation reports combining research, modeling, and tax-efficiency analysis, and supports a broad range of advisory, brokerage, and insurance solutions.

Paul Wakefield is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 registrations and four years of industry experience. He has worked at several firms including Edward Jones and Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance through its affiliated municipal advisor.

Tammy Panagos is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has worked with M&T Securities since 2006 and joined LPL Financial in 2021. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management with access to research, model portfolios, and various investment strategies.

Bryan Black is a financial advisor with Wells Fargo Advisors in Lemoyne, PA, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2009 and is also a principal with La Porte Asset Management, a firm he has been involved with since 2006. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

David Plouse is a financial advisor at LPL Financial with 20 years of industry experience and holds a Series 66 designation. He has been with LPL Financial since 2013 and has been involved with Grace United Methodist Church since 2005. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Allen Carr Sr. is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding the ChFC® designation and Series 63 license. He has 39 years of industry experience, including 37 years with MML Investors Services and Massachusetts Mutual Life Insurance Company. Carr serves on the boards of nonprofit organizations focused on foster care and prison reform. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering various programs including educational seminars and event-driven planning services.

Stacey Barrick is a CFP® professional with 40 years of industry experience, currently affiliated with Cetera. She has held multiple roles in financial advisory and tax services, including positions at Masland & Barrick Advisory, Inc. and Masland & Barrick Tax Services, Inc. Outside of her advisory work, Barrick serves as president of the Friends of Manheim Community Library, where she organizes and assists with fundraising and special events. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporations, charities, and institutions. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of independent advisors.

Michael Chiha is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds the Series 66 designation and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, consulting, model portfolios, third-party asset management, and access to a range of brokerage and insurance products through its integrated advisory and brokerage platform.

Peter Naylor is a financial advisor with Primerica Advisors in Camp Hill, PA, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies managed by unaffiliated asset managers.

Marcelino Oliveri is a financial advisor with Raymond James Financial in Etters, PA, holding a Series 66 designation and four years of industry experience. His career includes roles at Raymond James Financial, Fulton Bank, and Northwestern Mutual. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

H W Nelson is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a broader set of financial product offerings than typical large institutional advisers.