William Rosen is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at FEFA Financial, AE Wealth Management, and Oracle Corporation. He is also a licensed insurance agent. 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 through collaborative, annual engagements using firm-approved analytical tools.

Matthew Shutt is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and previously worked as a design engineer for NextGen Security LLC and served as a staff sergeant and geospatial engineer in the US Army National Guard. Outside of finance, he designs electronic access control and security systems. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary program options.

Chad Zeaser is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its predecessor firms since 2000. Outside of his advisory role, he provides spiritual guidance and oversight to the Vibrant Church in Mechanicsburg, PA. Ameriprise is an institutional firm offering a retirement-income planning service for individuals with significant investable assets, combining research and modeling with tax-efficient strategies to support clients approaching or in retirement.

Kyle Petty is a CFP® professional affiliated with Cetera, bringing 11 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2015 and currently serves as a financial representative at Orrstown Bank. Outside of his advisory role, Petty has been an NCAA men’s and women’s soccer official since 2012 and serves on the boards of Messiah Lifeways and Central Manor Campmeeting. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Kimberly Heavner is a CFP® professional with 27 years of experience in the financial services industry. She has been with LPL Financial since 2021 and previously worked at M&T Securities, Inc. for 21 years. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Sarah Hofferica is a financial advisor with MassMutual Investors Services holding Series 63 and Series 65 credentials and has two years of industry experience. Prior to her current role, she worked in various positions including at Sun Motor Cars BMW and Becton Dickinson. Outside of her advisory work, she is employed at Ark Fitness, where she performs front desk duties and member services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers structured, collaborative planning engagements using firm-approved software and educational seminars for a range of clients.

Dustin O'Brien is a ChFC® credentialed financial advisor with 12 years of industry experience, currently serving clients at Edward Jones since 2015. Prior to Edward Jones, he worked at Morgan Stanley for one year. Outside of his advisory role, he is involved with Chesaco RV assisting customers with sales and is the owner of Indie Realty Holdings, LLC, a real estate business. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm provides a broad range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Alexander Storbeck is a financial advisor with LPL Financial in Camp Hill, PA, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at MassMutual and MML Investors Services. Storbeck is also involved with Polaris Advisors LLC, an entity related to his LPL business and non-variable insurance sales. 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 wide range of services, including financial planning, model portfolio programs, and institutional platforms, with advice and account management provided by investment adviser representatives using both proprietary and third-party strategies.

Michael Gallagher is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that addresses a range of topics including retirement, income tax, estate, and special needs planning, with options to combine planning and managed-account programs under a consolidated billing system.

David Kidd is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. He is also a board member of Samara, a nonprofit organization based in Harrisburg, PA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and asset allocation guidance.

Jared Gliem is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. He has concurrently worked at Commonwealth Charter Academy, PFS Investments, Primerica Financial Services, and Central Dauphin School District. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors along with corporate and charitable clients, offering model-based investment strategies supported by third-party asset managers and custodians.

Lucas Hockensmith is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and no prior industry experience. Before entering the financial industry, he operated a landscaping business for seven years and has worked with the Defense Logistics Agency since 2010. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of advisory services through independent Financial Professionals, utilizing various investment platforms and proprietary model strategies.

Eric Humphries Bickley is a financial advisor with Cetera, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Equitable Advisors LLC, Citizens Securities, Inc., and PNC Financial Services Group Inc. He serves as a board member of the Lower Allen Township Committee, where he participates in pension committee oversight. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and third-party money managers.