Maria Naylor is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has worked at PFS Investments Inc. since 2002 and Primerica Financial Services since 2001. In addition to her advisory role, Naylor is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients, operating primarily as a wrap-fee solution. The firm employs third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on tiered percentage-based fees and ongoing oversight of its investment models.

Leigh Beshaw is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Morgan Stanley for 13 years before joining Wells Fargo in 2026. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

Elijah Manning is a Series 66-registered financial advisor with LPL Financial in Camp Hill, PA, with one year of industry experience. He previously held positions at Cambridge Investment Research Advisors and PNC Wealth Management. 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 representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Andre Campbell is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management and Tax Express. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives, offering various financial planning and advisory programs supported by research and model portfolios.

Jennifer Conway is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Devon Roberson is a financial advisor at LPL Financial with three years of industry experience. He previously worked at Northwestern Mutual and Nationwide Insurance. Outside of his advisory work, Roberson is involved as a soccer coach with Eagle FC Football Club and the JT Dorsey Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Sean Pendrak is a financial advisor with LPL Financial and holds the Series 66 designation. He has 12 years of industry experience, having previously worked at Mass Mutual Investors Services and Metlife Securities. Pendrak is based in Halifax, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including retirement plans and charitable organizations, through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, featuring discretionary and non-discretionary management, model portfolios, and research-supported investment strategies.

Jeffrey Zavoda is a Series 66 licensed financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2010, working in their Harrisburg, PA office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Bradley Mentzer is a financial advisor with Osaic Wealth, Inc. based in Carlisle, PA, holding a PFS™ designation and Series 63 and 65 licenses. He has 27 years of industry experience, including roles at Avantax and Cetera, as well as operating his own CPA and financial advisory practices. He and his spouse own the office building that houses his tax and investment businesses. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm integrates brokerage and advisory services and employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across multiple asset classes.

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 22 years of industry experience. His prior work includes roles at Simon Lever LLP, CPA’s, and HS Financial Services, alongside extensive experience in accounting, CPA, and tax preparation. He serves on the finance committee of the nonprofit Dune Deck Condominium Association. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client collaboration and supported by firm research and a broad affiliate network.

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.

Paul Wakefield is a financial advisor at Raymond James Financial with four years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with firms including Edward Jones and Fulton Bank. Wakefield is also an Associate Financial Advisor at Fulton Financial Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and supports small businesses through its SIMPLE IRA Employer Advisory & Consulting Services program.

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.