Jeffrey Kirk is a financial advisor with Osaic Wealth, Inc. in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Osaic Wealth since 2018 and prior to that at Signator Investors, Inc. from 2016 to 2018, alongside a long-standing history as a self-employed provider of fixed insurance products since 1991. Kirk serves as a board member and chair of the Lancaster Farmland Trust, a nonprofit land conservation organization. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm integrates brokerage and advisory services, financial planning, and managed account solutions, utilizing asset-allocation tools and third-party services to construct portfolios across various asset classes.

Jonathan Sawich is a CFP®-designated financial advisor with 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates both discretionary and non-discretionary services, including unique offerings such as insurance-related vehicles and bank deposit sweep options.

Jan Zaccanini Hughes is a financial advisor at LPL Financial with 34 years of industry experience and holds the ChFC®, Series 63, and Series 65 designations. She has been with LPL Financial since 2011. 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 provides various advisory programs, financial planning services, and retirement plan consulting, offering both discretionary and non-discretionary management supported by a range of model portfolios and research.

Kenneth Hameloth is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a nationwide network of over 23,700 advisors and manages approximately $1.01 trillion in assets under management.

James Rushworth is a financial advisor with OSAIC based in Harrisburg, PA. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His career includes roles at Royal Alliance Associates, INC. since 2018 and Keystone Financial Management since 2005. Outside of advisory work, he owns a gas land lease property generating royalty payments. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment solutions and uses firm-provided tools and third-party platforms to construct and manage portfolios.

Valerie Mcbride is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2015 and also has concurrent roles with Fulton Bank and Fulton Financial Advisors, where she is involved in investment sales and service. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with notable capabilities in municipal and public finance advisory services.

Jessica Aquiler is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. Her prior roles include positions at CUNA Brokerage Services and Cuna Mutual Group, where she worked for eight years. Outside of her advisory work, she owns a thoroughbred racehorse. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement plan consulting services.

Willie Sawyers III is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining the firm, he worked for AT&T Mobility for 13 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and advisory services and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Nathan Lowrie is a financial advisor with Edward Jones in Lebanon, PA, holding CFP® and Series 66 credentials with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Dutch Valley Foods and maintained ownership of an eCommerce business, Fine Line Automation, which he plans to close in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

David Weaver is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at several firms such as MRK Financial Solutions, Avantax, and SWC Wealth Management. He serves on the boards of the Friends of Governor Dick and the Mount Gretna Area Historical Society. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine investment research, third-party data, and algorithmic tools to support tax-aware withdrawal strategies and dependable income sources.

Patrick Rosenella is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Harrisburg, PA. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third‑party asset management. The firm combines advisory programs with brokerage and insurance product sales and operates an integrated platform supporting discretionary and non-discretionary client engagement.

Christopher Grant is a financial advisor with Thrivent Investment Management in Elizabethtown, PA, holding the Series 65 and Series 63 credentials and bringing nine years of industry experience. Prior to joining Thrivent in 2017, he worked at Lowe's from 2013 to 2017. Outside of his advisory role, he has volunteered for over a decade with Cigars for Good, a nonprofit organization focused on raising funds to support children and families in need. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Michelle Joyce is a financial advisor with LPL Financial in Hummelstown, PA, holding a Series 66 designation and 26 years of industry experience. She has been with LPL Financial since 2003. 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 variety of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Bryan Everhart is a Series 66-licensed financial advisor with Ameriprise in Columbia, PA, with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his primary role, he is also an Associate Financial Advisor at Liberty Wealth Advisory Group, where he provides investment and retirement planning advice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Brian Kennedy is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at CONCOURSE Financial Group Securities and Lincoln Financial Advisors. Outside of his advisory work, Kennedy is involved in several business activities including ownership of a tax services firm, serving on the board of Shamrocks Football, and ownership of a sports franchise. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation options across various platforms and employs both proprietary and third-party model strategies tailored to client objectives.

Russel Urffer Jr. is a financial advisor at Cetera with 51 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Cetera in 2025, he spent over 17 years with Concourse Financial Group Securities Inc. Outside of his advisory role, he serves as president of MidAtlantic Insurance Consultants Ltd, a wholesale distributor of life, disability, annuity, and long-term care insurance products, and is treasurer of the Harrisburg Forest #43 Tall Cedars of Lebanon International. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Gerald Stefanelli is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance Associates, Inc. and Investment Advisors Asset Management, LLC. Outside of his advisor role, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios, third-party subadvisors, and advanced investment technologies.

Howard Ammons Jr. is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliates since 2009 and holds Series 63 and Series 65 designations. Outside of advising, Ammons is involved in real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Phillip Miles is a CFP® professional with 27 years of experience in the financial services industry. He is affiliated with Pennsylvania Advisory Services, Inc., where he has worked since 1991. Miles is also president and owner of Harrisburg Insurance Services, Inc., an insurance products and fixed annuities sales firm. Pennsylvania Advisory Services provides investment advisory and financial planning services primarily to individual clients, as well as pension plans, charitable organizations, and insurance company clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and pension consulting, with an emphasis on client education through workshops and seminars.