Pene Shoemaker is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

John Lanzetta is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Questar Capital Corporation, Securities America Advisors, and IC Advisory Services. He is also involved in non-variable insurance through his business LifeSpan Financial Associates. 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 services, including financial planning and access to model portfolios and third-party asset managers, supported by advanced operational tools.

Patrick Williams is a CFP® professional with 27 years of industry experience, currently serving at OSAIC since 2024. His prior experience includes roles at Securities America, Sterne Agee Investment Advisor Services, and WRP Investments. Outside of advisory services, he has provided tax preparation for family and friends and assists clients in obtaining insurance aligned with their financial goals. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services focused on model-based asset allocation and portfolio optimization, delivered through a multi-advisor platform with access to discretionary and third-party managed strategies.

Brian Logan is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2003 and is also associated with Wienken Advisors since 2008. Outside of his advisory work, he is an investor in a local golf simulator business. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning engagements as annual collaborations using firm-approved software to analyze client goals and deliver written recommendations.

Ella Still is a financial advisor with Ameriprise holding a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise in 2026, she held various roles including positions at The Hershey Company and 2R Consulting Group. She has a background in education, having worked with the Northern York County School District for 13 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, utilizing proprietary research and third-party data within a defined investment framework.

Melissa Pujia is a financial advisor with LPL Financial in Mechanicsburg, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She previously worked for Securities Service Network, Inc. for 14 years before joining LPL Financial in 2020. Outside of advising, she has served as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions supported by extensive technological tools and oversight of over $819 billion in discretionary assets.

Travis Ney is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and beginning his advisory career in 2025. He is also the owner of Red Tie Entertainment Inc, a wedding DJ business he founded in 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Thomas Wertz is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. He co-founded the Wertz Eberts Group and has been with Merrill since 1991, bringing over 30 years of experience to his role. He and his team focus on creating wealth management strategies to build, preserve, and distribute wealth by understanding clients' goals, risk tolerance, time horizon, and liquidity needs. Thomas holds a Bachelor's Degree from Indiana University of Pennsylvania and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His expertise includes college education planning, legacy planning, liquidity management, managing new wealth, tax minimization, and retirement income. He resides in Enola with his wife, Holly, and their three children. Thomas's personal interests include biking, football, golfing, hiking, music, and reading.

John Hallahan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1995 following his graduation from Lynchburg College with a bachelor's degree in business. In his role, John helps clients develop personalized wealth management strategies that are tailored to their financial situations and goals, taking into account changing market conditions. John’s expertise covers a range of areas including college education planning, legacy planning, liquidity management, small business strategies, tax minimization, and retirement income. He focuses on building a comprehensive understanding of each client’s financial picture and priorities, and leverages investment insights from Merrill as well as banking and lending solutions from Bank of America to address diverse financial needs. In addition to his professional work, John participates in community volunteering, reflecting the Merrill tradition of engagement in the communities served. Outside of work, he enjoys fishing, golfing, hunting, and spending time with his family. John holds the Personal Investment Advisor (PIA) designation.

Alec Ardito is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Wells Fargo Clearing, Truist Investment Services, Banc of America Investment Services, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools.

Emily Wilson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of experience with the firm. She is based in Lemoyne, PA, and has been with Wells Fargo Clearing since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Robert Miloszewski is a Series 66-licensed financial advisor with 25 years of industry experience, currently with OSAIC since 2025. He previously worked at Lincoln Financial Advisors for 10 years and MSI Financial Services, Inc. for 8 years. Outside of advisory work, he is involved as an insurance agent offering various health and life insurance products. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm provides a wide range of brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and multiple program options delivered through a complex network of affiliated broker-dealer and advisor platforms.

Brent George is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and Series 63 and 65 licenses. He has 29 years of industry experience and has been with MassMutual and MML Investors Services since 1996. In addition to his advisory role, he works as a sales agent in life and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning engagements supported by firm-approved software and a range of investment programs.

William Pressmann is a financial advisor with Ameriprise in Camp Hill, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including 21 years with Ameriprise and its affiliate Ameriprise Financial Services, Inc. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic automation with research and modeling to deliver personalized, non-discretionary recommendations, primarily for clients with assets managed by Ameriprise.

Michael Lykens is a Series 66-licensed financial advisor with Wells Fargo Clearing in Lemoyne, PA, bringing 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Alan Rivest is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of experience in the industry, including prior roles at NY Life Securities LLC and Weinstein Realty Consultants. Mass Mutual Investors Services 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, with planning engagements structured as annual, collaborative relationships that focus on goal analysis and written recommendations.

Connor Mc Cracken is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and other firms. Outside of his advisory role, he owns and operates Kraken Fly Fishing LLC, which provides custom fly fishing lures and limited local fishing guide services. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Jason Brown is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and nine years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023, with prior roles at Citizens Securities, Inc. and Belco Community Credit Union. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual plans and employer-sponsored financial planning agreements.

Meghan Kahler is a financial advisor at LPL Enterprise with eight years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining LPL Enterprise in 2026, she worked at Northwestern Mutual in various roles from 2017 to 2026. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Christopher Cocores is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2005. Outside of his advisory role, he is involved in several ventures including ownership and management of real estate holdings, participation in racehorse ownership entities, and a minority ownership and consulting role in a sales training and motivation company. MassMutual 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, delivering collaborative, goal-driven planning using firm-approved analytical tools.