Peter Naylor is a financial advisor with Primerica Advisors in Camp Hill, PA, holding Series 63 and Series 65 designations and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. In addition to advisory services, he is involved in selling investment-related products and occasionally refers clients to affiliates offering mortgage, home security, and home automation services. Primerica Advisors sponsors 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-driven investment strategies and offers discretionary portfolio management with support from third-party asset managers and custodians.

Jordan Hisey is a financial advisor with Morgan Stanley in Camp Hill, PA, holding Series 63 and Series 66 credentials and seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, Bank of America, Merrill, and Prudential. Outside of his financial career, he has been involved with Christ American Baptist Church for over a decade. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

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.

Darlene Michelson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in the financial services industry in 1995 and joined Merrill in 2009. Her practice focuses on investment and retirement income planning strategies, as well as estate and insurance coordination, with the objective of assisting clients in wealth accumulation, preservation, and transfer. Darlene works primarily with high-net-worth individuals to develop customized strategies for asset allocation, portfolio management, liability management, tax minimization, and asset preservation. Her client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. As a qualified Portfolio Advisor and Personal Investment Advisor (PIA), she recommends a variety of investment strategies, including those managed by Merrill and approved third parties. Darlene holds a bachelor's degree from Bloomsburg University. Outside of her professional role, she enjoys cooking, football, and gardening.

Myles Sites is a financial advisor with Charles Schwab, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Pruco Securities Corp, The Prudential Insurance Company of America, TD Ameritrade Services, Scottrade, BB&T Investment Services, and Edward Jones. He is currently based in Camp Hill, PA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary advisory relationships with access to discretionary separately managed accounts, employing multi-asset model portfolios and a centralized operational structure.

Judith Walker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she serves as co-trustee for her father’s trust. 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 sources.

Michael Marrazzo is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at Woodbury Financial Services for 32 years and is the president and owner of Ideal Financial Center LLC, where he is involved in the sales and service of fixed annuity, life, and long-term care insurance policies. Marrazzo is also a property owner of his branch office location in Harrisburg, PA. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a widespread network of advisers and advisory platforms. The firm offers integrated brokerage, investment advisory, financial planning, and managed account services, utilizing various asset-allocation tools and third-party resources.

Wesley Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2017 and has over two decades of experience in the financial industry, including 17 years in New York City prior to his current role. Wesley provides clients with comprehensive financial advice, focusing on financial and investment strategies, liquidity planning, estate and wealth transfer strategies, cash management, and strategic tax loss harvesting. He holds a bachelor's degree in Economics from La Salle University and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2019. Wesley is also a Personal Investment Advisor (PIA). He is active in his local community, leading volunteer outreach initiatives through his church's Mission Outreach program. Outside of work, he enjoys spending time with his family, hiking, fishing, golfing, traveling, and living on a farm in Adams County with his wife and their dogs.

Alan Mc Culley is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and bringing 26 years of industry experience. His prior roles include five years at J.W. Cole Advisors and four years at Econ Wealth Management. He is also involved as an Investment Advisor Representative with Comprehensive Financial Associates and serves in an advisory capacity with CIRA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, through a network of independent Financial Professionals. The firm offers a range of services including financial planning, investment management, and retirement advisory, utilizing multiple custody platforms and both proprietary and third-party investment strategies.

Matthew Wilson is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Wilson is involved in various business activities including serving as co-owner of an aviation company specializing in private charter and organ transplant jet services, as well as holding a position on the Investment Committee of the York County Community Foundation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions through affiliated entities.

Frederick Blair is a financial advisor with Osaic Wealth, Inc. based in Harrisburg, PA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes roles at Osaic Wealth since 2018 and Signator Investors from 2016 to 2018. Blair is also the founder and president of Commonwealth Financial Associates, Ltd., an independent business involved in securities sales and investment advisory services, and serves as co-trustee of a private family trust. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, using asset-allocation tools, risk-tolerance assessments, and third-party managed-account solutions to construct customized portfolios.

Heath Greene is a financial advisor with Edward Jones in Hershey, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Hope Community Church and Gardner-Webb University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Claudia Whiston is a financial advisor with Primerica Advisors in Hummelstown, PA, holding Series 63 and Series 65 licenses and having 25 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1999. In addition to her advisory role, she is involved in sales of investment-related products and refers home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Dale Beshore is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies to support client outcomes.

Daniel Fahringer is a financial advisor with LPL Enterprise in Harrisburg, PA, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, New York Life Insurance Company, and several other financial services firms. Fahringer also operates Forest Hills Financial Group, his outside business DBA linked to his LPL advisory activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Walter Wilhelm Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior career includes over two decades at Waddell & Reed, Inc. and various other business ventures including operating WCWILHELM, Inc. Since 2021, he has been with LPL Financial in Harrisburg, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing comprehensive advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by extensive research and technology tools.

Brendan Hertzog is a financial advisor with LPL Enterprise and holds the Series 66 designation. He began his advisory career in 2025 and has prior experience in various roles outside the financial industry, including positions at Aldi and Lowe’s. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers additional services such as financial planning and insurance product facilitation through affiliated entities.

Tracy Varano Garrison is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 29 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and prior to that was with Citigroup Global Markets beginning in 2006. Outside of her advisory work, she is the founder and board member of Beauty After Bruises, a nonprofit organization focused on support related to children, youth, and public safety. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and processes. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client engagements and corporate financial planning arrangements.

Franklin Rankin is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA. He holds a Series 63 designation and has 27 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 1998. Rankin also works as a licensed insurance agent focusing on life, health, group life, group health, disability, and long-term care insurance. 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, using firm-approved software tools to provide written recommendations without investment discretion.