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 been with Wells Fargo Clearing since 2016. She also serves as co-trustee for her father's trust in Mechanicsburg, PA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Marrazzo is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2024. Prior to this, he spent over three decades at Woodbury Financial Services and has been president and owner of Ideal Financial Center LLC since 2009. Outside of his advisory role, he is involved in managing fixed annuity and insurance sales through his firm, Ideal Financial Center LLC. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities, offering a range of brokerage and advisory services supported by a model-based investment approach and multiple platform options.

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.

Thomas Garlic is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He has worked with Benchmark Advisor Networks and Cetera Wealth Services, LLC since 2014 and joined Cetera in 2023. Outside of his advisory role, he serves as vice president of the Swatara Action Team, a civic organization focused on community outreach and event planning. Cetera Investment Advisers LLC is a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, allowing advisors to utilize affiliated and third-party managers or create bespoke strategies.

Alan Mc Culley is a financial advisor with Cambridge Investment Research Advisors in Harrisburg, PA, holding Series 65 and Series 63 credentials and 26 years of industry experience. His prior roles include positions at J.W. Cole Advisors, Inc. and ECON Wealth Management. He is also involved with Comprehensive Financial Associates as an Investment Advisor Representative focusing on insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers access to multiple platforms and custodians, supports both discretionary and non-discretionary management, and maintains proprietary model strategies under the Founders Gate Capital brand.

Matthew Wilson is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advisory work, he is involved in various business ventures including private aviation services and serves on the Investment Committee of the York County Community Foundation. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Frederick Blair is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 37 years of industry experience. He is the founder of Commonwealth Financial Associates, Ltd., where he has served as president since 1986, and he operates Blair Financial Services. Outside of his advisory work, he is involved as a co-trustee of a private family trust and has served in executor roles for family estates. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and a range of customizable strategies delivered via affiliated broker-dealer and RIA relationships.

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.

Rebekka Swanigan is a financial advisor at LPL Financial with Series 66 registration and two years of industry experience. Her prior work includes roles at M&T Bank, PHEAA, and Masonic Villages. Swanigan’s activities include a relationship banker position at M&T Bank focused on investment-related services. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of advisors.

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.

Michael Silver is a financial advisor at RBC Capital Markets with 31 years of industry experience. Prior to joining RBC in 2024, he worked at Bank of America for 15 years and Merrill for 29 years. He serves as Vice President of the I O Silver Foundation, a nonprofit that raises funds for Penn State Hershey Medical Center's Heart & Vascular Institute, and has been involved for over two decades on the board of The Campus of the Jewish Home of Greater Harrisburg. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with customized portfolio management and financial planning services. The firm offers a range of advisory programs and utilizes both in-house and third-party managers to tailor investment strategies according to each client’s risk profile.

Scott Bilheimer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and 13 years of industry experience. His prior roles include positions at GWFS Equities, Inc. and PFM Fund Distributors, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individual and high-net-worth clients to corporations and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to align investment strategies with client goals, and it maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kerin Foley is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, National Financial Services LLC, and FIDELITY Brokerage Services LLC. Outside of her advisory role, she is also the owner of a real estate business focused on buying and reselling properties. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization, discretionary management options, and access to alternative investments through third-party platforms.