Justin Racculia is a financial advisor with LPL Financial and holds a Series 66 designation. He has four years of industry experience, previously working at Cambridge Investment Research and Northwestern Mutual, as well as Ernst and Young. Outside of advising, he is an independent insurance agent for various companies. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Brendon Muller is a CFP®-designated financial advisor with seven years of industry experience, currently with Ameriprise Financial Services LLC. Prior to joining Ameriprise in 2025, he worked at Edward Jones for six years and has experience in educational institutions. He volunteers to provide pro bono financial planning services through the Financial Planning Association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Troy Landis is a CFP® professional with 39 years of industry experience, currently associated with Cetera since 2021. His prior work includes roles at VOYA Financial Advisors and leadership at Landis Financial Services and Landis & Co Financial Services LLC. Outside of his advisory work, he operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a network of independent advisors, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

Darla Huber is a financial advisor with LPL Financial in Camp Hill, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with LPL Financial or its predecessor since 2004. Outside of her advisory role, she is pursuing publication of a novel and assists at a local polling station during elections. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Robert Kedney III is a Series 66 credentialed financial advisor with five years of experience, currently with Thrivent Investment Management. Prior to his advisory role, he worked in the education sector for over nine years. He serves on the boards of Pennsylvania Furniture Mission and Create Columbia, nonprofit organizations focused on providing furniture to families in need and promoting the arts in Columbia, Pennsylvania. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial analyses and planning without discretionary portfolio management.

Katie Funk is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. She has two years of industry experience and has previously worked with organizations including Water Street Mission and McLean Mortgage Corporation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Its planning offerings cover a wide range of topics and can be combined with managed-account programs under a consolidated billing option, while keeping planning and portfolio management services distinct.

Jennifer Buehler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves on the finance committee of the West Shore Chamber of Commerce in Camp Hill, PA. Wells Fargo Clearing provides retirement plan consulting services 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 vehicles and bank deposit sweep options among its investment offerings.

Frederick Klunk II is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at the Commonwealth of Pennsylvania, Leidos, Betah Associates, Rite Aid Corporation, Unity Technologies, and PFS Investments Inc. He is also involved in the sale of loan products and home security and automation referrals through affiliates of PFS Investments Inc. Primerica Advisors is a firm that serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a model-driven investment program supported by third-party asset managers and custodial services.

Christopher Ladika Jr. is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. His prior work includes roles at Assurance, Property Management, Inc., MH Construction, and Durabond Pipe. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice supported by algorithmic automation and oversight.

Timothy Engle is a financial advisor with RBC Capital Markets in Lemoyne, PA, holding a Series 66 designation and 28 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he serves as an officer of the Allen Glen Home Owners Association, overseeing a landscaping committee, and is a one-third owner of WC Lodge LLC, a private entity established to purchase a lodge and adjoining property. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering various advisory programs with tailored portfolio management and financial planning services. The firm integrates in-house and third-party investment managers and provides a range of options including tax management and responsible-investing screens.

Evan Hebel is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his career in 2025. Prior to joining Thrivent, his work experience includes roles in education and maintenance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive planning across various topics without including implementation of recommendations.

Tyler Miller is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked at Members 1st Federal Credit Union and LPL Financial since 2021, and previously held roles at Oldcastle APG, Rutter's Dairy, Inc., and Messiah College. 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 and financial planning services, utilizing both discretionary and non-discretionary management along with research and model portfolios.

Mark Steinhart is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2005 and also maintains roles with Compass Financial Strategies and Cambridge Investment Research, Inc. in Pennsylvania. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a wide range of services, such as financial planning and investment management, delivered through independent Financial Professionals using multiple platform arrangements and proprietary as well as third-party model strategies.

Steven Jumper is a financial advisor at Osaic with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services, MRK Financial Solutions Inc, and Citizens Securities Inc. He is based in Carlisle, PA. 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. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party money managers.

Garrett Swank is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and is in the early stage of his career. His prior work experience includes roles at Breakboss Cards and Collectibles LLC and Susquehanna University. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and brokerage and insurance products through a comprehensive, integrated platform.

Kim Houck is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. Her career includes positions at LPL Financial since 2018 and Invest Financial Corporation from 2009 to 2018. She is also associated with Members 1st Federal Credit Union. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.

Nathan Blyler is a financial advisor at LPL Enterprise with a Series 66 designation. He has professional experience that includes roles at Mercer and Highmark, Inc. Nathan also volunteers with nonprofit organizations Harrisburg River Runners and Castaway Critters. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and sales services.

Matthew Heisey is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and currently based in Camp Hill, PA. He has less than one year of industry experience and previously worked in various roles at The Hershey Company, Amazon, DoorDash, and Uber Eats. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services, utilizing an integrated platform that combines adviser programs with the sale of financial products and insurance through affiliated entities.

Steven Damion is a financial advisor with Charles Schwab, holding a Series 66 license and over 15 years of industry experience. His prior roles include positions at JPMorgan Chase & Co. and RBC Capital Markets. 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’s approach combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Patrick Bartoli is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked for Morgan Stanley Private Bank, National Association for 11 years. Wells Fargo Advisors is a national securities firm providing 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 offers both brokerage and advisory solutions.