Ellis Grossnickle is a financial advisor with Cambridge Investment Research Advisors in Harrisburg, PA, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Cambridge since 2010. Grossnickle serves as Treasurer and volunteer for the Dwight D. Eisenhower Society. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, providing tailored investment solutions across various custody platforms and both proprietary and third-party model strategies.

Stephen Hocker is a financial advisor with LPL Financial in Harrisburg, PA. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked at Members 1st Federal Credit Union in various roles over several years. 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 a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from internal and third-party sources.

Eric Cain is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining LPL Financial in 2022. Outside of his advisory role, he owns and serves as CEO of Do More Stores, a non-investment-related business. 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 advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

Craig Eastwood is a financial advisor with Ameriprise in Harrisburg, PA, holding a Series 66 designation and 28 years of industry experience. He has worked at Ameriprise and its affiliate since 2008. Eastwood is also involved with Certainty of Uncertainty, LLC, an advisor-owned entity managing his practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ted Williams is a financial advisor with LPL Financial in Columbia, PA, holding the Series 66 and Series 63 designations and two years of industry experience. Prior to joining LPL Financial, he worked at Northwest Bank and was involved with the Prep Baseball Report Pennsylvania and the Keystone State Baseball Academy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, 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, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Michael Battistelli is a financial advisor at Stifel with 21 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2007. Outside of his advisory role, he serves on the boards of the Lebanon Community Library and Lebanon County Library District, is chairman of the Lebanon Valley Economic Development Corporation, and sits on the finance committee of St. Paul the Apostle Church. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Kerri Price is a financial advisor at Stifel with a Series 66 credential and 12 years of experience in the industry. She has been with Stifel, Nicolaus & Company Inc since 2014. Outside of her advisory role, she serves as Finance Committee Chairman and Financial Secretary at Zion's Evangelical Lutheran Church in Jonestown, PA, and is active in the church's Mission Ministry Committee. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, providing both brokerage and advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, offering client-focused asset allocation and planning analyses.

Corey Hinds is a CFP®-designated financial advisor with 14 years of industry experience currently affiliated with Raymond James Financial in Harrisburg, PA. He has also worked with Fulton Bank since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm employs tailored, non-discretionary planning approaches that utilize risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Julie Bortner is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 licenses and over 20 years of industry experience. She has worked at PFS Investments Inc. since 2006 and has been with Primerica Financial Services since 2001. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, utilizing model-delivery strategies created by unaffiliated asset managers and supported by custodians such as BNY Mellon Advisors and Pershing.

Vincent Russo is a ChFC® with 55 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 1983 and MassMutual Life Insurance Company since 1982. In addition to his advisory role, he maintains an active life and fixed annuity insurance sales practice. 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 a focus on collaborative annual planning engagements using firm-approved analytical tools.

Frank Valvano is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years, along with roles at Pride Mobility Products and as a self-employed professional. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and proprietary research to provide both discretionary and non-discretionary management.

Kevin Blacker is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Knouse Foods for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Matthew Goss is a financial advisor with Primerica Advisors in Lancaster, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2010 and 2011, respectively. Outside of finance, he is a plumbing technician involved with Mervin Zimmerman Inc., a company specializing in residential and commercial plumbing, heating, and air-conditioning installation and service. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and oversees model implementation in partnership with BNY Mellon Advisors.

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.

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.

Robert Bruner is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Capital. Outside of advising, he is involved in seasonal tax preparation and life insurance premium financing through his own firm, Bruner Wealth Management, and coaches basketball at Dayspring Christian Academy. OSAIC serves a diverse client base ranging from individual investors to institutions and offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk assessment, and access to multiple investment platforms and third-party managers.