Emily Sides is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 66 designation and previously worked at RBC Wealth Management for seven years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jared Gliem is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. He has concurrently worked at Commonwealth Charter Academy, PFS Investments, Primerica Financial Services, and Central Dauphin School District. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors along with corporate and charitable clients, offering model-based investment strategies supported by third-party asset managers and custodians.

David Herbst is a financial advisor with Raymond James Financial in York, PA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and KCA Wealth Management. He is also involved with Integrity Wealth Strategies LLC in a support capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to provide tailored, non-discretionary planning and consulting, and it supports a broad network of advisors with municipal and public finance services.

Tyler Baker is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has previously worked at Grove Point Investments, Grove Point Advisors, and Baker Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Christopher Grant is a financial advisor with Thrivent Investment Management in Elizabethtown, PA, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to his current role at Thrivent Financial since 2017, he worked at Lowe's from 2013 to 2017. He volunteers with the nonprofit organization Cigars for Good, which supports charitable efforts to aid children and families in need through fundraising events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary portfolio management, and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Cameron Goodling is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, Cameron worked at RBC Capital Markets and Geller Brothers LLC. He also maintains outside employment with the West York Area School District. 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 third-party asset management, utilizing various investment strategies and technology tools to support its network of over 22,800 advisors.

Bryan Everhart is a Series 66-licensed financial advisor with Ameriprise in Columbia, PA, with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his primary role, he is also an Associate Financial Advisor at Liberty Wealth Advisory Group, where he provides investment and retirement planning advice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Brian Gleason is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 27 years of industry experience. Prior to joining Raymond James, he worked at Prospera Financial Services for six years. Gleason also serves as a branch manager and brokerage compliance officer at Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, charitable organizations, and institutional investors. The firm offers tailored non-discretionary planning and consultative services, utilizing analytical tools and encourages implementation through its advisory programs or other providers.

Eugene Klesser II is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Triad Advisors LLC, OneDigital Investment Advisors, JPMorgan Chase Bank, and J.P. Morgan Securities. He is currently associated with Jeffrey A. Gay, CFP, supporting the financial advisor practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning and consulting tailored to client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA employer advisory programs.

Russel Urffer Jr. is a financial advisor at Cetera with 51 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Cetera in 2025, he spent over 17 years with Concourse Financial Group Securities Inc. Outside of his advisory role, he serves as president of MidAtlantic Insurance Consultants Ltd, a wholesale distributor of life, disability, annuity, and long-term care insurance products, and is treasurer of the Harrisburg Forest #43 Tall Cedars of Lebanon International. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.