Steven Jumper is a financial advisor at Osaic with seven years of industry experience. He holds the Series 66 designation and has held positions at several firms including Ameriprise Financial Services and MRK Financial Solutions. Jumper is based in Carlisle, PA. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services characterized by model-based asset allocation, portfolio optimization tools, and access to multiple custodial and third-party investment programs.

Garrett Swank is an advisor at LPL Enterprise with Series 63 and Series 65 licenses. He has been with LPL Enterprise since 2026 and previously held roles in various industries, including running a small business, Breakboss Cards and Collectibles LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Kim Houck is a Series 66-licensed financial advisor with LPL Financial, bringing 22 years of industry experience. She has worked with LPL Financial since 2018 and previously held positions at Invest Financial Corporation and CUSO Financial Services. Houck is also affiliated with Members 1st Federal Credit Union, where she has been involved since 2013. 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 portfolio programs, third-party asset management, and institutional platforms.

Nathan Blyler is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he worked at Highmark, Inc. and Mercer. Outside of his advisory role, Blyler volunteers with the non-profits Harrisburg River Runners and Castaway Critters. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation using portfolios developed by internal and third-party strategists, and supports a broad range of financial planning and consulting services.

Matthew Heisey is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Enterprise, he worked for The Hershey Company for six years and held various positions at companies including Amazon, Uber Eats, and DoorDash. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services such as financial planning and access to third-party asset managers.

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.

Joseph Clegg is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 25 years of industry experience. He has worked at Cetera and its affiliate Cetera Wealth Services since 2013. Clegg is the owner and president of Ridgeline Wealth Solutions, a financial services firm, and also sells health and Medicare insurance plans. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and retirement services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Caden Malone is a financial advisor at Ameriprise with two years of industry experience. He previously worked at Orrstown Bank and Select Medical. Malone is also involved with Stephenson Foundational Management, LLC, managing an advisory business outside of his primary role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and annual planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

James Baker is a financial advisor with LPL Financial in Dover, PA, holding CFP® and ChFC® designations and over 30 years of industry experience. His career includes roles at Grove Point Investments, H. Beck, FSC Securities Corporation, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Stephanie Chaplinski Kane is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 and Series 63 licenses and has worked at several firms including Santander Securities, Santander Bank, Cetera Investment Services, and TDAmeritrade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides a range of services including investment advisory, financial planning, retirement plan consulting, and uses research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.

Joseph Martin is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds the Series 63 and Series 65 designations and has 42 years of industry experience. Prior to joining Cambridge in 2024, he worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, Baltimore Life Co., and Ameriprise. He is also active as an independent insurance agent and operates a separate wealth management practice. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management across multiple platforms and custodians.

Jeremy Jamison is a financial advisor at MassMutual Investors Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Wienken Advisors, Ltd. Outside of his advisory role, Jamison owns an ice cream shop in Greencastle, PA. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and structured annual planning engagements.

Matthew Sheraw is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including eight years at National Planning Corporation prior to his current role. Sheraw serves as secretary of the West Shore Lions and is a board member of CMU, an organization providing case management services to individuals with disabilities. Cambridge Investment Research Advisors provides financial planning, investment management, retirement plan advisory, and wrap-fee programs to individual and institutional clients, including pension and charitable organizations. The firm offers access to multiple platforms and custodians, supports discretionary and non-discretionary management, and develops proprietary model strategies under the Founders Gate Capital brand.

Thomas Madden is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides wealth management services to working and retired professionals in central Pennsylvania and across the United States. His approach includes developing strategies for creating, growing, preserving, and distributing wealth in the most tax-advantaged manner. Mr. Madden collaborates closely with clients’ other trusted advisors and offers access to estate planning and trust services through Bank of America Private Bank. Mr. Madden’s areas of expertise encompass family wealth management strategies, institutional and corporate benefit services, personal retirement planning, portfolio management, individual and corporate investment strategies, and retirement income. He follows Merrill’s tradition of community involvement by volunteering with local organizations. A native of central Pennsylvania, Mr. Madden graduated from Bishop McDevitt High School in Harrisburg and earned a Bachelor of Science degree in Petroleum and Natural Gas Engineering from Pennsylvania State University. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Mr. Madden enjoys basketball, golfing, and spending time with his family.

Devon Blouch is a financial advisor at RBC Capital Markets with four years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Enders Insurance. His background also includes roles at Fidelity Brokerage Services and involvement with the University of Connecticut Athletic Department. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies and integrates in-house and third-party managers to meet clients’ specific needs.

Justin Dunwoody is a financial advisor with LPL Financial in Camp Hill, PA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company for 16 years. Outside of his advisory role, he is a part owner and sales representative of BSD Holdings, a home-based business. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Frank Conte is a financial advisor at LPL Financial with 44 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior roles include 17 years with Cambridge Investment Research Advisors and Cambridge Investment Research, as well as leadership positions at The Conte-Browne Group. Outside of his advisory work, Conte serves as a volunteer firefighter with the Hampden Township Volunteer Fire Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. Its platform includes financial planning, model portfolio programs, third-party asset management, and institutional solutions, supported by a large network of investment adviser representatives.

Shawn Greenland is a financial advisor with LPL Financial, holding CFP®, ChFC®, and Series 66 credentials and bringing 26 years of industry experience. He previously worked at Next Financial Group Inc for 18 years and Waddell & Reed for 7 years. 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.

Nathan Muchmore is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 registrations and 10 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Management and AE Financial Services. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through proprietary and third-party strategies.