Thomas Kimmett is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with Edward Jones in Mechanicsburg, PA, having previously worked at Wells Fargo Clearing and returning to Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Grove is a financial advisor at Ameriprise with Series 66 credentials and two years of industry experience. He previously worked at SEI Investments and studied at Pennsylvania State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

David Berkebile is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise since 2005. Outside of his advisory role, he serves on the Board of Directors for The Camp Hill Lion Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated recommendations overseen by a specialized team to support its clients’ retirement planning.

Scott Dimmick Jr. is affiliated with LPL Enterprise and holds a Series 66 designation. He has no prior industry experience and has been with LPL Enterprise since 2026. His background includes service in the United States Army from 2015 to 2019 and academic involvement at Penn State Harrisburg. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and brokerage and insurance products through its integrated platform.

William Kerr is a financial advisor at Morgan Stanley in Camp Hill, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at NAPA Transportation and FullReps Training Center. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm’s approach involves structured discovery and planning tools, managing approximately $2.74 trillion in client assets.

Sita Bastola is a financial advisor with LPL Enterprise holding a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, Bastola held a variety of positions including roles in healthcare and transportation sectors and has experience in business ownership through SRDTECHSERVICES LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, access to model portfolios, third-party asset management, and a wide range of brokerage and insurance products through an integrated platform.

John Fabian Jr. is a financial advisor with Morgan Stanley in Camp Hill, PA, holding a Series 63 license and bringing 41 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2001. Outside of his advisory work, Fabian is involved in local arts as a band leader and writer. 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 research from its Global Investment Committee. The firm manages significant client assets and provides services through both direct and corporate agreements.

Zachary Sims is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and five years of industry experience. His career includes roles at NewDay Financial LLC and various positions within MassMutual and its affiliates. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements utilizing firm-approved tools and educational seminars.

Christian Keiter is a financial advisor with Wells Fargo Advisors, holding Series 63 and 66 licenses and three years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Citi and Truist. Outside of finance, he has experience working at Lykens Valley Golf Course for five years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning.

Tony Feliciano is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA. He holds the ChFC® designation and Series 63 license and has 37 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 1987. Outside of advisory work, he is a member and investor in The Conodoguinet Club LLC, a golf simulator location. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and delivers written recommendations through annual, collaborative planning relationships.

Mark Snyder is a financial advisor with RBC Capital Markets in Lemoyne, PA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with RBC Capital Markets since 2009 and with City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through various investment managers and options for portfolio customization.

Justine Davis is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank since 2019. Outside of her advisory role, she is involved in community and cultural activities, including serving as treasurer for The Harrisburg Symphony Society and performing as a cello player with The Saint Christine's. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored planning arrangements.

Cory Melchior is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and five years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Cetera Advisor Networks LLC, and Voya Financial Advisors, Inc. Outside of finance, he has experience working at Bella Vista Golf Course and has held positions at educational and community organizations such as Penn State - Berks, Boyertown YMCA, and Boyertown Area Senior High School. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research from the Global Investment Committee.

Jeffrey Anderton is a financial advisor with Charles Schwab in Camp Hill, PA, holding a Series 63 designation and 29 years of industry experience. He has been with Charles Schwab since 1999 and has worked at Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized supervisory and custody arrangements.

Stefan Niculae is a financial advisor at Cetera with 25 years of industry experience and holds a Series 66 designation. He has been with Cetera and its affiliated entities since 2013. Niculae also owns an inactive LLC established for tax purposes. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and consulting services through a large network of independent advisors.

Edward Mckee is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as treasurer and finance committee member for local nonprofit organizations including the Greater Susquehanna Valley YMCA and the Lewisburg Little League. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a wider range of financial product options than many peers, such as insurance-related vehicles and bank deposit sweep programs.

Christopher Hanshaw is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as an executor and trustee for family estates and trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Matthew J. Frye, CFP®, CPFA®, serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2009, he has provided tailored financial, estate, and wealth planning solutions, focusing on areas such as divorce transition planning, family wealth management strategies, institutional investment consulting, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, and retirement income. Matthew earned a Bachelor's degree in Public Administration from Shippensburg University in 2005. Prior to his career at Merrill, he worked at Sherwin-Williams from 2005 to 2009, where he was recognized as Manager of the Year in 2008. He attained the CERTIFIED FINANCIAL PLANNER® designation in 2014 and holds additional credentials including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His team's achievements include inclusion in the Forbes 2024 Best-in-State Wealth Management Teams list. Matthew is actively involved in his community through participation with organizations such as the Central PA Food Bank, Habitat for Humanity, Salvation Army, and the Humane Society of Central PA. Outside of his professional work, he enjoys adventure sports, biking, camping, cooking, gardening, hiking, running, traveling, and spending time with his wife and two children.

Hayden Bankes is a financial advisor at LPL Financial with three years of industry experience. He previously worked at Cambridge Investment Research Advisors and Belco Community Credit Union. In addition to his advisory role, he is an independent insurance agent. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

John Ohara is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo entities since 2016, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.