Ray Stark is a financial advisor with Thrivent Investment Management in Harrisburg, PA, holding a Series 66 designation and nine years of industry experience. He has been with Thrivent and its affiliates since 2017. Outside of his advisory role, he owns Hand-to-Hand Ministries, LLC, where he serves as a certified coach, speaker, and trainer specializing in leadership and ministry development. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial topics. The firm offers these planning services separately from portfolio management and emphasizes ongoing updates and reviews through its network of financial advisors.

James Mccurdy is a financial advisor with Raymond James Financial in Elizabethtown, PA, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Raymond James Financial since 2009 and has worked with Raymond James Financial Services since 2006. Outside of advisory work, he is a co-owner of DDMP Investment Advisors, LLC, a support company, and holds a minority interest in a new office building through DDMP Real Estate, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting using risk profiling and analytical modeling, and supports various advisory programs and institutional portfolio management.

Emily Wilson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of experience with the firm. She is based in Lemoyne, PA, and has been with Wells Fargo Clearing since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Robert Miloszewski is a financial advisor with OSAIC, holding a Series 66 designation and 25 years of industry experience. He previously worked at Lincoln Financial Advisors for 10 years before joining OSAIC in 2025. Outside of his advisory role, he is a co-owner and partner of Patten Financial LLC, a business entity used for managing expenses. OSAIC serves a broad mix of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs a variety of tools and third-party services to construct diversified portfolios that include traditional and alternative investments, supporting both discretionary and non-discretionary management.

Brent George is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and Series 63 and 65 licenses. He has 29 years of industry experience and has been with MassMutual and MML Investors Services since 1996. In addition to his advisory role, he works as a sales agent in life and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning engagements supported by firm-approved software and a range of investment programs.

William Pressmann is a financial advisor with Ameriprise in Camp Hill, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including 21 years with Ameriprise and its affiliate Ameriprise Financial Services, Inc. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic automation with research and modeling to deliver personalized, non-discretionary recommendations, primarily for clients with assets managed by Ameriprise.

John Foltz is a Series 66 credentialed financial advisor with Edward Jones in Palmyra, PA, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, Foltz serves as an Assistant Scoutmaster with the Boy Scouts of America, is Vice President of the Palmyra PAW Club, and sits on the Finance Committee of the Hershey Region Antique Auto Club of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a broad network of advisors and branch offices.

Michael Lykens is a financial advisor with Wells Fargo Clearing in Hollidaysburg, PA, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2008 to 2016. 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 advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Alan Rivest is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of experience in the industry, including prior roles at NY Life Securities LLC and Weinstein Realty Consultants. 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 planning engagements structured as annual, collaborative relationships that focus on goal analysis and written recommendations.

Diane Joiner is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 licenses and bringing five years of industry experience. She has been affiliated with various Thrivent entities since 2018 and previously worked at Wolfe, Rice & Quinn, LLC. Outside of her advisory work, she serves on the church council and leads the Fellowship Committee at Bender's Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on holistic, goal-based planning covering a wide range of financial topics, delivering ongoing or one-time engagements without discretionary trading authority.

Connor Mc Cracken is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and other firms. Outside of his advisory role, he owns and operates Kraken Fly Fishing LLC, which provides custom fly fishing lures and limited local fishing guide services. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Jason Brown is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and nine years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023, with prior roles at Citizens Securities, Inc. and Belco Community Credit Union. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual plans and employer-sponsored financial planning agreements.

Gary Burghdorf is a Series 66-credentialed financial advisor with LPL Financial, where he has worked since 2011. He has 26 years of industry experience. Outside of his advisory role, he is involved in music as a freelance musician and composer and serves as a percussion instructor for the Middletown Area School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 research from multiple sources.

Meghan Kahler is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has eight years of industry experience. She previously worked at Northwestern Mutual in various capacities from 2017 to 2026. Her background also includes a one-year role with Hawks Gunning Club. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products via an integrated platform.

Nicole Kloza is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Her prior roles include positions at TE Connectivity, KPMG, and the Administrative Office of the Pennsylvania Courts. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

Christopher Cocores is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2005. Outside of his advisory role, he is involved in several ventures including ownership and management of real estate holdings, participation in racehorse ownership entities, and a minority ownership and consulting role in a sales training and motivation company. MassMutual Investors Services, LLC 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, delivering collaborative, goal-driven planning using firm-approved analytical tools.

Amy Kramer is a financial advisor at MassMutual Investors Services with 16 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining MassMutual in 2019, she worked at Cetera Advisor Networks LLC for six years and was associated with CLELAN & CO and Aegis Retirement for 19 years. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning processes.

Conner Brady is a financial advisor with Cambridge Investment Research Advisors in Harrisburg, PA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Thrivent Financial and Members 1st Federal Credit Union. Outside of advising, he is involved as a coach in the East Pennsboro School District. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies across multiple custody and platform arrangements.

Kang Su Lee is a financial advisor with Morgan Stanley, holding a Series 66 designation and 12 years of industry experience. Lee has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Vladan Serdar is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2006 at Merrill Lynch after graduating from Bethany College with a bachelor's degree in managerial economics. Over nine years, he held various roles including operations representative, client associate, business systems administrator, and administrative manager assistant, gaining a comprehensive understanding of the financial services industry. Vladan's expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He is a Personal Investment Advisor (PIA) and is fluent in Serbian and English. Vladan is involved with professional organizations such as the Camp Hill Lion Foundation and Sigma Nu, and actively participates in community organizations including Bethesda Mission, Camp Hill Lion Foundation, and Central PA Food Bank. Originally from Serbia, Vladan immigrated to the United States at a young age and became a U.S. citizen in 2012. He resides in Camp Hill, Pennsylvania, with his wife and two children. He enjoys coaching his children's basketball and baseball teams and spending time with his family.