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.

Richard Lybarger is a financial advisor with Morgan Stanley in Camp Hill, PA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Morgan Stanley since 2009, including tenure at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he operates Wisdom Won Empowerment, providing life coaching services focused on health and meditation. Morgan Stanley Wealth Management serves individual and institutional clients by offering advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

Justin Racculia is a financial advisor with LPL Financial and holds a Series 66 designation. He has four years of industry experience, previously working at Cambridge Investment Research and Northwestern Mutual, as well as Ernst and Young. Outside of advising, he is an independent insurance agent for various companies. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Brendon Muller is a CFP®-certified financial advisor with six years of industry experience. He currently works at Ameriprise Financial Services LLC and previously was with Edward Jones for six years. Brendon volunteers to offer pro bono financial planning services through the Financial Planning Association in partnership with the Foundation for Financial Planning. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm provides a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Gregory Dexheimer is a financial advisor with Edelman Financial Engines in Harrisburg, PA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Scottsdale Securities, Inc. for 20 years before joining Financial Engines Advisors L.L.C. in 2018. Outside of his advisory role, he is a co-owner of a Dream Vacations travel agency franchise with his wife. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Troy Landis is a CFP® professional with 39 years of industry experience, currently associated with Cetera since 2021. His prior work includes roles at VOYA Financial Advisors and leadership at Landis Financial Services and Landis & Co Financial Services LLC. Outside of his advisory work, he operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a network of independent advisors, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

Darla Huber is a financial advisor with LPL Financial in Camp Hill, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with LPL Financial or its predecessor since 2004. Outside of her advisory role, she is pursuing publication of a novel and assists at a local polling station during elections. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Robert Kedney III is a Series 66 credentialed financial advisor with five years of experience, currently with Thrivent Investment Management. Prior to his advisory role, he worked in the education sector for over nine years. He serves on the boards of Pennsylvania Furniture Mission and Create Columbia, nonprofit organizations focused on providing furniture to families in need and promoting the arts in Columbia, Pennsylvania. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial analyses and planning without discretionary portfolio management.

Katie Funk is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. She has two years of industry experience and has previously worked with organizations including Water Street Mission and McLean Mortgage Corporation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Its planning offerings cover a wide range of topics and can be combined with managed-account programs under a consolidated billing option, while keeping planning and portfolio management services distinct.

Jennifer Buehler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves on the finance committee of the West Shore Chamber of Commerce in Camp Hill, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Shott is a financial advisor at Edward Jones in Harrisburg, PA, with three years of industry experience. Prior to joining Edward Jones, he worked at Mission BBQ and TE Connectivity Ltd. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Frederick Klunk II is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at the Commonwealth of Pennsylvania, Leidos, Betah Associates, Rite Aid Corporation, Unity Technologies, and PFS Investments Inc. He is also involved in the sale of loan products and home security and automation referrals through affiliates of PFS Investments Inc. Primerica Advisors is a firm that serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a model-driven investment program supported by third-party asset managers and custodial services.