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 at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2004. Outside of her advisory work, she has spent time pursuing the publication of a novel and assists at a local polling station during election periods. 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, supported by advanced operational tools and a broad network of over 22,800 advisors.

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 credentials and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. She serves as a finance committee member for the West Shore Chamber of Commerce in Camp Hill, PA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs research and analytics to evaluate investment options and offers a broad range of brokerage and advisory solutions.

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 with Primerica Advisors in Camp Hill, PA, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior work includes roles at Rite Aid Corporation, Unity Technologies, Leidos, and the Commonwealth of Pennsylvania. He is involved in sales of investment-related products and provides referrals for home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program employing model-based strategies developed by unaffiliated asset managers, supported by discretionary management, trade execution, and custody services.

Christopher Ladika Jr. is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. His prior work includes roles at Assurance, Property Management, Inc., MH Construction, and Durabond Pipe. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice supported by algorithmic automation and oversight.

David Edwards is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 44 years of industry experience, including prior roles at LPL Financial, Cadaret, Grant & Co., Hancock Capital Management, and Princor Financial Services Corporation. Edwards also serves as a board member of the Brownstone Masonic Temple in Hershey, PA. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, utilizing multiple platforms and proprietary model strategies.

Timothy Engle is a financial advisor with RBC Capital Markets in Lemoyne, PA, holding a Series 66 designation and 28 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he serves as an officer of the Allen Glen Home Owners Association, overseeing a landscaping committee, and is a one-third owner of WC Lodge LLC, a private entity established to purchase a lodge and adjoining property. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering various advisory programs with tailored portfolio management and financial planning services. The firm integrates in-house and third-party investment managers and provides a range of options including tax management and responsible-investing screens.

Evan Hebel is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his career in 2025. Prior to joining Thrivent, his work experience includes roles in education and maintenance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive planning across various topics without including implementation of recommendations.

Tyler Miller is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has previously worked at Oldcastle APG, Rutter's Dairy, Inc., and Messiah College. Tyler is also involved with Members 1st Federal Credit Union and Members 1st Investment Services & Wealth Management in roles related to his LPL responsibilities. 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.

Mark Steinhart is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge Investment Research Advisors since 2005. He also has a background with Compass Financial Strategies and Cambridge Investment Research, Inc. Mark serves as Vice President of Premier Wealth Management. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers a variety of management platforms and proprietary model strategies.

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.

Vickie Geesaman is a financial advisor with Edward Jones in Harrisburg, PA, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a broad network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.