Anthony Conte is a CFP®-credentialed financial advisor with 22 years of industry experience, currently affiliated with LPL Financial. He has previously worked at Cambridge Investment Research Advisors and TheGrid, LLC. Conte serves on the boards of nonprofit organizations WITF and the Whitaker Center and writes as a columnist for the Patriot News/Central Penn Business Journal. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

Henry Pofi Jr. is a financial advisor at Ameriprise with 36 years of industry experience. He has been with Ameriprise since 2015, initially at Ameriprise Financial Services, Inc. and continuing with Ameriprise since 2020. Pofi holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the Board of Directors for Candle Light International. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Daniel Six is a financial advisor with LPL Financial based in Camp Hill, PA. He holds a Series 66 credential and has three years of industry experience. Prior to joining LPL Financial, he held roles at Bank of America, Merrill, JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement consulting, supported by model portfolios and research from both internal and third-party sources.

Jan Zinn is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved with Certainty of Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement-income recommendations.

Paul Heffelfinger is a financial advisor with Raymond James Financial Services Advisors Inc. in York, PA, holding a Series 63 license and bringing 21 years of industry experience. He previously worked at Wells Fargo Advisors from 2015 to 2017. Outside of his advisory role, he is a partner in Gilbert Farms, LLC, where he helps oversee farming operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Christopher Weber is a financial advisor at OSAIC with nine years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Bradley A. Mentzer, CPA/PFS, DeRock Electric Company, and Rikore Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, using tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes.

Edward Gormley is a CFP®-designated financial advisor with 36 years of industry experience. He has been with LPL Financial since 2020, after 16 years at SSN Advisory, Inc. and Securities Service Network. He serves on the board of the Cumberland County Bar Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charities. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Shane Rapsey is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Northwestern Mutual and served 12 years at the Defense Logistics Agency. Outside of his advisory role, he is involved as an assistant coach for junior high school wrestling and works as an insurance agent specializing in health and Medicare Advantage products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative financial planning engagements using firm-approved software and educational seminars.

David Mcalister is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors, Sterne Agee Financial Services, and Highmark Inc. Outside of his advisory role, he serves as a trustee managing a family trust with his brother. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios that can include various asset classes and accommodate client-imposed investment restrictions.

John Wain is a financial advisor with LPL Financial based in Carlisle, PA, holding a Series 66 credential and having 16 years of industry experience. He has been affiliated with LPL Financial since 2009 and also operates John F. Wain Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Traci Shughart is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been affiliated with Cambridge Investment Research since 2002 and serves as president of Premier Wealth Management, Inc. Outside of her advisory role, Shughart is involved in nonprofit work, serving as secretary of The LFA Foundation and as a board member of Bethany House, both organizations focused on community support. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, providing access to proprietary and third-party strategies across multiple platform arrangements.

Rosemarie Foster is a financial advisor with LPL Financial in Lewisberry, PA, holding a Series 63 designation and bringing 34 years of industry experience. She has been associated with Linsco/Private Ledger Corp since 2003. Foster operates under the Foster Investment Group in Lewisberry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and nonprofits. The firm provides a range of advisory programs and financial planning services supported by research and model portfolios, offering both discretionary and non-discretionary management options.

Emily Reading is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at MassMutual and Primerica in various advisory roles since 2013. MassMutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and investment management to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software and collaborative client engagements to develop tailored financial strategies.

Bradley Paul is a financial advisor with LPL Financial in Camp Hill, PA, holding Series 63 and Series 65 designations and with 27 years of industry experience. His prior work includes roles at Waddell & Reed, Inc., various insurance carriers, and ownership of tax preparation and accounting services. He has also owned business entities related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Matthew Silver is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has a background that includes roles at Penn State University Graduate School and CVS Health. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Andrew May is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. Prior to joining Wells Fargo in 2022, he worked at Edward Jones for 10 years. He is based in State College, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management. 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.

Andrea Taylor is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2026, she worked at Morgan Stanley for four years and spent nine years at the Pennsylvania Higher Education Assistance Agency. She is also involved as a coach-mentor with the Jt Dorsey Foundation in Harrisburg, Pennsylvania. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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.

Gayle Delong is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been with Primerica Advisors since 2014 and Primerica Financial Services since 2012. Outside of advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an operational model that includes independent due diligence and delegated trading functions.

Jeffrey West is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at several firms, including Cetera and Royal Alliance, and has managed his own advisory and insurance businesses since 2005. West serves as president of a local homeowners association board. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Richard Morris Jr. is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise since 2010 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he assists LJS Group, LLC with market research on legacy and estate solutions, focusing on digital platforms and ultra-high net worth advice. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations tailored to client needs.