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 Series 66-credentialed financial advisor with Morgan Stanley in Camp Hill, PA, where she has worked since 2019. She has seven years of industry experience, including prior roles at Communities In Schools of Pennsylvania and La Torre Communications. Outside of her advisory work, she is involved in several community and cultural activities, serving as a cello player in a local band, an employee at a floral boutique, and treasurer for the Harrisburg Symphony Society. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as Treasurer for the Greater Susquehanna Valley YMCA and the Lewisburg Little League, and is a member of the YMCA’s Finance Committee. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Hanshaw is a financial advisor with Wells Fargo Clearing in Lemoyne, PA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as executor and trustee for family estates and holds power of attorney responsibilities. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jesse Hodges is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he served in the U.S. Army from 2015 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Matthew Frey is a financial advisor with Cambridge Investment Research Advisors in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. His prior roles include positions at Metlife Securities and Massachusetts Mutual Life Insurance Company, as well as work with Ocean Thermal Energy Corporation. 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 plan advisory services through a network of independent Financial Professionals, utilizing proprietary and third-party models across multiple platform arrangements.

Matthew J. Frye, CFP®, CPFA®, serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2009, he has specialized in providing tailored financial, estate, and wealth planning solutions for high-net-worth clients. Matthew offers expertise in areas such as divorce transition planning, family wealth management strategies, institutional investment consulting, legacy planning, and retirement income solutions. Matthew earned his Bachelor's degree in Public Administration from Shippensburg University in 2005. He previously worked at Sherwin-Williams from 2005 to 2009, during which time he was recognized as Manager of the Year in 2008. In 2014, he attained the CERTIFIED FINANCIAL PLANNER® designation, further cementing his qualifications. His team's performance has been recognized with inclusion in Forbes Best-in-State Wealth Management Teams list in multiple years. Originally from Central Pennsylvania, Matthew is active in his community, volunteering with organizations such as the Central PA Food Bank, Habitat for Humanity, the Salvation Army, and the Humane Society of Central PA. Outside of his professional life, he enjoys family activities and outdoor sports including biking, hiking, camping, and running.

Hayden Bankes is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors and Belco Community Credit Union. Bankes also operates as an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, leveraging both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Tara Mchugh Hollister is a financial advisor with Osaic Wealth, Inc. based in Harrisburg, PA. She holds the Series 63 and Series 65 licenses and has 20 years of industry experience, including 19 years with CUSO Financial Services, LP. She is also an insurance agent offering various health and life insurance products and is the owner of Capital Wealth Management Group, LLC, which she plans to operate beginning in 2026. Osaic Wealth serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment solutions supported by asset-allocation tools, automated rebalancing, and access to third-party money managers.

John Ohara is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He joined Wells Fargo in 2016 after two years at Edward Jones. 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 offers a range of brokerage and advisory solutions.

Sarah Leer is a ChFC® and holds the Series 66 designation, with 23 years of experience in the financial services industry. She currently serves at LPL Financial and previously worked at MML Investors Services, MassMutual Life Insurance Company, and Waddell & Reed. Her activities include involvement with Polaris Advisors LLC, a DBA related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Loni Rothenberger is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 22 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

John Fabian is a financial advisor with Morgan Stanley in Camp Hill, PA, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a prior role at Citigroup Global Markets Inc. Fabian serves as a board member for the Dauphin County Land Bank Authority. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Damian Foster is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1995. He applies a disciplined investment approach that centers on understanding the long- and short-term financial goals of his clients. Damian utilizes his professional experience alongside the resources available at Merrill to develop practical financial solutions tailored to individual needs. Damian’s expertise spans a range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, investment strategy for individuals and corporations, tax minimization, and retirement income planning. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Damian earned his Bachelor's degree from Indiana University of Pennsylvania. In addition to his professional commitments, Damian is involved in his community through organizations such as the Lebanon City Biddy Basketball and the Lebanon City Civil Service Commission. Outside of work, he enjoys basketball, gardening, music, reading, running, and spending time with his family.

Lauren Fuller is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2021. Outside of her advisory role, Fuller is involved with doTerra Essential Oils. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Michael Fedash is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 designation and 13 years of industry experience. He has worked with INVEST Financial Corporation and Members 1st Investment Services, where he remains active. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Emily Biden is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its affiliated firms since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Eugene Eberts II is a Senior Financial Advisor at Merrill Lynch Wealth Management. He co-founded The Wertz Eberts Group and brings over 15 years of experience to his role. Eugene and his team focus on delivering detailed financial analysis to assist individuals, families, and businesses in building strong financial futures. Raised in the Central Pennsylvania region, Eugene earned a bachelor's degree in Business Administration with an emphasis in International Business from Slippery Rock University. His expertise includes education planning, family wealth management strategies, personal retirement planning, and retirement income. Eugene holds the Personal Investment Advisor (PIA) designation. Outside of work, Eugene enjoys cooking, football, gardening, golfing, hiking, skiing, and spending time with his family.