Meron Yemane is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Yemane serves as a commissioner on Pennsylvania's Civil Rights Agency, a bipartisan committee appointed by the governor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models developed by its Global Investment Committee.

Stephen Stackhouse is a CFP®-certified financial advisor with LPL Financial, where he has worked for 15 years. He has 30 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

David Bartoli is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Bartoli is also involved in real estate partnerships. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets.

John Grove is a financial advisor with Ameriprise in Camp Hill, PA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in fiduciary activities, including serving as an executor and attorney-in-fact. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Joshua Burda is a financial advisor at LPL Enterprise with Series 66 credentials and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, Weis, and UTZ Quality Foods. Outside of finance, he is involved with Big Worm Tackle, a business he has been associated with since 2019. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services, utilizing model portfolios and third-party asset management within an integrated platform that includes insurance products and collateralized lending options.

Andrew Brosten is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His previous roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. He is also involved with non-variable insurance activities through Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, brokerage, and insurance products using an integrated platform that combines advisory programs with other financial product sales.

Matthew Warntz is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 65 licenses and 27 years of industry experience. His work history includes roles at Nationwide Financial, Nationwide Securities, CUSO Financial Services, and PSECU. He has also been involved with St Matthew's Lutheran Church for over a decade. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by extensive research and technology resources.

Kelly Light is a financial advisor with Morgan Stanley in Camp Hill, PA, holding Series 63 and Series 65 designations and having 24 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Christopher Moulton is a financial advisor at Fidelity with 16 years of industry experience. His prior work includes roles at Edward Jones, The Carney Group, and Citizens Securities, Inc. He holds Series 63 and Series 65 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing a broad investable universe of mutual funds, ETFs, and ETPs.

Nicholas Hansen is a financial advisor with RBC Capital Markets in Lemoyne, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining RBC Capital Markets in 2018. Outside of his advisory role, he owns and operates a concession food business and serves on the Board of Directors and Finance Committee for the Christian School Association of Greater Harrisburg. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, and brokerage services tailored to client risk profiles. The firm utilizes a combination of in-house and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.

Dustyn Solomon is a financial advisor with Equitable Advisors in Mechanicsburg, PA, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2004 and previously affiliated with Axa Advisors, LLC from 2004 to 2020. Outside of his advisory role, Solomon serves as an assistant baseball coach for Upper Allen. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Adam Jaroch is a CFP® and ChFC® with 29 years of industry experience. He is currently affiliated with Cetera and has previously worked at First Allied Advisory Services and First Allied Securities. In addition to his advisory role, he is an officer at Planwise Financial Partners, LLC, and owns Adam Jaroch LLC, a holding company. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a large nationwide network of independent advisors, managing over $256 billion in assets.

David Hamilton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously spent 23 years at Concourse Financial Group Securities Inc. and has operated Hamilton Musser PC, a tax service firm, since 1986. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers multiple investment implementation platforms and strategies, including proprietary models and access to unaffiliated strategists, with both discretionary and non-discretionary options tailored to client objectives.

Douglas Russell is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he was involved in real estate investment through Charlee Realty LLC and worked at the Pennsylvania Higher Education Assistance Agency. He also owns Charlee Realty LLC, a real estate investment business in Hummelstown, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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, operating under a fiduciary standard.

William Steele is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 34 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at INVEST Financial Corp. and Members 1st Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Richard Morrison Jr. is a financial advisor with Ameriprise in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he holds ownership shares in a family-owned restaurant in Carlisle, PA, and serves as managing partner of M Consulting Group LLC, a marketing and management firm supporting non-licensed activities. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brian Kump is a financial advisor at Edward Jones in Carlisle, PA, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he owns a rental property in Newville, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.

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.