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.

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.

Patrick Bartoli is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked for Morgan Stanley Private Bank, National Association for 11 years. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, 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.

Joseph Clegg is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 25 years of industry experience. He has worked at Cetera and its affiliate Cetera Wealth Services since 2013. Clegg is the owner and president of Ridgeline Wealth Solutions, a financial services firm, and also sells health and Medicare insurance plans. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and retirement services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Kenneth Shedleski is a financial advisor with LPL Financial, holding a Series 63 designation and 38 years of industry experience. He previously worked at Grove Point Investments, LLC and H. Beck, Inc, among other firms. Outside of his advisory work, Shedleski operates Aspen Home Improvements, a business he has been involved with since 2018. 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 solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Caden Malone is a financial advisor at Ameriprise with two years of industry experience. He previously worked at Orrstown Bank and Select Medical. Malone is also involved with Stephenson Foundational Management, LLC, managing an advisory business outside of his primary role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and annual planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Dhiren Chauhan is a financial advisor at Primerica Advisors with five years of industry experience. He holds the Series 63 and Series 65 licenses. Chauhan is a partner in Pranj LLC, a beauty salon business unrelated to investment services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Stephanie Chaplinski Kane is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 and Series 63 licenses and has worked at several firms including Santander Securities, Santander Bank, Cetera Investment Services, and TDAmeritrade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides a range of services including investment advisory, financial planning, retirement plan consulting, and uses research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.

Joseph Martin is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds the Series 63 and Series 65 designations and has 42 years of industry experience. Prior to joining Cambridge in 2024, he worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, Baltimore Life Co., and Ameriprise. He is also active as an independent insurance agent and operates a separate wealth management practice. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management across multiple platforms and custodians.