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.

Connor Krisko is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial in 2023, he spent 18 years in full-time education. 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, offering a range of financial planning, advisory programs, and retirement plan consulting services.

Christopher Dixon is a Series 66-credentialed financial advisor with Edward Jones, based in Middletown, PA. He has 18 years of industry experience and has been with Edward Jones since 2007. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

Roy Michaelson is a financial advisor with Raymond James Financial, holding the Series 66 designation and bringing 22 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Michaelson is also an associate employee at Fulton Financial Advisors, where he is involved in investment sales and service. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools to illustrate potential outcomes and is notable for its municipal advisor affiliation and specialized SIMPLE IRA employer advisory programs.

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.

Joseph Cooper is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Cambridge since 2010. Cooper is also an independent insurance agent and serves as general manager for the Mechanicsburg Midget Football Association, a nonprofit youth football organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals using various investment platforms and strategies.

Harry Berman is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Financial Engines Advisors L.L.C. since 2016, following prior roles at Financial Engines Advisor Center, LLC and TMFS Harrisburg, LLC. Edelman Financial Engines offers technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and provides services through advisor-led and online platforms, serving a large client base with a range of discretionary and non-discretionary programs.

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.

John Searer is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Axa Advisors. Outside of his advisory role, he serves as a Judge of Elections in Lancaster County. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ryan Smith is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones before joining Ameriprise in 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

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.

Michelle Mc Govern is a financial advisor with Ameriprise in Mount Joy, PA, holding a Series 66 designation and five years of industry experience. She previously worked at YDOP from 2014 to 2018 before joining Ameriprise in 2018. Outside of her advisory role, she plans to operate an Etsy shop named Violet & Co to sell crafts and vintage books. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm provides written, non-discretionary Recommendation Reports developed by a centralized consulting team, combining research and modeling to deliver tax-efficient withdrawal strategies and income planning.

James Igo is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. Prior to joining LPL Financial in 2023, he worked for Morgan Stanley in various capacities from 2011 through 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, retirement plan consulting, and model portfolios supported by LPL Research and third-party subadvisors.

Sean Hanlon is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Raymond James in 2019, he worked at Merrill and PNC Bank. He is also employed as a Registered Client Services Associate at Fulton Financial Advisors. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and modeling tools, and it supports advisory programs, portfolio management, and municipal and public-finance services through a large network of advisors.

Kevin Leibold is a financial advisor at Cetera with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. He also has an ongoing affiliation with Temple University. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios, discretionary and non-discretionary programs, and various custodian relationships.