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 Series 66 registered financial advisor with Equitable Advisors, where he has worked since 2004. He has 21 years of industry experience, including 16 years at Axa Advisors, LLC. Outside of his advisory role, he serves as an assistant baseball coach for Upper Allen. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models and works with both proprietary and third-party solutions to tailor investment programs to client needs.

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 bringing 34 years of industry experience. He has worked with LPL Financial since 2018 and previously was with Invest Financial Corp. and Cetera Wealth Services, LLC. He is also affiliated with Members 1st Federal Credit Union. 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.

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.

Anthony Conte is a CFP® professional with 22 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Cambridge Investment Research Advisors and TheGrid, LLC among other firms. Conte serves on the boards of nonprofits including WITF and the Whitaker Center and is president of the CWA Charitable Trust. He is also a columnist for Patriot News/Central Penn Business Journal. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by a large network of advisers and advanced operational tools.

Todd Dellinger is a CFP® professional with 38 years of industry experience, currently serving at Raymond James Financial in Elizabethtown, PA since 2006. He holds Series 63 and Series 65 licenses and has additional business involvement as a branch manager and financial advisor for DDMP Investment Advisors, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services including municipal advisory and SIMPLE IRA Employer Advisory programs.

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, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase, and Equitable Advisors. Outside of his advisory work, he was involved with Martin & Six Enterprises. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Alexander Sahd is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and previously worked for DAS Companies, Inc. for 14 years. Outside of advising, he is a partner and owner of a family-owned landholding entity in central Pennsylvania. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and institutional consulting services.

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 with LPL Financial, holding a Series 66 designation and possessing two years of industry experience. Prior to joining LPL Financial, he spent 18 years in full-time education. 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 broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

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.

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.