Jacqueline Kimmel is a financial advisor at Raymond James Financial with 28 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Raymond James Financial Services since 1999, including roles at the Frampton Kimmel Group and Heritage Financial Services. She is president of evolve Financial Planning, Inc., a firm dedicated to certified financial planning services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and maintains specialized programs in municipal advisory and employer SIMPLE IRA consulting.

Eric Zalek is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Members 1st Federal Credit Union, Amazon, Regions Financial, OneMain Financial, and Edward Jones. He is also a commissioned notary public in Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors utilizing diverse strategies and technologies.

Rachel Eboch is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She has worked at LPL Financial since 2018 and has previous work experience with Amazon Flex, AJ USA, Penn State University, and Panera Bread. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Megan Frye is a financial advisor at Ameriprise Financial Services LLC with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones, Cambridge Investment Research Advisors, Inc., Thrivent Financial, New York Life Insurance, and the Solomon Organization. Outside of finance, she serves as an umpire for indoor field hockey matches through the USA Field Hockey Umpires Association during the winter months. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Lauren Dunn is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, she held roles at UPMC and several healthcare centers. Dunn also maintains outside employment with UPMC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a focus on financial planning, consulting, and access to third-party asset managers.

Michael Handshew is a financial advisor with Raymond James Financial in Elizabethtown, PA, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at Fulton Bank and its affiliated financial advisory firms since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Christopher Zeiders is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 28 years of industry experience. His career includes a long tenure at Ameriprise Financial Services from 1998 to 2016 and subsequent roles at Cetera Wealth Services and Cetera. Outside of advising, he co-owns and manages a handyman and house-flipping business, Blackbeeard Properties and Development, and is involved in managing a vacation rental through Sunken Treasure Properties LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account structures.

Michael Kempf is a financial advisor at Morgan Stanley with 18 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in real estate through ownership and management of rental properties. 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 analysis. The firm manages approximately $2.74 trillion in client assets and provides services including financial planning, investment advisory, and broad retail and institutional offerings.

Bradley Forman is a financial advisor with Morgan Stanley in Camp Hill, PA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured processes.

Denise Pautz is a financial advisor with Merrill in Camp Hill, PA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. She has been with Merrill Lynch since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kaia Sword is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in a range of client focus areas including education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and tax minimization. Kaia began her career at Merrill Lynch Wealth Management in 2018. She holds a Bachelor of Science degree in Psychology from Pennsylvania State University, earned in 2015. In 2021, she obtained her CERTIFIED FINANCIAL PLANNER™ certification. Additionally, she holds the Personal Investment Advisor (PIA) designation. Kaia also earned an Associate's Degree from Harrisburg Area Community College and completed her high school education at Central Dauphin High School. Outside of her professional work, Kaia is involved in community organizations such as the Capital Area Greenbelt Association and South Central PA Climbers. She has a range of personal interests including adventure sports, gymnastics, hiking, music, photography, rock climbing, running, skiing, traveling, and yoga.

Lathanael Olsen is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent Financial and Liberty University in prior roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations covering a wide range of financial planning topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its Dedicated Planning Service.

Jacinda Webber is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She has worked at LPL Financial since 2019 and has been affiliated with Members 1st Federal Credit Union since 2010. 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 provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by various operational tools and a broad platform of non-advisory financial activities.

Barbara Anderson is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. She previously worked at Invest Financial Corporation for 12 years before joining LPL Financial in 2018. 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 wide range of financial planning and investment services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts, supported by advanced operational and research tools.

Jarod Howe is a Financial Advisor with Merrill Lynch Wealth Management, serving as a member of The Wertz-Eberts Group. The team collectively brings over 90 years of professional experience and focuses on personalized and practical strategies to help clients navigate their financial goals. Jarod works to connect all aspects of clients' financial lives to prioritize and pursue the goals that matter most to them. His areas of expertise include legacy planning, personal retirement planning, tax minimization, and retirement income. Jarod holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and Personal Investment Advisor (PIA) designation. He earned a Master's Degree from the University of Georgia and a Bachelor's Degree from Cabrini University. Outside of his professional work, Jarod has been involved with the Cabrini Men's Lacrosse Team and the Cumberland Valley Youth Lacrosse Club. His personal interests include football, golfing, hunting, music, skiing, and traveling.

Rocco Cangialosi is a financial advisor with Edward Jones in Harrisburg, PA. He holds a Series 66 designation and has 14 years of industry experience, all with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Stover is a financial advisor at Edward Jones with 24 years of industry experience, all of which have been with the firm since 2002. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he serves as a finance committee member for the Mohler Senior Center in Hershey, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard, with a large national network of advisors and offices.

David Saurman is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients from the Camp Hill, Pennsylvania office since 2005. He brings extensive experience in financial and insurance services and is licensed with Series 6, 7, 31, 63, and 65 FINRA registrations, as well as life, accident, and health insurance licenses. David holds the Chartered Retirement Planning Counselor (CRPC™) designation and is a Senior Portfolio Advisor qualified to build and manage custom investment strategies, including discretionary management through the firm's Investment Advisory Program. He works closely with high net worth clients and businesses, focusing on retirement, estate, insurance planning, and a range of wealth management strategies such as socially responsible investing and legacy planning. David earned a Bachelor’s degree in Finance and Economics with a concentration in Financial Investments and Planning from Indiana University of Pennsylvania. He is part of the CS Group and CS & Associates teams, which specialize in addressing diverse wealth management needs for high net worth individuals. His professional credentials also include the Personal Investment Advisor designation. David is actively involved in his community, coaching youth sports through Dillsburg Youth Baseball and Upward Sports. He previously served on the Downtown Daily Bread Advisory Board. Outside of his professional and community roles, David enjoys spending time with his family, boating, fishing, golfing, traveling, and participating in outdoor activities. He resides in Dillsburg, Pennsylvania with his wife, four children, and pets.

Shane Miller is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has been involved with Maloney's Beer Distributor since 2021. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and a variety of insurance and trust services through affiliated entities.

Zachary Lebo is a Series 66-licensed financial advisor with Thrivent Investment Management in Camp Hill, PA, where he has worked since 2021. He has four years of industry experience and additionally has experience working with Rich Valley Golf in a physical maintenance role. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority.