Matthew Silver is a financial advisor at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation and previously worked at Penn State University Graduate School and CVS Health. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide 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 previously worked at Morgan Stanley and AXA Advisors, LLC. Outside of his advisory role, he serves as a Judge of Elections in Lancaster County. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Jeffrey West is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. He has previously worked at Cetera, Cetera Wealth Services, Royal Alliance, and has managed his own firms, Freedom Financial Wealth Management, Inc. and Freedom Financial Insurance Services, LLC, where he provides financial planning, investment, and insurance services. West serves as president and board member of the Woodbridge Homeowners Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Richard Morris Jr. is a financial advisor with Ameriprise in Carlisle, PA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Ameriprise since 2010, currently serving as an Associate Financial Advisor with involvement in market research focused on legacy and estate solutions for high-net-worth clients through LJS Group, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice through a centralized team, with recommendations delivered via written reports and ongoing consultations. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools, with a focus on dependable income sources and tax-aware withdrawal strategies for clients meeting specific asset criteria.

Camrynn Wickenheiser is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA. She holds a Series 66 designation and has three years of industry experience. Prior to her current role, she worked at MassMutual Life Insurance Co and has held various positions across multiple industries, including education and retail. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, offering a range of educational seminars and specialized planning programs.

James Igo is a financial advisor with LPL Financial based in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, and Merrill. 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, supporting its advisors with research and operational tools.

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.

Maya Madden is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, she held various roles in educational and entertainment organizations, including Bryn Mawr College, Bishop McDevitt High School, and Hershey Entertainment and Resorts. 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 a combination of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Adam Tarantino is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Cetera and affiliated entities since 2013 and also serves as a sales manager and compliance officer for BAR Financial, LLC. Outside of his financial career, he is involved in recreational and scholastic baseball as an umpire. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing assets in excess of $256 billion.

Harris Greene is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise, Northwestern Mutual, Mass Mutual, and Eagle Strategies. Greene is based in Harrisburg, PA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Timothy Jones is a CFP® professional affiliated with LPL Financial, with 19 years of industry experience. He previously operated Jones Financial Group LLC and worked at Waddell & Reed, Inc. Outside of his advisory role, he is involved with A&T Holdings LLC, a non-investment-related business. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Brennan Miller is an advisor with LPL Enterprise, holding a Series 66 designation and beginning his career in 2025. Prior to joining LPL Enterprise, he was affiliated with the Pennsylvania Chiropractic Association and has work experience at Sheetz, Inc. Miller is also involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment implementation and offering access to third-party asset managers and insurance products through a broad network of investment adviser representatives.

Matthew Grozier is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. He has also worked in education and local business settings. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutions through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation with access to third-party asset managers and offers a range of financial planning and consulting services.

Elijah Tuckey is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Evolution Financial Group and multiple positions at Millersville University and Pennwood Products. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based financial plans addressing various topics without discretionary trading authority, and clients may combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Andrew Jones is a CFP® with 15 years of experience in the financial industry. He has worked at LPL Financial since 2021 and previously operated his own firms, including Jones Financial Group LLC and A & T Holdings LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 advanced operational tools and a network of over 22,800 advisors.

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.

Bryce Schafer is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 13 years of industry experience. He has worked at Mass Mutual and its subsidiaries since 2014, including roles at Cambridge Investment Research Advisors from 2016 to 2018. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning approaches.