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 34 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at INVEST Financial Corp. and Members 1st Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

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®-credentialed financial advisor with 22 years of industry experience, currently affiliated with LPL Financial. He has previously worked at Cambridge Investment Research Advisors and TheGrid, LLC. Conte serves on the boards of nonprofit organizations WITF and the Whitaker Center and writes as a columnist for the Patriot News/Central Penn Business Journal. 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. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

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 based in Camp Hill, PA. He holds a Series 66 credential and has three years of industry experience. Prior to joining LPL Financial, he held roles at Bank of America, Merrill, JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement consulting, supported by model portfolios and research from both internal and third-party sources.

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 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.

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.

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.

Emily Reading is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at MassMutual and Primerica in various advisory roles since 2013. MassMutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and investment management to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software and collaborative client engagements to develop tailored financial 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.