Stephen Mcnamara is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Lincoln Financial Securities Corporation for 13 years. He is also the owner of an independent insurance agency in York, PA. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through various platforms and proprietary model strategies.

Mark Harbaugh is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at M&T Securities, PNC Wealth Management, and CUSO Financial Services. He has been with Edward Jones since 2020. 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 wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Scott Dimmick Jr. is a financial advisor with LPL Enterprise holding a Series 66 designation and has one year of industry experience. His background includes four years in the United States Army and three years at Penn State Harrisburg. Outside of his advisory role, he is involved with Lounge 611. LPL Enterprise, LLC 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 primarily employs model-driven investment implementation and offers access to third-party asset managers and financial planning services.

William Kerr is a financial advisor at Morgan Stanley in Camp Hill, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at NAPA Transportation and FullReps Training Center. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm’s approach involves structured discovery and planning tools, managing approximately $2.74 trillion in client assets.

Sita Bastola is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, Bastola held roles in various fields including healthcare and government, and currently owns a technology services business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven portfolio management and offering access to third-party asset managers, employer-sponsored retirement plans, and other financial products.

John Fabian Jr. is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 42 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. Outside of his advisory work, Fabian is a writer and band leader of The St. Christine’s in Harrisburg, Pennsylvania. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a wide range of financial products.

Zachary Sims is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and five years of industry experience. His career includes roles at NewDay Financial LLC and various positions within MassMutual and its affiliates. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements utilizing firm-approved tools and educational seminars.

Christian Keiter is a financial advisor with Wells Fargo Advisors, holding Series 63 and 66 licenses and three years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Citi and Truist. Outside of finance, he has experience working at Lykens Valley Golf Course for five years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning.

Tony Feliciano is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA. He holds the ChFC® designation and Series 63 license and has 37 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 1987. Outside of advisory work, he is a member and investor in The Conodoguinet Club LLC, a golf simulator location. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and delivers written recommendations through annual, collaborative planning relationships.

Mark Snyder is a financial advisor with RBC Capital Markets in Lemoyne, PA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with RBC Capital Markets since 2009 and with City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through various investment managers and options for portfolio customization.

Justine Davis is a Series 66-credentialed financial advisor with Morgan Stanley in Camp Hill, PA, where she has worked since 2019. She has seven years of industry experience, including prior roles at Communities In Schools of Pennsylvania and La Torre Communications. Outside of her advisory work, she is involved in several community and cultural activities, serving as a cello player in a local band, an employee at a floral boutique, and treasurer for the Harrisburg Symphony Society. 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 methodologies.

Cory Melchior is a financial advisor at Morgan Stanley with Series 65 and Series 63 credentials and five years of industry experience. His prior work includes roles at Cetera Advisor Networks and Voya Financial Advisors, as well as non-financial positions at Bella Vista Golf Course, Penn State - Berks, Boyertown YMCA, and Boyertown Area Senior High School. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through corporate financial planning agreements.

Jeffrey Anderton is a financial advisor with Charles Schwab in Camp Hill, PA, holding a Series 63 designation and 29 years of industry experience. He has been with Charles Schwab since 1999 and has worked at Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized supervisory and custody arrangements.

Stefan Niculae is a financial advisor at Cetera with 25 years of industry experience and holds a Series 66 designation. He has been with Cetera and its affiliated entities since 2013. Niculae also owns an inactive LLC established for tax purposes. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and consulting services through a large network of independent advisors.

Edward Mckee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as Treasurer for the Greater Susquehanna Valley YMCA and the Lewisburg Little League, and is a member of the YMCA’s Finance Committee. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Hanshaw is a financial advisor with Wells Fargo Clearing in Lemoyne, PA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as executor and trustee for family estates and holds power of attorney responsibilities. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew J. Frye, CFP®, CPFA®, serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2009, he has specialized in providing tailored financial, estate, and wealth planning solutions for high-net-worth clients. Matthew offers expertise in areas such as divorce transition planning, family wealth management strategies, institutional investment consulting, legacy planning, and retirement income solutions. Matthew earned his Bachelor's degree in Public Administration from Shippensburg University in 2005. He previously worked at Sherwin-Williams from 2005 to 2009, during which time he was recognized as Manager of the Year in 2008. In 2014, he attained the CERTIFIED FINANCIAL PLANNER® designation, further cementing his qualifications. His team's performance has been recognized with inclusion in Forbes Best-in-State Wealth Management Teams list in multiple years. Originally from Central Pennsylvania, Matthew is active in his community, volunteering with organizations such as the Central PA Food Bank, Habitat for Humanity, the Salvation Army, and the Humane Society of Central PA. Outside of his professional life, he enjoys family activities and outdoor sports including biking, hiking, camping, and running.

Hayden Bankes is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors and Belco Community Credit Union. Bankes also operates as an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, leveraging both proprietary and third-party strategies across discretionary and non-discretionary accounts.

John Ohara is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He joined Wells Fargo in 2016 after two years at Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Sarah Leer is a ChFC® and holds the Series 66 designation, with 23 years of experience in the financial services industry. She currently serves at LPL Financial and previously worked at MML Investors Services, MassMutual Life Insurance Company, and Waddell & Reed. Her activities include involvement with Polaris Advisors LLC, a DBA related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a large network of advisors and extensive operational tools.