Matthew Silver is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has a background that includes roles at Penn State University Graduate School and CVS Health. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary 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 holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Axa Advisors. Outside of his advisory role, he serves as a Judge of Elections in Lancaster County. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ryan Smith is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise since 2019 and previously was employed by Edward Jones from 2016 to 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice with a focus on reliable income sources and tax-aware withdrawal strategies.

Jeffrey West is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at several firms, including Cetera and Royal Alliance, and has managed his own advisory and insurance businesses since 2005. West serves as president of a local homeowners association board. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Michelle Mc Govern is a financial advisor with Ameriprise in Mount Joy, PA, holding a Series 66 designation and five years of industry experience. She previously worked at YDOP from 2014 to 2018 before joining Ameriprise in 2018. Outside of her advisory role, she plans to operate an Etsy shop named Violet & Co to sell crafts and vintage books. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm provides written, non-discretionary Recommendation Reports developed by a centralized consulting team, combining research and modeling to deliver tax-efficient withdrawal strategies and income planning.

Camrynn Wickenheiser is a financial advisor at Mass Mutual Investors Services with two years of industry experience. She holds a Series 66 designation and has worked in various roles including positions at MassMutual Life Insurance Co and Sherwin Williams. Mass Mutual 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, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved software and educational seminars.

James Igo is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. Prior to joining LPL Financial in 2023, he worked for Morgan Stanley in various capacities from 2011 through 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, retirement plan consulting, and model portfolios supported by LPL Research and third-party subadvisors.

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.

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 with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Ameriprise, Northwestern Mutual, and Mass Mutual. He is based in Harrisburg, PA. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, 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 with access to affiliated and third-party managers.

Timothy Jones is a CFP®-designated financial advisor with 18 years of industry experience, currently with LPL Financial since 2021. His prior roles include leadership positions at Jones Financial Group LLC and experience with Waddell & Reed, Inc. He also has business interests outside of advisory services, including a non-investment-related holding company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, and institutions nationwide, offering a range of advisory programs, financial planning, and brokerage services through its extensive network of investment adviser representatives.

Brennan Miller is a financial advisor at LPL Enterprise with a Series 66 designation. He has recently entered the industry, joining LPL Enterprise in 2025. Prior to this role, he held positions at Sheetz, Inc., Pennsylvania Chiropractic Association, Pennsylvania State University, and Greenwood School District. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to a range of investment and insurance products via an integrated platform that combines adviser programs with active sales of financial products.

Matthew Grozier is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, model portfolio programs, and access to brokerage and insurance products through an integrated platform that combines advisory and product sales.

Elijah Tuckey is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior roles include positions at Evolution Financial Group and various engagements with Millersville University and Pennwood Products. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm offers holistic, goal-based financial planning covering multiple areas such as retirement and tax planning, with options to combine planning with managed-account programs while keeping these services separate.

Andrew Jones is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with LPL Financial, where he has worked since 2019, following prior roles at A & T Holdings LLC and Jones Financial Group LLC. 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 consulting, utilizing discretionary and non-discretionary management alongside research from LPL Research and third-party subadvisors.

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 at Mass Mutual Investors Services with 12 years of industry experience. He holds a Series 66 designation and has worked with MML Investors Services since 2018, as well as MassMutual and Cambridge Investment Research Advisors. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, focusing on collaborative, annual planning relationships and event-driven services such as estate settlement and employer-sponsored planning.