Jesse Hodges is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he served in the U.S. Army from 2015 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. 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.

Matthew Frey is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Ocean Thermal Energy Corporation, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a variety of portfolio management strategies and investment platforms, combining proprietary models and access to unaffiliated strategists.

Matthew J. Frye, CFP®, CPFA®, serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2009, he has provided tailored financial, estate, and wealth planning solutions, focusing on areas such as divorce transition planning, family wealth management strategies, institutional investment consulting, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, and retirement income. Matthew earned a Bachelor's degree in Public Administration from Shippensburg University in 2005. Prior to his career at Merrill, he worked at Sherwin-Williams from 2005 to 2009, where he was recognized as Manager of the Year in 2008. He attained the CERTIFIED FINANCIAL PLANNER® designation in 2014 and holds additional credentials including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His team's achievements include inclusion in the Forbes 2024 Best-in-State Wealth Management Teams list. Matthew is actively involved in his community through participation with organizations such as the Central PA Food Bank, Habitat for Humanity, Salvation Army, and the Humane Society of Central PA. Outside of his professional work, he enjoys adventure sports, biking, camping, cooking, gardening, hiking, running, traveling, and spending time with his wife and two children.

Hayden Bankes is a financial advisor at LPL Financial with three years of industry experience. He previously worked at Cambridge Investment Research Advisors and Belco Community Credit Union. In addition to his advisory role, he is an independent insurance agent. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Tara Mchugh Hollister is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and 19 years of industry experience. She has previously been associated with CUSO Financial Services, LP. In addition to her advisory role, she operates her own insurance agency offering accident, health, disability, annuity, and life insurance products. She is also forming an LLC to market her financial services business independently starting in 2026 and serves as a trustee for the associated 401(k) plan. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and investment diversification across various securities and managed account solutions.

John Ohara is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo entities since 2016, including Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 provides both brokerage and advisory solutions supported by research and analytics.

Sarah Leer is a financial advisor at LPL Financial with 23 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining LPL Financial in 2021, she spent 17 years with MML Investors Services and MassMutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, providing both discretionary and non-discretionary management.

Loni Rothenberger is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 22 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

John Fabian is a financial advisor with Morgan Stanley in Camp Hill, PA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets Inc. In addition to his advisory role, he serves as a board member for the Dauphin County Land Bank Authority and is a partner in two real estate-related businesses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools.

Damian Foster is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1995. He applies a disciplined investment approach that centers on understanding the long- and short-term financial goals of his clients. Damian utilizes his professional experience alongside the resources available at Merrill to develop practical financial solutions tailored to individual needs. Damian’s expertise spans a range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, investment strategy for individuals and corporations, tax minimization, and retirement income planning. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Damian earned his Bachelor's degree from Indiana University of Pennsylvania. In addition to his professional commitments, Damian is involved in his community through organizations such as the Lebanon City Biddy Basketball and the Lebanon City Civil Service Commission. Outside of work, he enjoys basketball, gardening, music, reading, running, and spending time with his family.

John Carbaugh is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Emily Biden is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, following two years at Morgan Stanley & Co., Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market modeling techniques.

Eugene Eberts II is a Senior Financial Advisor at Merrill Lynch Wealth Management. He co-founded The Wertz Eberts Group and brings over 15 years of experience to his role. Eugene and his team focus on delivering detailed financial analysis to assist individuals, families, and businesses in building strong financial futures. Raised in the Central Pennsylvania region, Eugene earned a bachelor's degree in Business Administration with an emphasis in International Business from Slippery Rock University. His expertise includes education planning, family wealth management strategies, personal retirement planning, and retirement income. Eugene holds the Personal Investment Advisor (PIA) designation. Outside of work, Eugene enjoys cooking, football, gardening, golfing, hiking, skiing, and spending time with his family.

Eric Morrison is a financial advisor with LPL Financial in Harrisburg, PA. He holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked for ten years at Smigel, Anderson & Sacks, LLP. Outside of advisory work, he is associated with Morris Four Corporation, a business entity for tax and investment purposes. 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 charitable organizations. The firm offers a range of advisory programs and services, including financial planning and retirement plan consulting, supported by research and model portfolios from LPL Research and third-party subadvisors.

Toni Robertson is a financial advisor at Edward Jones in Dillsburg, PA, holding the ChFC® designation and Series 66 license with seven years of industry experience. Prior to joining Edward Jones in 2018, she worked at Ahold USA - RBS from 2012 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard through a nationwide network of over 23,700 financial advisors.

Eric De Walt is a financial advisor with Edward Jones in Camp Hill, PA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Cetera Investment Advisers, First National Bank of PA, and CCO Investment Services Corp. He has been with Edward Jones since 2018. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charles Schreader Jr. is a CFP® professional with 31 years of experience in the financial services industry. He has worked at LPL Financial since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. He operates Schreader Wealth Management, a business affiliated with his work at LPL Financial. 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, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options.

W Mclean is a financial advisor with Wells Fargo Clearing based in Lemoyne, PA. He holds Series 63 and Series 65 designations and has 43 years of industry experience. Prior to joining Wells Fargo Clearing in 2026, he worked for Morgan Stanley Private Bank, N.A. for 11 years. 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 both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Jonathan Levin is a CFP® professional with 17 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2010 to 2016 and has been involved with K2 Mortgage since 2003. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

David Bedard is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank and Ameriprise Financial Services. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives, offering various advisory programs, financial planning, and brokerage services.