Randall Kaufmann is a financial advisor at LPL Enterprise with 29 years of industry experience. He previously worked at Pruco Securities, LLC for 28 years and has been associated with Prudential Insurance Company of America for over three decades. Kaufmann serves as a board member for the Eastern Museum of Motor Racing, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance products, relying on both internal and third-party portfolio management.

Austin Rodriguez is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. Outside of finance, he has been employed by Texas Roadhouse since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using firm-approved tools and supports clients across multiple service areas, managing approximately $2.74 trillion in client assets.

Jonathan Edris is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. His prior roles include positions at Jones Financial Group, Kampstra Wealth Management, and OSM Worldwide. He also worked at Mount Saint Marys University and Out Door Country Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning services, and uses research and technology to support diversified investment strategies.

Kenneth Rapp is a financial advisor with Ameriprise in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise since 1995. Outside of his advisory role, he serves on the Board of Directors for Salt N' Light Youth Ministry and participates in local election operations as a Judge of Elections. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering written recommendation reports and combining research, modeling, and tax-efficiency analysis to support client planning.

Edward Thomas is a financial advisor with Osaic Wealth, Inc. in Hershey, PA. He holds a Series 66 designation and has six years of industry experience, including prior roles with Securities America Advisors and Robert Morris University. He is a part owner of a wealth management services DBA. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering a broad array of integrated brokerage, advisory, and financial planning services. The firm employs proprietary asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client risk profiles.

Josh Cesare is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at MetLife Securities Inc. and Voya Financial Partners. Outside of advising, he is a football official for the Pennsylvania Interscholastic Athletic Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform options tailored to client objectives.

Eric Murr is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior work includes roles at Members 1st Federal Credit Union, Citizens Securities, Inc., and M&T Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research and model portfolios.

Lee Henwood is a financial advisor at Morgan Stanley with 7 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Bank of America, Merrill, and William Lowden & Associates Limited. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and Corporate Financial Planning agreements.

Corey Basehore is a financial advisor at LPL Financial with 29 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co for 25 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Edmund Kloske Jr. is a financial advisor at Cetera with 32 years of industry experience, holding Series 63 and Series 65 credentials. He previously worked at Avantax in various capacities from 1993 to 2025. Outside of finance, he serves on the board of the Havanese Club of America and provides information technology consulting as a Certified Computer Professional. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary authorities.

Benjamin Ricker is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services, Inc. and Questar Asset Management. In addition to his advisory role, he is an insurance agent specializing in fixed insurance products including fixed annuities, disability, health, life, and long-term care insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage diversified portfolios on both discretionary and non-discretionary bases.

William Boehm is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2021. Prior to that, he was with MML Investors Services and Mass Mutual Life Insurance Company from 2013 to 2021. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering various portfolio management strategies and access to both proprietary and third-party investment options.

Thomas Renko is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Cambridge in various capacities since 2014. Outside of his advisory role, Renko is involved in youth sports coaching, serving as a soccer coach and girls director of coaching in Mechanicsburg, PA. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals using a range of portfolio management solutions and custody platforms.

Mark Bioty is a CFP® professional with 25 years of industry experience. He has been with Edward Jones since 2000, based in Camp Hill, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Estrella Rivera Martinez is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and having two years of industry experience. Prior to joining Cambridge in 2025, she worked with NYLIFE Securities LLC and New York Life Insurance Company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, using multiple custody platforms and a range of portfolio management approaches.

Diane Kridler is a financial advisor with LPL Financial in Mount Joy, PA, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at Ameriprise Financial Services, Raymond James Financial Services, and Fulton Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Thomas Kimmett is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with Edward Jones in Mechanicsburg, PA, having previously worked at Wells Fargo Clearing and returning to Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Grove is a financial advisor at Ameriprise with Series 66 credentials and two years of industry experience. He previously worked at SEI Investments and studied at Pennsylvania State University. 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 written Recommendation Reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

David Berkebile is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise since 2005. Outside of his advisory role, he serves on the Board of Directors for The Camp Hill Lion Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated recommendations overseen by a specialized team to support its clients’ retirement planning.

Jason Miller is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has 22 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Miller operates a DBA, Forest Hills Financial Advisors, approved by Prudential in Harrisburg, PA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services, utilizing an integrated platform that combines adviser programs with sales of financial products and access to model portfolios and third-party asset management.