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 with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has worked with Raymond James Financial since 1999 and previously at Frampton Kimmel Group and Heritage Financial Services. She is president of evolve Financial Planning, Inc., a firm providing certified financial planning services. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a focus on tailored strategies supported by firm research and a broad affiliate network.

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.

Eric Zalek is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has prior experience at Members 1st Federal Credit Union, Amazon, Regions Financial, and OneMain Financial. He is also a commissioned notary in Pennsylvania. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Rachel Eboch is a financial advisor with LPL Financial in New Cumberland, PA. She holds a Series 66 designation and has five years of industry experience. Her prior work includes positions at Amazon Flex and AJ USA, as well as roles at Penn State University and Panera Bread. 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, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Megan Frye is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has previously worked with Cambridge Investment Research Advisors and Thrivent Financial. Outside of her advisory role, she officiates indoor field hockey matches as a sports official with the USA Field Hockey Umpires Association during the winter months. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive nationwide network of advisors and offices.

Lauren Dunn is a financial advisor at LPL Enterprise with one year of industry experience and holds a Series 66 designation. Prior to joining LPL Enterprise, she worked in healthcare roles at UPMC, Colonial Manor Nursing & Rehabilitation Center, Penn State Health Milton S. Hershey Medical Center, and Banner University Medical Center. She also maintains outside employment with UPMC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

Christopher Zeiders is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 28 years of industry experience. His career includes a long tenure at Ameriprise Financial Services from 1998 to 2016 and subsequent roles at Cetera Wealth Services and Cetera. Outside of advising, he co-owns and manages a handyman and house-flipping business, Blackbeeard Properties and Development, and is involved in managing a vacation rental through Sunken Treasure Properties LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account structures.

Michael Kempf is a financial advisor at Morgan Stanley with 18 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in real estate through ownership and management of rental properties. 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 analysis. The firm manages approximately $2.74 trillion in client assets and provides services including financial planning, investment advisory, and broad retail and institutional offerings.

Bradley Forman is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has been with various Morgan Stanley entities since 2009, including Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 employs a structured planning process utilizing firm-approved tools and market modeling techniques.

Denise Pautz is a financial advisor with Merrill in Camp Hill, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Merrill Lynch since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Kaia Sword is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in a range of client focus areas including education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and tax minimization. Kaia began her career at Merrill Lynch Wealth Management in 2018. She holds a Bachelor of Science degree in Psychology from Pennsylvania State University, earned in 2015. In 2021, she obtained her CERTIFIED FINANCIAL PLANNER™ certification. Additionally, she holds the Personal Investment Advisor (PIA) designation. Kaia also earned an Associate's Degree from Harrisburg Area Community College and completed her high school education at Central Dauphin High School. Outside of her professional work, Kaia is involved in community organizations such as the Capital Area Greenbelt Association and South Central PA Climbers. She has a range of personal interests including adventure sports, gymnastics, hiking, music, photography, rock climbing, running, skiing, traveling, and yoga.

Scott Thompson is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 44 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. 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 a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, research resources, and technology-driven strategies.

Jacinda Webber is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 designation and six years of industry experience. She has worked at LPL Financial since 2019 and has also been affiliated with Members 1st Federal Credit Union since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services with discretionary and non-discretionary management supported by research and model portfolios.

Barbara Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 51 years of industry experience. She previously worked at Invest Financial Corporation for 12 years before joining LPL Financial in 2018. 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 discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Michael Scott II is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Truist Bank and TIAA-CREF. Outside of finance, he was involved with Brewskees of Shiloh from 2022 to 2024. Cetera Investment Advisers LLC serves a broad client base including 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 diverse investment options and over 10,000 advisors nationwide.