Maya Madden is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, she held various roles in educational and entertainment organizations, including Bryn Mawr College, Bishop McDevitt High School, and Hershey Entertainment and Resorts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a combination of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

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 at Cetera with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise, Northwestern Mutual, Mass Mutual, and Eagle Strategies. Greene is based in Harrisburg, PA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Timothy Jones is a CFP® professional affiliated with LPL Financial, with 19 years of industry experience. He previously operated Jones Financial Group LLC and worked at Waddell & Reed, Inc. Outside of his advisory role, he is involved with A&T Holdings LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Brennan Miller is an advisor with LPL Enterprise, holding a Series 66 designation and beginning his career in 2025. Prior to joining LPL Enterprise, he was affiliated with the Pennsylvania Chiropractic Association and has work experience at Sheetz, Inc. Miller is also involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment implementation and offering access to third-party asset managers and insurance products through a broad network of investment adviser representatives.

Matthew Grozier is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. He has also worked in education and local business settings. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutions through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation with access to third-party asset managers and offers a range of financial planning and consulting services.

Jere Wise Jr. is a CFP®-designated financial advisor with 28 years of industry experience, currently practicing at LPL Financial since 2017. His prior experience includes roles at Cetera Investment Services, Northwest Advisors, Inc., and Northwest Bank, where he has been involved for over two decades. Outside of advisory activities, he is involved in selling fixed insurance products through Brokers Service Marketing Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to various portfolio management options, supported by extensive operational tools and a large network of advisors.

Elijah Tuckey is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Evolution Financial Group and multiple positions at Millersville University and Pennwood Products. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based financial plans addressing various topics without discretionary trading authority, and clients may combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Andrew Jones is a CFP® with 15 years of experience in the financial industry. He has worked at LPL Financial since 2021 and previously operated his own firms, including Jones Financial Group LLC and A & T Holdings LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a network of over 22,800 advisors.

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.

Eric Zalek is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Members 1st Federal Credit Union, Amazon, Regions Financial, OneMain Financial, and Edward Jones. He is also a commissioned notary public in Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors utilizing diverse strategies and technologies.

Rachel Eboch is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She has worked at LPL Financial since 2018 and has previous work experience with Amazon Flex, AJ USA, Penn State University, and Panera Bread. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Megan Frye is a financial advisor at Ameriprise Financial Services LLC with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones, Cambridge Investment Research Advisors, Inc., Thrivent Financial, New York Life Insurance, and the Solomon Organization. Outside of finance, she serves as an umpire for indoor field hockey matches through the USA Field Hockey Umpires Association during the winter months. Ameriprise Financial Services is a large, diversified 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.

Lauren Dunn is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, she held roles at UPMC and several healthcare centers. Dunn also maintains outside employment with UPMC. LPL Enterprise 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’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a focus on financial planning, consulting, and access to third-party asset managers.

Michael Handshew is a financial advisor with Raymond James Financial in Elizabethtown, PA, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at Fulton Bank and its affiliated financial advisory firms since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

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 in Camp Hill, PA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured processes.

Denise Pautz is a financial advisor with Merrill in Camp Hill, PA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. She has been with Merrill Lynch since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Paup Jr. is a CFP®-certified financial advisor with 18 years of industry experience, currently serving at Cetera. He has held roles at multiple entities including Avantax and Sigma Financial Corporation. Paup is also the owner of Carlisle Financial Group, which provides wealth management and tax services, and he serves as a liaison on the Carlisle Pension Advisory Board. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, and institutional clients across a range of discretionary and non-discretionary portfolio management and financial planning services. The firm supports a large network of over 10,000 advisors and manages assets exceeding $256 billion.