David Saurman is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients from the Camp Hill, Pennsylvania office since 2005. He brings extensive experience in financial and insurance services and is licensed with Series 6, 7, 31, 63, and 65 FINRA registrations, as well as life, accident, and health insurance licenses. David holds the Chartered Retirement Planning Counselor (CRPC™) designation and is a Senior Portfolio Advisor qualified to build and manage custom investment strategies, including discretionary management through the firm's Investment Advisory Program. He works closely with high net worth clients and businesses, focusing on retirement, estate, insurance planning, and a range of wealth management strategies such as socially responsible investing and legacy planning. David earned a Bachelor’s degree in Finance and Economics with a concentration in Financial Investments and Planning from Indiana University of Pennsylvania. He is part of the CS Group and CS & Associates teams, which specialize in addressing diverse wealth management needs for high net worth individuals. His professional credentials also include the Personal Investment Advisor designation. David is actively involved in his community, coaching youth sports through Dillsburg Youth Baseball and Upward Sports. He previously served on the Downtown Daily Bread Advisory Board. Outside of his professional and community roles, David enjoys spending time with his family, boating, fishing, golfing, traveling, and participating in outdoor activities. He resides in Dillsburg, Pennsylvania with his wife, four children, and pets.

Christopher Lenz is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Wienken Advisors, Ltd. since 2008 and has been associated with MML Investors Services and Mass Mutual Life Insurance Company since 2004. Outside of his advisory role, Lenz is involved in marketing and presenting investment seminars through Wienken Advisors, Ltd. Mass Mutual Investors Services is an institutional firm with a large network of advisors, providing financial services and investment solutions.

Shane Miller is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has been involved with Maloney's Beer Distributor since 2021. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and a variety of insurance and trust services through affiliated entities.

Zachary Lebo is a Series 66-licensed financial advisor with Thrivent Investment Management in Camp Hill, PA, where he has worked since 2021. He has four years of industry experience and additionally has experience working with Rich Valley Golf in a physical maintenance role. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority.

Sotirios Kolokithas is a financial advisor with Ameriprise in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Robert Angeli is a financial advisor with LPL Enterprise, holding the Series 63 and Series 65 designations and bringing 43 years of industry experience. He worked at Pruco Securities Corporation for 46 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment implementation is typically model-driven, using portfolios developed by LPL’s Research Department, third-party strategists, or TAMP sponsors, and it offers access to third-party asset managers, financial planning, and a wrap program known as Model Wealth Portfolios.

Jordan Krick is a financial advisor with Edward Jones in Hershey, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he served ten years in the United States Navy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tammie Standford is a financial advisor with RBC Capital Markets in Lemoyne, PA, holding Series 63 and Series 66 licenses with seven years of industry experience. She previously worked at Ameriprise for two years and has a background in business ownership through Bedford Creek Marina & Campground, LLC. Standford is also a co-owner of Bedford Creek Properties, LLC, which is involved in equipment and boat rentals. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Johnston Kelso is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining LPL Financial, he worked at The Vanguard Group, Inc. and HR Block. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brandon Stine is a financial professional with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL, he held roles in data annotation and talent management, as well as various positions in education and landscaping. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Carly Main is a financial advisor at Edward Jones in Camp Hill, PA, holding a Series 66 designation with three years of industry experience. Prior to her current role, she worked at Method 3 and has experience in customer service roles at Leeds Restaurant and Lounge and Enterprise Rent-A-Car. Outside of advising, she serves as a server at Leeds LTD Restaurant and Lounge. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and advisory services, operating under a fiduciary standard.

Donald Healey is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, bringing 43 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and previously worked for Signator Investors, Inc. for 23 years. Outside of advising, Healey serves as a board member for the Bridgeport Condominium Association and the Diocese of Harrisburg Finance Council. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing various platform arrangements and both proprietary and unaffiliated investment models.

Marshall Ney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment choices, including insurance-related vehicles and bank deposit sweep options.

Andrew Hess is a CFP® with 15 years of experience in financial services, currently affiliated with LPL Enterprise since 2024. His prior roles include positions at The Prudential Insurance Company of America and Ameriprise Financial Services. Hess operates Forest Hills Financial Advisors, a DBA that provides sales and service of insurance and investments. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm uses a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance products through affiliated entities.

John Myers is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and one year of industry experience. His prior firms include Cambridge Investment Research Advisors and New York Life Insurance Company. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Cole Backenstose is a financial advisor with LPL Financial based in Enola, PA, holding a Series 66 designation and two years of industry experience. His prior work experience includes roles at Member's First Federal Credit Union, Hershey Entertainment & Resorts, and Shippensburg University. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a broad range of financial services.

Anastasios Trispagonas is a financial advisor with LPL Financial based in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has previously worked at Nationwide Securities, LLC and Grove Financial & Associates, Inc. Outside of his advisory role, he is involved with several business entities including Trispagonas Insurance, LLC and Liberty Grove Insurance Services LLC. 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 range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

Randall Kaufmann is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for 28 years. He serves as a board member of the Eastern Museum of Motor Racing, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers and wrap programs.

Austin Rodriguez is a financial advisor with Morgan Stanley in Camp Hill, PA, holding a Series 66 license and four years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2022 and has prior work experience outside the financial sector at Texas Roadhouse and BrandRep. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize structured discovery and modeling without individual security recommendations as part of standalone plans.

Jonathan Edris is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. He previously worked at Jones Financial Group, Kampstra Wealth Management, and OSM Worldwide. Outside of advisory roles, he is involved with Jones Financial Group as a DBA entity supporting LPL's business operations. 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 range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by advanced technology tools for operational and research purposes.