Jeffrey Anderton is a financial advisor with Charles Schwab in Camp Hill, PA, holding a Series 63 designation and 29 years of industry experience. He has been with Charles Schwab since 1999 and has worked at Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized supervisory and custody arrangements.

Paul Smith is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 28 years before joining Ameriprise in 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning and ongoing advice based on proprietary research and algorithmic tools.

Edward Mckee is a financial advisor with Wells Fargo Clearing in Lemoyne, PA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing. Outside of his advisory work, Mckee serves as treasurer and finance committee member for the Greater Susquehanna Valley YMCA and treasurer for the Lewisburg Little League. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Hanshaw is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as an executor and trustee for family estates and trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Bradley Epps is a financial advisor with Ameriprise in Elizabethtown, PA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is the managing partner and CEO of LWAG LLC, a financial planning firm. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary research and third-party data to provide tailored, tax-aware withdrawal strategies.

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 in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. His prior roles include positions at Metlife Securities and Massachusetts Mutual Life Insurance Company, as well as work with Ocean Thermal Energy Corporation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary and third-party models across multiple platform arrangements.

Matthew J. Frye, CFP®, CPFA®, serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2009, he has specialized in providing tailored financial, estate, and wealth planning solutions for high-net-worth clients. Matthew offers expertise in areas such as divorce transition planning, family wealth management strategies, institutional investment consulting, legacy planning, and retirement income solutions. Matthew earned his Bachelor's degree in Public Administration from Shippensburg University in 2005. He previously worked at Sherwin-Williams from 2005 to 2009, during which time he was recognized as Manager of the Year in 2008. In 2014, he attained the CERTIFIED FINANCIAL PLANNER® designation, further cementing his qualifications. His team's performance has been recognized with inclusion in Forbes Best-in-State Wealth Management Teams list in multiple years. Originally from Central Pennsylvania, Matthew is active in his community, volunteering with organizations such as the Central PA Food Bank, Habitat for Humanity, the Salvation Army, and the Humane Society of Central PA. Outside of his professional life, he enjoys family activities and outdoor sports including biking, hiking, camping, and running.

Hayden Bankes is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors and Belco Community Credit Union. Bankes also operates as an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, leveraging both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Tara Mchugh Hollister is a financial advisor with Osaic Wealth, Inc. based in Harrisburg, PA. She holds the Series 63 and Series 65 licenses and has 20 years of industry experience, including 19 years with CUSO Financial Services, LP. She is also an insurance agent offering various health and life insurance products and is the owner of Capital Wealth Management Group, LLC, which she plans to operate beginning in 2026. Osaic Wealth serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment solutions supported by asset-allocation tools, automated rebalancing, and access to third-party money managers.

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 ChFC® and holds the Series 66 designation, with 23 years of experience in the financial services industry. She currently serves at LPL Financial and previously worked at MML Investors Services, MassMutual Life Insurance Company, and Waddell & Reed. Her activities include involvement with Polaris Advisors LLC, a DBA related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a large network of advisors and extensive operational tools.

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 licenses and possessing 18 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a prior role at Citigroup Global Markets Inc. Fabian serves as a board member for the Dauphin County Land Bank Authority. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

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.

Lauren Fuller is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2021. Outside of her advisory role, Fuller is involved with doTerra Essential Oils. 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 both proprietary and third-party strategies, supported by advanced operational and research tools.

Michael Fedash is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 designation and 13 years of industry experience. He has worked with INVEST Financial Corporation and Members 1st Investment Services, where he remains active. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Emily Biden is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its affiliated firms since 2007. 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.

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 at LPL Financial with two years of industry experience. He holds a Series 66 designation and previously worked for Smigel, Anderson & Sacks, LLP for ten years. Outside of his advisory role, he is associated with Morris Four Corporation, a business entity used for tax and investment purposes. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory solutions supported by extensive operational and research tools.