Michael Laporte is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2014. Outside of his role at Wells Fargo, he has a 30% ownership interest in La Porte Asset Management, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, serving clients who meet net-worth thresholds with various specialized advisory options.

Jordan Lawson is a financial advisor with Ameriprise in Mechanicsburg, PA, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Crowley Maritime, Leon's Transportation, and Frederick County Public Schools. Outside of his advisory work, he is involved with Stephenson Foundational Management, LLC, and also works part-time in warehouse management and clerical support for a local logistics company. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions typical of a large institutional provider.

Edward Trainor is a CFP® professional with 17 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Co in Mechanicsburg, PA. He has been with these firms since 2008. Outside of his advisory role, Trainor is involved as an investor in a golf simulator business through The Conodoguinet Club, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using proprietary software and offers a range of educational seminars and specialized planning services.

Donald Montgomery is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MML Investors Services and Mass Mutual Life Insurance Company since 2010. 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 offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Corey Hinds is a CFP®-designated financial advisor with 14 years of industry experience currently affiliated with Raymond James Financial in Harrisburg, PA. He has also worked with Fulton Bank since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm employs tailored, non-discretionary planning approaches that utilize risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Connor Flynn is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial and Polaris Advisors, as well as experience outside the financial sector at Fedex Freight and Pennsylvania State University. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tricia Mankoski is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2016. 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 offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment approach.

Scott Moyer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he is an independent insurance agent with Moyer Financial Services LLC. Cambridge Investment Research Advisors serves a diverse clientele including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary model strategies and third-party managers with both discretionary and non-discretionary approaches.

Trevor Leo is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds the Series 66 designation and has worked with MML Investors Services, LLC and MassMutual Life Insurance Co since 2018. Prior to this, he was employed at Mid Penn Bank for one year. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Matthew Eberly is a financial advisor at MassMutual Investors Services with 21 years of industry experience. He holds the ChFC® designation and is registered with Series 63 and Series 65 licenses. His career includes roles at Wienken Advisors Ltd since 2013 and a longstanding association with MassMutual and its subsidiary MML Investors Services since 2004. Outside of his advisory work, he serves as president of the South Mountain Cyclones youth softball club. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and educational seminars.

James Thomas is a financial advisor with MassMutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 65 designations and over 21 years of industry experience. He has worked at MassMutual Life Insurance Company and MassMutual Investors Services since 2004 and was previously with Wienken Advisors, Ltd. from 2015 to 2023. In addition to his advisory role, he co-leads and instructs financial literacy seminars at Appalachian Financial Literacy Group, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides tailored financial planning through collaborative annual engagements, utilizing firm-approved software tools to analyze client goals and deliver written recommendations.

Navjit Singh is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has prior experience in tax preparation and inventory management. Outside of advising, he works as an Inventory Manager at John Wayne Truck Wash & Chrome Shop and prepares tax returns through KLS CPA LLC. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions and employs a centralized retirement-income consulting team that delivers non-discretionary, research-driven recommendations.

Timothy Mairs is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He previously worked at Delaware Capital Management Advisers, Inc. from 2013 to 2015 before joining Wells Fargo Clearing in 2016. He is based in Lemoyne, Pennsylvania. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Chrystal Woollett is a Financial Advisor at Merrill Lynch Wealth Management, where she specializes in guiding clients through significant life transitions such as divorce, career changes, retirement, and the loss of a loved one. Her approach focuses on providing compassionate and personalized financial strategies tailored to each individual's unique circumstances. She aims to help clients feel confident and in control of their financial futures. With experience beginning in 2006, Chrystal offers expertise in creating tailored financial strategies for high-achieving professionals, taking into account their careers, lifestyles, and long-term goals. Her collaborative and data-driven style supports clients through promotions, pivots, and personal milestones. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Chrystal earned her Bachelor's Degree from Millersville University of Pennsylvania. Outside of her professional work, Chrystal is involved with the Junior League of Harrisburg. She also enjoys biking, hiking, and spending time with her family.

Shea Fisler is an advisor with LPL Financial holding a Series 66 designation and has been in the industry since 2025. Prior to joining LPL Financial, Shea worked at Investor First Wealth Management and has experience in educational roles at Messiah University, Covenant College, and Northern York County School District. 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 asset management services through a large network of advisors and utilizes various advisory strategies supported by advanced operational and research tools.

Frank Valvano is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 designation and nine years of industry experience. His background includes six years at Edward Jones and eleven years as a self-employed advisor prior to joining LPL Financial. 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, participant-level retirement advice, and institutional platforms, with advisory services delivered primarily through a large network of investment adviser representatives.

Jason Rubin is a financial advisor at Morgan Stanley with 9 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2017. Prior to that, he worked at Boston Scientific from 2012 to 2017. Outside of his advisory role, Rubin is the sole proprietor of RTR Homes, LLC, a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its financial planning process.

Mandeep Singh is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds a Series 66 designation and has worked previously at Janney Montgomery Scott LLC, Bank of America, Merrill, and PNC Financial Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools to deliver written recommendations tailored to client goals.

Nathan Mc Leod is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, Liberty University, FedEx Express, UPS, and Pensacola Christian College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hunter Neiss is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Bankers Life and has a varied background that includes roles in the food service industry and time spent traveling. 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 typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services including financial planning, access to third-party asset managers, and participation in a wrap program.