Cole Backenstose is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has previous roles at Member's First Federal Credit Union, Hershey Entertainment & Resorts, and several other organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Anastasios Trispagonas is a financial advisor with LPL Financial in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He previously worked at Nationwide Securities, LLC and Grove Financial & Associates, Inc. He is involved with a non-investment related entity, Trispagonas Insurance, LLC. 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 wide range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios.

Randall Kaufmann is a financial advisor at LPL Enterprise with 29 years of industry experience. He previously worked at Pruco Securities, LLC for 28 years and has been associated with Prudential Insurance Company of America for over three decades. Kaufmann serves as a board member for the Eastern Museum of Motor Racing, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance products, relying on both internal and third-party portfolio management.

Austin Rodriguez is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. Outside of finance, he has been employed by Texas Roadhouse since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using firm-approved tools and supports clients across multiple service areas, managing approximately $2.74 trillion in client assets.

Jonathan Edris is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. His prior roles include positions at Jones Financial Group, Kampstra Wealth Management, and OSM Worldwide. He also worked at Mount Saint Marys University and Out Door Country Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning services, and uses research and technology to support diversified investment strategies.

Jeffrey Hopp is a financial advisor with Ameriprise in Harrisburg, PA, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized retirement-income consulting team.

Kenneth Rapp is a financial advisor with Ameriprise in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise since 1995. Outside of his advisory role, he serves on the Board of Directors for Salt N' Light Youth Ministry and participates in local election operations as a Judge of Elections. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering written recommendation reports and combining research, modeling, and tax-efficiency analysis to support client planning.

Josh Cesare is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at MetLife Securities Inc. and Voya Financial Partners. Outside of advising, he is a football official for the Pennsylvania Interscholastic Athletic Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform options tailored to client objectives.

Eric Murr is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior work includes roles at Members 1st Federal Credit Union, Citizens Securities, Inc., and M&T Securities. 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, with both discretionary and non-discretionary management options supported by research and model portfolios.

Lee Henwood is a financial advisor at Morgan Stanley with 7 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Bank of America, Merrill, and William Lowden & Associates Limited. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and Corporate Financial Planning agreements.

Corey Basehore is a financial advisor at LPL Financial with 29 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co for 25 years. 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 various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Edmund Kloske Jr. is a financial advisor at Cetera with 32 years of industry experience, holding Series 63 and Series 65 credentials. He previously worked at Avantax in various capacities from 1993 to 2025. Outside of finance, he serves on the board of the Havanese Club of America and provides information technology consulting as a Certified Computer Professional. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary authorities.

William Boehm is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2021. Prior to that, he was with MML Investors Services and Mass Mutual Life Insurance Company from 2013 to 2021. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering various portfolio management strategies and access to both proprietary and third-party investment options.

Darwin Smith Jr. is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His career includes two separate tenures at Edward Jones, from 2015 to 2020 and since 2024, with a four-year period at Citizens Securities, Inc. in between. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial products through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Christopher Pajak is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. He has been with MML Investors Services since 2017 and affiliated with UFinancial Group/MassMutual since 2010. Outside of his advisory role, he is an investor and member of The Conodoguinet Club LLC, a golf simulator location. Mass Mutual Investors Services, LLC 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 offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Thomas Renko is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Cambridge in various capacities since 2014. Outside of his advisory role, Renko is involved in youth sports coaching, serving as a soccer coach and girls director of coaching in Mechanicsburg, PA. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals using a range of portfolio management solutions and custody platforms.

Mark Bioty is a CFP® professional with 25 years of industry experience. He has been with Edward Jones since 2000, based in Camp Hill, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Estrella Rivera Martinez is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and having two years of industry experience. Prior to joining Cambridge in 2025, she worked with NYLIFE Securities LLC and New York Life Insurance Company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, using multiple custody platforms and a range of portfolio management approaches.

Thomas Kimmett is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with Edward Jones in Mechanicsburg, PA, having previously worked at Wells Fargo Clearing and returning to Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Grove is a financial advisor at Ameriprise with Series 66 credentials and two years of industry experience. He previously worked at SEI Investments and studied at Pennsylvania State University. Ameriprise Financial Services is a large, diversified advisory 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.