Kaia Sword is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in a range of client focus areas including education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and tax minimization. Kaia began her career at Merrill Lynch Wealth Management in 2018. She holds a Bachelor of Science degree in Psychology from Pennsylvania State University, earned in 2015. In 2021, she obtained her CERTIFIED FINANCIAL PLANNER™ certification. Additionally, she holds the Personal Investment Advisor (PIA) designation. Kaia also earned an Associate's Degree from Harrisburg Area Community College and completed her high school education at Central Dauphin High School. Outside of her professional work, Kaia is involved in community organizations such as the Capital Area Greenbelt Association and South Central PA Climbers. She has a range of personal interests including adventure sports, gymnastics, hiking, music, photography, rock climbing, running, skiing, traveling, and yoga.

Lathanael Olsen is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent Financial and Liberty University in prior roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations covering a wide range of financial planning topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its Dedicated Planning Service.

Jacinda Webber is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She has worked at LPL Financial since 2019 and has been affiliated with Members 1st Federal Credit Union since 2010. 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 provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by various operational tools and a broad platform of non-advisory financial activities.

Barbara Anderson is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. She previously worked at Invest Financial Corporation for 12 years before joining LPL Financial in 2018. 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 wide range of financial planning and investment services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts, supported by advanced operational and research tools.

Michael Scott II is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA-CREF and Truist Bank. Outside of his advisory career, he was involved with Brewskees of Shiloh from 2022 to 2024. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, managing over $256 billion in assets.

Jarod Howe is a Financial Advisor with Merrill Lynch Wealth Management, serving as a member of The Wertz-Eberts Group. The team collectively brings over 90 years of professional experience and focuses on personalized and practical strategies to help clients navigate their financial goals. Jarod works to connect all aspects of clients' financial lives to prioritize and pursue the goals that matter most to them. His areas of expertise include legacy planning, personal retirement planning, tax minimization, and retirement income. Jarod holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and Personal Investment Advisor (PIA) designation. He earned a Master's Degree from the University of Georgia and a Bachelor's Degree from Cabrini University. Outside of his professional work, Jarod has been involved with the Cabrini Men's Lacrosse Team and the Cumberland Valley Youth Lacrosse Club. His personal interests include football, golfing, hunting, music, skiing, and traveling.

Rocco Cangialosi is a financial advisor with Edward Jones in Harrisburg, PA. He holds a Series 66 designation and has 14 years of industry experience, all with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Parry II is a financial advisor with LPL Financial in Mechanicsburg, PA, holding CFP® and ChFC® designations and over 24 years of industry experience. He has worked at M&T Bank since 2002 and joined LPL Financial in 2021. Outside of his advisory work, he is an owner of Praetorian Investments LLC, a real estate rental 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 range of advisory services including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Jeffrey Stover is a financial advisor at Edward Jones with 24 years of industry experience, all of which have been with the firm since 2002. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he serves as a finance committee member for the Mohler Senior Center in Hershey, 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 and operates under a fiduciary standard, with a large national network of advisors and offices.

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.

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 with LPL Financial in Enola, PA, holding Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining LPL Financial in 2025, he worked at The Vanguard Group for two years and has held various roles including at HR Block and Mental Health America Lancaster. 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 institutions. The firm offers a wide range of financial planning and asset management solutions, combining model portfolios, third-party management, and customized strategies.

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.

Jamin Lauer is a financial advisor at Edward Jones in York, PA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Edward Jones throughout his career since 2002. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.