Eric De Walt is a financial advisor with Edward Jones in Camp Hill, PA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Cetera Investment Advisers, First National Bank of PA, and CCO Investment Services Corp. He has been with Edward Jones since 2018. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charles Schreader Jr. is a CFP®-certified financial advisor with over 31 years of industry experience, currently affiliated with LPL Financial since 2017. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A.G. Edwards & Sons, Inc. He also operates Schreader Wealth Management in Camp Hill, PA. 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 and brokerage services, utilizing various investment strategies and technology tools, with a notable scale that includes oversight of more than $819 billion in discretionary assets and over 22,800 advisors.

Nathaniel Miller is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

W Mclean is a financial advisor with Wells Fargo Clearing based in Lemoyne, PA. He holds Series 63 and Series 65 designations and has 43 years of industry experience. Prior to joining Wells Fargo Clearing in 2026, he worked for Morgan Stanley Private Bank, N.A. for 11 years. 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 supported by research from the Wells Fargo Investment Institute.

Randolph Trostle is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 17 years of industry experience. He has worked with DDMP Investment Advisors, LLC since 2014 and served Elizabethtown College from 2007 to 2017. Outside of his advisory work, he is an associate at DDMP Investment Advisors, where he advises clients as needed. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized offerings in municipal finance and SIMPLE IRA consulting.

Jonathan Levin is a CFP® professional with 17 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2010 to 2016 and has been involved with K2 Mortgage since 2003. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

David Bedard is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Ameriprise Financial Services. 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 portfolio programs, and institutional platforms, utilizing both proprietary and third‑party investment strategies.

Mary Tarczynski is a financial advisor with Cambridge Investment Research Advisors in Camp Hill, PA. She holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to her current role, she worked at Edward Jones for four years and has held positions at Purshe Kaplan Sterling Investments and Grandview Asset Management. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing both proprietary and third-party model strategies tailored to client objectives.

John Reeve 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, UBS Financial Services, Inc., and several other firms. John has a background that includes roles at Drexel University and Essent Guaranty. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Frederic Cassivi is a financial advisor at Osaic with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors, Prospera Financial Services, and Wells Fargo Clearing. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing a variety of asset-allocation tools and investment options.

Jack Kendall Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wachovia Bank, N.A. and Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Its advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Semerad is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and nine years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, PFS Investments, and Primerica Financial Services. Outside of his advisory work, he is also active as an insurance broker specializing in life insurance products. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

David Blackwell is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and previously worked at Donegal Insurance Group for 13 years. Outside of his advisory role, he is an associate financial advisor with LLWAG, LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm provides a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that delivers non-discretionary, research-driven recommendations.

Bradley Gibbs is a financial advisor with Ameriprise in Manheim, PA, holding a Series 66 credential and six years of industry experience. Prior to joining Ameriprise, he worked at CleanSpec Mid-Atlantic and Moser Roofing Solutions. Outside of his advisory role, he owns Pro Fan League LLC, through which he authors, speaks, consults on careers, and sells a proprietary board game he created. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Joseph Henriques is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial. Before joining LPL in 2026, he spent 15 years at Cambridge Investment Research Advisors, INC. In addition to his advisory work, he is an independent insurance agent focusing on health and life insurance. 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 broad range of financial services including financial planning, model portfolio programs, and access to third-party asset managers.

Adam Uplinger is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Sportsman's Warehouse, among other roles. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Emily Dailey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her career includes prior roles at Waddell & Reed, Inc. and various insurance carriers, as well as involvement with Letip International Capital City Chapter. 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 portfolio programs, third-party asset management, and institutional platforms.

Shannon Klinger is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Shannon held positions at Boot Barn, Hershey Entertainment & Resorts, and Manheim Auto Auctions. Outside of advising, Shannon is involved in social media posting and engagement for Meta Platforms Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Jared Conrad is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior work includes roles at PSECU and CUSO Financial Services, along with ongoing service in the Virginia Army National Guard since 2000. 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 portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Colin Knepper is an advisor with LPL Enterprise holding Series 63 and Series 65 licenses. He has been with LPL Enterprise since 2026. Outside of his advisory role, he is involved with Saint Boniface Craft Brewing and has experience working with Camp Conquest. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to asset managers, and additional financial services.