Robert Halbert is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise. Prior to joining Ameriprise, he worked at Edward Jones for 13 years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, 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 to deliver tailored retirement planning solutions, primarily for clients maintaining assets in Ameriprise-managed accounts.

Donald Healey is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, bringing 43 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and previously worked for Signator Investors, Inc. for 23 years. Outside of advising, Healey serves as a board member for the Bridgeport Condominium Association and the Diocese of Harrisburg Finance Council. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing various platform arrangements and both proprietary and unaffiliated investment models.

Marshall Ney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment choices, including insurance-related vehicles and bank deposit sweep options.

John Myers is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and one year of industry experience. Prior to joining LPL Financial, he held positions at Cambridge Investment Research Advisors, NYLIFE Securities LLC, and New York Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and asset management solutions with access to various advisory platforms and research tools.

Cole Backenstose is a financial advisor with LPL Financial based in Enola, PA, holding a Series 66 designation and two years of industry experience. His prior work experience includes roles at Member's First Federal Credit Union, Hershey Entertainment & Resorts, and Shippensburg University. 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, and institutional platforms, supported by a large network of advisors and a broad range of financial services.

Anastasios Trispagonas is a financial advisor with LPL Financial based in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has previously worked at Nationwide Securities, LLC and Grove Financial & Associates, Inc. Outside of his advisory role, he is involved with several business entities including Trispagonas Insurance, LLC and Liberty Grove Insurance Services LLC. 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 model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

Randall Kaufmann is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for 28 years. He serves as a board member of the Eastern Museum of Motor Racing, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers and wrap programs.

Austin Rodriguez is a financial advisor with Morgan Stanley in Camp Hill, PA, holding a Series 66 license and four years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2022 and has prior work experience outside the financial sector at Texas Roadhouse and BrandRep. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize structured discovery and modeling without individual security recommendations as part of standalone plans.

Jonathan Edris is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. He previously worked at Jones Financial Group, Kampstra Wealth Management, and OSM Worldwide. Outside of advisory roles, he is involved with Jones Financial Group as a DBA entity supporting LPL's business operations. 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 solutions, including access to third-party asset managers and institutional platforms, supported by advanced technology tools for operational and research purposes.

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.

Edward Thomas is a financial advisor with Osaic Wealth, Inc. in Hershey, PA. He holds a Series 66 designation and has six years of industry experience, including prior roles with Securities America Advisors and Robert Morris University. He is a part owner of a wealth management services DBA. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering a broad array of integrated brokerage, advisory, and financial planning services. The firm employs proprietary asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client risk profiles.

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 registrations and 14 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and M&T Securities. He is also involved with Members 1st Federal Credit Union through its investment services and wealth management 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

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 with LPL Financial in Camp Hill, PA. He holds the CFP® and ChFC® designations and has 30 years of industry experience, including 25 years at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Benjamin Ricker is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services, Inc. and Questar Asset Management. In addition to his advisory role, he is an insurance agent specializing in fixed insurance products including fixed annuities, disability, health, life, and long-term care insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage diversified portfolios on both discretionary and non-discretionary bases.

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.

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 26 years of experience in the financial services industry, all spent at Edward Jones since 2000. He holds the Series 63 license and is based in Camp Hill, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.