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 at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Ameriprise Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

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 Series 66-licensed financial advisor with 15 years of industry experience. He is currently with OSAIC, having joined the firm in 2024. Prior to that, he worked at Securities America Advisors and Prospera Financial Services. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services such as financial planning, retirement plan consulting, and access to third-party money managers through multiple advisory platforms.

Donald Wadsworth II is a ChFC® with 27 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Co, both since 1999. He is based in Mechanicsburg, PA. Outside of his advisory work, he is involved as a member with The Conodoguinet Club, LLC, a golf simulator location. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

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.

Daniel Mckeever Jr. is a financial advisor with Mass Mutual Investors Services and holds Series 63 and 65 licenses. He has 11 years of industry experience, having worked at MML Investors Services and Mass Mutual since 2014. Outside of his advisory role, he manages rental property as a landlord. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, utilizing firm-approved software to deliver comprehensive, event-driven planning services.

Robert Semerad is a financial advisor with LPL Enterprise, holding Series 63 and 65 licenses and nine years of industry experience. His prior roles include positions at PFS Investments Inc. and MassMutual Life Insurance Company. In addition to his advisory work, he is also licensed as an insurance broker focusing on life insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by research, model portfolios, and third-party asset managers through an integrated platform that also actively sells insurance and other financial products.

Deborah Pajak is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 66 licenses and over 26 years of industry experience. She has been with MML Investors Services and Mass Mutual Life Insurance Company since 1999. Her other business activities include servicing fixed and indexed annuities for existing clients and working as an insurance agent specializing in life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning processes.

Eric Huck is a CFP® with 40 years of industry experience, currently serving as a financial advisor with Cetera since 2023. He previously worked at Cetera Wealth Services, LLC and Bar Financial LLC, where he held roles in management and sales. Outside of his advisory work, Huck is active in Lyme disease support organizations, serving as president of the Harrisburg Area Lyme Disease Support Group and co-founder and treasurer of the PA Lyme Resource Network. Cetera Investment Advisers LLC is an SEC-registered firm that offers investment advisory services through a large network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, providing portfolio management, financial planning, and access to a range of program platforms and third-party managers.

Joseph Henriques is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial since 2026. He previously spent 15 years at Cambridge Investment Research Advisors. Outside of his advisory role, he works as an independent insurance agent focusing on health and life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives, offering a broad range of advisory programs, financial planning, and brokerage services.

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 in Harrisburg, PA, holding Series 63 and Series 65 designations and 27 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc. and various insurance carriers, as well as involvement with Letip International Capital City Chapter. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and diversified investment strategies.

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.

Kenneth Logan is a CFP®-credentialed financial advisor with 15 years of industry experience, currently practicing at LPL Financial since 2021. He has held positions at firms including Waddell & Reed and Jones Financial Group and has served on the Financial Planning Association of Central Pennsylvania since 2020. Logan has also been involved in community activities such as the West Shore Chamber of Commerce Golf Committee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from various sources, and provides both discretionary and non-discretionary management options.

Jared Conrad is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include work with Psecu and CUSO Financial Services, alongside ongoing service with the Virginia Army National Guard since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.

Colin Knepper is an advisor with LPL Enterprise holding Series 65 and Series 63 licenses. He has worked at LPL Enterprise since 2026 and has experience in various roles including at Saint Boniface Craft Brewing and Camp Conquest. Knepper’s background includes positions in education, logistics, and conservation. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management programs through an integrated platform.

Sharon Steiner is a Wealth Management Advisor at Merrill Lynch Wealth Management, a position she has held since 1987. She specializes in assisting individuals and multigenerational families with their financial matters, including retirement income strategies, investment management, legacy planning, college education planning, tax minimization, and philanthropic planning. Sharon has developed expertise in navigating diverse market conditions and economic environments over more than three decades in the industry. She earned a Bachelor's degree from Franklin & Marshall College and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Sharon's approach involves understanding each client's unique story to integrate the various components of their financial lives. She serves the needs of multigenerational families, helping them balance present requirements with future goals. Outside of her professional work, Sharon spends time with her family and enjoys gardening, reading, traveling, and singing. She is involved in her community as a cantor at Our Lady of Lourdes Church in Enola, Pennsylvania, and has been a member of Executive Women International. Sharon has lived in Camp Hill since 1985 and is originally from Pennington, New Jersey.

Adam Schopp is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has six years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has experience in the hospitality industry, having worked at White Rose Bar and Grill and Olive Garden. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to a range of advisory and brokerage products through an integrated platform.