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.

Gary Meanor Jr. is a financial advisor with Equitable Advisors in Mechanicsburg, PA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked with AXA Advisors, LLC. Outside of his advisory role, he operates an outside insurance brokerage. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Stephen Marrazzo is a financial advisor with Osaic Wealth, Inc. in Harrisburg, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Fortis Investors, Inc. since 1990 and at Professional Advisory Corporation since 1984. Outside of his advisory roles, Marrazzo owns a sole proprietorship focused on life insurance and long-term care insurance sales and service. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various tools and third-party solutions to construct and manage portfolios across a wide range of asset classes.

Licia Navazio is a CFP® with 26 years of industry experience and is currently affiliated with Ameriprise. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2000. Outside of her advisory role, she is the president and owner of Pro Active Management Solutions, Inc., a consulting business she has operated since 1989. Ameriprise is a large institutional firm that provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to produce written, non-discretionary recommendation reports tailored in partnership with clients’ financial advisors.

Eric Pettis is a financial advisor at Cambridge Investment Research Advisors with 42 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010, and previously at New England Life. Pettis serves on the board of directors for Harrisburg Academy. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, providing both proprietary and third-party model-based solutions tailored to client objectives.

Ryan Carlin is a financial advisor with LPL Financial and holds Series 65 and Series 66 designations. He has 15 years of industry experience with prior roles at firms including TIAA-CREF, Securian Financial Services, and Lincoln Investment Planning. Carlin is also involved with Freedom Financial Wealth Management, where he sells fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support.

Maynard Neff is a financial advisor with LPL Financial, holding the CFP® and Series 63 designations and bringing 42 years of industry experience. He has worked at LPL Financial since 2018 and has concurrently been associated with INVEST Financial Corp since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse clientele, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Kyle Smith is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at CampusDoor Inc., TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade, Inc. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools and delivers recommendations focused on investment categories and strategies.

Vincent Catalano is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors and Concourse Financial Group Securities. He is co-owner of KCA Wealth Management LLC and is involved in financial planning education and tax preparation services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple custody and platform arrangements with discretionary and non-discretionary investment options, incorporating proprietary and third-party model strategies.

Leah Wilhelm is a financial advisor with Ameriprise in Lancaster, PA, holding a Series 66 designation and two years of industry experience. She previously worked at Avantax Advisory Services, MRK Financial Solutions, and Northwest Bank. Outside of her advisory role, she serves as President of the Palmyra American Legion Auxiliary and Vice President of Operations for Fogleman’s Wounded Warrior Music Fest. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies through a centralized consulting team.

Gregory Kane is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, and currently operates a financial planning business under the Kaufmann Financial Group name. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services. The firm provides access to model portfolios, third-party asset management, and a range of financial products through an integrated platform.

Joshua Mccarty is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior experience includes roles at TD Ameritrade Investment Management, LLC and TD Waterhouse Investor Services Inc. Outside of his advisory work, he is a landlord for three investment properties. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering a multi-asset model portfolio approach supported by in-house research and alternative investment due diligence.