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.

Charles Little is a CFP® with 27 years of industry experience. He is currently with Wells Fargo Advisors and previously spent 21 years at PNC Investments. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm’s approach includes specialized planning in areas such as business-owner transition and sports & entertainment planning, combining proprietary research and planning tools to develop tailored recommendations.

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.

Andrea Chronister is a financial advisor with Primerica Advisors in Camp Hill, PA, holding Series 63 and Series 65 designations and 12 years of industry experience. Her prior work includes roles at Lobar Inc, Moore Graphics Inc., and Mount Calvary Episcopal. She has been associated with PFS Investments Inc. since 2014 and with Primerica Financial Services since 2012. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven recommendations managed by unaffiliated asset managers.

Matthew Fitzgerald is a financial advisor with MassMutual Investors Services in Mechanicsburg, PA, holding Series 65 and Series 66 licenses and having seven years of industry experience. He has previously worked with Appalachian Financial Literacy Group, LLC as an instructor leading financial literacy seminars, and has also been involved with Edge Performance Hockey for over a decade. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including educational seminars and focuses on collaborative, goal-based financial planning.

David Martin is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. He has worked at Cetera and Cetera Wealth Services, LLC since 2013 and has also been an insurance agent at Strock Insurance LLC since 2007, where he sells property, casualty, and life insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and operates as a multi-manager platform with access to various investment strategies and program structures.

Michael Brittain is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked with Cetera since 2023 and has been involved with Cumberland Collier Group, LLC and Cetera Wealth Services, LLC since 2016. Outside of his advisory role, Brittain serves as a trustee on the finance committee of Pine Street Presbyterian Church. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing advisors flexibility in implementing model portfolios, third-party managers, or customized strategies.

Grant Kuffa is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been with MassMutual Life Insurance Co and Mass Mutual Investors Services since 2025. Outside of his advisory work, he serves as an economics tutor at Susquehanna University, assisting underclassmen with their studies. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved software and collaborative planning to deliver written recommendations, offering a range of specialized planning programs including estate and employer-sponsored planning.

Zachary Hogentogler is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 14 years of industry experience. He has worked at MML Investors Services and MassMutual since 2021 and previously spent nine years with CUSO Financial Services. He is involved with the Appalachian Financial Literacy Group, which focuses on financial education. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, money-manager programs, and educational seminars, emphasizing collaborative, annual financial planning engagements.

Abigail White is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and two years of industry experience. She has been with MassMutual Life Insurance Co since 2023 and Mass Mutual Investors Services since 2011. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes using firm-approved tools for goal analysis and providing written recommendations without discretionary authority.

Benjamin Glatfelter is a financial advisor at Ameriprise Financial Services with four years of industry experience. He holds a Series 66 designation and has a legal background from his nearly two decades at Kennedy, PC Law Offices. He also owns the Glatfelter Law Firm, PLLC, where he practices estate law. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides customized retirement income planning and tax-aware withdrawal strategies.

Melissa Yerger is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with MassMutual Life Insurance Co and MML Investors Services, LLC since 2017, with prior experience at Phoenix Contact and a period as a substitute teacher. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering structured, collaborative planning engagements and a range of specialized event-driven services.

Byron Dunlap is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been affiliated with Wienken Advisors, Ltd. since 2015 and with Mass Mutual Life Insurance Company since 2008. Outside of his advisory role, he is involved in outside insurance sales focused on annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software to provide collaborative, goal-focused recommendations.

Domini Allison is a Series 66-credentialed financial advisor with 14 years of industry experience. She is currently with LPL Financial and has previous experience at Cambridge Investment Research, Lincoln Investment, and PNC. Allison serves as a budget manager for the Erie Police Athletic League, overseeing grant and donation budgets. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research.