Amy White is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. She has worked at Raymond James Financial Services Advisors since 2021 and previously spent 24 years at Fulton Bank. She is also associated with DDMP Investment Advisors, LLC, where she serves as a Retirement Plan Advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting services aligned with client goals.

Patricia Sherick is a financial advisor with RBC Capital Markets in Lemoyne, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides services including discretionary portfolio management, financial planning, custody, and brokerage.

Donald Weaver is a financial advisor at Ameriprise with 43 years of industry experience. He has been with Ameriprise and its predecessor firms since 1982. Weaver serves on the board of directors for the Financial Planning Association of Central Pennsylvania and provides pro bono financial planning for the nonprofit Homes for Our Troops. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, written retirement-income recommendations through a centralized consulting team.

Lonnie Friedman is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, as well as Citigroup Global Markets. Outside of his advisory role, he is publishing a book on cold calling titled "The Cure to the Cold Call Blues." 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, supporting advisors with a range of investment strategies and operational tools.

John Pokladowski is a financial advisor with RBC Capital Markets in Lemoyne, PA, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing a combination of in-house and third-party investment managers and model providers.

J Stephen Richardson is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and PNC Wealth Management. Outside of his advisory work, he serves as a soccer referee in the Central Pennsylvania area on weekends. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities, primarily using model-driven investment implementation and offering access to third-party asset managers and insurance products through affiliated entities.

Dylan Baxter is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and three years of industry experience. He has worked at several related firms, including Cambridge Investment Research, Inc. and KCA Wealth Management. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi‑billion dollar asset base through thousands of financial professionals and offers a range of platform and model strategy options.

Thomas Zewe is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Securities America Advisors and National Planning Corporation. Outside of advisory work, he is involved in real estate and restaurant ventures through ownership interests in several local businesses. OSAIC Wealth serves a diverse client base including retail, institutional, and corporate clients, offering a range of advisory and brokerage services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, recent consolidation, and a complex affiliate network that influences its platform and offerings.

Christopher Hoover is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with four years of industry experience. Prior to his current role, he was involved for over 30 years with Angelo's Soccer Corner. He also works as an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Davinder Sidhu is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Trispagonas Insurance and Nationwide Insurance. Outside of advisory work, he is employed part-time as a custodian with the Central Dauphin School District. 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 through its extensive network of advisors, combining advisory platforms with non-advisory financial products and oversight of more than $819 billion in discretionary assets.

Shelly Weibley is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 32 years of industry experience. She has been with Wells Fargo since 2016. Outside of her advisory role, she works as a sales representative for Avon Products on a part-time basis. 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 uses research-driven investment approaches and offers a wide range of brokerage and advisory solutions.

Sharon Pugh is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 roughly $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions across a broad range of financial products.

Niraj Alay is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo for ten years. In addition to his advisory role, he has partial ownership in SN Entertainment LLC, which manages artists and venues for events. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and employs a broad range of strategies, including ESG considerations.

Drew Myers is a financial advisor with Edward Jones in Harrisburg, PA, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment management services through a large network of advisors and branch offices.

Sean Ferguson is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of household types, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Zachary Drayer is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and six years of industry experience. He previously worked at BNY Mellon and held various roles at Saint Francis University before joining Raymond James. Drayer is also a partner and owner of DDMP Management, LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting through a wide advisor network, supporting municipal and public-finance work and recently expanding its SIMPLE IRA Employer Advisory and Consulting Services program.

Kirsten Rodriguez is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. She has nine years of industry experience, including twelve years at Morgan Stanley before joining Wells Fargo in 2026. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Gregory Malin is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James Financial since 2009 and also has a long tenure at Fulton Bank beginning in 2008. Outside of his advisory work, he is an associate at Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a tailored, non-discretionary approach using analytical tools and supports municipal and public-finance work, along with specialized advisory programs.

Matthew Kloza is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he markets his LPL business under the name Forest Hills Financial Advisors. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and financial planning services.

William Duval is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, Delta Dental of Colorado, and Apex Systems LLC. 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 combines research from Wells Fargo Investment Institute with diversified investment strategies.