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 worked at Prudential Insurance Company of America since 2008 and joined LPL Enterprise in 2024. Kane is involved with Kaufmann Financial Group, a financial planning business based in Camp Hill, PA. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated trust and insurance services.

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 65 and Series 63 licenses and with 12 years of industry experience. Her work history includes roles at PFS Investments Inc and Primerica Financial Services, along with prior experience at Moore Graphics Inc., Mount Calvary Episcopal, and Lobar Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through a large network of financial advisors. The firm employs model-driven strategies managed by third-party asset managers and supports execution and custody through established custodians.

Matthew Fitzgerald is a financial advisor with MassMutual Investors Services in Mechanicsburg, PA, holding Series 65 and Series 66 licenses with seven years of industry experience. He currently instructs financial literacy seminars through Appalachian Financial Literacy Group, LLC, an educational initiative. His prior roles include positions at MassMutual/UFinancial and a brief tenure with the Pittsburgh Pirates. MassMutual Investors Services 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 and collaborative annual planning processes.

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.

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 registrations and bringing 20 years of industry experience. He previously worked at Wienken Advisors, Ltd. for six years and has been with Mass Mutual Life Insurance Company and MML Investors Services since 2008. Outside of advisory work, 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, and charitable organizations. The firm provides ongoing financial planning using firm-approved tools and offers asset management, wrap and money-manager programs, and educational seminars.

Domini Allison is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2026, she worked at Cambridge Investment Research and Lincoln Investment among other firms. She also serves as a budget manager for the Erie Police Athletic League, overseeing grant and donation budgeting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Maria Leiva is a financial advisor with Charles Schwab in Camp Hill, PA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Charles Schwab Bank, European Wax Center, and The Princeton Review. 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 affiliated discretionary separately managed accounts and offers a broad range of integrated brokerage, custody, and advisory services.

Christian Kettering is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Raymond James, he worked at several financial institutions including Fulton Bank, Northwest Bank, and LPL Financial, and spent nine years at The Hershey Company. Kettering also serves as a professor at Liberty University and the University of Arizona Global Campus. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

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.