Michael Laporte is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2014. Outside of his role at Wells Fargo, he has a 30% ownership interest in La Porte Asset Management, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, serving clients who meet net-worth thresholds with various specialized advisory options.

Jordan Lawson is a financial advisor with Ameriprise in Mechanicsburg, PA, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Crowley Maritime, Leon's Transportation, and Frederick County Public Schools. Outside of his advisory work, he is involved with Stephenson Foundational Management, LLC, and also works part-time in warehouse management and clerical support for a local logistics company. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions typical of a large institutional provider.

Edward Trainor is a CFP® professional with 17 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Co in Mechanicsburg, PA. He has been with these firms since 2008. Outside of his advisory role, Trainor is involved as an investor in a golf simulator business through The Conodoguinet Club, LLC. Mass Mutual 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, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using proprietary software and offers a range of educational seminars and specialized planning services.

Donald Montgomery is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MML Investors Services and Mass Mutual Life Insurance Company since 2010. 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, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Corey Hinds is a CFP®-designated financial advisor with 14 years of industry experience currently affiliated with Raymond James Financial in Harrisburg, PA. He has also worked with Fulton Bank since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm employs tailored, non-discretionary planning approaches that utilize risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Connor Flynn is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial and Polaris Advisors, as well as experience outside the financial sector at Fedex Freight and Pennsylvania State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tricia Mankoski is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Scott Moyer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he is an independent insurance agent with Moyer Financial Services LLC. Cambridge Investment Research Advisors serves a diverse clientele including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary model strategies and third-party managers with both discretionary and non-discretionary approaches.

Trevor Leo is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. He has been with MML Investors Services, LLC and MassMutual Life Insurance Co since 2018, and previously worked at Mid Penn Bank. 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 provides ongoing financial planning, asset management, and educational seminars while employing firm-approved software to analyze client goals and deliver written recommendations.

Matthew Eberly is a financial advisor at MassMutual Investors Services with 21 years of industry experience. He holds the ChFC® designation and is registered with Series 63 and Series 65 licenses. His career includes roles at Wienken Advisors Ltd since 2013 and a longstanding association with MassMutual and its subsidiary MML Investors Services since 2004. Outside of his advisory work, he serves as president of the South Mountain Cyclones youth softball club. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and educational seminars.

James Thomas is a financial advisor with MassMutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 65 designations and over 21 years of industry experience. He has worked at MassMutual Life Insurance Company and MassMutual Investors Services since 2004 and was previously with Wienken Advisors, Ltd. from 2015 to 2023. In addition to his advisory role, he co-leads and instructs financial literacy seminars at Appalachian Financial Literacy Group, LLC. MassMutual 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 provides tailored financial planning through collaborative annual engagements, utilizing firm-approved software tools to analyze client goals and deliver written recommendations.

Navjit Singh is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has prior experience in tax preparation and inventory management. Outside of advising, he works as an Inventory Manager at John Wayne Truck Wash & Chrome Shop and prepares tax returns through KLS CPA LLC. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions and employs a centralized retirement-income consulting team that delivers non-discretionary, research-driven recommendations.

Timothy Mairs is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Chrystal Woollett is a Financial Advisor at Merrill Lynch Wealth Management, where she specializes in guiding clients through significant life transitions such as divorce, career changes, retirement, and the loss of a loved one. Her approach focuses on providing compassionate and personalized financial strategies tailored to each individual's unique circumstances. She aims to help clients feel confident and in control of their financial futures. With experience beginning in 2006, Chrystal offers expertise in creating tailored financial strategies for high-achieving professionals, taking into account their careers, lifestyles, and long-term goals. Her collaborative and data-driven style supports clients through promotions, pivots, and personal milestones. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Chrystal earned her Bachelor's Degree from Millersville University of Pennsylvania. Outside of her professional work, Chrystal is involved with the Junior League of Harrisburg. She also enjoys biking, hiking, and spending time with her family.

Shea Fisler is a financial advisor with LPL Financial holding a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, Shea worked at Investor First Wealth Management and Bethany Christian Services, and has an educational background including positions at Messiah University and Covenant College. Shea also spent thirteen years working with Northern York County School District. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Cornfield is a financial advisor with Edward Jones in Carlisle, PA, holding a Series 66 designation and 17 years of industry experience. He has worked at Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wilbur Gordon is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held roles at several companies including XFINITY, Archtelecom, and Shippensburg University. He was also the owner of Marketbid L.L.C., an e-commerce business selling cell phone accessories that ceased operations in April 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and a large network of advisors and branch offices across the United States.

Frank Valvano is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years, along with roles at Pride Mobility Products and as a self-employed professional. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and proprietary research to provide both discretionary and non-discretionary management.

Jason Rubin is a financial advisor at Morgan Stanley with 9 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2017. Prior to that, he worked at Boston Scientific from 2012 to 2017. Outside of his advisory role, Rubin is the sole proprietor of RTR Homes, LLC, a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its financial planning process.

Mandeep Singh is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds a Series 66 designation and has worked previously at Janney Montgomery Scott LLC, Bank of America, Merrill, and PNC Financial Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools to deliver written recommendations tailored to client goals.