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.

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.

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.

Nathan Mc Leod is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, Liberty University, FedEx Express, UPS, and Pensacola Christian College. Merrill, along 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hunter Neiss is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bankers Life and non-financial positions such as with DoorDash and various local businesses. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining advisory services with other financial products.

Christopher Zeigler is a financial advisor at Cetera with six years of industry experience and holds a Series 66 license. He has worked with Orrstown Financial Advisors and Cetera Wealth Services, and also serves as board president of Bethany Development Corporation, which provides low-income senior housing. Additionally, Zeigler is vice president of Family Design Resources, a foster care services organization, and works as a basketball official for recreational and high school leagues. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kevin Blacker is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Knouse Foods for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

John Grove is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is also active as an artist and musician in York, PA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, consulting, model portfolio programs, third-party asset management, and access to brokerage and insurance products via an integrated platform.

Matthew Shutt is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and previously worked as a design engineer for NextGen Security LLC and served as a staff sergeant and geospatial engineer in the US Army National Guard. Outside of finance, he designs electronic access control and security systems. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary program options.

Chad Zeaser is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its predecessor firms since 2000. Outside of his advisory role, he provides spiritual guidance and oversight to the Vibrant Church in Mechanicsburg, PA. Ameriprise is an institutional firm offering a retirement-income planning service for individuals with significant investable assets, combining research and modeling with tax-efficient strategies to support clients approaching or in retirement.

Jeffrey Kirk is a financial advisor with Osaic Wealth, Inc. in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Osaic Wealth since 2018 and prior to that at Signator Investors, Inc. from 2016 to 2018, alongside a long-standing history as a self-employed provider of fixed insurance products since 1991. Kirk serves as a board member and chair of the Lancaster Farmland Trust, a nonprofit land conservation organization. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm integrates brokerage and advisory services, financial planning, and managed account solutions, utilizing asset-allocation tools and third-party services to construct portfolios across various asset classes.

Tresha Anderson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for one year. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with an emphasis on tailored solutions and a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Dustin O'Brien is a financial advisor at Edward Jones with 12 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Outside of his advisory role, Dustin is involved in customer sales at CHESACO RV. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and affiliated investment options through a nationwide network of financial advisors and branch offices.

Alexander Storbeck is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with LPL Financial and has held prior roles at MassMutual, MML Investors Services, Polaris Advisors, and Shippensburg University. Storbeck also operates a DBA for his LPL business under Polaris Advisors LLC, which includes non-variable insurance sales. 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 provides a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Michael Gallagher is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that addresses a range of topics including retirement, income tax, estate, and special needs planning, with options to combine planning and managed-account programs under a consolidated billing system.