Adam Schopp is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC, and previously had roles outside finance including at White Rose Bar and Grill. Schopp is involved in financial planning with the Kaufmann Financial Group and provides non-variable insurance products through the Eugene Cohen Agency for real estate professionals. LPL Enterprise serves a broad client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm primarily employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program.

Gary Meanor Jr. is a financial advisor at Equitable Advisors with 35 years of industry experience. He holds Series 63 and Series 66 designations and has been with Equitable Advisors since 2005, including its predecessor entity AXA Advisors. He serves as a power of attorney for his father and operates an outside insurance brokerage. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment models and third-party managers, serving both non‑high-net-worth and high-net-worth clients.

Kendra Wall is a financial advisor with Ameriprise in Mount Joy, PA, holding a Series 66 designation and four years of industry experience. She has worked at several firms including Landis Financial Advisors, MassMutual, and Rotz & Stonesifer Financial Services, and has prior experience at Liberty University and in local community roles. Outside of her advisory work, she has engaged in planning leisure travel related to Disney and Universal Studios through a separate non-investment activity. Ameriprise provides retirement-income planning services targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Stephen Marrazzo is a financial advisor with OSAIC in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Fortis Investors, Inc. since 1990 and has been associated with Professional Advisory Corporation since 1984. Outside of his primary advisory roles, he owns a sole proprietorship focused on life insurance and long-term care insurance sales and service. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment approach and a multi-advisor platform.

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 holds Series 63 and Series 66 designations. Prior to joining Cambridge in 2010, Pettis was associated with New England Life. He serves on the board of directors for Harrisburg Academy. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to various platforms and third-party advisers while maintaining proprietary model strategies.

Ryan Carlin is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at firms including TIAA-CREF, Securian Financial Services, and Lincoln Investment. In addition to his role at LPL, he is involved with Freedom Financial Wealth Management, where he sells fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

Maynard Neff is a CFP® with 42 years of industry experience, currently an advisor at LPL Financial since 2018. Prior to joining LPL, he worked at INVEST Financial Corp for 10 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Vincent Catalano is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors and Concourse Financial Group Securities. He is a co-owner of KCA Wealth Management LLC and is involved in financial planning education and tax preparation services. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary and third-party model 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 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.

Colin Brubaker is a financial advisor at Fidelity with six years of industry experience and holds the Series 66 designation. His prior experience includes roles at American Wealth Strategy Group and SAGEPOINT FINANCIAL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

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.