Charlotte Thall is a financial advisor with Merrill and holds a Series 66 designation. She has 12 years of industry experience, having worked with Bank of America, N.A. and Merrill since 2014. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Douglas Berlin is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the finance committees of The Mohler Center and the Senior Citizens Center of Derry Township. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured conversations and approved tools, supporting a broad range of retail and institutional investment services.

Stephen Hocker is a financial advisor with LPL Financial in Harrisburg, PA. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked at Members 1st Federal Credit Union in various roles over several years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from internal and third-party sources.

Sebastian Sullivan is a CFP® professional with 14 years of industry experience currently serving at Cambridge Investment Research Advisors since 2012. He also holds leadership roles at Premier Wealth Management, including President of the firm and its affiliated Premier Network of Financial Advisors. Sullivan serves on multiple nonprofit and educational boards, including the Vincent J Lochetto Memorial Scholarship Fund and Bishop McDevitt. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base ranging from individuals to institutional retirement-plan sponsors. The firm offers financial planning, investment management, and advisory services through independent Financial Professionals who utilize a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Drew Yerger is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Wienken Advisors, Ltd. since 2015 and has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2009. Outside of his advisory role, he is a member of the board at the Harrisburg Area YMCA and is involved as an investor in a local golf simulator business. Mass Mutual Investors Services, LLC 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 firm-approved analytical tools and offers a range of specialized planning programs.

Jay Penica is a financial advisor with Ameriprise, holding a Series 66 designation and over 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, Penica is involved in alpaca husbandry as a breeder and fiber processor and serves on the Board of Directors for the Alpaca Owners Association, Inc. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Craig Eastwood is a financial advisor with Ameriprise in Harrisburg, PA, holding a Series 66 designation and 28 years of industry experience. He has worked at Ameriprise and its affiliate since 2008. Eastwood is also involved with Certainty of Uncertainty, LLC, an advisor-owned entity managing his practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Knous is a financial advisor at Charles Schwab with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Personal and Workplace Advisors and TD Ameritrade. 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 offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Eric Pasquini is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Pennian Bank and CUNA Brokerage Services, where he worked from 2009 to 2021 before joining Cetera in 2021. Cetera Investment Advisers LLC is a nationwide SEC-registered firm with over 10,000 advisors, serving individual, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and retirement services.

William Gekas is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked in various roles since 2014, including positions at DoorDash Inc. and Penn State University. Gekas is also an associate at Financial Compass Group Inc., where he supports financial advisory services in a non-producing capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and advisory services supported by analytical tools and maintains unique affiliations, such as with a municipal advisor, to enhance its service offerings.

Christina Divincenzo is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2020. Prior to entering the financial services sector, she spent 16 years at Bon Ton and two years at JCPenney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Ronald Leuschen is a financial advisor at Cetera with 36 years of industry experience. He holds the CFP® designation and has worked previously at American Express Financial Advisors Inc. and Ids Life Insurance Company. In addition to advisory work, he is involved in selling health and annuity insurance as an agent and manages a financial services DBA, Advantage Wealth Management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform providing access to affiliated and third-party managers, with a range of discretionary and non-discretionary portfolio management and financial planning services.

Gerald Rasmus is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. He has worked at MML Investors Services and MassMutual since 2018 and previously at Baltimore Life from 2010 to 2018. 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 financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations in collaborative annual engagements.

James Grier is a CFP® credentialed financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, and has eight years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2017 and previously worked at Enterprise Holdings and Millersville University of Pennsylvania. 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 structures financial planning as annual, collaborative engagements using firm-approved software and offers specialized planning programs such as divorce and estate-settlement planning.

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.

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.