Nathan Nowak is a financial advisor with LPL Enterprise holding a Series 66 designation and has been in the industry since 2025. His prior work experience includes roles at the Pennsylvania Psychiatric Institute, WellSpan York Hospital, Milton Hershey School, and the Jewish Community Center. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

David Kidd is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. He is also a board member of Samara, a nonprofit organization based in Harrisburg, PA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and asset allocation guidance.

James Rushworth is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Royal Alliance Associates since 2018 and has been associated with Keystone Financial Management and Sii since 2005. Outside of his advisory work, he owns a property generating royalty payments from a gas well. OSAIC Wealth serves a diverse clientele, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation and portfolio optimization.

Todd Perry is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. Prior to joining Wells Fargo in 2022, he worked at PNC Investments for six years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Jared Gliem is a financial advisor with Primerica Advisors in Dillsburg, PA, holding Series 63 and Series 65 licenses and with eight years of industry experience. He has worked with Primerica Financial Services since 2017 and concurrently holds roles at Commonwealth Charter Academy and Central Dauphin School District. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based strategies managed by unaffiliated asset managers, with custodial and trade support provided by Pershing and BNY Mellon Advisors.

Lucas Hockensmith is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation. He has been with Cambridge Investment Research since 2026. Prior to his advisory role, he operated a landscaping business for seven years and has been affiliated with the Defense Logistics Agency since 2010. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Jay Bavlish is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and operates with more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Eric Humphries Bickley is a financial advisor with Cetera, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Equitable Advisors LLC, Citizens Securities, Inc., and PNC Financial Services Group Inc. He serves as a board member of the Lower Allen Township Committee, where he participates in pension committee oversight. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and third-party money managers.

Lisa Ludwig is a financial advisor at Morgan Stanley with 33 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63, Series 65, and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate structured discovery conversations and advanced modeling tools.

Preston Boeckel is a financial advisor at Charles Schwab with a Series 66 designation and no prior industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and Firsturst Financial Resources, alongside several years spent in full-time education. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment program.

Tyler Baker is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has previously worked at Grove Point Investments, Grove Point Advisors, and Baker Financial Group. 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 institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Stephen Bartoli is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked for Morgan Stanley Smith Barney for 17 years. Outside of his advisory role, he serves on the finance committee and board of the Partnership For Better Health in Carlisle, Pennsylvania. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets.

Sandra Curlee is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. She has 21 years of industry experience, including roles at Heritage Wealth Advisers, LLC and Invest Financial Corp. Curlee is also involved in selling non-variable insurance products such as long-term care and life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Phillip Miles is a CFP® professional with 27 years of experience in the financial services industry. He is affiliated with Pennsylvania Advisory Services, Inc., where he has worked since 1991. Miles is also president and owner of Harrisburg Insurance Services, Inc., an insurance products and fixed annuities sales firm. Pennsylvania Advisory Services provides investment advisory and financial planning services primarily to individual clients, as well as pension plans, charitable organizations, and insurance company clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and pension consulting, with an emphasis on client education through workshops and seminars.