Tresha Anderson is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dustin O'Brien is a financial advisor at Edward Jones with 13 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining Edward Jones in 2015, he worked at Morgan Stanley for one year. Outside of his advisory role, he is involved with CHESACO RV, assisting customers with sales after business hours, and he maintains a real estate LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated capabilities. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Alexander Storbeck is a financial advisor with LPL Financial in Camp Hill, PA, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at MassMutual and MML Investors Services. Storbeck is also involved with Polaris Advisors LLC, an entity related to his LPL business and non-variable insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of services, including financial planning, model portfolio programs, and institutional platforms, with advice and account management provided by investment adviser representatives using both proprietary and third-party strategies.

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.

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.

Jan Zaccanini Hughes is a financial advisor with LPL Financial, holding a ChFC® designation and Series 63 and 65 licenses, and has 34 years of industry experience. She has worked at LPL Financial since 2008, with a brief period at PNC Wealth Management from 2008 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports advisors with various model portfolios and operational tools.

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.

Valerie Mcbride is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2015 and also has concurrent roles with Fulton Bank and Fulton Financial Advisors, where she is involved in investment sales and service. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with notable capabilities in municipal and public finance advisory services.

Jessica Aquiler is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at CUNA Brokerage Services and Cuna Mutual Group from 2014 to 2022. Outside of her advisory role, she is the owner of a thoroughbred racing stable. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform supported by research and operational tools.

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.

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.

David Weaver is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at several firms such as MRK Financial Solutions, Avantax, and SWC Wealth Management. He serves on the boards of the Friends of Governor Dick and the Mount Gretna Area Historical Society. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine investment research, third-party data, and algorithmic tools to support tax-aware withdrawal strategies and dependable income sources.

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.

Patrick Rosenella is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Rosenella operates under the Forest Hills Financial Advisors DBA for his LPL business. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers, financial planning, and participation in wrap programs.

Christopher Grant is a financial advisor with Thrivent Investment Management in Elizabethtown, PA, holding Series 65 and Series 63 licenses and having nine years of industry experience. Prior to joining Thrivent, he worked at Lowe's from 2013 to 2017. Grant volunteers with the nonprofit organization Cigars for Good, which raises funds to support children and families in need through events and partnerships. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial analysis and planning across various topics, including retirement and estate planning. The firm offers these services through a network of Financial Advisors without discretionary trading authority and does not manage institutional portfolios.

Michelle Joyce is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. She has been with LPL Financial since 2003 and previously worked at Waddell & Reed for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, 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.

Bryan Everhart is a Series 66-licensed financial advisor with Ameriprise in Columbia, PA, with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his primary role, he is also an Associate Financial Advisor at Liberty Wealth Advisory Group, where he provides investment and retirement planning advice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.