Michael Cornfield is a financial advisor with Edward Jones in Carlisle, PA, holding a Series 66 designation and 17 years of industry experience. He has worked at Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wilbur Gordon is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held roles at several companies including XFINITY, Archtelecom, and Shippensburg University. He was also the owner of Marketbid L.L.C., an e-commerce business selling cell phone accessories that ceased operations in April 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and a large network of advisors and branch offices across the United States.

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.

Mandeep Singh is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds a Series 66 designation and has worked previously at Janney Montgomery Scott LLC, Bank of America, Merrill, and PNC Financial Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools to deliver written recommendations tailored to client goals.

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.

James Deffenbaugh is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1992. In addition to his advisory role, he is involved in non-investment related referral activities through Primerica Client Services, Inc., including home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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.

William Rosen is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at FEFA Financial, AE Wealth Management, and Oracle Corporation. He is also a licensed insurance agent. 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 through collaborative, annual engagements using firm-approved analytical tools.

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.

Kyle Petty is a CFP® with 10 years of industry experience, currently affiliated with Cetera. He has served as a financial representative at Orrstown Bank since 2011 and has been involved with Cetera Wealth Services since 2015. Outside of his financial advisory roles, he has been an NCAA men's and women's soccer referee since 2012 and serves on the boards of Messiah Lifeways and Central Manor Campmeeting. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that supports a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Kimberly Heavner is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and Series 65 licenses. She has 26 years of industry experience, including a long tenure at M&T Securities, INC. since 2000 and work with LPL Financial since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Sarah Hofferica is a financial advisor with MassMutual Investors Services holding Series 63 and Series 65 credentials and has two years of industry experience. Prior to her current role, she worked in various positions including at Sun Motor Cars BMW and Becton Dickinson. Outside of her advisory work, she is employed at Ark Fitness, where she performs front desk duties and member services. MassMutual 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, and charitable organizations. The firm offers structured, collaborative planning engagements using firm-approved software and educational seminars for a range of clients.

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.