Kirsten Rodriguez is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. She has nine years of industry experience, including twelve years at Morgan Stanley before joining Wells Fargo in 2026. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Gregory Malin is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James Financial since 2009 and also has a long tenure at Fulton Bank beginning in 2008. Outside of his advisory work, he is an associate at Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a tailored, non-discretionary approach using analytical tools and supports municipal and public-finance work, along with specialized advisory programs.

Matthew Kloza is a financial advisor with LPL Enterprise in Harrisburg, PA, holding Series 63 and Series 65 designations and bringing nine years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Kloza also markets his LPL business under the name Forest Hills Financial Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, nonprofits, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio access, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

William Duval is a financial advisor at Wells Fargo Clearing with a Series 66 credential and one year of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and Delta Dental of Colorado. 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 provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Robert Innerst is a financial advisor with LPL Financial, holding a Series 66 credential and six years of industry experience. He previously worked at Ameriprise and The York Water Company. In addition to his advisory role, he is involved with Innerst Capital Management LLC and GeoRoJo Enterprises, which are business entities unrelated to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by model portfolios, research, and technology solutions.

Daniel Brixius is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Cambridge Investment Research since 2010. Outside of his advisory role, he is involved in coaching sports and fitness at Elizabethtown College. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering both proprietary and third-party model strategies across various platform arrangements.

Natalie Kratzer is a financial advisor with Thrivent Investment Management in Hummelstown, PA. She holds a Series 66 designation and has 15 years of industry experience, including over a decade with Thrivent Financial for Lutherans and its investment management division. Outside of her advisory role, she operates a business selling nail and beauty products and serves on the board of Friends of Lantern Hill, an educational and feeding program in Baja California, Mexico. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial planning topics without implementation. The firm’s approach integrates planning with managed-account programs through a consolidated billing option while maintaining separate services.

Debra Kramer is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in providing wealth management services to working and retired professionals across central Pennsylvania and the United States. She utilizes a comprehensive wealth management process that includes strategy development for creating, growing, preserving, and distributing wealth in the most tax-advantaged manner. Debra works closely with clients and their trusted advisors to develop personalized plans tailored to their individual needs, goals, and aspirations. Beginning her career in 1997 at Merrill Lynch Wealth Management in Harrisburg, Pennsylvania, Debra gained experience as a Client Associate before taking time away to focus on family and philanthropic efforts. She later returned to Merrill Lynch as a Financial Advisor, employing a holistic approach to assist clients through all life stages. Her areas of expertise include divorce transition planning, employee benefits, family wealth management strategies, retirement income, and services for defined benefit and contribution plans. She holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Debra earned an associate's degree from Thompson Institute and holds a high school diploma from Steelton Highspire. She is actively involved in her community and church, volunteering with organizations such as Lighthouse AG, CrossNet Ministry, Kiwanis, and the New Holland Business Association. She resides in New Holland, Pennsylvania, with a family that includes four grown children and eight grandchildren. Her personal interests encompass antiquing, baseball, cooking, dancing, hiking, interior decorating, music, reading, spending time with family, and traveling.

Alan Knepper Jr. is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience, including roles at LPL Enterprise, Uber, Instacart, and Pactiv Evergreen. Outside of his advisory work, he has participated in ridesharing activities through Uber and Instacart. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

Joel Myers is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a one-year tenure at WELLS FARGO Advisors, LLC. Outside of his advisory role, Myers serves on the finance board of Saint Joan of Arc Church in Hershey, PA, where he participates in overseeing the church’s finances. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Solomon Becker is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Wenger Feeds, Kenan Advantage Group, Grove Point Investments, LLC, and H. Beck, Inc. He is based in Elizabethtown, PA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting supported by both discretionary and non-discretionary management and access to research and model portfolios.

Benedetto Agostino is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliated firms since 2014. Outside of his advisory role, he is a 50% owner of a rental property. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts, offering various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Stephanie Garner is a financial advisor with Primerica Advisors in Camp Hill, PA, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior work history includes roles at PFS Investments Inc., Primerica Financial Services, and Secured Financials. She is also active as a part-time content creator on Facebook and TikTok. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based investment strategies developed by third-party asset managers and supports account execution and custody through established custodians.

Ellis Grossnickle is a financial advisor with Cambridge Investment Research Advisors in Harrisburg, PA, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Cambridge since 2010. Grossnickle serves as Treasurer and volunteer for the Dwight D. Eisenhower Society. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, providing tailored investment solutions across various custody platforms and both proprietary and third-party model strategies.

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.

Eric Cain is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining LPL Financial in 2022. Outside of his advisory role, he owns and serves as CEO of Do More Stores, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from various 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.