Chrystal Woollett is a Financial Advisor at Merrill Lynch Wealth Management, where she specializes in guiding clients through significant life transitions such as divorce, career changes, retirement, and the loss of a loved one. Her approach focuses on providing compassionate and personalized financial strategies tailored to each individual's unique circumstances. She aims to help clients feel confident and in control of their financial futures. With experience beginning in 2006, Chrystal offers expertise in creating tailored financial strategies for high-achieving professionals, taking into account their careers, lifestyles, and long-term goals. Her collaborative and data-driven style supports clients through promotions, pivots, and personal milestones. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Chrystal earned her Bachelor's Degree from Millersville University of Pennsylvania. Outside of her professional work, Chrystal is involved with the Junior League of Harrisburg. She also enjoys biking, hiking, and spending time with her family.

Shea Fisler is an advisor with LPL Financial holding a Series 66 designation and has been in the industry since 2025. Prior to joining LPL Financial, Shea worked at Investor First Wealth Management and has experience in educational roles at Messiah University, Covenant College, and Northern York County School District. 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 range of financial planning and asset management services through a large network of advisors and utilizes various advisory strategies supported by advanced operational and research tools.

Kathryn Martin is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and six years of industry experience. She previously worked at Merrill Lynch and Morgan Stanley Private Bank. Kathryn serves as president of LeTip of Mechanicsburg, a local networking group, where she leads meetings and coordinates board activities. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates a multi-billion dollar asset base through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms.

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 with LPL Financial in Harrisburg, PA, holding a Series 66 designation and nine years of industry experience. His background includes six years at Edward Jones and eleven years as a self-employed advisor prior to joining LPL Financial. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, with advisory services delivered primarily through a large network of investment adviser representatives.

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 at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Bankers Life and has a varied background that includes roles in the food service industry and time spent traveling. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services including financial planning, access to third-party asset managers, and participation in a wrap program.

James Deffenbaugh is a financial advisor with Primerica Advisors in Dillsburg, PA, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Service since 1992. Aside from advisory work, he is involved in sales of loan products and home security services through Primerica Mortgage, LLC and affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors alongside corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-based investment strategies managed by unaffiliated asset managers.

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 with LPL Enterprise in Camp Hill, PA, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, Grove is involved as an artist and musician with the organization Coffee with Lions in York, PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

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® professional affiliated with Cetera, bringing 11 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2015 and currently serves as a financial representative at Orrstown Bank. Outside of his advisory role, Petty has been an NCAA men’s and women’s soccer official since 2012 and serves on the boards of Messiah Lifeways and Central Manor Campmeeting. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Jeffrey Kirk is a financial advisor with Osaic Wealth, Inc. in Harrisburg, PA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. His prior work includes roles at Signator Investors, Inc., and extensive experience as a self-employed professional in fixed insurance products. He also serves as Board Chair for Lancaster Farmland Trust, a land conservation nonprofit. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various program options and a complex affiliate network.

Kimberly Heavner is a CFP® professional with 27 years of experience in the financial services industry. She has been with LPL Financial since 2021 and previously worked at M&T Securities, Inc. for 21 years. 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 offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

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.

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.