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, holding a Series 66 designation and two years of industry experience. Prior to joining LPL, he worked at Members 1st Federal Credit Union in various roles from 2017 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a network of over 22,000 advisors.

Eric Cain is a financial advisor with LPL Financial in Elizabethtown, PA, holding a Series 66 designation and bringing 12 years of industry experience. Prior to joining LPL in 2022, he spent eight years at Ameriprise Financial Services. Outside of his advisory role, he owns and serves as CEO of Do More Stores, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, model portfolio programs, and access to third-party asset management. The firm serves individuals, retirement participants, banks, trust companies, and institutions, employing a range of advisory strategies supported by LPL Research and various operational tools.

Sebastian Sullivan is a Certified Financial Planner® (CFP®) with 15 years of industry experience. He is affiliated with Cambridge Investment Research Advisors and has held roles at Premier Wealth Management, Inc. and Cambridge Investment Research, Inc. since 2011. Outside of his advisory work, he serves on multiple nonprofit boards, including the Vincent J. Lochetto Memorial Scholarship Fund and Bishop McDevitt. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across various platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Drew Yerger is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wienken Advisors, Ltd. from 2015 to 2019. Yerger serves as a board member of the Harrisburg Area YMCA and is an investor in a local golf simulator facility. 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 offers a range of programs including educational seminars and employs a collaborative planning approach using firm-approved tools to analyze client goals.

Jay Penica is a financial advisor with Ameriprise, holding a Series 66 designation and over 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, Penica is involved in alpaca husbandry as a breeder and fiber processor and serves on the Board of Directors for the Alpaca Owners Association, Inc. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Craig Eastwood is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 29 years of industry experience. He previously worked at Merrill and Morgan Stanley before joining Ameriprise in 2008. Eastwood is also contracted with Certainty of Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers retirement income planning and recommendations based on proprietary research and third-party data.

Michael Knous is a financial advisor at Charles Schwab with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Personal and Workplace Advisors and TD Ameritrade. 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 both non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Richard Ellinger is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated entities. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options in a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation and trade execution.

Eric Pasquini is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Pennian Bank and CUNA Brokerage Services, where he worked from 2009 to 2021 before joining Cetera in 2021. Cetera Investment Advisers LLC is a nationwide SEC-registered firm with over 10,000 advisors, serving individual, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and retirement services.

William Gekas is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked in various roles since 2014, including positions at DoorDash Inc. and Penn State University. Gekas is also an associate at Financial Compass Group Inc., where he supports financial advisory services in a non-producing capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and advisory services supported by analytical tools and maintains unique affiliations, such as with a municipal advisor, to enhance its service offerings.

De Sean Longino is a financial professional with Cetera and holds Series 65 and Series 63 licenses. He has three years of industry experience, including prior roles at MassMutual and PFM Asset Management. Outside of his advisory work, he serves as president and a board member of Sandy Shores Inc., a charity promoting financial literacy. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm operates a multi-manager platform offering a range of program options, including model portfolios, third-party managers, and bespoke strategies.

Christina Divincenzo is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has prior work history at JCPenney and Bon Ton. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Ronald Leuschen is a financial advisor at Cetera with 36 years of industry experience. He holds the CFP® designation and has worked previously at American Express Financial Advisors Inc. and Ids Life Insurance Company. In addition to advisory work, he is involved in selling health and annuity insurance as an agent and manages a financial services DBA, Advantage Wealth Management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform providing access to affiliated and third-party managers, with a range of discretionary and non-discretionary portfolio management and financial planning services.

Gerald Rasmus is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. He has worked at MML Investors Services and MassMutual since 2018 and previously at Baltimore Life from 2010 to 2018. 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 provides financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations in collaborative annual engagements.

Ryan Stephenson is a CFP®-credentialed financial advisor with Ameriprise in Mechanicsburg, PA, and has 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on the board of the Bob Craig Youth Foundation and coaches youth softball in Mechanicsburg. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm employs a centralized service team to produce personalized recommendation reports, drawing on proprietary research and third-party data within a defined investment ecosystem.

James Grier is a CFP® credentialed financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, and has eight years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2017 and previously worked at Enterprise Holdings and Millersville University of Pennsylvania. Mass Mutual Investors Services 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 structures financial planning as annual, collaborative engagements using firm-approved software and offers specialized planning programs such as divorce and estate-settlement planning.

Michael Laporte is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2014. Outside of his role at Wells Fargo, he has a 30% ownership interest in La Porte Asset Management, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, serving clients who meet net-worth thresholds with various specialized advisory options.

Jordan Lawson is a financial advisor with Ameriprise in Mechanicsburg, PA, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Crowley Maritime, Leon's Transportation, and Frederick County Public Schools. Outside of his advisory work, he is involved with Stephenson Foundational Management, LLC, and also works part-time in warehouse management and clerical support for a local logistics company. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions typical of a large institutional provider.

Edward Trainor is a CFP® professional with 17 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Co in Mechanicsburg, PA. He has been with these firms since 2008. Outside of his advisory role, Trainor is involved as an investor in a golf simulator business through The Conodoguinet Club, LLC. Mass Mutual Investors Services 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 proprietary software and offers a range of educational seminars and specialized planning services.