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.

Nathan Nowak is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining LPL Enterprise, he worked at the Pennsylvania Psychiatric Institute and WellSpan York Hospital and held roles at Milton Hershey School and the Jewish Community Center. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.

David Kidd is a CFP®-designated financial advisor with Ameriprise, based in Mechanicsburg, PA, and has 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Kidd serves on the board of directors for Samara, a nonprofit organization. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Jan Zaccanini Hughes is a financial advisor at LPL Financial with 34 years of industry experience and holds the ChFC®, Series 63, and Series 65 designations. She has been with LPL Financial since 2011. 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 various advisory programs, financial planning services, and retirement plan consulting, offering both discretionary and non-discretionary management supported by a range of model portfolios and research.

James Rushworth is a financial advisor with OSAIC based in Harrisburg, PA. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His career includes roles at Royal Alliance Associates, INC. since 2018 and Keystone Financial Management since 2005. Outside of advisory work, he owns a gas land lease property generating royalty payments. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment solutions and uses firm-provided tools and third-party platforms to construct and manage portfolios.

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.

Lucas Hockensmith is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and no prior industry experience. Before entering the financial industry, he operated a landscaping business for seven years and has worked with the Defense Logistics Agency since 2010. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of advisory services through independent Financial Professionals, utilizing various investment platforms and proprietary model strategies.

Jessica Aquiler is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. Her prior roles include positions at CUNA Brokerage Services and Cuna Mutual Group, where she worked for eight years. Outside of her advisory work, she owns a thoroughbred racehorse. 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 investment adviser representatives, offering a range of advisory programs, financial planning, and retirement plan consulting services.

Jay Bavlish is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Eric Humphries Bickley is a financial advisor with Cetera, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Equitable Advisors LLC, Citizens Securities, Inc., and PNC Financial Services Group Inc. He serves as a board member of the Lower Allen Township Committee, where he participates in pension committee oversight. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and third-party money managers.

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.

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 with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Harrisburg, PA. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third‑party asset management. The firm combines advisory programs with brokerage and insurance product sales and operates an integrated platform supporting discretionary and non-discretionary client engagement.

Michelle Joyce is a financial advisor with LPL Financial in Hummelstown, PA, holding a Series 66 designation and 26 years of industry experience. She has been with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Stephen Bartoli is a financial advisor with Wells Fargo Clearing Services, LLC, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 17 years. Bartoli serves as a board member on the finance committee of the nonprofit Partnership For Better Health in Carlisle, Pennsylvania. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to evaluate investment options.

Brian Kennedy is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at CONCOURSE Financial Group Securities and Lincoln Financial Advisors. Outside of his advisory work, Kennedy is involved in several business activities including ownership of a tax services firm, serving on the board of Shamrocks Football, and ownership of a sports franchise. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation options across various platforms and employs both proprietary and third-party model strategies tailored to client objectives.

Sandra Curlee is a financial advisor with LPL Financial in Lemoyne, PA, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has worked with LPL Financial since 2018 and concurrently operates Heritage Wealth Advisers, LLC, which she established in 2009. Outside of her advisory roles, she is involved in insurance product sales, including long-term care, Medicare supplement, life, and health insurance. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by research and model portfolios.

Russel Urffer Jr. is a financial advisor at Cetera with 51 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Cetera in 2025, he spent over 17 years with Concourse Financial Group Securities Inc. Outside of his advisory role, he serves as president of MidAtlantic Insurance Consultants Ltd, a wholesale distributor of life, disability, annuity, and long-term care insurance products, and is treasurer of the Harrisburg Forest #43 Tall Cedars of Lebanon International. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.