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.

Jared Gliem is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. He has concurrently worked at Commonwealth Charter Academy, PFS Investments, Primerica Financial Services, and Central Dauphin School District. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors along with corporate and charitable clients, offering model-based investment strategies supported by third-party asset managers and custodians.

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 licenses and bringing 25 years of industry experience. She previously worked at CUNA Brokerage Services and Cuna Mutual Group from 2014 to 2022. Outside of her advisory role, she is the owner of a thoroughbred racing stable. 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 a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform supported by research and operational tools.

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 at LPL Enterprise with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Rosenella operates under the Forest Hills Financial Advisors DBA for his LPL business. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers, financial planning, and participation in wrap programs.

Michelle Joyce is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. She has been with LPL Financial since 2003 and previously worked at Waddell & Reed for one year. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Stephen Bartoli is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked for Morgan Stanley Smith Barney for 17 years. Outside of his advisory role, he serves on the finance committee and board of the Partnership For Better Health in Carlisle, Pennsylvania. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets.

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 based in Lemoyne, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with Heritage Wealth Advisers, LLC and INVEST Financial Corp since 2008 and 2009 respectively. In addition to her advisory roles, she is involved in offering various insurance products including long-term care and life insurance. 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 provides a range of financial planning and portfolio management services through its network of investment adviser representatives.

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.

Gerald Stefanelli is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Royal Alliance Associates, Investment Advisors Asset Management, and benefEx benefit consulting. He is also involved in non-variable insurance activities. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Howard Ammons Jr. is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliates since 2009 and holds Series 63 and Series 65 designations. Outside of advising, Ammons is involved in real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Phillip Miles is a CFP® professional with 27 years of experience in the financial services industry. He is affiliated with Pennsylvania Advisory Services, Inc., where he has worked since 1991. Miles is also president and owner of Harrisburg Insurance Services, Inc., an insurance products and fixed annuities sales firm. Pennsylvania Advisory Services provides investment advisory and financial planning services primarily to individual clients, as well as pension plans, charitable organizations, and insurance company clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and pension consulting, with an emphasis on client education through workshops and seminars.