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.

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.

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.

Dustin O'Brien is a financial advisor at Edward Jones with 13 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining Edward Jones in 2015, he worked at Morgan Stanley for one year. Outside of his advisory role, he is involved with CHESACO RV, assisting customers with sales after business hours, and he maintains a real estate LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated capabilities. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Alexander Storbeck is a financial advisor with LPL Financial in Camp Hill, PA, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at MassMutual and MML Investors Services. Storbeck is also involved with Polaris Advisors LLC, an entity related to his LPL business and non-variable insurance sales. 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 wide range of services, including financial planning, model portfolio programs, and institutional platforms, with advice and account management provided by investment adviser representatives using both proprietary and third-party strategies.

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 has been in the industry since 2025. His prior work experience includes roles at the Pennsylvania Psychiatric Institute, WellSpan York Hospital, Milton Hershey School, and the Jewish Community Center. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

David Kidd is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. He is also a board member of Samara, a nonprofit organization based in Harrisburg, PA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and asset allocation guidance.

Jan Zaccanini Hughes is a financial advisor with LPL Financial, holding a ChFC® designation and Series 63 and 65 licenses, and has 34 years of industry experience. She has worked at LPL Financial since 2008, with a brief period at PNC Wealth Management from 2008 to 2011. 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, and supports advisors with various model portfolios and operational tools.

James Rushworth is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Royal Alliance Associates since 2018 and has been associated with Keystone Financial Management and Sii since 2005. Outside of his advisory work, he owns a property generating royalty payments from a gas well. OSAIC Wealth serves a diverse clientele, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation and portfolio optimization.

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.

Valerie Mcbride is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2015 and also has concurrent roles with Fulton Bank and Fulton Financial Advisors, where she is involved in investment sales and service. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with notable capabilities in municipal and public finance advisory services.

Jared Gliem is a financial advisor with Primerica Advisors in Dillsburg, PA, holding Series 63 and Series 65 licenses and with eight years of industry experience. He has worked with Primerica Financial Services since 2017 and concurrently holds roles at Commonwealth Charter Academy and Central Dauphin School District. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based strategies managed by unaffiliated asset managers, with custodial and trade support provided by Pershing and BNY Mellon Advisors.

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 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 operates with more than 14,000 financial advisors, offering both brokerage and advisory solutions.

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.