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.

Derrick Hamm is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at SCF Investment Advisors, SCF Securities, and Williams Financial Group. Outside of advising, he is active as an artist and musician through his involvement with Blackout Films. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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 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.

Molly Bruce is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing four years of industry experience. She has worked with various Thrivent entities since 2021 and previously was affiliated with Messiah University for five years. Outside of her advisory role, she serves on the board of Shining Stars Therapeutic Ministries, which provides therapeutic horsemanship instruction. Thrivent Investment Management offers Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses without discretionary trading authority. The firm allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

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.

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.

Tyler Baker is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has previously worked at Grove Point Investments, Grove Point Advisors, and Baker Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Christopher Grant is a financial advisor with Thrivent Investment Management in Elizabethtown, PA, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to his current role at Thrivent Financial since 2017, he worked at Lowe's from 2013 to 2017. He volunteers with the nonprofit organization Cigars for Good, which supports charitable efforts to aid children and families in need through fundraising events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary portfolio management, and allowing clients to combine planning with managed-account programs under a consolidated billing option.

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.

Bryan Everhart is a Series 66-licensed financial advisor with Ameriprise in Columbia, PA, with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his primary role, he is also an Associate Financial Advisor at Liberty Wealth Advisory Group, where he provides investment and retirement planning advice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.