Daniel Finnegan is a CFP®-certified financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Deployed Date Solutions from 2014 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors and branch offices.

Nathan Smith is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2024, he worked at Johnson Controls Security Solutions and TE Connectivity. Outside of his advisory role, he serves as a swim coach for a local aquatic club in Hershey, PA. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning focused on income sources and tax-aware withdrawal strategies.

Michael Hulyo is a financial advisor with Edward Jones in Lititz, PA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Joseph Howe is a CFP® professional with 28 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Infinex Investments, Inc. and Ephrata National Bank. Outside of his advisory role, he serves as a high school wrestling official for the Pennsylvania Interscholastic Athletic Association. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas Garlic is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He has worked with Benchmark Advisor Networks and Cetera Wealth Services, LLC since 2014 and joined Cetera in 2023. Outside of his advisory role, he serves as vice president of the Swatara Action Team, a civic organization focused on community outreach and event planning. Cetera Investment Advisers LLC is a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, allowing advisors to utilize affiliated and third-party managers or create bespoke strategies.

Heath Greene is a financial advisor with Edward Jones in Hershey, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Hope Community Church and Gardner-Webb University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Emerson Paul is a CFP® with 24 years of industry experience, currently with Cetera. He has previously worked at multiple Cetera entities as well as Concourse Financial Group Securities Inc and Covenant CPA LLC. He serves as a volunteer board member for United Church of Christ Homes and is involved with St. John's UCC Foundation as committee treasurer. Cetera Investment Advisers LLC is an SEC-registered firm offering advisory services through a large national network of independent advisors. It serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients, providing portfolio management, financial planning, and access to third-party money managers through various program platforms.

Marlin Musser is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for seven years and at H.D. Vest Advisory Services and Investment Services for a combined nine years. 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 other institutions. The firm offers a wide range of financial planning and investment solutions, including model portfolio programs, third-party asset management access, and institutional platforms.

Kevin Kleinfelter is a financial advisor with LPL Enterprise and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he serves as a board member for the Lebanon Rescue Mission, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment approaches developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Rebekka Swanigan is a financial advisor at LPL Financial with Series 66 registration and two years of industry experience. Her prior work includes roles at M&T Bank, PHEAA, and Masonic Villages. Swanigan’s activities include a relationship banker position at M&T Bank focused on investment-related services. 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 portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of advisors.

Scott Carr is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Securities America Advisors, Avantax Advisory Services, and Cadaret, Grant & Co. He also works as an insurance agent, selling term life insurance, whole life insurance, and fixed annuities. 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 financial planning, portfolio management, and institutional platforms, combining advisory services with a broad range of related financial products and partnerships.

Scott Bilheimer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and 13 years of industry experience. His prior roles include positions at GWFS Equities, Inc. and PFM Fund Distributors, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individual and high-net-worth clients to corporations and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to align investment strategies with client goals, and it maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kerin Foley is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, National Financial Services LLC, and FIDELITY Brokerage Services LLC. Outside of her advisory role, she is also the owner of a real estate business focused on buying and reselling properties. 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 employs a model-based investment process with portfolio optimization, discretionary management options, and access to alternative investments through third-party platforms.

Connor Rowe is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within Raymond James Financial and Fulton Bank. Outside of his advisory work, he serves as a high school boys lacrosse coach for Penn Manor High School. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and analytical tools and supports a broad network of advisors with specialized municipal and public finance services.

Garrett Gillette is a Financial Consultant currently working at Fidelity Investments since 2023. He focuses on helping clients and their families develop and implement comprehensive financial plans tailored to their individual goals and objectives. Garrett has experience in various financial advisory roles, including Financial Advisor Senior Associate at Vanguard from 2021 to 2023, Financial Advisor at CUNA Brokerage Services from 2020 to 2021, and Licensed Relationship Banker at Citizens Securities Inc from 2017 to 2020. His professional background reflects a commitment to wealth planning and client education. Outside of his professional work, Garrett has personal interests in cars, cooking and baking, fitness, golf, outdoor adventures, and snowboarding.

Lorrie Hillard is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Ephrata National Bank, Truist Advisory Services, and Cetera Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Malene Frost is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Her prior roles include positions at Equinox, Bedford Stuyvesant Restoration Corporation, GlaxoSmithKline, and Calvin Klein. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Stephen Musser is a financial advisor at Cetera with 15 years of industry experience and a Series 66 credential. He has worked at Cetera and its affiliates since 2025 and previously spent 14 years at Concourse Financial Group Securities Inc. Outside of his advisory role, Musser is the owner and CPA of Covenant CPA LLC, serves on the boards of a nonprofit preschool and a local police support group, and is involved in a food business. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment advisory services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diverse portfolio management options, including model portfolios, third-party managers, and customized strategies across various program structures and custodians.

Amy Martin is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fulton Bank and Raymond James Financial Services, Inc. since 2014. Martin also serves as a registered Client Services Associate at Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary investment consulting and supports institutional consulting through a large advisor network.

Lucas Hameloth is a financial advisor at Edward Jones in Manheim, PA, holding the Series 66 designation. He has one year of experience in the financial industry. Prior to joining Edward Jones, he worked at UPS and Giant Eagle, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.