Sonia Gross is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2017 and previously spent 12 years at M&T Securities. Outside of her advisory role, Gross is actively involved with the Kiwanis Club of Lebanon County, serving as Golf Committee Chairperson and holding several board roles within local and state Kiwanis organizations. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ryan Weigle is a financial advisor with LPL Financial in Myerstown, PA, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2017 and has prior experience at Northwest Bank and Cetera Investment Services. He is also involved with Brokers Service Marketing Group, a non-variable insurance business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by model portfolios and research, providing both discretionary and non-discretionary management options.

Morgan Witman is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he worked for 14 years at Agora Cyber Charter School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Ryan Smith is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones before joining Ameriprise in 2019. 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 dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Alisher Aminov is a Series 66 licensed financial advisor with Edward Jones in Lebanon, PA, with one year of industry experience. Prior to joining Edward Jones in 2025, he held positions at Eastern University, Grand Canyon University, and Silk Road Consulting, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Eric Fox is a financial advisor with Ameriprise in Myerstown, PA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his primary role, he manages an advisory business through LJS Group LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Donald Guiswite is a financial advisor with Raymond James Financial in Myerstown, PA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Raymond James Financial since 2009 and has prior experience at Fulton Bank, Fulton Financial Corporation, and Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network with specialized municipal and public finance capabilities.

Matthew Barket is a financial advisor with Cambridge Investment Research Advisors in Lebanon, PA, holding Series 63, Series 65, and Series 66 designations and over 30 years of industry experience. He has been associated with Cambridge Investment Research in various capacities since 1998. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing both proprietary and third-party investment strategies across multiple platform arrangements.

Jeffrey Stover is a financial advisor at Edward Jones with 24 years of industry experience, all of which have been with the firm since 2002. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he serves as a finance committee member for the Mohler Senior Center in Hershey, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard, with a large national network of advisors and offices.

Jordan Krick is a financial advisor with Edward Jones in Hershey, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he served ten years in the United States Navy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Stine is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation. Prior to joining LPL Enterprise, he worked in various roles spanning technology, education, and service industries. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, model portfolio programs, and brokerage and insurance products through an integrated platform.

Katherine Wentling is a financial advisor with LPL Financial in Cleona, PA, holding a Series 63 designation and 25 years of industry experience. She has been with LPL Financial since 2002. Outside of her advisory role, she works as a guest teacher in Lebanon County, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and third-party research across discretionary and non-discretionary management.

John Digiacomo is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has previously worked at First Citizens Community Bank, LPL Financial Services, Santander Securities LLC, and Sovereign Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Craig Lowrie is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Edward Thomas is a financial advisor with Osaic Wealth, Inc. in Hershey, PA. He holds a Series 66 designation and has six years of industry experience, including prior roles with Securities America Advisors and Robert Morris University. He is a part owner of a wealth management services DBA. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering a broad array of integrated brokerage, advisory, and financial planning services. The firm employs proprietary asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client risk profiles.

Benjamin Ricker is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services, Inc. and Questar Asset Management. In addition to his advisory role, he is an insurance agent specializing in fixed insurance products including fixed annuities, disability, health, life, and long-term care insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage diversified portfolios on both discretionary and non-discretionary bases.

Jay Green is a financial advisor with Ameriprise in Lebanon, PA, holding the ChFC® designation and Series 63 and 66 licenses. He has 30 years of industry experience, including 21 years at Ameriprise and its affiliated entities. Outside of his advisory role, he serves on the boards of Lebanon Valley Rails to Trails, Lebanon County Community Action Partnership, and is a trustee and treasurer for Coleman Memorial Park. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored written recommendations through a centralized consulting team.

Joseph Mcandrew is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 43 years of industry experience. He worked at Metlife Securities Inc. for 42 years before joining Mass Mutual Investors Services in 2017. Outside of his advisory role, he is involved in individual life, property/casualty, health, group life, and group health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and structured planning engagements to deliver tailored financial recommendations.

Paul Smith is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 28 years before joining Ameriprise in 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning and ongoing advice based on proprietary research and algorithmic tools.

Jenine Wamsher is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She has been with Wells Fargo Clearing since 2023. Outside of her advisory role, she works as a bartender and server at The Penn Hotel Sports and Raw Bar and at Delaches Fishing Association. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving plan sponsors with tailored investment solutions and a broader range of financial product options than many institutional advisers.