Anthony Disalvo III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Cambridge in 2016, he worked at Wells Fargo Advisors for nine years. Outside of his advisory role, he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions, including proprietary models and third-party managers, with an emphasis on tailored strategies and institutional support features.

Jason Dugan is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the CFP® designation and has 20 years of industry experience. Prior to his current role, he has worked with Aspire Wealth Group since 2018. Outside of advisory work, he serves as the Assistant Financial Secretary for the First Baptist Church of Milton, managing payroll and financial records. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Fred Goldfinger is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 45 years of industry experience. He has been affiliated with Linsco/Private Ledger Corp. since 1994. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Austin Kissinger is a financial advisor with LPL Financial based in Williamsport, PA. He holds a Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, he gained experience at Northwestern Mutual, Redd's Smokehouse BBQ, and served in the Air Force. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Terri Fought is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Raymond James & Associates since 2017, following eight years at Bank of America and twenty years at Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Rodd Melzer is a financial advisor with Morgan Stanley in Williamsport, PA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015 respectively, and previously at Citigroup Global Markets starting in 2000. Outside of his advisory role, Melzer serves on the boards of the Eagles Mere Country Club, the Eagles Mere Borough Zoning Committee, and the Eagles Mere Borough Sewer Authority. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, with plans informed by the Global Investment Committee’s return estimates and simulation models.

Steven Jones is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Cetera and First National Bank of PA. His background also includes roles outside of finance, such as work with the Cambria Regional Chamber of Commerce and Intrignia Inc. 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 and access to model portfolios, and supports advisors with various investment platforms and research tools.

Brian Pick is a financial advisor at Raymond James & Associates with 30 years of industry experience. He previously worked at Merrill and Bank of America before joining Raymond James in 2017. Pick serves as a director on the board of the Red Raider Foundation, a nonprofit supporting the Montgomery Area School District through fundraising and grant distribution. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and municipal clients. The firm offers financial planning and investment consulting with a non-discretionary approach, drawing on diverse portfolio management styles and affiliated research.

Austin Millar is a financial professional with Cetera, holding a Series 66 designation and two years of industry experience. He has worked at several entities within the Cetera network since 2023 and previously held positions in education and office systems. In addition to his advisory role, Millar is also involved in the sales of fixed insurance products and operates under the DBA Creative Financial Strategies. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and third-party managers across various program structures.

Keegan Klotz is a financial advisor with Ameriprise in South Williamsport, PA, holding a Series 66 designation and four years of experience at Ameriprise. He previously worked at Susquehanna Unlimited LLC and has been involved in real estate and property services through Klotz Housing LLC and other ventures. Klotz also serves as the treasurer on the board of directors for FC Montour Soccer Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Bradly Sunanday is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His career includes roles at Citigroup Global Markets, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank before joining Raymond James in 2017. Outside of finance, he is involved in agriculture, specifically soybean and corn farming. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers financial planning and investment consulting with a range of portfolio management styles, supplemented by firm research and affiliated sub-advisers.

David Tanney is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Penn State Altoona for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard, supported by a large national network of advisors and branch offices.

Ryan Cioffi is a financial advisor at Ameriprise in Williamsport, PA, holding a Series 66 designation with 10 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers personalized recommendations in partnership with its financial advisors.

Lauren Mcdonald is a financial advisor with LPL Financial in Muncy, PA, holding Series 63 and Series 66 registrations and 14 years of industry experience. She previously worked at Woodbury Financial Services, Inc. for seven years before joining LPL Financial in 2019. Mcdonald also serves as a life and health insurance consultant as part of her broader financial services activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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 portfolio management solutions delivered through a large network of investment adviser representatives.

Jacob Sekel is a financial professional affiliated with Cetera, holding a Series 66 designation and bringing 11 years of industry experience. He has previously worked with Voya Financial Advisors, Inc. and currently operates under several financial services entities. Outside of his advisory work, Sekel is involved in youth sports coaching, serving as a head coach for a youth soccer organization and an assistant coach for a high school girls’ basketball team. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Tracy Hudson is a financial advisor with Morgan Stanley in Williamsport, PA, holding a Series 66 designation and 24 years of industry experience. Hudson has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client engagements and corporate financial planning agreements.

Kenneth Hakes is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Pruco Securities, LLC for 35 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, and various institutions. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and additional services such as affiliated trust custody and insurance product facilitation.

Jake Weber is a financial advisor at Osaic Wealth, Inc. with six years of industry experience and holds a Series 66 designation. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services and Members Choice Financial Credit Union. He also serves as an investment advisor representative at Moff and Associates and has been involved with the University of Pittsburgh for nine years. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services through a large network of affiliated advisers and offers portfolio management using firm-provided tools alongside access to third-party managers.

Keely Swartwood is a financial advisor at Raymond James Financial Services Advisors with four years of industry experience. She holds a Series 66 designation and has previously worked at H&R Block and the Department of Justice Federal Bureau of Prisons. Outside of advisory work, she prepares tax returns for individuals and businesses through Allegiance Tax Services. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools to support client goals.

Jason Engel is a financial advisor with Cetera, holding a Series 66 designation and over 22 years of industry experience. His prior roles include positions at Voya Financial Advisors and Comprehensive Financial Group. Outside of advisory services, he is president and owner of Dad's Hat Inc., a company providing employee benefits. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, providing access to affiliated and third-party money managers across various program structures.