Angela Barket is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and having 26 years of industry experience. She has been with Cambridge Investment Research since 1999 and Cambridge Investment Research Advisors since 2005. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a variety of portfolio management strategies and custody platforms tailored to client objectives.

Frederic Cassivi is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with OSAIC, having joined the firm in 2024. Prior to that, he worked at Securities America Advisors and Prospera Financial Services. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services such as financial planning, retirement plan consulting, and access to third-party money managers through multiple advisory platforms.

Steven Wiles is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2020 and has prior experience at First Citizens Community Bank, BAE Systems, and Susquehanna University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment management supported by in-house and third-party research.

Vincent Catalano is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors and Concourse Financial Group Securities. He is co-owner of KCA Wealth Management LLC and is involved in financial planning education and tax preparation services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple custody and platform arrangements with discretionary and non-discretionary investment options, incorporating proprietary and third-party model strategies.

Leah Wilhelm is a financial advisor with Ameriprise in Lancaster, PA, holding a Series 66 designation and two years of industry experience. She previously worked at Avantax Advisory Services, MRK Financial Solutions, and Northwest Bank. Outside of her advisory role, she serves as President of the Palmyra American Legion Auxiliary and Vice President of Operations for Fogleman’s Wounded Warrior Music Fest. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies through a centralized consulting team.

Christina Harrell is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jill Bingaman is a financial advisor at LPL Enterprise with four years of industry experience. She holds the Series 66 designation and has previously worked at Pruco Securities LLC and Kleinfelter Financial Associates, where she continues to perform administrative and advisory duties. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model wealth portfolios through both advisory and brokerage channels.

Thomas Zewe is a financial advisor at Osaic Wealth, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he is part owner of Independent Brokers of America and has interests in local real estate and a restaurant business in Hershey, PA. Osaic Wealth, Inc. serves retail and institutional clients through a large network of advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diverse portfolios across various asset classes.

Craig Eastwood is a financial advisor with Ameriprise in Harrisburg, PA, holding a Series 66 designation and 28 years of industry experience. He has worked at Ameriprise and its affiliate since 2008. Eastwood is also involved with Certainty of Uncertainty, LLC, an advisor-owned entity managing his practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Battistelli is a financial advisor at Stifel with 21 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2007. Outside of his advisory role, he serves on the boards of the Lebanon Community Library and Lebanon County Library District, is chairman of the Lebanon Valley Economic Development Corporation, and sits on the finance committee of St. Paul the Apostle Church. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Kerri Price is a financial advisor at Stifel with a Series 66 credential and 12 years of experience in the industry. She has been with Stifel, Nicolaus & Company Inc since 2014. Outside of her advisory role, she serves as Finance Committee Chairman and Financial Secretary at Zion's Evangelical Lutheran Church in Jonestown, PA, and is active in the church's Mission Ministry Committee. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, providing both brokerage and advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, offering client-focused asset allocation and planning analyses.

Jeffrey Kercher is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been affiliated with Cambridge-related entities since 1998. Outside of his advisory role, he works as an independent insurance agent for various independent insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Jonathan Sawich is a CFP®-designated financial advisor with 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates both discretionary and non-discretionary services, including unique offerings such as insurance-related vehicles and bank deposit sweep options.

Jan Zaccanini Hughes is a financial advisor at LPL Financial with 34 years of industry experience and holds the ChFC®, Series 63, and Series 65 designations. She has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning services, and retirement plan consulting, offering both discretionary and non-discretionary management supported by a range of model portfolios and research.

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.

Willie Sawyers III is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining the firm, he worked for AT&T Mobility for 13 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and advisory services and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Nathan Lowrie is a financial advisor with Edward Jones in Lebanon, PA, holding CFP® and Series 66 credentials with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Dutch Valley Foods and maintained ownership of an eCommerce business, Fine Line Automation, which he plans to close in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

David Weaver is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at several firms such as MRK Financial Solutions, Avantax, and SWC Wealth Management. He serves on the boards of the Friends of Governor Dick and the Mount Gretna Area Historical Society. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine investment research, third-party data, and algorithmic tools to support tax-aware withdrawal strategies and dependable income sources.

Michelle Joyce is a financial advisor with LPL Financial in Hummelstown, PA, holding a Series 66 designation and 26 years of industry experience. She has been with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Brian Kennedy is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at CONCOURSE Financial Group Securities and Lincoln Financial Advisors. Outside of his advisory work, Kennedy is involved in several business activities including ownership of a tax services firm, serving on the board of Shamrocks Football, and ownership of a sports franchise. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation options across various platforms and employs both proprietary and third-party model strategies tailored to client objectives.