Nathan Keller is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2015, including time with Primerica Financial Services starting in 2014. Outside of his advisory role, he owns Keller Outdoors LLC, a wildlife management business currently not operational, and is a member of 10X Signature Group, LLC, related to office management. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodians, managing approximately $15.5 billion in assets through a network of nearly 3,700 advisors.

Pamela Getner is a financial advisor at Primerica Advisors with 11 years of industry experience. She holds Series 65 and Series 63 designations and has worked with Primerica and PFS Investments Inc. since 2014 and 2015 respectively, alongside prior roles including a position with Nathan Keller, RVP, and experience in education. In addition to her advisory work, she provides virtual assistant services. Primerica Advisors offers a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and supports its advisory services with custodial and trade execution platforms.

Mark Riggs is a financial advisor at Cetera with 20 years of industry experience. He holds the Series 66 designation and has previously worked with Summit Financial Group Inc. Beyond his advisory role, Riggs is a board member of the Eichelberger Performing Arts Center and serves on boards for the Rotary Club and Hanover Public Library Association in Hanover, PA. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that allows advisors to implement a variety of portfolio management strategies using affiliated and third-party managers, with over $256 billion in assets managed across more than 10,000 advisors.

Matthew Strube is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Clearing Services since 2021 and previously spent nine years at Robert Half. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Josiah Williams is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Target Corporation and Cintas. Outside of his advisory work, he is involved with Dover Assembly of God. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

J Scott Hill is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and eight years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and is involved in various business activities including tax preparation, insurance sales, and serving as a board member for nonprofit organizations. Outside of financial advisory, Hill has experience as an Airbnb host and operates J.a. Hill Associates, which provides administrative consulting and tax preparation services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and a mix of proprietary and third-party investment strategies.

Mark Harbaugh is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at M&T Securities, PNC Wealth Management, and CUSO Financial Services. He has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Roger Tabler Jr. is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2021. His prior experience includes roles at Client One Securities, Signator Investors, and Voya Financial Advisors. Outside of his advisory work, he is involved in a property LLC based in Westminster, Maryland. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated financial services through a large nationwide network of advisors and branch offices.

Elizabeth Johnides is a financial advisor at Edward Jones in Hanover, PA, holding a Series 66 designation with 16 years of industry experience. Prior to joining Edward Jones in 2024, she worked with Cambridge Investment Research and has been involved with multiple business ventures including ownership and management roles in various LLCs and partnerships. Outside of advising, she has been linked to business activities in sectors such as brewing and real estate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs under a fiduciary standard.

David Poehlmann is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Edward Jones in 2025, he worked at Hartford Funds Distributors LLC for six years and held roles at Prudential Annuities Distributors Inc, The Prudential Insurance Company of America, and Lutron Electronics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jacob Lawrence is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has been associated with Cetera and its affiliated entities since 2015. In addition to his advisory role, he serves as a financial advisor and secretary at Riggle Wealth Group LLC, where he is involved in financial planning and investment management, and works as an insurance agent selling life, health, disability, and annuity products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multi-manager platforms and various program structures.

Mikhail Abuzov is a financial advisor with LPL Financial in Hanover, PA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at M&T Securities and M&T Bank. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven investment strategies.

Sarah Clark is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds the ChFC® and Series 66 designations and has worked at Mass Mutual Investors Services since 2017, with prior experience at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Outside of her advisory role, she is also involved in health sales and annuities as an agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, annual planning relationships without discretionary management.

Ellen Boyce is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Her prior roles include positions at Ic Advisory Services, Inc. and The Investment Center Inc. She also operates Boyce Financial, a business related to her LPL activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management with support from internal research and third-party subadvisors.

Cynthia Fremont is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets under management and operates through a large network of advisors and branch offices nationwide.

Shawn Abma is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial since 2015. Outside of his advisory role, he is a limited partner in a family-owned partnership that receives gas royalties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers clients the option to combine planning with managed-account programs under a consolidated billing arrangement called “WealthPlan.”

Gemma Boyce is a financial advisor at Cetera with five years of industry experience. She holds a Series 66 designation and has previously worked at Boyce Financial, The Investment Center, Inc., and Len Stoler Lexus. Outside of her advisory role, she is also involved with North Ridge Wealth Planning as a financial advisor and acts as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to various portfolio management options and third-party managers, supporting both discretionary and non-discretionary account management across multiple program structures.

Timothy Biden Sr. is a financial advisor with Edward Jones in Dover, PA, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Cindy Mc Clintic is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Sarah Brechbuehl is a financial advisor at Cetera with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Pruco Securities LLC, The Prudential Insurance Company of America, and Ameriprise Financial Services. Outside of her financial career, she serves on the boards of the Phenomenology Performing Arts and Conewago Township Police, and assists in marketing her father’s book series. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and $256 billion in assets under management.