David Bender is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 2018. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options to individual and high-net-worth clients, structured as a wrap-fee solution rather than institutional plan management.

Kenneth Shedleski is a financial advisor with LPL Financial in Elizabethtown, PA, holding a Series 63 designation and 38 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. He is also involved with Aspen Home Improvements, an outside business unrelated to investment advisory. LPL Financial is a national 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 brokerage services, utilizing model portfolios, third-party subadvisors, and a variety of technology-driven investment strategies.

Kevin Parker is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory work, he is involved in an entertainment-related activity started in 2025. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Alex Bardales is a financial advisor with Thrivent Investment Management in Lititz, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at Thrivent Financial, Equity Services Inc, National Life Group, Eagle Strategies (NY Life), and New York Life insurance company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on goal-based analyses and broad planning topics without including implementation. The firm offers an integrated option combining planning with managed accounts, while maintaining separate services and not serving institutional portfolio management or adviser selection mandates.

Stephen Stackhouse is a CFP®-certified financial advisor with LPL Financial, where he has worked for 15 years. He has 30 years of industry experience. LPL Financial is an SEC-registered 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 brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Steven Goodhue is a financial advisor with Edward Jones in Myerstown, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors and offers a range of advisory services under a fiduciary standard.

Douglas Russell 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 was involved in real estate investment through Charlee Realty LLC and worked at the Pennsylvania Higher Education Assistance Agency. He also owns Charlee Realty LLC, a real estate investment business in Hummelstown, PA. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Connor Krisko is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial in 2023, he spent 18 years in full-time education. 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, offering a range of financial planning, advisory programs, and retirement plan consulting services.

Christopher Dixon is a Series 66-credentialed financial advisor with Edward Jones, based in Middletown, PA. He has 18 years of industry experience and has been with Edward Jones since 2007. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Roy Michaelson is a financial advisor with Raymond James Financial, holding the Series 66 designation and bringing 22 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Michaelson is also an associate employee at Fulton Financial Advisors, where he is involved in investment sales and service. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools to illustrate potential outcomes and is notable for its municipal advisor affiliation and specialized SIMPLE IRA employer advisory programs.

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.

Anthony Sivillo is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2021, alongside a tenure at M&T Securities starting in 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

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.

Michelle Mc Govern is a financial advisor with Ameriprise in Mount Joy, PA, holding a Series 66 designation and five years of industry experience. She previously worked at YDOP from 2014 to 2018 before joining Ameriprise in 2018. Outside of her advisory role, she plans to operate an Etsy shop named Violet & Co to sell crafts and vintage books. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm provides written, non-discretionary Recommendation Reports developed by a centralized consulting team, combining research and modeling to deliver tax-efficient withdrawal strategies and income planning.

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.

Kristine Weit is a financial advisor with Equitable Advisors in Lititz, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, PTS Brokerage, Penn Investment Advisors, and Penn Community Bank. Outside of her advisory work, she volunteers as a youth field hockey coach for Warwick School District. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively through sponsored programs and third-party managers to deliver advisory and brokerage solutions.

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.