David Metz is a financial advisor with Morgan Stanley in Carlisle, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Metz serves on the investment committee for the United Way of Carlisle & Cumberland County and is a board member of the Carlisle Family YMCA, participating in their finance and fundraising efforts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

Bradley Mentzer is a financial advisor with Osaic Wealth, holding the PFS™ designation and Series 63 and 65 licenses, with 27 years of industry experience. He has worked at Cetera and Avantax and has maintained his own financial advisory and CPA practices since 2011. He and his wife own the office building housing his tax and investment businesses and rent space to other professional tenants. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation, portfolio optimization, and a variety of investment programs, supported by a complex affiliate network and private-equity ownership.

Aleesha Moyer is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of her advisory role, she owns Aleesha Moyer Photography. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals managing a multi-billion dollar asset base.

Thomas Benkovich is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he manages a business focused on strategic planning and staff management through Thomas F Benkovich LLC. Ameriprise is a large institutional firm that provides retirement-income planning services targeted at individuals approaching or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

Gregory Hartman is a financial advisor with Raymond James Financial in Mechanicsburg, PA, holding a Series 63 designation and 23 years of industry experience. His career includes roles at Raymond James Financial Services, HS Financial Services, and Simon Lever LLP, CPA's. He serves on the finance committee of the Dune Deck Condominium Association, contributing to its financial oversight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work, with specialized programs such as SIMPLE IRA Employer Advisory services.

Keith Russell is a CFP® professional with seven years of experience currently affiliated with Mass Mutual Investors Services. He has worked at MML Investors Services since 2019 and has been with MassMutual since 2017. Prior to his financial services career, he held positions at Securitas Security Services USA and Shippensburg University. Mass Mutual Investors Services, LLC, a broker-dealer and SEC-registered investment adviser, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars.

Cody Morris is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has seven years of industry experience and has worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 2018. Prior to that, he was employed at McCormick Taylor for ten years. He is also licensed as a life insurance agent through Assurity Investment Relations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on annual, collaborative planning relationships and event-driven planning services.

Tammy Panagos is a financial advisor with LPL Financial in Mechanicsburg, PA, holding Series 63 and Series 65 credentials and with 20 years of industry experience. She worked at M&T Securities for 15 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and technology tools.

Allen Carr Sr. is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding the ChFC® designation and Series 63 license. He has 39 years of industry experience, including 37 years with MML Investors Services and Massachusetts Mutual Life Insurance Company. Carr serves on the boards of nonprofit organizations focused on foster care and prison reform. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering various programs including educational seminars and event-driven planning services.

Collin Cook is a financial professional at Cetera with five years of industry experience. He holds the Series 66 designation and has worked at Cetera and affiliated firms since 2021. Prior to his financial services career, Cook held positions in healthcare and education. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services within a multi-manager platform that includes model portfolios and bespoke strategies.

Shelley Eichelberger is a financial advisor at Edward Jones with 21 years of industry experience and holds a Series 66 designation. She has worked at Edward Jones since 2010. Outside of her advisory role, she is involved in the development of a theme park through Katmandu Collections, LLLP in Orlando, FL. 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 wide range of investment strategies and affiliated services, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Franklin Rankin is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA. He holds a Series 63 designation and has 27 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 1998. Rankin also works as a licensed insurance agent focusing on life, health, group life, group health, disability, and long-term care insurance. Mass Mutual Investors Services 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 seminars, using firm-approved software tools to provide written recommendations without investment discretion.

Ronald Vansteenacker is a Series 66-credentialed financial advisor with 12 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering holistic, goal-based analyses and written recommendations across various planning topics without managing client portfolios directly.

Christopher Raup is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His work history includes roles at Cambridge Investment Research, Inc., ON Investment Management Co., and The O.N. Equity Sales Company. Outside of his advisory duties, he is involved in several business ventures, including ownership of a livestock/agriculture enterprise and leadership roles in nonprofit organizations focused on veteran support and trail running. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management across multiple platforms, providing access to proprietary model strategies and third-party advisers.

Peyton Wolfe is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and beginning his career in 2025. He previously worked at MSC Industrial Supply and served as an educator at Northern Lebanon High School and Temple University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides collaborative, annual financial planning engagements supported by firm-approved analytical tools, with a focus on recommending investment categories and strategies.

Thomas Weber is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 65 and Series 66 licenses and 14 years of industry experience. He previously worked at Wienken Advisors, Ltd. for seven years and is currently an instructor co-leading financial literacy seminars with the Appalachian Financial Literacy Group, LLC. 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 provides financial planning, asset management, and educational seminars using firm-approved tools and methodologies.

John Lanzetta is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Questar Capital Corporation, Securities America Advisors, and IC Advisory Services. He is also involved in non-variable insurance through his business LifeSpan Financial Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and access to model portfolios and third-party asset managers, supported by advanced operational tools.

Patrick Williams is a CFP® professional with 27 years of industry experience, currently serving at OSAIC since 2024. His prior experience includes roles at Securities America, Sterne Agee Investment Advisor Services, and WRP Investments. Outside of advisory services, he has provided tax preparation for family and friends and assists clients in obtaining insurance aligned with their financial goals. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services focused on model-based asset allocation and portfolio optimization, delivered through a multi-advisor platform with access to discretionary and third-party managed strategies.

Brian Logan is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2003 and is also associated with Wienken Advisors since 2008. Outside of his advisory work, he is an investor in a local golf simulator business. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning engagements as annual collaborations using firm-approved software to analyze client goals and deliver written recommendations.

Ella Still is a financial advisor with Ameriprise holding a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise in 2026, she held various roles including positions at The Hershey Company and 2R Consulting Group. She has a background in education, having worked with the Northern York County School District for 13 years. 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 written recommendations and ongoing advice focused on retirement income planning, utilizing proprietary research and third-party data within a defined investment framework.