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.

Bryan Black is a financial advisor with Wells Fargo Advisors in Lemoyne, PA, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2009 and is also a principal with La Porte Asset Management, a firm he has been involved with since 2006. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supported by proprietary research and planning 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.

Stacey Barrick is a CFP® professional with 40 years of industry experience, currently affiliated with Cetera. She has held multiple roles in financial advisory and tax services, including positions at Masland & Barrick Advisory, Inc. and Masland & Barrick Tax Services, Inc. Outside of her advisory work, Barrick serves as president of the Friends of Manheim Community Library, where she organizes and assists with fundraising and special events. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporations, charities, and institutions. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of independent advisors.

Michael Chiha is a financial advisor with LPL Enterprise, holding a Series 66 designation and 22 years of industry experience. He has worked at Prudential Insurance Company of America since 2004 and was with Pruco Securities, LLC. from 2004 to 2024 before joining LPL Enterprise. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated services such as trust custody and insurance product sales.

Jordan Hisey is a financial advisor with Morgan Stanley in Camp Hill, PA, holding Series 63 and Series 66 credentials and seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, Bank of America, Merrill, and Prudential. Outside of his financial career, he has been involved with Christ American Baptist Church for over a decade. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

H W Nelson is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a broader set of financial product offerings than typical large institutional advisers.

Darlene Michelson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in the financial services industry in 1995 and joined Merrill in 2009. Her practice focuses on investment and retirement income planning strategies, as well as estate and insurance coordination, with the objective of assisting clients in wealth accumulation, preservation, and transfer. Darlene works primarily with high-net-worth individuals to develop customized strategies for asset allocation, portfolio management, liability management, tax minimization, and asset preservation. Her client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. As a qualified Portfolio Advisor and Personal Investment Advisor (PIA), she recommends a variety of investment strategies, including those managed by Merrill and approved third parties. Darlene holds a bachelor's degree from Bloomsburg University. Outside of her professional role, she enjoys cooking, football, and gardening.

Myles Sites is a financial advisor with Charles Schwab, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Pruco Securities Corp, The Prudential Insurance Company of America, TD Ameritrade Services, Scottrade, BB&T Investment Services, and Edward Jones. He is currently based in Camp Hill, PA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary advisory relationships with access to discretionary separately managed accounts, employing multi-asset model portfolios and a centralized operational structure.

Judith Walker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. She also serves as co-trustee for her father's trust in Mechanicsburg, PA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Wesley Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2017 and has over two decades of experience in the financial industry, including 17 years in New York City prior to his current role. Wesley provides clients with comprehensive financial advice, focusing on financial and investment strategies, liquidity planning, estate and wealth transfer strategies, cash management, and strategic tax loss harvesting. He holds a bachelor's degree in Economics from La Salle University and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2019. Wesley is also a Personal Investment Advisor (PIA). He is active in his local community, leading volunteer outreach initiatives through his church's Mission Outreach program. Outside of work, he enjoys spending time with his family, hiking, fishing, golfing, traveling, and living on a farm in Adams County with his wife and their dogs.

Dale Beshore is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies to support client outcomes.

Brendan Hertzog is a financial advisor with LPL Enterprise and holds the Series 66 designation. He began his advisory career in 2025 and has prior experience in various roles outside the financial industry, including positions at Aldi and Lowe’s. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers additional services such as financial planning and insurance product facilitation through affiliated entities.

Tracy Varano Garrison is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 29 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and prior to that was with Citigroup Global Markets beginning in 2006. Outside of her advisory work, she is the founder and board member of Beauty After Bruises, a nonprofit organization focused on support related to children, youth, and public safety. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and processes. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client engagements and corporate financial planning arrangements.

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.

Michael Silver is a financial advisor at RBC Capital Markets with 31 years of industry experience. Prior to joining RBC in 2024, he worked at Bank of America for 15 years and Merrill for 29 years. He serves as Vice President of the I O Silver Foundation, a nonprofit that raises funds for Penn State Hershey Medical Center's Heart & Vascular Institute, and has been involved for over two decades on the board of The Campus of the Jewish Home of Greater Harrisburg. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with customized portfolio management and financial planning services. The firm offers a range of advisory programs and utilizes both in-house and third-party managers to tailor investment strategies according to each client’s risk profile.

Jonathan Fauber is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Santander Securities, Santander Bank, Wells Fargo Clearing, and Wells Fargo Bank. Outside of finance, he contributes as a freelance sports writer covering high school sports for PennLive in Central Pennsylvania. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of profiles. The firm manages over $1 trillion in assets, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a large network of advisors and branch offices nationwide.

Michael Watt is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he coaches soccer for PA Classics in Lancaster, Pennsylvania. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Michael Byerly is a CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with Cetera. He has been associated with Cetera Wealth Services, LLC since 2015 and Orrstown Bank since 2007. Beyond his advisory role, Byerly serves as a board member of The Wildcat Foundation, a nonprofit supporting educational and wellness programs in the Mechanicsburg area, and coaches youth soccer as a goalie coach for Keystone FC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party managers across diverse program structures.

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.