Douglas Harper is a financial advisor with Wells Fargo Clearing in State College, PA, holding a Series 66 designation and 25 years of industry experience. He previously worked at Ameriprise for six years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

David Becker is a CFP® with 43 years of industry experience, currently serving at Mass Mutual Investors Services since 1991. He has held roles at both MML Investors Services, Inc. and MassMutual Life Insurance Company during his tenure. Becker is also registered as a life insurance 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 seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Scott Martin is a CFP® and ChFC® with 16 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2009. He has worked with Mass Mutual/Wienken & Associates since 2008. Martin also holds a license as an insurance agent, focusing on life, disability, fixed equity life, long-term care, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing collaborative, technology-supported planning processes.

David Seibel is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at Securities America, Inc. and Next Financial Group, Inc. He is involved in advisory services as well as insurance sales and estate planning consultancy. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools and diversified investment options to manage portfolios on discretionary and non-discretionary bases.

Kelly Wian is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Cetera and its affiliated entities since 2014. Outside of his advisory role, he serves as an occasional lay speaker leading worship and preaching at the United Methodist Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to both affiliated and third-party managers across various program structures.

W Waldeisen III is a financial advisor with Morgan Stanley in State College, PA, holding a Series 63 designation and bringing 45 years of industry experience. He has been with Morgan Stanley since 2009, working both with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models to support its advisory services.

Matthew Gaul is a financial advisor at Edward Jones in State College, PA, holding CFP® and ChFC® designations with 21 years of industry experience. He previously worked at MML Investors Services Inc and MassMutual from 2008 to 2016 before joining Edward Jones in 2016. Outside of his advisory role, Gaul is involved in local fitness businesses, co-owning Crossfit Lionheart and owning Blue/White Strength, both gyms in State College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Mark Wasikonis is a financial advisor at Mass Mutual Investors Services with 42 years of industry experience. He has been associated with MML Investors Services, Inc. since 1991 and MassMutual Life Insurance Co. since 1983. His credentials include the Series 63 designation. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and provide written recommendations.

Jamie Tabaka is a Senior Financial Advisor with Merrill Lynch Wealth Management in their State College office. Since joining Merrill Lynch in 2018, she provides personalized financial guidance to clients across various stages of life. Her approach centers on discovering essential priorities and goals to structure individualized life planning guides, helping clients feel secure and confident in their financial decisions. Jamie holds a Bachelor Degree in Media Studies with a focus on Criminal Law and a Minor in Business from Pennsylvania State University. She is a Certified Plan Fiduciary Advisor (CPFA), Certified Divorce Financial Analyst (CDFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her experience also includes a prior automotive industry career, contributing to her leadership in managing people, business, and wealth. In addition to her professional work, Jamie is active in the community, serving the Bob Perks Cancer Assistance Fund. She resides in the State College area with her husband and two daughters.

Clay Mactarnaghan is a financial advisor with Primerica Advisors in State College, PA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Primerica Advisors since 2019 and previously served in roles including substitute teaching and church work. Outside of advising, he owns two retail and publishing businesses, CoolChristianAccessories.com, LLC, and Bold Proclamations. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients, using third-party asset managers and a tiered wrap-fee structure.

James Falls is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Next Financial Group Inc. Falls serves as Board President of the Penns Valley Youth Center, providing governance and volunteer support for an after-school program for middle and high school students. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party investment platforms. The firm employs asset-allocation tools and multiple advisory platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Noah Hillegass is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience, beginning his finance career with MassMutual Life Insurance Co. Prior to entering the financial sector, he worked at Penn State University and the Chestnut Ridge School District. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved software to support annual, collaborative planning relationships.

William Liberman is a financial advisor with Mass Mutual Investors Services in State College, PA, holding a Series 63 designation and 38 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1991. Outside of his financial services career, he is the owner of O, Inc., a graphic design and illustration business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative, annual financial planning engagements supported by firm-approved analytical tools.

Dominic Aiello is a financial advisor with LPL Financial and holds a Series 66 designation. He has four years of industry experience and has been associated with LPL Financial since 2016. Outside of his advisory work, he is employed at Saint Joseph Catholic Academy and has experience working with Uber. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diverse investment solutions including model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and oversight of substantial discretionary assets.

Barry Fenchak is a financial advisor with LPL Financial in State College, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2001. In addition to his advisory work, he spends a portion of his time on personal income tax preparation and bookkeeping. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Andrew Riley is a financial advisor with MassMutual Investors Services in State College, PA, holding a Series 66 designation and eight years of industry experience. He has been with MassMutual and its affiliated entities since 2018. Prior to his advisory role, he spent seven years with Victory Sports & Fitness. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers event-driven planning services such as divorce and estate-settlement planning.

Charles Peiffer is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Grove Point Investments, Grove Point Advisors, H.Beck, Inc., and Woodbury Financial Services. He also manages Peiffer Financial Services, a business focused on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and retirement advice services through a large network of advisors utilizing diverse investment strategies and operational tools.

Marva King is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 27 years of industry experience. Her prior roles include positions at Morgan Stanley, Citigroup Global Markets, Merrill, Financial Services International Corp, and United Advisors Services. She is also the Chief Operating Officer of VK Wealth Advisors in State College, PA. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers various investment strategies, including proprietary models and access to third-party managers, with flexible custody and platform arrangements tailored to client objectives.

Olivia Reid is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2019 after earning her bachelor's degree in Finance from the Smeal College of Business at The Pennsylvania State University, where her studies included security analysis, portfolio management, economics, and accounting. Olivia specializes in family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and retirement income. Her approach centers on understanding her clients, their families, and financial situations to develop customized and flexible wealth management plans aligned with their goals and changing market conditions. She holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Outside of her professional role, Olivia enjoys cooking, reading, and spending time with her family.

Robert Lieb is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Pruco Securities, LLC for 28 years. Lieb also operates as a sole proprietor offering financial planning and property and casualty services in Port Matilda, PA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven portfolio management and offers access to third-party asset managers, along with affiliated trust custody, insurance services, and a collateralized lending program.