Robert Miloszewski is a financial advisor with OSAIC, holding a Series 66 designation and 25 years of industry experience. He previously worked at Lincoln Financial Advisors for 10 years before joining OSAIC in 2025. Outside of his advisory role, he is a co-owner and partner of Patten Financial LLC, a business entity used for managing expenses. OSAIC serves a broad mix of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs a variety of tools and third-party services to construct diversified portfolios that include traditional and alternative investments, supporting both discretionary and non-discretionary management.

Brent George is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and Series 63 and 65 licenses. He has 29 years of industry experience and has been with MassMutual and MML Investors Services since 1996. In addition to his advisory role, he works as a sales agent in life and health insurance. Mass Mutual Investors Services 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 offers collaborative, goal-oriented planning engagements supported by firm-approved software and a range of investment programs.

William Pressmann is a financial advisor with Ameriprise in Camp Hill, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including 21 years with Ameriprise and its affiliate Ameriprise Financial Services, Inc. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic automation with research and modeling to deliver personalized, non-discretionary recommendations, primarily for clients with assets managed by Ameriprise.

Alan Rivest is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of experience in the industry, including prior roles at NY Life Securities LLC and Weinstein Realty Consultants. 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, with planning engagements structured as annual, collaborative relationships that focus on goal analysis and written recommendations.

Christopher Cocores is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2005. Outside of his advisory role, he is involved in several ventures including ownership and management of real estate holdings, participation in racehorse ownership entities, and a minority ownership and consulting role in a sales training and motivation company. MassMutual 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, delivering collaborative, goal-driven planning using firm-approved analytical tools.

Amy Kramer is a financial advisor at MassMutual Investors Services with 16 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining MassMutual in 2019, she worked at Cetera Advisor Networks LLC for six years and was associated with CLELAN & CO and Aegis Retirement for 19 years. MassMutual Investors Services 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, utilizing firm-approved software and collaborative planning processes.

Brendon Muller is a CFP®-designated financial advisor with seven years of industry experience, currently with Ameriprise Financial Services LLC. Prior to joining Ameriprise in 2025, he worked at Edward Jones for six years and has experience in educational institutions. He volunteers to provide pro bono financial planning services through the Financial Planning Association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Troy Landis is a CFP® professional with 39 years of industry experience, currently associated with Cetera since 2021. His prior work includes roles at VOYA Financial Advisors and leadership at Landis Financial Services and Landis & Co Financial Services LLC. Outside of his advisory work, he operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a network of independent advisors, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

Robert Kedney III is a Series 66 credentialed financial advisor with five years of experience, currently with Thrivent Investment Management. Prior to his advisory role, he worked in the education sector for over nine years. He serves on the boards of Pennsylvania Furniture Mission and Create Columbia, nonprofit organizations focused on providing furniture to families in need and promoting the arts in Columbia, Pennsylvania. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial analyses and planning without discretionary portfolio management.

Katie Funk is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. She has two years of industry experience and has previously worked with organizations including Water Street Mission and McLean Mortgage Corporation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Its planning offerings cover a wide range of topics and can be combined with managed-account programs under a consolidated billing option, while keeping planning and portfolio management services distinct.

Christopher Ladika Jr. is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. His prior work includes roles at Assurance, Property Management, Inc., MH Construction, and Durabond Pipe. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice supported by algorithmic automation and oversight.

Evan Hebel is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his career in 2025. Prior to joining Thrivent, his work experience includes roles in education and maintenance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive planning across various topics without including implementation of recommendations.

Tyler Miller is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked at Members 1st Federal Credit Union and LPL Financial since 2021, and previously held roles at Oldcastle APG, Rutter's Dairy, Inc., and Messiah College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 and financial planning services, utilizing both discretionary and non-discretionary management along with research and model portfolios.

Steven Jumper is a financial advisor at Osaic with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services, MRK Financial Solutions Inc, and Citizens Securities Inc. He is based in Carlisle, PA. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party money managers.

Kim Houck is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. Her career includes positions at LPL Financial since 2018 and Invest Financial Corporation from 2009 to 2018. She is also associated with Members 1st Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.

Joseph Clegg is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 25 years of industry experience. He has worked at Cetera and its affiliate Cetera Wealth Services since 2013. Clegg is the owner and president of Ridgeline Wealth Solutions, a financial services firm, and also sells health and Medicare insurance plans. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and retirement services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Caden Malone is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Orrstown Bank and Select Medical. Malone also has a background in education, having been employed at Pennsylvania State University and Cedar Cliff High School. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, offering advisory, brokerage, and insurance solutions through affiliated entities. The firm utilizes a centralized consulting team and algorithmic tools to deliver customized, tax-efficient retirement recommendations.

Jeremy Jamison is a financial advisor at MassMutual Investors Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Wienken Advisors, Ltd. Outside of his advisory role, Jamison owns an ice cream shop in Greencastle, PA. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and structured annual planning engagements.

Shawn Greenland is a financial advisor with LPL Financial, holding the CFP®, ChFC®, and Series 66 designations and bringing 25 years of industry experience. He previously spent 18 years at Next Financial Group Inc before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and utilizes model portfolios, research from multiple sources, and technology-driven strategies.

John Grove is a financial advisor with Ameriprise in Camp Hill, PA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in fiduciary activities, including serving as an executor and attorney-in-fact. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.