Jason Brown is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and nine years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023, with prior roles at Citizens Securities, Inc. and Belco Community Credit Union. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual plans and employer-sponsored financial planning agreements.

Meghan Kahler is a financial advisor at LPL Enterprise with eight years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining LPL Enterprise in 2026, she worked at Northwestern Mutual in various roles from 2017 to 2026. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

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 with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her prior work includes roles at Cetera Advisor Networks LLC and CLELAN & CO, as well as Aegis Retirement. 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 provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes tailored to client goals.

Kang Su Lee is a financial advisor with Morgan Stanley, holding a Series 66 designation and 12 years of industry experience. Lee has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Vladan Serdar is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2006 at Merrill Lynch after graduating from Bethany College with a bachelor's degree in managerial economics. Over nine years, he held various roles including operations representative, client associate, business systems administrator, and administrative manager assistant, gaining a comprehensive understanding of the financial services industry. Vladan's expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He is a Personal Investment Advisor (PIA) and is fluent in Serbian and English. Vladan is involved with professional organizations such as the Camp Hill Lion Foundation and Sigma Nu, and actively participates in community organizations including Bethesda Mission, Camp Hill Lion Foundation, and Central PA Food Bank. Originally from Serbia, Vladan immigrated to the United States at a young age and became a U.S. citizen in 2012. He resides in Camp Hill, Pennsylvania, with his wife and two children. He enjoys coaching his children's basketball and baseball teams and spending time with his family.

Richard Lybarger is a financial advisor with Morgan Stanley in Camp Hill, PA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Morgan Stanley since 2009, including tenure at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he operates Wisdom Won Empowerment, providing life coaching services focused on health and meditation. Morgan Stanley Wealth Management serves individual and institutional clients by offering advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

Philip Walby is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His background includes roles at Pruco Securities LLC and various positions outside finance, such as work with multiple professional baseball organizations and involvement in educational and training institutions. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and corporate entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Justin Racculia is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Before joining LPL Financial in 2026, he worked at Cambridge Investment Research and Northwestern Mutual, with earlier experience at Merrill Lynch and Ernst and Young. He is also an independent insurance agent representing various insurance companies. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad range of financial products and partnerships.

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.

Darla Huber is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2004. Outside of her advisory work, she has spent time pursuing the publication of a novel and assists at a local polling station during election periods. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

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.

Jennifer Buehler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. She serves as a finance committee member for the West Shore Chamber of Commerce in Camp Hill, PA. 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 employs research and analytics to evaluate investment options and offers a broad range of brokerage and advisory solutions.

Timothy Engle is a financial advisor with RBC Capital Markets in Lemoyne, PA, holding a Series 66 designation and 28 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he serves as an officer of the Allen Glen Home Owners Association, overseeing a landscaping committee, and is a one-third owner of WC Lodge LLC, a private entity established to purchase a lodge and adjoining property. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering various advisory programs with tailored portfolio management and financial planning services. The firm integrates in-house and third-party investment managers and provides a range of options including tax management and responsible-investing screens.

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 at LPL Financial with five years of industry experience. He holds a Series 66 designation and has previously worked at Oldcastle APG, Rutter's Dairy, Inc., and Messiah College. Tyler is also involved with Members 1st Federal Credit Union and Members 1st Investment Services & Wealth Management in roles related to his LPL responsibilities. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mark Steinhart is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2005 and also maintains roles with Compass Financial Strategies and Cambridge Investment Research, Inc. in Pennsylvania. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a wide range of services, such as financial planning and investment management, delivered through independent Financial Professionals using multiple platform arrangements and proprietary as well as third-party model strategies.

Garrett Swank is an advisor at LPL Enterprise with Series 63 and Series 65 licenses. He has been with LPL Enterprise since 2026 and previously held roles in various industries, including running a small business, Breakboss Cards and Collectibles LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Nathan Blyler is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he worked at Highmark, Inc. and Mercer. Outside of his advisory role, Blyler volunteers with the non-profits Harrisburg River Runners and Castaway Critters. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation using portfolios developed by internal and third-party strategists, and supports a broad range of financial planning and consulting services.