Robert Musselman is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at VOYA Financial Advisors and operated his own firm, R Bruce Musselman. He is also president of Musselman Financial Solutions, LLC, a firm involved in the sale of fixed insurance, securities, and investment products. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, as well as institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Mckenzie Moore is a financial advisor at Wells Fargo Advisors with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Wells Fargo Advisors in 2025, Moore worked at Charles Schwab and held positions outside the financial sector, including roles at Tommy Hilfiger, UPS, DoorDash, and staffing companies. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools to develop tailored recommendations.

Michael Frederick is a CFP® and ChFC® with 27 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at firms including J Alden Associates, Triad Advisors, Wells Fargo Advisors, and Merrill. He serves as treasurer of the Upper Frederick Fire Company. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

William Lewis is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He previously worked at Merrill and Bank of America, N.A. He serves on the Board of Trustees for Luzerne County Community College. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Leslie Benzak is a CFP® with 25 years of industry experience, currently advising at Cetera. Her prior experience includes roles at Tupelo Wealth Partners, Commonwealth Financial Network, and Lincoln Investment Planning. Outside of advising, she is co-owner of Otium Ventures, a company involved in real estate management, and also provides tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and supports both discretionary and non-discretionary accounts.

Joshua Hartline is a financial professional with three years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has worked with Cetera and its related entities since 2022. Prior to his financial career, he was employed at Costco Wholesale and also spent several years involved with Elite Baseball Training. Hartline maintains a role with Musselman Financial Solutions, where he provides client services including Medicare Part D plan reviews. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual investors, retirement plans, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Steven Sanson is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Sanson Financial and Financial Voyages. Sanson also served in the Pennsylvania Army National Guard for over three decades and works as an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Luke Childs is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors, Inc., The Vanguard Group, Inc., and other firms. Outside of his advisory role, he is involved with Kemp Harvest Financial Group, a DBA for his LPL business. 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 advisory services including financial planning, model portfolio programs, and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Joseph St. Pedro is a financial advisor at LPL Financial with 37 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he is involved in insurance sales and co-owns a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad range of investment approaches and offers various platforms and tools for financial planning and portfolio management.

Kenneth Del Goleto is a financial advisor at Ameriprise with 39 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions with a focus on retirement income strategies that incorporate research, modeling, and tax-efficiency analysis.

Aaron Tidd is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Diamond Credit Union and The North Face. 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 financial planning and investment management services, utilizing both proprietary research and third-party strategies across various investment options.

Barry Weller is a financial advisor at OSAIC with 29 years of industry experience and holds Series 63 and Series 65 licenses. His prior roles include positions at Lincoln Financial Advisors and Questar Asset Management, among others. Outside of advisory work, he owns and operates Barry Weller & Associates Inc., a tax preparation and accounting services firm. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory services, and access to third-party money managers. The firm employs various asset-allocation and portfolio management tools and supports multiple advisory platforms.

Andrea Wilson is a financial advisor with LPL Financial in Reading, PA, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. She has worked at Linsco/Private Ledger Corp. since 2007 and operates a private business under the name Cornerstone Financial Strategies, LLC. She also spends a small portion of her time involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. Its offerings include financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing tools and a broad range of financial services.

Fred Horrocks is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at International Assets Investment Management, International Assets Advisory, MML Investors Services, and MassMutual. Since 1994, he has operated an insurance agency specializing in life, disability, long-term care, and fixed annuities as a sole proprietor. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing tailored strategies across multiple platforms and custody arrangements.

Susan Helm is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing. She has been with LPL Financial since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Joseph Azzara is a CFP® professional with 31 years of industry experience. He has worked at Wells Fargo Advisors since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2017. In addition to his advisory role, he owns Azzara Wealth Management, LLC, an independent financial practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including niche services like business-owner transition and special-needs analysis. The firm integrates advisory services with various financial products and referral channels.

Brian Hines is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience and has been with Cambridge since 2010. Outside of his advisory role, he is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement-plan advisory services through a network of independent financial professionals, offering a range of portfolio management options and proprietary as well as third-party strategies.

Brett Diamond is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for ten years at Exeter Township School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Ellen Robinson Gunder is a financial advisor at LPL Financial with 25 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. 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.

Aaron Von Alst is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. He previously worked at Sei from 2005 to 2025 and has been with Cetera since 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across multiple program structures.