Matthew Heisey is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Enterprise, he worked for The Hershey Company for six years and held various positions at companies including Amazon, Uber Eats, and DoorDash. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services such as financial planning and access to third-party asset managers.

Steven Damion is a financial advisor with Charles Schwab, holding a Series 66 license and over 15 years of industry experience. His prior roles include positions at JPMorgan Chase & Co. and RBC Capital Markets. 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’s approach combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Patrick Bartoli is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked for Morgan Stanley Private Bank, National Association for 11 years. Wells Fargo Advisors is a national securities firm providing 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 offers both brokerage and advisory solutions.

Caden Malone is a financial advisor at Ameriprise with two years of industry experience. He previously worked at Orrstown Bank and Select Medical. Malone is also involved with Stephenson Foundational Management, LLC, managing an advisory business outside of his primary role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and annual planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Stephanie Chaplinski Kane is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Santander Securities, Santander Bank, Cetera Investment Services, First National Bank of Pennsylvania, LPL Financial, INVEST Financial Corporation, and TDAmeritrade. 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 supported by research from Wells Fargo Investment Institute and third-party analytics.

Joseph Martin is a financial advisor at Cambridge Investment Research Advisors with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Grove Point Advisors, Grove Point Investments, and Baltimore Life Co. Martin is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through a network of independent Financial Professionals and utilizes multiple platform arrangements with both proprietary and unaffiliated model strategies.

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.

Matthew Sheraw is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent eight years at National Planning Corporation. Outside of his advisory role, Sheraw serves as secretary of the West Shore Lions and is a board member of CMU, an organization providing case management services to individuals with disabilities. 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 range of services such as financial planning, investment management, and retirement plan advisory, utilizing both proprietary models and third-party strategies tailored to client objectives.

Thomas Madden is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides wealth management services to working and retired professionals in central Pennsylvania and across the United States. His approach includes developing strategies for creating, growing, preserving, and distributing wealth in the most tax-advantaged manner. Mr. Madden collaborates closely with clients’ other trusted advisors and offers access to estate planning and trust services through Bank of America Private Bank. Mr. Madden’s areas of expertise encompass family wealth management strategies, institutional and corporate benefit services, personal retirement planning, portfolio management, individual and corporate investment strategies, and retirement income. He follows Merrill’s tradition of community involvement by volunteering with local organizations. A native of central Pennsylvania, Mr. Madden graduated from Bishop McDevitt High School in Harrisburg and earned a Bachelor of Science degree in Petroleum and Natural Gas Engineering from Pennsylvania State University. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Mr. Madden enjoys basketball, golfing, and spending time with his family.

Devon Blouch is a financial advisor at RBC Capital Markets with four years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Enders Insurance. His background also includes roles at Fidelity Brokerage Services and involvement with the University of Connecticut Athletic Department. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies and integrates in-house and third-party managers to meet clients’ specific needs.

Justin Dunwoody is a financial advisor with LPL Financial in Camp Hill, PA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company for 16 years. Outside of his advisory role, he is a part owner and sales representative of BSD Holdings, a home-based 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 and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Frank Conte is a financial advisor at LPL Financial with 44 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior roles include 17 years with Cambridge Investment Research Advisors and Cambridge Investment Research, as well as leadership positions at The Conte-Browne Group. Outside of his advisory work, Conte serves as a volunteer firefighter with the Hampden Township Volunteer Fire Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. Its platform includes financial planning, model portfolio programs, third-party asset management, and institutional solutions, supported by a large network of investment adviser representatives.

Shawn Greenland is a financial advisor with LPL Financial, holding CFP®, ChFC®, and Series 66 credentials and bringing 26 years of industry experience. He previously worked at Next Financial Group Inc for 18 years and Waddell & Reed for 7 years. 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 portfolios, third-party asset management, and institutional platforms.

Nathan Muchmore is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Management and several smaller firms before joining Cambridge. 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 provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering a variety of portfolio management solutions tailored to client objectives.

Meron Yemane is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Yemane serves as a commissioner on Pennsylvania's Civil Rights Agency, a bipartisan committee appointed by the governor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing 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 models developed by its Global Investment Committee.

David Bartoli is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Bartoli is also involved in real estate partnerships. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets.

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.

Joshua Burda is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and Weis. Outside of finance, he is involved with Big Worm Tackle, an outdoor equipment business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Andrew Brosten is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities LLC. Brosten is also involved in non-variable insurance activities through Prudential. LPL Enterprise, LLC 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 primarily employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Kelly Light is a financial advisor with Morgan Stanley in Camp Hill, PA, holding Series 63 and Series 65 designations and having 24 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.