Michael Eicher is a financial advisor at Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. He has worked with Mutual of Omaha and Mutual of Omaha Investor Services since 2015 in various roles. Outside of advisory services, he is also an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans. The firm offers a range of managed account programs and financial planning solutions, operating through platform relationships with Envestnet and Pershing.

William Lape is a financial advisor with Mutual Of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. He is the president of ProtectSHIP LLC, where he is involved in administration and training for health insurance products. Lape also serves as a volunteer board member on the Shippensburg Borough Planning Commission and the Gideons International Cumberland South Camp. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers a range of managed account programs and financial planning, utilizing platform relationships with Envestnet and custodial services through Pershing.

Greg McMullen is a financial advisor at NewEdge Advisors with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at NewEdge Advisors since 2021. He also has longstanding roles at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation dating back to 2012. Outside of his advisory work, McMullen serves as a basketball official for high school and club events through the Pennsylvania Interscholastic Athletic Association. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and centralized due diligence.

Randall Taylor is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked with Legend Advisory Corporation and Legend Equities Corporation. Taylor serves as president of the Drew Michael Taylor Foundation, a nonprofit organization. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and various investment programs, managing a mix of in-house and third-party strategies through strategic and tactical approaches.

Lori Gontz is a financial advisor at Primerica Advisors with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Primerica Advisors since 2019, following prior roles at PFS Investments Inc. and Primerica Financial Services. Outside of her advisory work, she has been involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Robert Russoli is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 22 years of industry experience. His prior roles include positions at Wheatland Advisors, Inc. and Orrstown Bank, where he continues to manage the trust department and supervise advisors. Outside of his advisory work, Russoli serves as a board member of the Harrisburg Masonic Temple and as a trustee for the Harrisburg-Snyder Lodge #629. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform 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 nationwide network of independent advisors.

Jacob Barling is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and five years of industry experience. His prior work includes roles at Edward Jones and Orrstown Bank, where he also serves as a financial professional in an administrative capacity. Barling participates as a finance committee member for Corpus Christi Catholic Church. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform with access to various portfolio models, discretionary and non-discretionary account options, and multiple custodial relationships.

Erica Fendlay is a financial advisor with Osaic and holds a Series 66 designation. She has 16 years of industry experience, including 15 years at Edward Jones before joining Osaic in 2024. Outside of her advisory role, she owns a commercial real estate investment company. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios on both discretionary and non-discretionary bases.

Robert Allison is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of advisory services, he has been involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm’s approach includes curating third-party asset managers and using a tiered wrap fee structure.

Phyllis Nye is a CFP® professional with 34 years of industry experience, currently serving at Cetera. Her career includes long-term roles at Orrstown Bank and Cetera Wealth Services, LLC. She is involved in community and nonprofit activities such as serving on the finance committee at Our Lady of the Visitation church, acting as vice president of the Summit Health Foundation Board, and participating on the Cumberland County Land Preservation board. Nye also holds leadership roles in local businesses, including vice president of H & H Chevrolet and Cadillac. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and advisory services, operating a multi-manager platform that allows advisors to implement model portfolios or bespoke strategies with discretionary and non-discretionary authorities.

Jarred Knott is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has worked with Cetera since 2014 and is also a member of the Waynesboro Borough Council. Knott is involved in nonprofit activities, serving as president and treasurer of Mainstreet Waynesboro and participating on the Leadership Franklin County Steering Committee. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Megan Wall is a financial advisor with Ameriprise in Shippensburg, PA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. Her prior roles include positions at Avantax Insurance Agency, Avantax Advisory Services, and Sniegocki Weaver Financial Solutions. Outside of her advisory work, she is employed by LJS Group LLC, a legal entity related to advisory services, and is involved in coordinating care between CPAs and clients through Pennoptic CPAs and Strategic Partners. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with their financial advisors.

William Graham V is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and the Ludwig Institute for Cancer Research. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors, offering a range of advisory programs and affiliated investment products.

Galilee Harter is a financial advisor at Cetera with 14 years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Wheatland Advisors, Inc and Orrstown Financial Services. She serves on the board of the Chambersburg Area Education Foundation, working to advance educational opportunities in her community. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party managers across multiple program structures.