Rebecca Noss is a CFP® and ChFC® credentialed advisor with over a decade of professional experience, currently serving as the owner of Healthy Wealth. Her career includes roles at Apforia, RWS, and SFL TAP, as well as nearly a decade of self-employment prior to founding her firm. Outside of financial advising, she operates a separate bookkeeping and accounts payable business that does not serve her investment clients. Healthy Wealth is an independent advisory firm that provides investment management and financial planning to individual and high-net-worth clients. The firm focuses on passive, asset-allocation-driven portfolios primarily using mutual funds and ETFs, and employs a fee-only billing model based on fixed recurring plans and hourly engagements rather than assets under management.

Thomas Hendrix III is the sole advisor at Hendrix Financial Planning in Boiling Springs, PA. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he worked at Sherwin-Williams and spent several years as a stay-at-home parent. Hendrix Financial Planning offers comprehensive financial planning services to individuals and high-net-worth clients, focusing on written plans that cover areas such as retirement, tax planning, and estate document review. The firm emphasizes Modern Portfolio Theory in its investment guidance, uses fixed and hourly fees rather than asset-based billing, and does not provide ongoing portfolio management or custody of client assets.

Lindsey Ciarrocca is a financial advisor at Providers & Families Wealth Management with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Hornor Townsend & Kent Inc and Penn Mutual Life Insurance. Outside of her advisory role, Lindsey operates The Exuberant Elephant as a money coach. Providers & Families Wealth Management serves individuals, families, trusts, estates, businesses, and charitable organizations with financial planning and discretionary investment management. The firm utilizes a strategic asset-allocation approach and combines various analytical methods, offering both subscription-based planning and portfolio management services.

Scot Whiskeyman is a CFP® with 14 years of industry experience, currently serving at Providers & Families Wealth Management. His prior experience includes roles at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and MetLife Securities. Outside of his advisory work, he is the author of "The Retiree's Complete Annuity Handbook," tutors candidates for FINRA licensing and CFP certification, and serves as board member and treasurer for Carlisle Young Professionals. Providers & Families Wealth Management serves individuals, high-net-worth clients, families, trusts, estates, businesses, and charitable organizations with financial planning and discretionary investment management. The firm offers customized portfolios using strategic asset allocation and integrates tax-aware and estate coordination into its planning, distinguishing itself with a structured subscription model and inclusion of insurance and risk-management reviews.

Paul Macnamara is a financial advisor at Redwood Financial Planning, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked previously at PVG Asset Management Corporation and Strategic Investment Partners. Outside of finance, he owns and operates a farm in Carlisle, PA, and is a partner in a cattle sales business. Redwood Financial Planning, LLC provides portfolio management and financial planning services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm manages approximately $213 million, employing a combination of fundamental analysis and tactical overlay strategies, and offers both discretionary and non-discretionary mandates.

Jacqueline Powell is a CFP® professional with 42 years of industry experience. She currently serves at Alliance Financial, a team-based firm, and has prior experience with LPL Financial, INVEST Financial Corporation, and her own advisory businesses dating back to 1999. Alliance Financial provides advisory services to individuals, pension plans, charitable organizations, and businesses, offering portfolio management, financial planning, and pension consulting. The firm sponsors a wrap fee program and integrates multiple program platforms, including model and algorithmic strategies, into client solutions.

Jodi Bowman is a Series 65 licensed financial advisor with nine years of experience, currently with The Burney Company in Carlisle, PA. She has been with the firm since 2014. The Burney Company serves individual investors, including high net worth clients, as well as small businesses, pension plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets and employs proprietary fundamental and quantitative models to provide discretionary equity portfolio management and financial planning, with additional tax preparation services through an affiliated CPA firm.

John Daley is a financial advisor with The Burney Company in Carlisle, PA, holding Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with The Burney Company since 1984. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team advisory platform that incorporates proprietary fundamental and quantitative investment models, offers actively managed ETFs, and provides discretionary equity portfolio management and financial planning.

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.

Randall Taylor is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, Taylor serves as president of a nonprofit foundation and is involved in community activities including a local Rotary Club foundation board and volunteer roles such as election worker and Meals on Wheels driver. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, employing both discretionary and non-discretionary investment approaches supported by a proprietary mutual-fund screening process.

James De Gaetano Jr. is a CFP® professional with 20 years of experience in financial advising. He is currently with Carson Wealth and has previously worked at firms including Diamond Wealth Advisors, LPL Financial, and First Command. Outside of his advisory role, he is an author through JD Media LLC and serves as a board member at Shippensburg University. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion via a platform of over 650 advisors. The firm provides discretionary asset management, financial planning, and specialized investment solutions, supported by an Investment Committee that uses both fundamental and technical analysis to oversee portfolios.

William Lupi is a financial advisor at Truist Advisory Services with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His career includes roles at Truist Advisory Services, SunTrust Advisory Services, BB&T, and PNC Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches.

Greg McMullen is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Mid Atlantic Capital Corporation since 2012 and previously with BrokersXpress LLC. Outside of his advisory role, he serves as a basketball official for the Pennsylvania Interscholastic Athletic Association. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, combining in-house and third-party manager strategies with technology-driven tools and centralized due diligence.

Christian Snook is a CFP® professional with 13 years of experience currently serving at First Command Advisory Services. He has been with the firm since 2015 and also holds roles with First Command Financial Planning, Inc. and First Command Insurance Services, Inc. Outside of his financial advisory work, Snook coaches wrestling for grades 7-9 at South Middleton School District and supports Penn State University wrestling events by operating the scoreboard. First Command Advisory Services is an SEC-registered investment adviser focusing on individuals, corporate and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team, combining model portfolios and third-party managers.

Jacob Hoffacker is a financial advisor with PNC Wealth Management in Carlisle, PA, holding a Series 66 designation and five years of industry experience. He previously worked at Thrivent Financial and Equitable Advisors, Llc. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital offering that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third parties.

Adam Rowe is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with First Command Advisory Services since 2015 and has also worked with affiliated entities including First Command Financial Planning, Inc. and First Command Insurance Services, Inc. since 2012. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage portfolios from approved mutual funds, ETFs, and third-party managers.

Nigel Stearns is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior experience includes roles at Merrill Lynch, Citizens Securities, Citizens Bank, Forthwright Wealth Planning, Cushman and Wakefield, and Niagara University. Outside of his advisory work, he is involved with West Shore Country Club as part of their grounds crew. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates point-in-time planning services from ongoing discretionary management and operates within a vertically integrated group that includes affiliated funds and donor-advised fund services.

Ashli Lehman is a financial advisor with Carson Wealth, holding Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Wells Fargo Bank, J.P. Morgan Securities, and PNC Bank. Outside of finance, she works as a bartender and distributes nutritional products. Carson Wealth manages approximately $50.6 billion through over 650 advisors, offering services such as discretionary asset management, financial planning, and retirement plan services. The firm employs an Investment Committee to oversee model portfolios and provides tailored solutions including custom indexing and access to alternative investments.

Scott Rucki is a CFP® professional with 28 years of experience in the financial advisory industry. He is currently affiliated with Carson Wealth and has previously worked at firms including Cetera, Orrstown Bank, TIAA-CREF, and Vanguard Advisers. His career spans a range of roles across wealth management and advisory services. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors diverse model portfolios integrating fundamental and technical analysis.