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. In addition to his advisory role, he is president of ProtectSHIP LLC, a company focused on health insurance product sales and training, and serves on the Shippensburg Borough Planning Commission and the Gideons International Cumberland South Camp board. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and utilizes Pershing as its custodian and broker-dealer.

James De Gaetano Jr. is a CFP® professional with 19 years of industry experience, currently serving at CWM, LLC. His career includes roles at Diamond Wealth Advisors and LPL Financial, among others. Outside of advisory services, he is an author through JD Media LLC and serves as a board member at Shippensburg University. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers discretionary portfolio management using model portfolios, financial planning, and retirement-plan services, emphasizing fiduciary processes, centralized custody, and a combination of fundamental and technical investment approaches.

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 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.

Christian Snook is a CFP® professional with 13 years of experience, currently serving as a financial advisor at First Command Advisory Services. He has been with the firm since 2015 and also holds roles at First Command Financial Planning, Inc. and First Command Insurance Services, Inc. Outside of financial advising, Snook coaches middle school wrestlers for South Middleton School District and supports wrestling events at Penn State University. First Command Advisory Services is an SEC-registered investment adviser focused on individuals, corporate, and charitable clients, with an emphasis on active-duty service members and their families. The firm offers comprehensive financial planning and wrap-fee asset management programs managed centrally by its Investment Management Team and Wealth Portfolio 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.

Anthony Smith is a CFP® professional with 26 years of industry experience, currently serving at First Command Advisory Services since 2015. He has been associated with First Command Financial Service, Inc. and First Command Financial Planning, Inc. since 1999. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring centrally managed model portfolios and approved third-party managers.

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.

Nigel Stearns is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill Lynch and Citizens Bank. Outside of his advisory role, he is involved in golf course maintenance at West Shore Country Club. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering both model-based and customized portfolio options.

Ashli Lehman is a financial advisor at CWM, LLC with three years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Diamond Wealth Advisors, Wells Fargo, and J.P. Morgan Securities. Outside of finance, she has worked part-time as a bartender and as a distributor of nutritional products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm employs discretionary portfolio management using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customized investment tools.