Noah Eshenaur is a financial advisor at TruNorth Financial Services, Inc. with a Series 65 designation and three years of industry experience. Prior to joining TruNorth, he worked in various roles including positions at Shippensburg University and Tuscarora Intermediate Unit 11. TruNorth Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses a conservative, diversified investment approach with portfolios constructed primarily of mutual funds and ETFs, supplemented by individual equities and fixed-income securities when appropriate.

Kristin Ramsay is a financial advisor at truNorth Financial Services, Inc. with a Series 65 credential and three years of industry experience. She previously worked at Orrstown Bank for eight years before joining truNorth Financial Services in 2019. Outside of advising, she is a minority owner of a coffee roasting and coffee shop business called Denim Coffee Company. truNorth Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs a conservative, diversified investment approach, constructing portfolios primarily with mutual funds and ETFs while offering retirement rollover guidance and consulting services.

Christopher Jackson is a financial advisor at TruNorth Financial Services, Inc. in Chambersburg, PA, holding a Series 65 designation with 11 years of industry experience. He previously worked at PNC Wealth Management and Tucker Financial Services. Outside of his advisory role, Jackson is active in community and educational organizations, serving as chairperson of the Shippensburg University Finance Advisory Council and president of University Community Ministries. TruNorth Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs a conservative, diversified investment approach with portfolios primarily consisting of mutual funds and ETFs, managing accounts on a discretionary basis guided by client risk tolerance and an Investment Policy Statement.

Michael Eicher is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. He has been with Mutual of Omaha since 2015 and with Mutual of Omaha Investor Services since 2022. In addition to advisory work, he is licensed as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts, utilizing a platform that integrates model portfolios and discretionary management through approved managers.

William Lape is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. In addition to his advisory role, he is president of ProtectSHIP LLC, a company focused on health insurance administration and training, and serves on the Shippensburg Borough Planning Commission as well as the board of Gideons International Cumberland South Camp. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account services through a network of Investment Advisor Representatives using an approved platform.

Brittany Brannon is a financial advisor at First Heartland Consultants, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at firms including Bank of America, Merrill, and Equitable Advisors LLC. Outside of her advisory role, she has experience as an administrative employee at Erickson Financial. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporations. The firm offers a range of financial planning and asset management services, utilizing model-based strategies and delivering advice through a network of independent investment adviser representatives.

Emily Helman is a financial advisor with Mariner Advisor Network, holding a Series 66 designation and beginning her career in 2025. She has prior experience at Lancaster General Health/Penn Medicine and Pinnacle Health System. Helman is also involved with Nurtured Wealth, LLC, through which she offers investment services. Mariner Advisor Network is an enterprise registered investment adviser that serves individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm employs a decentralized network of advisers who provide portfolio management, financial planning, consulting, and access to a variety of investment strategies and platforms.

Benjamin Hubler is a financial advisor with First Heartland Consultants, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining First Heartland Consultants in 2021, he worked at The Loft and has been associated with Erickson Financial since 2020. First Heartland Consultants serves a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, and both non-wrap and wrap asset management through a network of independent investment adviser representatives.

David Erickson is a CFP® professional with 33 years of industry experience, currently serving at First Heartland Consultants, Inc. in Chambersburg, PA. He has been with First Heartland Capital Inc. since 2002. Outside of his advisory role, Erickson is a privately contracted musician who plays piano and organ and also assists select clients with tax return preparation. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

Greg McMullen is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at NewEdge Advisors since 2021 and concurrently at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation since 2012. Outside of his advisory roles, McMullen officiates high school and club basketball games with the Pennsylvania Interscholastic Athletic Association. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

Chase Polly is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Horace Mann Investors, Inc., First Choice Insurance & Financial Services, Capital Analysts, and Lincoln Investment. Outside of his advisory role, Polly serves as treasurer for Boots and Branches Nature School LLC, assisting with financial and business management. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, and corporations, offering a range of advisory and brokerage services that include custom and model portfolios, third-party manager access, and retirement plan advice.

Randall Taylor is a financial advisor with Lincoln Investment in Shippensburg, PA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Taylor serves as president of the Drew Michael Taylor Foundation and is involved in several community activities, including board membership for the Rotary Club of Shippensburg Foundation and volunteering as an election worker and Meals on Wheels driver. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other investment advisers, offering a range of financial planning and portfolio management services through both advisor-managed and programmatic strategies.

Richard Tardosky is a financial advisor at Capital Analysts with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lincoln Investment since 2017. Prior to that, he was with Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he owns Tardosky Agency, LLC, a marketing business. Capital Analysts serves a diverse client base including individuals, high-net-worth clients, charitable and corporate organizations, retirement plans, trust companies, and institutional clients. The firm combines model portfolios developed by an in-house Investment Management & Research team with advisor consulting and custom solutions, managing approximately $8.9 billion in advisory assets as of December 31, 2024.

Bryce Diller is a financial advisor at Lincoln Investment with one year of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2024. Outside of his advisory role, he serves as a security officer at WellSpan Chambersburg Hospital. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets. The firm serves a diverse client base including individuals, employers, charitable organizations, and trust companies, offering a combination of advisor-managed portfolios, third-party strategies, and financial planning services.

Rachel Riedy is a financial advisor at Capital Analysts with seven years of industry experience. She holds a Series 66 designation and has worked at Lincoln Investment Planning, LLC since 2019. Prior to that, she was employed at The Tardosky Agency from 2015 to 2019. Capital Analysts provides advisory services to a diverse client base, including individuals, high-net-worth clients, charitable organizations, corporate entities, ERISA retirement plans, and institutional clients. The firm combines an in-house Investment Management & Research team with advisor-level consulting to create customized portfolios, managing approximately $8.9 billion in assets as of December 31, 2024.

David Girio is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in the Chambersburg, PA office. He has been with his current employer for over 16 years and has more than 26 years of experience in the financial services industry. David specializes in individual wealth planning, goal attainment, and portfolio management. His areas of expertise include college education planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, women and wealth, sports and entertainment, tax minimization, and retirement income strategies. David holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Bloomsburg University of Pennsylvania. David follows Merrill’s tradition of community involvement and is active in volunteering within the local community. Outside of his professional work, he has personal interests in fishing, golfing, and hunting. His approach is centered on working one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals.

Luke Ocker is a CFP® and Series 66-registered advisor with Cetera, bringing four years of industry experience. His prior roles include positions at Avantax Insurance Services and Avantax Advisory Services, as well as operating his own firm, Ocker Financial Services LLC. Outside of his advisory work, he has experience in landscaping and retail. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

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, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has worked at Cetera and its affiliates since 2013 and has also been associated with Wheatland Advisors and Orrstown Bank. Outside of his advisory role, Russoli serves as a board member of the Harrisburg Masonic Temple and as a trustee for the Harrisburg-Snyder Lodge #629. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and model portfolios, with a notable combination of retirement and fiduciary capabilities integrated into its broader institutional platform.

Suzanne Hayes is a financial advisor at Merrill with 50 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2006 as well as Bank of America, N.A. since 2009. Outside of her advisory work, she owns a farming business and serves on the Washington County Agricultural Land Preservation Advisory Board in Maryland. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by a variety of investment strategies.