Lee Kerr is a financial advisor at Crosswalk Investment Advisory, Inc. with 26 years of industry experience. He has been with Crosswalk Investment Advisory since 1999. Kerr holds Series 63 and Series 65 licenses. Crosswalk Investment Advisory, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, corporations, and estates. The firm employs a range of strategies including fundamental and technical analysis, buy-and-hold, asset allocation, shorter-term trading, short sales, and option writing.

Edward Plakans is a financial advisor at Crosswalk Investment Advisory, Inc. in Strasburg, PA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Crosswalk Investment Advisory since 1999. Crosswalk Investment Advisory, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, corporations, and estates. The firm employs a range of investment strategies, including buy-and-hold, asset allocation, short-term trading, short sales, and option writing, managing approximately $63.9 million in client assets.

Robert Oconnor is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with PNC Investments LLC since 2012. Outside of his advisory role, he is listed as the owner of a rental property, unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessment and implements portfolios via mutual funds and ETFs with annual rebalancing.

Devin Frey is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 13 years of industry experience. He has been with PNC Investments LLC since 2015. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only pilot for employees. The program uses algorithm-driven risk assessment to recommend portfolios managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Amanda Harris is a financial advisor with PNC Wealth Management and holds a Series 66 designation. She has been with PNC Investments LLC since 2025 and has prior work experience at Spring House Brewing and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessments and implements investments via approved model strategies.

Jennifer Lowden is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She has been with LPL Financial since 2017 and has prior work experience outside the financial industry, including at Joann Fabric and Craft. Additionally, she serves as a Notary Public, notarizing forms for clients. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by in-house research and a large network of investment adviser representatives.

Daniel Seal II is a financial advisor with Primerica Advisors in Strasburg, PA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at PFS Investments Inc. since 2017 and was self-employed for 14 years prior. Seal also has over 30 years with Primerica Financial Services. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers, delegates trading to BNY Mellon Advisors, and employs a tiered wrap-fee structure.

Curtis Shambaugh is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliates since 2013. He also operates Shambaugh Financial LLC, providing financial advisory services. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.

Justin Rzucidlo is a financial advisor at Cetera with three years of industry experience and holds the Series 66 designation. He has worked at Cetera and affiliated firms since 2025 and has prior experience with Concourse Financial Group Securities Inc and Vision Financial Services. Outside of his advisory role, he serves as chapter president of Referral Partners Plus, a nonprofit organization, and is a member of the Pennsylvania Army National Guard. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional capabilities with a broad advisory platform.

Shannon Gorham is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. Prior to joining Raymond James, Gorham worked at Fulton Financial Advisors and has been involved with Folk Financial, LLC, a non-investment related support company based in Lancaster, PA. Raymond James Financial Services Advisors, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Marcos Herrera Inostroza is a financial advisor at Edward Jones with nine years of industry experience. He previously worked at Ameriprise Financial LLC and Merrill Lynch Pierce Fenner & Smith LLC. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Charles Fisher Jr. is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial since 2003. He holds Series 63 and Series 65 licenses. Fisher also operates Fisher Wealth Management Group as a DBA for his LPL business. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team and a broad range of investment solutions.

David Babcock is a financial advisor with Equitable Advisors in Quarryville, PA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he holds a power of attorney for his parents, allowing him to make decisions on their behalf, though it is not currently in use. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party managers and LPL programs. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Scott Bauermaster is a financial advisor with Raymond James Financial in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been affiliated with Raymond James Financial and its related entities since 2003. Outside of his advisory role, he serves as president of Strasburg Capital Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory services that emphasize client decision authority and access to a broad affiliate network.

Eric Peinhardt is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Raymond James Financial Services since 1993. He is also an officer and treasurer of Strasburg Capital Management, a support company. Raymond James Financial Services Advisors serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, emphasizing tailored financial plans and a broad range of implementation options.

Andrew Nuckolls is a financial advisor with LPL Financial in Conestoga, PA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to joining LPL Financial in 2021, he worked at The Vanguard Group from 2018 to 2021 and held positions at Randstad, Kelly's Tap Room, and The Vitamin Shoppe. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Gregory Wolfe is an investment advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at LPL Financial, Peoplesbank, and Cetera Advisor Networks. He currently serves as Investment Advisor II - VP at Orrstown Bank dba Orrstown Financial Advisors. Cetera Investment Advisers serves 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, combining retirement and institutional capabilities within a broad advisory platform.

Matthew Dillon is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Members 1st Federal Credit Union. Outside of his advisory work, he has been involved in food delivery services with DoorDash. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Kevin Broderick is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bankers Life Advisory Services, Bankers Life Securities, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of finance, he is the owner of ProSound Entertainment, a business he has operated since 2007. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical investment models.

Margaret Folk is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at Raymond James Financial. She previously worked at Bristle And Prim from 2014 to 2016. Folk is also the owner and president of Folk Financial LLC, a support company that manages payroll and office expenses related to her Raymond James 1099 income. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory services supported by firm research and outside managers.

Lauretta Yeagy is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She has worked at Wilmington Advisors and M&T Securities, among other firms. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a variety of investment solutions supported by an in-house research team.

Milton Dodge is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Patient Capital Management LLC and T. Rowe Price. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Megan Smith is a financial advisor at Cetera with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Avantax Investment Services, Inc., Avantax Planning Partners Inc, and Longhi Financial. Outside of her advisory role, she volunteers as an aid and PTO treasurer for Blue Mountain School District, assisting with student events and managing PTO expenses. 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 discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to multiple investment programs, combining retirement and institutional capabilities within a broad advisory platform.

Joel Long is a financial advisor with Cetera in Strasburg, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Avantax Insurance Agency and Avantax Advisory Services, alongside managing several business ventures such as Willoughby & Associates, where he provides tax preparation, accounting, and insurance services. He is also involved in owning and overseeing companies related to food products and memorabilia sales. Cetera Investment Advisers serves a broad range of clients including individual, high-net-worth, institutional, and retirement-plan participants through a large network of independent advisors. The firm offers a variety of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed programs.

Mitchell Long is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. He previously worked at Cosaic for eight years before joining Raymond James in 2022. Outside of his advisory role, he supports Investment Planning Group, Inc. as a registered associate. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing firm research and modeling tools to develop tailored strategies while often maintaining an advisory and implementation-support role rather than discretionary management.

Matthew Beard is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and access to affiliated mutual funds.