Mikhail Abuzov is a financial advisor with LPL Financial in Hanover, PA, holding a Series 66 designation and seven years of industry experience. He previously worked at M&T Securities and has been affiliated with M&T Bank since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various operational and research tools.

Denise Potter is a financial advisor at RBC Capital Markets with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2012. She also serves on the board of directors for Olivia's House, a nonprofit organization in York, Pennsylvania. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

David Garber is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 65 designations and has 29 years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Advisors Financial Network LLC from 2011 to 2018. Garber is a partner in an LLC established to purchase an office suite for conducting his advisory business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized programs in municipal and public finance as well as SIMPLE IRA employer advisory services.

Anthony Gist is a financial advisor with Morgan Stanley in York, PA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Wells Fargo, with prior experience at PNC Investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Sarah Clark is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds the ChFC® and Series 66 designations and has worked at Mass Mutual Investors Services since 2017, with prior experience at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Outside of her advisory role, she is also involved in health sales and annuities as an agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, annual planning relationships without discretionary management.

Ellen Boyce is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 26 years of industry experience. She previously worked at The Investment Center Inc and IC Advisory Services, Inc. Boyce is based in Hanover, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Cynthia Fremont is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets under management and operates through a large network of advisors and branch offices nationwide.

Shawn Abma is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, he is a limited partner in a family-owned partnership that receives gas royalties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to combine planning with managed-account services while maintaining separate implementations.

Gemma Boyce is a financial advisor at Cetera with five years of industry experience. She holds a Series 66 designation and has previously worked at Boyce Financial, The Investment Center, Inc., and Len Stoler Lexus. Outside of her advisory role, she is also involved with North Ridge Wealth Planning as a financial advisor and acts as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to various portfolio management options and third-party managers, supporting both discretionary and non-discretionary account management across multiple program structures.

Walter Carr is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Signator Investors, Inc. and as an independent agent through Carr Financial Services, Inc., a firm he owns and operates. Carr also engages in sales of fixed insurance products, including life, health, disability, and fixed annuities. OSAIC Wealth serves a broad client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment approach featuring asset allocation, portfolio optimization, and various managed account and planning programs.

Jon Adams is a financial advisor with Merrill in York, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Merrill since 1995 and with Bank of America, N.A. since 2009. Outside of his advisory role, Adams serves as a director of the Heather Baker Foundation, a charitable organization supporting families affected by cancer, and he is also a member of the advisory board for The Salvation Army York Citadel. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cindy Mc Clintic is a financial advisor at Edward Jones with 12 years of experience in the industry. She holds a Series 66 designation and has been with Edward Jones since 2014. Based in Hanover, PA, she serves a range of clients within the firm’s institutional category. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of discretionary and non-discretionary investment strategies, including separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Jeremy Tshudy is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he provides a multi-office approach to wealth management for clients in Central Pennsylvania and a virtual experience for clients elsewhere. He is a founding member of Bush Tshudy Montgomery and Associates and collaborates with fellow financial advisor Ian Montgomery. Together, they serve a diverse clientele including active and retired corporate executives, business owners, physicians, entrepreneurs, widows, and multiple generations, focusing on areas such as corporate executive services, education planning, family wealth management strategies, personal retirement planning, portfolio management, tax minimization, and retirement income. Jeremy emphasizes a disciplined approach to understanding clients' financial goals and personal circumstances, which includes addressing both tangible objectives like retirement lifestyle and education funding, as well as managing day-to-day spending and saving through tools like cash flow analysis. He values the role of managing clients' expectations alongside their portfolios, highlighting the importance of long-term results to achieving key financial objectives. He holds several professional designations including the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA) designations, as well as the Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC) credentials. Jeremy earned a bachelor's degree from the Pennsylvania State University System. He resides in Millersville, Lancaster County, with his wife Jessica, their three children, a cat, and a dog. His personal interests include boating, running, football, softball, swimming, and spending time with his family. He has also been involved in community activities such as serving as a founding board member and volunteer coach for Penn Manor's Youth Softball organization and supporting organizations like the United Way of York and Lancaster counties, the Lancaster Conservancy, and the Chesapeake Bay Foundation.

Sarah Daugherity is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked at firms including Pruco Securities, Ameriprise Financial Services, PNC Wealth Management, and Morgan Stanley. Outside of her advisory role, she serves on the board of Phenomenology, Performing Arts, and the Conewago Township Police Board, and assists her father in marketing his book series. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Douglas Koster is a Series 65-licensed advisor with Primerica Advisors and has been in the financial services industry since 2024. He has prior experience with American Express dating back to 2015. Outside of investment advisory, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm utilizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Luke Austin is a financial advisor with Edward Jones in Hanover, PA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 13 years of industry experience, including nine years at Edward Jones and previous roles at Signator Investors Inc and Mai Financial Partners. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Brandon Smith is a financial advisor with Edward Jones in Gettysburg, PA. He holds the CFP® designation and Series 66 license and has 11 years of industry experience, all of which he has spent at Edward Jones since 2014. 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 under management through a network of roughly 23,701 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Cohen Weaver is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held roles at Polo Ralph Lauren and DDMP Investment Advisors and has academic backgrounds from Bucknell University and Penn State University. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on structured financial planning and utilizing firm-approved tools such as Monte Carlo simulations to model outcomes.

Ryan Logue is a financial advisor with Wells Fargo Advisors in Hanover, PA, holding Series 63 and Series 65 credentials. He has 22 years of industry experience, including previous roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Outside of his advisory work, he has ownership interests in investment-related entities JCBL, Inc. and RLOGUE GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. Advisors use Wells Fargo research and planning tools to create tailored recommendations, with services covering various specialized planning areas and optional implementation through brokerage or advisory programs.

Brian Crist is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at PFS Investments Inc., Primerica Financial Services, and Sheppard Financial Group. He also receives compensation for non-investment related referrals, including home security and automation products. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program utilizing model-delivery strategies from unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.