James Baker is a financial advisor with LPL Financial in Dover, PA, holding CFP® and ChFC® designations and over 30 years of industry experience. His career includes roles at Grove Point Investments, H. Beck, FSC Securities Corporation, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Brian Broberg is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of advising, he is founder of Unfinished Media, LLC, where he works as an author, educator, podcaster, and speaker, and serves as a volunteer lecturer at the Osher Lifelong Learning Institute of Pennsylvania State University. He also volunteers as treasurer for the Bethlehem Steltz Reformed Church. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement advisory, and financial wellness services to a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm supports independent financial professionals with a range of portfolio management options, proprietary model strategies, and access to third-party managers, while maintaining institutional features such as equity participation and compliance processes.

Drew Gress is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at Securities America, The Marshall Financial Group, and Penn Mutual Life Insurance Company. He is also an independent insurance agent with Keller-Brown Agency Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, providing tailored strategies across multiple platform arrangements.

Jacob Mendoza is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Mendoza is a board member of the Kaltreider-Benfer Library in Red Lion, PA. Ameriprise is a large institutional firm that offers retirement-income planning services targeting individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary retirement recommendations, supported by a centralized consulting team.

J Kevin Wertz serves as a First Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1977 and manages portfolios by building personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He also provides advice through the firm's Investment Advisory Program, managing strategies on a discretionary basis when applicable. Kevin holds a Chartered Retirement Planning Counselor™ (CRPC™) designation earned in 2007 and a Bachelor's Degree in Economics from the University of Pittsburgh. His clientele includes affluent families, corporate executives, and successful business owners who seek long-term financial strategies and relationships. He focuses on family wealth management strategies, personal retirement planning, individual and corporate investment strategy, and retirement income. Outside of his professional duties, Kevin enjoys golfing, spending time with his family, and playing table tennis.

Andrews Dadeboe is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to his current role, he worked at Delaware Distributors, L.P., Morgan Stanley, and Frito Lay. Outside of advising, he is a co-founder of Forty1 Sports, a sports agency involved in roster management and athlete relations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a methodology that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, offering diversified model portfolios and advisory services.

Colton Kubicki is a Series 66-licensed financial advisor with Ameriprise in York, PA, and has three years of industry experience. He previously worked at Quo Vadimus LLC and has served on the Board of Directors for the Golden Connections Community Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice centered on dependable income sources and tax-aware withdrawal strategies.

David Bruce is a financial advisor with Thrivent Investment Management in York, PA, holding a Series 66 credential and one year of industry experience. Prior to joining Thrivent, he worked at Fedex Freight, Volkswagen, and Freedom Armory. Outside of his advisory role, he owns KEK Design LLC, a business focused on buying and selling sporting goods by appointment, and serves as a deacon at Genesis Church, participating in community ministries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers holistic, goal-based financial analyses and planning that clients can combine with managed-account programs under a consolidated billing option, while keeping planning and investment services distinct.

Michael Mcfeeley is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial. He previously worked for Lincoln Financial Advisors Corporation for 16 years. Mcfeeley has a role with Academy Financial involving non-variable insurance. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Andrew Kahan is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Bank of America, Merrill, and M&T Securities. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management programs, supported by a large network of investment adviser representatives.

Jeff Wineka is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, LPL Financial, and M&T Securities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and provides access to various program platforms and third-party money managers.

Anthony Bavlish is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2024, he worked in campus recreation at the University of South Carolina and at Karns Quality Foods. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a broad range of brokerage and advisory solutions.

Lois Baker is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 designations and 24 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2002 and 1992, respectively. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of advisors across numerous offices.

Matthew Manning II is a CFP® professional with 26 years of experience currently working at RBC Capital Markets. His prior roles include positions at City National Bank, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Outside of his advisory work, Manning serves as an officer and director for the Dallastown Area Educational Foundation and participates in fundraising and wish granting activities with the Make a Wish Foundation. He is also president of a homeowners association, managing budgeting and community matters. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing a variety of investment managers and strategies tailored to each client's risk profile.

Margaret Bridegum is a financial advisor at Stifel with five years of industry experience. She holds the Series 66 designation and has worked at Stifel since 2019. Prior to joining Stifel, she was employed with the Spring Grove Area School District for one year. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Mark Hoover is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include work with Waddell & Reed, Inc. for 29 years and operating his own advisory businesses, Mark D Hoover, LLC and Life's Journey Financial, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various operational tools.

Benjamin Sheppard is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 credentials and having 22 years of industry experience. He has been with Primerica Advisors since 2004 and operates Sheppard Financial Group since 2022. Outside of advisory services, he is involved in managing a Primerica office as a member of 10X Signature Group LLC and participates in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-based strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading to BNY Mellon Advisors, employing a tiered wrap-fee structure and maintaining control over model selection and management.

Andrew Riggle is a CFP®-designated financial advisor with over 30 years of industry experience. He is currently with Cetera and has been associated with its various entities since 2013. Outside of his advisory role, he serves as a board member for the VNA of Hanover and Spring Grove endowment and participates on the Dataw Island Owner’s Association investment committee. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management solutions, utilizing affiliated and third-party managers across diverse program structures.

Jeffry Ambrose is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008, including time spent at AXA Advisors LLC prior to its rebranding. He serves as an administrator or executor of estates and trustee of trusts for both family and non-family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on aligning client information and risk tolerance with suitable investment models and offering ERISA fiduciary services for qualified plans.

Timothy Ohm is a financial advisor with Cetera who holds a Series 63 designation and has 25 years of industry experience. He has held roles with Cetera and affiliated firms since 2004 and operated Miller Brown Ohm & Associates, providing tax and payroll preparation services, where he serves as president and owner. In addition to financial advising, he is licensed to sell fixed insurance products, including life insurance, annuities, and long-term care. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning, and access to third-party managers across discretionary and non-discretionary program structures.