Timothy Everett is a financial advisor at Edward Jones in Lancaster, PA, holding a Series 66 credential with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Austin Andrews is a financial advisor at Raymond James Financial with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Raymond James Financial in 2023, he held roles at Fulton Bank and Fulton Financial Advisors. Outside of his advisory work, Andrews has worked as an independent contractor for delivery services, including Amazon Flex and InstaCart. 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 emphasizes non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Michael Hyde is a CFP® professional with 27 years of experience in financial advisory and tax services. He has worked with LPL Financial since 2025 and previously held roles at Investment Advisors Asset Management, LLC, and Royal Alliance Associates. He also operates Hyde Financial Group LLC, providing tax preparation services. 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 portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Brandi Eager is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2008. Outside of her advisory role, she serves on the board of a local dog park association, focusing on fundraising activities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Scott Bauermaster is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Raymond James Financial and its affiliate entities since 2003. He is also President of Strasburg Capital Management, a support company. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Jonathan Heller is a financial advisor at RBC Capital Markets with 27 years of industry experience and holds a Series 66 designation. He has worked at RBC Capital Markets since 2008 and has also been affiliated with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Wyatt Klopp is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial and Wyndham Advisors in 2023, he worked in various roles including positions at Target and Jacksonville University. Outside of his advisory work, he sells sports cards online as a home-based business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and utilizing advanced operational tools.

Michael Malcolm is a CFP® with 26 years of industry experience, currently affiliated with Cetera. He has held roles with multiple related entities including LMS Tax and Accounting LLC, LMS Advisors LLC, Ridgeview Advisers LLC, and M2T LLC. His background includes tax, accounting, and wealth management services in addition to financial advising. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, overseeing assets exceeding $256 billion.

Lee Shaffer II is a financial advisor with OSAIC based in Denver, PA, holding the Chartered Financial Consultant (ChFC®) designation along with Series 63 and 65 licenses. He has 39 years of industry experience, including over three decades at Signator Investors, Inc., followed by eight years at Royal Alliance Associates, Inc. Outside of his advisory roles, Lee serves as an elder for a local church, participating in ministry activities. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisors, using a variety of tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Daniel Johnson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Voya Financial Advisors, Citizens Securities, Rockland Trust, and BSMG Investment. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.

Nicholas Cummings is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Delaware Valley Advisors, Minnesota Life Insurance Company, and Northwestern Mutual. In addition to his advisory role, he is involved in tax preparation through Smoker and Company LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a network of over 10,000 advisors.

Eric Peinhardt is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 27 years of industry experience. Eric is also an officer and treasurer of Strasburg Capital Management, a non-investment-related support company. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools and supports advisory programs and institutional portfolio management.

James Mcdermott is a financial advisor at Edelman Financial Engines with a Series 65 designation. He has been with Edelman Financial Engines since 2025 and previously worked in the mortgage industry at NVR Mortgage, Freedom Mortgage, and DITECH GREEN TREE. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and supports a large participant base through both advisor-led and online platforms.

John Carlson is a financial advisor with Cetera who holds a Series 66 credential and has 19 years of industry experience. He has been a co-owner and mortgage broker at Penn Street Mortgage since 2007. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, including model portfolios from affiliated and unaffiliated managers across multiple program structures and custodial relationships.

Donald Doolittle Jr. is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Truist Investment Services, BB&T, Orrstown Bank, and PNC Bank. 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.

Gary Snavely is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Pruco Securities, LLC for 38 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and other institutional clients. The firm utilizes a model-driven investment approach, offering access to third-party asset managers and wrap programs, and also provides affiliated trust, insurance, and lending services.

Charles Tilkens Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and five years of industry experience. He previously worked at The Vanguard Group, Inc. and Citadel Credit Union. Outside of his advisory role, he operates e-commerce businesses selling items on eBay and collectibles on Mercari. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors, offering a range of portfolio management and financial planning services across multiple program structures and investment strategies.

Charles Moffitt III is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior experience includes positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Morgan Stanley. Outside of his advisory work, he is also a business owner involved in farming through Moffitt Apples. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Jared Stanley is a CFP® with 17 years of industry experience, currently advising at Cetera. His prior roles include positions at Citadel Federal Credit Union, Cuso Financial Services, LP, and The Vanguard Group, INC. Outside of his advisory work, he is involved in coaching youth sports. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, supporting over 10,000 advisors and managing more than $256 billion in assets.

Matthew Kedash is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Trinity Wealth Advisors and Florida Financial Advisors, LLC. Outside of finance, he has worked in the food service industry, including ownership roles at Bethany Blues BBQ Pit and Gee Bowls Newark LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.