Mary Ellen Thomson is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 37 years of industry experience. Her prior experience includes roles at Fulton Financial Advisors and Fulton Bank. Outside of her advisory role, she serves as a check signer for a family business, Markle-Smith Incorporated. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs while maintaining specialized services in municipal and public finance.

Jared Smith is a financial advisor at Osaic Wealth, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Signator Investors, Inc. and Transamerica Financial Advisors. Outside of his advisory role, he serves as a freshman basketball coach. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies across a range of programs.

Michael Lindsey is a financial advisor with Edward Jones in Hanover, PA, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, with over $1 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors.

Kenneth Fahringer is a financial advisor with Cambridge Investment Research Advisors. He holds a Series 63 designation and has 38 years of industry experience. Prior to joining Cambridge Investment Research Advisors in 2025, he worked at Grove Point Investments and Grove Point Advisors from 2021 to 2025 and at H. Beck, Inc. from 2004 to 2021. Fahringer is also president of Fahringer & Associates Inc. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers multiple platform solutions with both discretionary and non-discretionary management options.

Samuel Dalby is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a power of attorney for a family member. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Nicholas Sciotti is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on collaborating with clients, their families, and professional teams to develop customized wealth management strategies that address personal goals and long-term plans. Nicholas emphasizes the importance of building tailored financial plans to align investments and manage risks effectively. He holds the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Plan Fiduciary Advisor® designation, and the Chartered Retirement Planning Counselor™ designation. Nicholas graduated with honors from the University of Pittsburgh with B.S. degrees in Finance, Economics, and Accounting, and participated on the Investment Committee of the University’s Portfolio known as The Katz Investment Group. Nicholas is active in community organizations such as Junior Achievement of South Central Pennsylvania, Northeastern Little League Baseball, and the APJ Foundation. He volunteers as a Little League Baseball coach and engages with area schools and internship programs to share his experiences in transitioning from student to the workforce.

Corbin Chevaux is a financial advisor at RBC Capital Markets with six years of industry experience. He holds a Series 66 credential and previously worked at Equitable Advisors, LLC, RKL eSolutions, and held various roles connected to Shippensburg University and other organizations. 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 multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Nathan Keller is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2015, including time with Primerica Financial Services starting in 2014. Outside of his advisory role, he owns Keller Outdoors LLC, a wildlife management business currently not operational, and is a member of 10X Signature Group, LLC, related to office management. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodians, managing approximately $15.5 billion in assets through a network of nearly 3,700 advisors.

Pamela Getner is a financial advisor with Primerica Advisors in York, PA, holding Series 65 and Series 63 licenses with 11 years of industry experience. Her work history includes roles at Primerica since 2014, Nathan Keller, RVP, and PFS Investments Inc. In addition to her advisory work, she is a virtual assistant, committing 40 hours per month. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily delivers model-based investment strategies and operates with approximately 3,698 advisors and $15.5 billion in assets under management.

Matthew Kale is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been a team member since 2018. He brings extensive experience to his role, having been a partner in his family business for 12 years before selling it. Prior to his entrepreneurial venture, Matthew worked as a Financial Advisor with New England Securities and M&T Securities. He utilizes the resources of Merrill and the banking convenience of Bank of America to provide financial solutions, including cash flow management and unique financing strategies tailored to meet clients' specific needs. Matthew holds a Bachelor's Degree from Millersville University and has earned the Professional Investment Advisor (PIA) designation. His areas of expertise include corporate executive services, executive and equity compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, individual and corporate investment strategy, and tax minimization. Residing in Spring Grove, Pennsylvania, with his wife Danielle and their two daughters, Matthew is involved with the organization Creative York as a board member. Outside of his professional commitments, he enjoys basketball, golf, and painting, and has a passion for playing and coaching basketball.

Whitney Bowers Miller is a financial professional with 23 years of industry experience, currently affiliated with Cetera. She holds the Series 63 and Series 66 designations and has worked previously at LPL Financial, Cetera Wealth Services, and Ameriprise. In addition to her advisory role, she provides administrative support to financial advisors at Orrstown Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodial relationships.

Mark Riggs is a financial advisor at Cetera with 20 years of industry experience. He holds the Series 66 designation and has previously worked with Summit Financial Group Inc. Beyond his advisory role, Riggs is a board member of the Eichelberger Performing Arts Center and serves on boards for the Rotary Club and Hanover Public Library Association in Hanover, PA. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that allows advisors to implement a variety of portfolio management strategies using affiliated and third-party managers, with over $256 billion in assets managed across more than 10,000 advisors.

Matthew Strube is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Clearing Services since 2021 and previously spent nine years at Robert Half. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Brian Lauer is a financial advisor with LPL Financial in York, PA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Cambridge Investment Research and Waddell & Reed. He is also an independent insurance agent and advises through Conte Wealth Advisors under a trade name. 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 a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Patrick Barry is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Cambridge Investment Research and Waddell & Reed. Barry serves as a board member of the Margaret E. Moul Home, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves a diverse client base including individuals, retirement plan participants, banks, and trust companies, offering a range of financial planning and investment management solutions.

Herbert Nix Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and nearly 29 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. since 2009 and was affiliated with Fulton Financial Advisors in 2019. Outside of his advisory work, he owns and operates Stormhill Farms, a small agricultural property focused on raising Nubian goats and other livestock. He also serves on the East Manchester Township Planning Commission. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting aligned with client goals and supports a large network of advisors through various advisory programs.

Kelston Hildebrand is a financial advisor at Raymond James Financial in York, PA, holding a Series 66 designation. He has recently begun his career in the financial industry and has experience serving in the Pennsylvania Army National Guard since 2014. 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 using advanced analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Mary Heltzel is a ChFC® with 31 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc, where she has worked since 2013. She teaches a Basic Investment Program and participates in fundraising activities at York College of Pennsylvania. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Wade Williams is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Raymond James since 2017 and previously at Wells Fargo Advisors. Williams serves as Investment Committee Chairperson for the York Rotary Foundation. 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 investors, employing tailored, non-discretionary planning and analytical tools.

Ryan Sprenkle is a financial advisor at Raymond James Financial with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at 1792 Wealth Advisors, Sprenkle Wealth Management, and 11:59 (M Corp). He is currently participating in Raymond James' AMP program through affiliated support entities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutional clients, and charitable organizations, using tailored, non-discretionary planning supported by analytical tools and technology-driven solutions.