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.

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.

Patricia Marschner is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 18 years of industry experience. She previously worked at Cambridge Investment Research Advisors and Waddell & Reed. Outside of her advisory role, she owns a wholesale greeting card business and serves as a community services leader on the board of a local church. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs supported by advanced research and technology, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Daniel Calloway is a financial advisor at Ameriprise with 17 years of industry experience. He previously worked at Edward Jones for 15 years before joining Ameriprise in 2020. Outside of his advisory role, he is the head coach of the FC Ballyhoo U9 soccer team. Ameriprise is a large institutional firm that provides retirement-income planning services primarily for clients with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary retirement recommendations.

Gregory Wolfe is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at firms including LPL Financial and Peoplesbank prior to joining Cetera and Orrstown Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and serves over 800,000 clients with more than $256 billion in assets under management.

Paul Heffelfinger is a financial advisor with Raymond James Financial Services Advisors Inc. in York, PA, holding a Series 63 license and bringing 21 years of industry experience. He previously worked at Wells Fargo Advisors from 2015 to 2017. Outside of his advisory role, he is a partner in Gilbert Farms, LLC, where he helps oversee farming operations. 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 institutions. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Dane Burkholder is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2002. Outside of his advisory role, he serves as president and board member of the Ephrata Gridiron Club and is involved in several business ventures, including a wellness service using AI technologies for athletes. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies. Its retirement-income program combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations.

Samuel Shinn is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at LPL Financial and Northrop Grumman Corporation. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Katrina Strumsky is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Steven Blouse is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has been associated with Raymond James since 2011 and has also worked as a Long Term Care Insurance Agent since 2013. Additionally, he serves as an independent contractor financial advisor with Miller and Gay, where he receives office support services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools and risk profiling to support client goals, maintaining a broad network and specialized advisory programs.

Kristin Hershey is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2013. She also holds a Series 66 license and has experience as an independent insurance agent. Outside of her advising role, Hershey serves as a class representative for Leadership York, a nonprofit that provides leadership training, and coaches youth and high school volleyball teams. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals across wealth levels, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals using a range of investment strategies and custody platforms.

Noah Caler is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at Santander Bank and GameStop. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Robert Fegely is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2007 and is a CERTIFIED FINANCIAL PLANNER® certificant. Robert works with clients and their families to develop customized strategies aimed at achieving their financial goals. His areas of focus include executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Robert holds a bachelor's degree from York College of Pennsylvania. He utilizes a consultative approach to help clients identify their financial strengths and weaknesses. His process integrates investment advice and guidance with a broader view beyond portfolio returns and asset allocation, providing strategies tailored to what matters most to clients. He prioritizes excellent service, ongoing communication, and acting in the client's best interest. He is involved in his community as a member of the Rotary Club of York and serves on the Board of Directors for The Belmont Theatre. Robert lives in York, Pennsylvania with his wife and son. His personal interests include music, reading, spending time with his family, and traveling.

Gayle Delong is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been with Primerica Advisors since 2014 and Primerica Financial Services since 2012. Outside of advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an operational model that includes independent due diligence and delegated trading functions.

Connor Quinn is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Flowserve and Honeywell Aerospace. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options.

Aaron Trinh is a CFP® professional affiliated with LPL Enterprise with 12 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, and currently provides insurance and investment services through White Rose Wealth Management in York, PA. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and brokerage services.

Chris Potts is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 29 years of industry experience. His career includes long-term roles at M&T Securities and M&T Bank, spanning over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services utilizing both proprietary and third-party strategies, supported by advanced advisor tools.

Jere Wise Jr. is a CFP®-designated financial advisor with 28 years of industry experience, currently practicing at LPL Financial since 2017. His prior experience includes roles at Cetera Investment Services, Northwest Advisors, Inc., and Northwest Bank, where he has been involved for over two decades. Outside of advisory activities, he is involved in selling fixed insurance products through Brokers Service Marketing Group. 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 broad range of advisory and brokerage services, including financial planning and access to various portfolio management options, supported by extensive operational tools and a large network of advisors.