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 with Merrill Lynch Wealth Management. He has been with the firm since 2007, serving as a wealth planner and working with clients and their families to develop customized strategies to achieve their financial goals. His expertise includes 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 the Certified Financial Planner (CFP®) certification, along with other professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from York College of Pennsylvania. Utilizing a consultative approach, Robert helps clients identify their financial strengths and weaknesses to create long-term wealth management plans tailored to their objectives, time horizons, risk tolerance, and liquidity needs. He is actively involved in his community, participating with the Rotary Club of York and serving on the Board of Directors for The Belmont Theatre. Robert resides in York, PA 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.

Michelle Mc Govern is a financial advisor with Ameriprise in Mount Joy, PA, holding a Series 66 designation and five years of industry experience. She previously worked at YDOP from 2014 to 2018 before joining Ameriprise in 2018. Outside of her advisory role, she plans to operate an Etsy shop named Violet & Co to sell crafts and vintage books. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm provides written, non-discretionary Recommendation Reports developed by a centralized consulting team, combining research and modeling to deliver tax-efficient withdrawal strategies and income planning.

Aaron Trinh is a financial advisor with LPL Enterprise and holds the CFP® designation, along with Series 63 and Series 65 licenses. He has 12 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his primary work, he is involved with White Rose Wealth Management LLC, where he provides both insurance and investment services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions. The firm offers a range of financial planning, advisory, and brokerage services, utilizing a platform that integrates adviser programs with the sale of various financial products, including insurance.

Adam Tarantino is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Cetera and affiliated entities since 2013 and also serves as a sales manager and compliance officer for BAR Financial, LLC. Outside of his financial career, he is involved in recreational and scholastic baseball as an umpire. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing assets in excess of $256 billion.

Chris Potts is a financial advisor with LPL Financial in York, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2021 and has longstanding ties to M&T Securities and M&T Bank, where he has been active since 2005 and 1985 respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jere Wise Jr. is a CFP® professional with 28 years of experience in the financial services industry. He is currently an advisor at LPL Financial, where he has worked since 2017. Prior to joining LPL, he held roles at Cetera Investment Services and Northwest Advisors, and he has also been affiliated with Northwest Bank since 2005. Outside of his advisory work, he is involved in selling fixed insurance products through Brokers Service Marketing Group. LPL Financial is a national SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, with portfolio management options supported by LPL Research and third-party subadvisors.

Jody Witherow is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley since 2010 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Todd Miller is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services since 1999. Miller is also a partner in Miller & Gay Investment Management, a support company based in York, PA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and maintains specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

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 with Osaic Wealth, Inc. in Spring Grove, PA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Osaic Wealth since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, Smith serves as a freshman basketball coach. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to various managed account solutions. The firm employs a comprehensive investment approach using asset allocation tools and supports both discretionary and non-discretionary portfolio management.

Danielle Flickinger is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 12 years of industry experience. She has been with Raymond James since 2017 and previously worked at Wells Fargo Advisors. In addition to her advisory role, Flickinger is involved with Integrity Wealth Strategies, LLC, where she also manages bookkeeping responsibilities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm offers tailored financial planning and investment consulting, utilizing analytical tools such as deterministic and probability modeling to guide client decisions.

Kenneth Fahringer is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He holds a Series 63 designation and previously worked at Grove Point Investments, LLC and H. Beck, Inc. Fahringer is also president of Fahringer & Associates Inc., a separate investment-related business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing both proprietary and third-party model strategies with various custody and platform arrangements.

Samuel Dalby is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a power of attorney for a family member. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process is grounded in modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Thomas Paup Jr. is a CFP®-certified financial advisor with 18 years of industry experience, currently serving at Cetera. He has held roles at multiple entities including Avantax and Sigma Financial Corporation. Paup is also the owner of Carlisle Financial Group, which provides wealth management and tax services, and he serves as a liaison on the Carlisle Pension Advisory Board. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, and institutional clients across a range of discretionary and non-discretionary portfolio management and financial planning services. The firm supports a large network of over 10,000 advisors and manages assets exceeding $256 billion.

Lathanael Olsen is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent Financial and Liberty University in prior roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations covering a wide range of financial planning topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its Dedicated Planning Service.

Michael Scott II is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Truist Bank and TIAA-CREF. Outside of finance, he was involved with Brewskees of Shiloh from 2022 to 2024. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse investment options and over 10,000 advisors nationwide.

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.