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.

Rosemarie Foster is a financial advisor with LPL Financial in Lewisberry, PA, holding a Series 63 designation and bringing 34 years of industry experience. She has been associated with Linsco/Private Ledger Corp since 2003. Foster operates under the Foster Investment Group in Lewisberry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and nonprofits. The firm provides a range of advisory programs and financial planning services supported by research and model portfolios, offering both discretionary and non-discretionary management options.

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.

Austin Horvath is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2022, previously employed at Bankers Life & Casualty, Inc. in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by in-house and third-party research.

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.

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.

Philip Harnick is a financial advisor at Edward Jones in Manheim, PA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Darren Kushto is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mass Mutual and Northwestern Mutual. Kushto also provides services related to fixed insurance products, including annuities and life insurance, through Landis Financial Advisors Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.