Brett Martin is a financial advisor with RBC Capital Markets in Lancaster, PA. He holds Series 63 and Series 66 licenses and has experience working at firms including The Benecon Group and Stauffers of Kissel Hill. His background also includes a role with the Manheim Township School District. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Matthew Mc Kinney is a financial advisor with LPL Financial in Akron, PA, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His prior roles include positions at Northwestern Mutual and Ephrata National 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Douglas Kaufman is a financial advisor at OSAIC with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Securities America Advisors, Inc., Investacorp Inc., and operating Kaufman Financial, where he has also been involved in tax preparation and insurance services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to various managed account platforms. The firm uses advanced portfolio construction tools and supports multiple advisory platforms, including third-party managers and wrap programs.

Michael Banwell Jr. is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He previously worked at Bank of America for six years and is currently also involved as an investment advisor with Orrstown Bank. Outside of his advisory work, he manages a short-term rental business and serves as vice president on the board of Voyage Mount Joy. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, institutional, and retirement plan clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and consulting services.

Duane Miller is a financial advisor with Edward Jones in Lancaster, PA, holding Series 63 and Series 66 credentials and having 14 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachary Horst is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Cetera Wealth Services, Concourse Financial Group Securities Inc, and Fulton Bank. Horst also operates Pathway Financial Group, where he provides client support and insurance products. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party strategies.

Morgan Wilson is a financial advisor with LPL Financial in Reading, PA, holding a Series 66 license and five years of industry experience. Prior to joining LPL Financial in 2021, Wilson was involved with DeLucia Baseball Academy and DoorDash in non-investment roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Wesley Weinstein is a financial advisor with Raymond James Financial in Lancaster, PA, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked at Wells Fargo Advisors, LLC from 2012 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools, supports municipal and public-finance work through a municipal advisor affiliation, and delivers specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Matthew Dillon is a financial advisor at LPL Financial with four years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Northwestern Mutual in various capacities. Outside of his advisory role, he is involved in a food delivery service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning and third-party asset management, with advice delivered through a large network of investment adviser representatives.

Mark Dobroskey is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having 12 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2017. Prior to that, he worked at Good Life Advisors, LLC and LPL Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, estate, and special needs. The firm combines goal-based analyses with managed-account programs but does not provide discretionary portfolio management for institutional clients.

Chere High Robles is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and American Portfolios Advisors, Inc. Robles is also involved with CHR Financial Advisory, Inc., where she manages non-variable insurance and serves as a DBA entity for her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of financial planning, asset management, and institutional platforms, employing both proprietary research and third-party strategies.

Margaret Folk is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving with Raymond James Financial in Lancaster, PA. She has been with Raymond James Financial Services, Inc. since 2015. Outside of her advisory role, she is the owner and president of Folk Financial LLC, a company managing payroll and office expenses related to her Raymond James income. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs a non-discretionary, tailored approach to client goals, using analytical tools and risk profiling, and supports a diverse client base including high-net-worth individuals, pension plans, and charitable organizations.

Woodrow Mc Gill III is a financial advisor with LPL Financial in Reading, PA, holding a Series 66 designation and with 10 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2018. Mc Gill is also involved with Good Life Financial Advisors and Goodlife Insurance Associates outside of his LPL role. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Blauser is a financial advisor at LPL Financial based in Reading, PA. He holds a Series 66 designation and has been with LPL Financial since 2026. Prior to his advisory role, he has been employed by the City of Reading since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

Judith Frantz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. Her prior roles include positions at Waddell & Reed, MSI Financial Services, Avantax Advisory Services, and various insurance carriers. She has also been involved with the American Business Women Association’s Women Excelling Chapter. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and portfolio management solutions that include model portfolios, third-party asset management, and institutional platforms.

Timothy Rudy is a financial advisor with Ameriprise in Birdsboro, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Next Financial Group Inc for 11 years before joining Ameriprise in 2020. Outside of Ameriprise, he manages an advisory business at Ashford Wealth Advisors, LLC. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Christina Gaston is a financial advisor with LPL Financial, holding a CFP® designation and over seven years of industry experience. She has worked at multiple firms, including Spring Ridge Financial Group and Commonwealth Financial Network, before joining LPL Financial and Ephrata National 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 variety of financial planning and asset management services through a broad network of investment adviser representatives.

James Gibson is a financial advisor with RBC Capital Markets in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He worked at Wells Fargo Clearing for 18 years before joining RBC Capital Markets in 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs and tailors investment strategies to clients' risk profiles using a combination of in-house and third-party managers.

Robert Hostetter is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He previously worked at Securities America Advisors Inc and Concourse Financial Group Securities Inc. Outside of financial advising, he is a partner in an accounting firm and serves as a township auditor, among other business activities including co-owning a hair salon and participating on a regional bank advisory board. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options and investment program structures, overseeing more than $256 billion in assets under management.

Jennifer Philbert is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and 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 discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.