Robert Means is a financial advisor with Mass Mutual Investors Services in York, PA, holding a Series 63 designation and over 40 years of industry experience. He has been with Mass Mutual Investors Services since 1991 and associated with MassMutual/uFinancialGroup since 1983. Outside of his advisory role, he works as an agent specializing in fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements supported by firm-approved analytical tools and a range of investment-related programs and educational seminars.

Robert Kucherich is a financial advisor at Raymond James Financial with 11 years of industry experience. He has worked at several firms including Bank of America, Merrill, and Miller & Gay Investment Management. In addition to his advisory role, he is involved with a support company that provides payroll and benefits services aligned with his branch office operations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal finance work through a unique municipal advisor affiliation.

Josiah Williams is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Target Corporation and Cintas. Outside of his advisory work, he is involved with Dover Assembly of God. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Daniel Pritchett is a financial advisor at LPL Financial in York, PA, with 17 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes 13 years at M&T Securities before joining Wilmington Advisors and LPL Financial in 2021. LPL Financial serves individual and institutional clients nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management supported by model portfolios, research, and various technology-enabled solutions.

Christie Smith is a CFP® professional with over 42 years of industry experience. She has been with Stifel since 2007. Based in York, PA, her credentials also include Series 63 and Series 65 registrations. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing clients with asset allocation and financial planning analyses to inform their decisions.

Donald Baker is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing nearly 30 years of experience in financial advisory services. He specializes in family wealth management strategies, personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. Donald serves as the team's equity strategist, focusing on researching special situations to identify timely and innovative investment opportunities that align with clients’ financial strategies. Donald earned a Bachelor's Degree from Shippensburg University and holds the Personal Investment Advisor (PIA) professional designation. Throughout his career, he has emphasized the importance of a disciplined and customizable investment process tailored to each client’s unique situation. A lifelong resident of Spring Grove, Donald is actively involved in his community. He founded and manages the Heather Baker Foundation, named in honor of his late wife, which supports families facing medical expenses. Donald’s personal interests include racquetball, traveling, and spending time with his family.

Angela Dietz is a financial advisor with LPL Financial in York, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Conte Wealth Advisors and Cambridge Investment Research Advisors Inc., among other firms. Dietz is also a Certified Divorce Financial Analyst, providing analysis to aid equitable divorce settlements. Additionally, she serves as Program Director for the Women's Network of York. 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 investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services with various discretionary and non-discretionary management options supported by in-house and third-party research.

Mark Harbaugh is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at M&T Securities, PNC Wealth Management, and CUSO Financial Services. He has been with Edward Jones since 2020. 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 wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Craig Lusco is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs planning.

Sarah White is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 designation and has previously worked at Private Client Services, Stonebridge Financial Group, Triad Advisors, and Prospera Financial Services. White serves on the boards of Girls on the Run Mid State PA and the York County History Center and is actively involved with the Rotary Club of York, where she chairs the Communications Committee and participates in the Rotary Foundation and Investment Committees. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Elizabeth Johnides is a financial advisor at Edward Jones in Hanover, PA, holding a Series 66 designation with 16 years of industry experience. Prior to joining Edward Jones in 2024, she worked with Cambridge Investment Research and has been involved with multiple business ventures including ownership and management roles in various LLCs and partnerships. Outside of advising, she has been linked to business activities in sectors such as brewing and real estate. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs under a fiduciary standard.

Kelley Romyn is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, Romyn worked in various school districts including Manheim Township and Red Lion Area. Outside of financial advising, Romyn has been involved with the Red Lion Aquatic Club and Red Lion Area High School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Milton Dodge is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Patient Capital Management LLC and T. Rowe Price. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Jacob Lawrence is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has been associated with Cetera and its affiliated entities since 2015. In addition to his advisory role, he serves as a financial advisor and secretary at Riggle Wealth Group LLC, where he is involved in financial planning and investment management, and works as an insurance agent selling life, health, disability, and annuity products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multi-manager platforms and various program structures.

Douglas King is a financial advisor with Cetera, holding the PFS™ and Series 63 designations and bringing 27 years of industry experience. He has worked at various firms including Avantax Insurance Agency LLC and Avantax Advisory Services, and he has served as president of King & Associates CPA, PC since 2006. King is also involved in tax preparation and accounting through his CPA firm. Cetera Investment Advisers LLC is an SEC-registered advisor with a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and managers, managing over $256 billion in assets.

Douglas Holtzapple is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has spent the majority of his career with Prudential Insurance Company of America and Pruco Securities, LLC. Holtzapple is also active as a property and casualty insurance agent with Liberty Mutual. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering a range of advisory and brokerage services. The firm provides financial planning, model portfolio management, and access to third-party asset managers within an integrated platform that includes insurance products and collateralized lending programs.

Jennifer Ormond is a Series 66 licensed financial advisor at Stifel with 25 years of industry experience. She has been with Stifel since 2007. Outside of her advisory role, Ormond serves on the board and several committees of York County Veterans Outreach, a nonprofit supporting local veterans and their families. Stifel serves a wide range of clients, including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

James Tollinger is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America since 1989. In addition to his advisory role, he serves as a worship elder and session member at Eastminster Presbyterian Church. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

Joshua Smeltzer is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at RBC Capital Markets for 11 years before joining LPL Financial in 2023. Joshua is also involved in an entrepreneurial venture related to real estate rental in York, PA. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to various model portfolios and research resources.

Susan Hoyt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at LPL Financial since 2021 and previously spent over two decades with M&T Securities, Inc., Allfirst Brokerage Corporation, and York Bank & Trust Co. Outside of her advisory role, she is the owner of Prettyboy Grooming, a horse boarding business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.