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.

Bridget Darcy is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. Her prior work includes roles at ACNB Bank, LPL Financial, and Pennsylvania State Employees Credit Union, among others. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

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.

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.

John Vonnes III is a Series 66-registered financial advisor with Edward Jones in Hanover, PA, where he has worked since 2014. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

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 at Osaic Wealth, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Signator Investors, Inc. and Transamerica Financial Advisors. Outside of his advisory work, he coaches freshman basketball in Spring Grove, PA. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

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.

Michael Lindsey is a financial advisor with Edward Jones in Hanover, PA, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, with over $1 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors.

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.