Jeffry Ambrose is a financial advisor with Equitable Advisors in Freeland, MD, holding a Series 66 designation and 17 years of industry experience. He has worked with Equitable Advisors since 2008, including its predecessor AXA Advisors LLC. In addition to his advisory role, he serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Timothy Ohm is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 63 designation and has worked at Cetera and affiliated firms since 2004. In addition to his advisory role, he is the president and owner of Miller Brown Ohm & Associates, a tax and payroll preparation business, and is active as a financial advisor and insurance agent with responsibilities including life, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a large network of independent advisors, utilizing multiple program platforms and investment strategies.

Patricia Marschner is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She previously worked at Cambridge Investment Research Advisors and Waddell & Reed, and also owns a wholesale greeting card business. Additionally, Marschner serves as a board member and community services leader for a nonprofit church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions, offering a range of advisory programs and financial planning services supported by both proprietary and third-party research.

Daniel Calloway is a financial advisor at Ameriprise with 17 years of industry experience. He previously worked at Edward Jones for 15 years before joining Ameriprise in 2020. Outside of his advisory role, he is the head coach of the FC Ballyhoo U9 soccer team. Ameriprise is a large institutional firm that provides retirement-income planning services primarily for clients with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary retirement recommendations.

Brittany Fisher is a financial advisor with Edward Jones in Littlestown, PA, holding a Series 66 designation and over four years of professional experience, including prior roles outside the financial industry in construction and hospitality. She joined Edward Jones in 2024 and has been with the firm since. Edward Jones is a full-service wealth management firm serving more than four million clients, including both individual and institutional investors. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and services through a nationwide network of over 23,700 financial advisors.

Paul Heffelfinger is a financial advisor at Raymond James Financial with 20 years of industry experience. He has worked with Raymond James since 2017 and previously was with Wells Fargo Advisors from 2015 to 2017. Outside of his advisory role, he is a partner in an agricultural business, Gilbert Farms, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and government entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Dane Burkholder is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2002. Outside of his advisory role, he serves as president and board member of the Ephrata Gridiron Club and is involved in several business ventures, including a wellness service using AI technologies for athletes. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies. Its retirement-income program combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations.

Samuel Shinn is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at LPL Financial and Northrop Grumman Corporation. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Katrina Strumsky is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm integrates investment management with broader banking services, including lending and custody.

Steven Blouse is a financial advisor with Raymond James Financial Services Advisors, Inc. in York, PA, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has been with Raymond James since 2011 and also works as a Long Term Care Insurance Agent. Additionally, he is an independent contractor affiliated with Miller and Gay, providing financial advisory services with office support. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations while maintaining client decision authority.

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.

Thomas Paholsky is a financial advisor with Edward Jones in Littlestown, PA, holding a Series 66 designation and eight years of industry experience. He worked at New Windsor State Bank for nine years prior to joining Edward Jones in 2017. Outside of his advisory role, Paholsky serves on the board of the Littlestown chapter of Rotary International, chairs the Pastoral Council at St. Aloysius Catholic Church, and is a committee member for the Fund for Littlestown under the Adams County Community Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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 serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides services in areas including 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) designation, the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He earned a Bachelor's Degree from York College of Pennsylvania. As a lifelong resident of Central Pennsylvania, he has been with Merrill Lynch Wealth Management since 2007. Outside of his professional responsibilities, Robert is a member of the Rotary Club of York and serves on the Board of Directors for The Belmont Theatre. He enjoys 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 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.

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.