Nicholas Sciotti is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on collaborating with clients, their families, and professional teams to develop customized wealth management strategies that address personal goals and long-term plans. Nicholas emphasizes the importance of building tailored financial plans to align investments and manage risks effectively. He holds the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Plan Fiduciary Advisor® designation, and the Chartered Retirement Planning Counselor™ designation. Nicholas graduated with honors from the University of Pittsburgh with B.S. degrees in Finance, Economics, and Accounting, and participated on the Investment Committee of the University’s Portfolio known as The Katz Investment Group. Nicholas is active in community organizations such as Junior Achievement of South Central Pennsylvania, Northeastern Little League Baseball, and the APJ Foundation. He volunteers as a Little League Baseball coach and engages with area schools and internship programs to share his experiences in transitioning from student to the workforce.

Corbin Chevaux is a financial advisor at RBC Capital Markets with six years of industry experience. He holds a Series 66 credential and previously worked at Equitable Advisors, LLC, RKL eSolutions, and held various roles connected to Shippensburg University and other organizations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Nathan Keller is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2015, including time with Primerica Financial Services starting in 2014. Outside of his advisory role, he owns Keller Outdoors LLC, a wildlife management business currently not operational, and is a member of 10X Signature Group, LLC, related to office management. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodians, managing approximately $15.5 billion in assets through a network of nearly 3,700 advisors.

Pamela Getner is a financial advisor at Primerica Advisors with 11 years of industry experience. She holds Series 65 and Series 63 designations and has worked with Primerica and PFS Investments Inc. since 2014 and 2015 respectively, alongside prior roles including a position with Nathan Keller, RVP, and experience in education. In addition to her advisory work, she provides virtual assistant services. Primerica Advisors offers a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and supports its advisory services with custodial and trade execution platforms.

Matthew Kale is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been a team member since 2018. He brings extensive experience to his role, having been a partner in his family business for 12 years before selling it. Prior to his entrepreneurial venture, Matthew worked as a Financial Advisor with New England Securities and M&T Securities. He utilizes the resources of Merrill and the banking convenience of Bank of America to provide financial solutions, including cash flow management and unique financing strategies tailored to meet clients' specific needs. Matthew holds a Bachelor's Degree from Millersville University and has earned the Professional Investment Advisor (PIA) designation. His areas of expertise include corporate executive services, executive and equity compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, individual and corporate investment strategy, and tax minimization. Residing in Spring Grove, Pennsylvania, with his wife Danielle and their two daughters, Matthew is involved with the organization Creative York as a board member. Outside of his professional commitments, he enjoys basketball, golf, and painting, and has a passion for playing and coaching basketball.

Whitney Bowers Miller is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 23 years of industry experience. Prior to joining Cetera in 2024, she worked at LPL Financial, LLC for eight years and Cetera Advisor Networks for three years. She also serves as a financial professional supporting advisors at Orrstown Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options, and it supports over 10,000 advisors and approximately 800,000 clients.

Brian Lauer is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research and Waddell & Reed. In addition to his advisory role, he is an independent insurance agent and operates under the dba Conte Wealth Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting.

Patrick Barry is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked at Cambridge Investment Research and Waddell & Reed and serves as a board member for the Margaret E. Moul Home, a nonprofit organization. Patrick also provides tax preparation services in addition to his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by model portfolios and research from both internal and third-party sources.

Herbert Nix Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and nearly 29 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. since 2009 and was affiliated with Fulton Financial Advisors in 2019. Outside of his advisory work, he owns and operates Stormhill Farms, a small agricultural property focused on raising Nubian goats and other livestock. He also serves on the East Manchester Township Planning Commission. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting aligned with client goals and supports a large network of advisors through various advisory programs.

Mary Heltzel is a ChFC® with 31 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc, where she has worked since 2013. She teaches a Basic Investment Program and participates in fundraising activities at York College of Pennsylvania. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Wade Williams is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Raymond James since 2017 and previously at Wells Fargo Advisors. Williams serves as Investment Committee Chairperson for the York Rotary Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors, employing tailored, non-discretionary planning and analytical tools.

Ryan Sprenkle is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including 1792 Wealth Advisors and Sprenkle Wealth Management. His background also includes roles outside finance at organizations such as WebFX and Pennsylvania State University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Jeremy Snedegar is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he serves as secretary for the Briar Bend Homeowners Association, managing neighborhood activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with planning engagements typically discrete and optional for implementation through brokerage or advisory programs.

Jamin Lauer is a financial advisor with Edward Jones in York, PA, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a network of more than 23,700 advisors and over 15,000 branch offices nationwide.

Robert Halbert is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise. Prior to joining Ameriprise, he worked at Edward Jones for 13 years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning solutions, primarily for clients maintaining assets in Ameriprise-managed accounts.

Michelle Roeseke is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Gay is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 34 years of industry experience. Prior to joining LPL in 2017, he spent 24 years with National Planning Corporation and has been associated with Christian W. Landis Agency, Inc. since 1991. His outside business activities include roles related to insurance sales and wealth protection through long-term care, disability insurance, and fixed annuities marketing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and retirement consulting, utilizing model portfolios and research from various sources to provide discretionary and non-discretionary management solutions.

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.