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 with LPL Financial in York, PA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Private Client Services, Stonebridge Financial Group, and Triad Advisors. She serves on the boards of Girls on the Run Mid State PA and the York County History Center and volunteers with the Rotary Club of York. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

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.

Debra Szymanski is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds a Series 66 designation and has previously worked at Stifel and LPL Financial. Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various programs and emphasizing tailored, non‑discretionary advice supported by extensive firm research and multiple portfolio management styles.

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.

David Smith is a financial advisor at Osaic with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2018, he spent 35 years with Signator Investors, Inc. Additionally, he is involved with Mountain Top Wealth Management, focusing on the sales and marketing of fixed annuities, securities, and insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with asset allocation and portfolio optimization tools and supports discretionary strategies, third-party managers, and proprietary models.

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 with LPL Enterprise, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked with Prudential Insurance Company of America since 1988 and joined LPL Enterprise in 2024. He is also an insurance agent affiliated with Liberty Mutual. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

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 with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Outside of his advisory role, he serves as a Worship Elder and Session Member at Eastminster Presbyterian Church. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors, with a focus on non-securities products and services alongside standard advisory offerings.

Andrew Barrick is a financial advisor with Ameriprise in York, PA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Barrick works as a freelance youth soccer match official. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing a centralized team that provides written recommendation reports based on proprietary research and third-party data.

Joshua Smeltzer is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets, Morgan Stanley, and Citigroup Global Markets. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 previously worked at M&T Securities, Inc., Allfirst Brokerage Corporation, and York Bank & Trust Co. Outside of advisory work, she owns and operates Prettyboy Grooming, a horse boarding and grooming business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, supported by a large network of advisors and advanced research tools.

Elizabeth Dean is a financial advisor with LPL Financial in York, PA, holding a Series 66 designation and 14 years of industry experience. She has previously worked at Waddell & Reed Inc and various insurance carriers, among other roles. Outside of her advisory work, she is also involved as a musician and singer in York and Adams Counties, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad range of investment strategies using proprietary research and third-party management, alongside a wide array of financial products and services.

Cole Brillhart is a financial advisor at Ameriprise with Series 66 registration and three years of industry experience. He has been with Ameriprise since 2022 and has prior experience working at Lewis University and the Northeastern School District. Outside of his advisory role, he is also involved with LPPO, LLC, serving as a financial adviser and investment manager. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement income planning and written recommendation reports, utilizing proprietary research, third-party data, and algorithmic tools.

Denise Potter is a financial advisor at RBC Capital Markets with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2012. She also serves on the board of directors for Olivia's House, a nonprofit organization in York, Pennsylvania. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Jeffrey Reynolds Jr. is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2019. His prior work experience includes roles at Independence Beer Garden, Temple University, FedEx, and Subway. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Vincent Hackler is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside of advising, he is co-owner of a real estate business and is pursuing a patent related to a pickup truck accessory. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Andrew Blackstone is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc., where he has worked for 11 years. He has 11 years of industry experience and is based in York, PA. Outside of his advisory role, he serves on the board and governance committee of The Christian School of York. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary services supported by risk profiling and modeling tools, and maintains a unique municipal advising affiliation alongside programs such as SIMPLE IRA Employer Advisory & Consulting Services.

David Garber is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 65 designations and has 29 years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Advisors Financial Network LLC from 2011 to 2018. Garber is a partner in an LLC established to purchase an office suite for conducting his advisory business. 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 clients. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized programs in municipal and public finance as well as SIMPLE IRA employer advisory services.