Brian Lauer is a financial advisor with LPL Financial in York, PA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Cambridge Investment Research and Waddell & Reed. He is also an independent insurance agent and advises through Conte Wealth Advisors under a trade name. 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 range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Patrick Barry is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Cambridge Investment Research and Waddell & Reed. Barry serves as a board member of the Margaret E. Moul Home, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves a diverse client base including individuals, retirement plan participants, banks, and trust companies, offering a range of financial planning and investment management solutions.

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.

Kelston Hildebrand is a financial advisor at Raymond James Financial in York, PA, holding a Series 66 designation. He has recently begun his career in the financial industry and has experience serving in the Pennsylvania Army National Guard since 2014. 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 using advanced analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

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 with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at 1792 Wealth Advisors, Sprenkle Wealth Management, and 11:59 (M Corp). He is currently participating in Raymond James' AMP program through affiliated support entities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutional clients, and charitable organizations, using tailored, non-discretionary planning supported by analytical tools and technology-driven solutions.

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 been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of his advisory work, he serves as the secretary of the Briar Bend Homeowners Association in York, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services that include retirement, education, risk management, and specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools to develop tailored recommendations.

Jamin Lauer is a financial advisor at Edward Jones in York, PA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Edward Jones throughout his career since 2002. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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 12 years of industry experience. He has previously worked at Merrill and Bank of America, and was associated with Miller & Gay Investment Management. Outside of his advisory role, he supports operations for the Jeffrey A. Gay branch, providing payroll and benefits assistance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm employs a tailored, non-discretionary approach to planning and consulting, using analytical tools to assess potential outcomes and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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 with LPL Financial in York, PA, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes 13 years at M&T Securities before joining Wilmington Advisors and LPL Financial in 2021. 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.

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, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked at firms including Cambridge Investment Research and Conte Wealth Advisors. In addition to her advisory role, she owns a practice as a Certified Divorce Financial Analyst, providing financial analysis for equitable divorce settlements. Angela also serves as Program Director for the Women's Network of York. 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, and institutional platforms.

Robert Cleary is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Ameriprise in York, PA. He has been with Ameriprise and its affiliated entities since 1987. Cleary also manages his practice through Cleary & Associates LLC, where he is the owner and managing director. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Stephen Mcnamara is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Lincoln Financial Securities Corporation for 13 years. He is also the owner of an independent insurance agency in York, PA. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through various platforms and proprietary model strategies.