Mary Elizabeth Stone is a financial professional with Cetera who holds a Series 66 designation and has five years of industry experience. She previously worked at First Allied Securities and operates her own financial services businesses, including Stone Financial and Union Advantage Financial. Outside of advisory work, she provides tax preparation services and notary services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Erik Miller is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He also serves as a member and CPA at Smoker & Company, LLC, a tax accounting firm, where he provides tax preparation and planning services. Miller offers wealth management services through Smoker Wealth Management, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of independent advisors. The firm provides a range of portfolio management and financial planning services, utilizing multiple program structures and custodial relationships.

Daniel Hair is a financial advisor with Edward Jones in Lancaster, PA. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to his advisory role, he was involved with various councils of the Boy Scouts of America and worked at Millersville University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Ronald Burroughs is a financial advisor at Edward Jones in Ephrata, PA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Burroughs serves as a board member of the Ephrata Area Chamber of Commerce, contributing to its strategic planning efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

Tracy Walter is a Series 66-licensed financial advisor with Raymond James Financial, based in Ephrata, PA, and has three years of industry experience. Prior to joining Raymond James Financial Services in 2023, Walter held several roles at Fulton Bank and Fulton Financial Advisors. Outside of advising, Walter is involved in political activity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advice supported by analytical tools and supports its clients through various advisory programs and institutional consulting services.

Steven Hofmann is a financial advisor with Osaic Wealth, Inc. in Reading, PA, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at SagePoint Financial, Eagle Strategies, Grandview Financial Partners, and New York Life affiliates. Hofmann serves on the Endowment Committee of Hawk Mountain Council BSA and is a board member of the Hofmann Family Foundation. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large affiliated adviser network. The firm offers integrated brokerage, advisory services, financial planning, and utilizes firm-provided asset-allocation tools with access to multiple investment platforms and third-party managers.

Kevin Lamson is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ambassador Advisors, LLC and American Portfolios Financial Services, Inc. He is the owner and manager of Bednar Financial Group, LLC, where he actively manages an office and client service book of business. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to various managed account solutions. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios tailored to client needs.

Steve Reiter is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for SagePoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of advising, he spends time on life and long-term care insurance sales and owns a real estate holding company that manages his business office property. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services. The firm employs various portfolio construction tools and third-party platforms to provide investment solutions tailored to client needs.

Harry Neidermyer is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and H.D. Vest Advisory Services. In addition to his advisory work, he operates a tax preparation and CPA practice and serves as a volunteer with the Lititz Fire Company No 1. 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, utilizing a variety of investment strategies supported by advanced research and technology tools.

John Murphy Jr. is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 38 years of industry experience. He has worked at several firms including Orrstown Financial Advisors and Infinex Investments, and served in community roles with the Susquehanna Regional Police Commission and East Donegal Township. Murphy also sells life, health, disability, and long-term care insurance as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Timothy Weagley is a financial advisor with Edward Jones in Akron, PA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Brian Hamm is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2021. He has four years of industry experience and previously held roles at CODY Computer Services, Inc. and Gateway Ticketing Systems, Inc. Outside of his advisory work, he prepares income tax returns for immediate family members on a private basis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning focused on a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Kathleen Tyler is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She has worked at Cetera since 2017, including her current role since 2023, and previously spent nine years at Girard Securities, Inc. She also serves as a registered representative for DBA Girard and as a power of attorney and executor of estates. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors and managing more than $256 billion in assets.

Joel Potts is a financial advisor at Cetera with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Hamilton Capital, LLC, Summit Financial Strategies, and Master's Advisors Inc. Before entering the financial sector, he worked in non-financial roles such as at Horst Auctioneers and The Ohio State University. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Andrew Smoker is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Cetera. He is also a partner at Smoker & Company, providing tax preparation and planning services, and is involved in property management through Smoker Property Management. Additionally, he holds a role as an insurance agent selling property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm that offers a broad range of services to individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm utilizes a multi-manager platform that allows advisors to implement various model portfolios, third-party managers, or bespoke strategies across multiple program structures and custodial relationships.

Stosh Beeler is a financial advisor at LPL Financial in Lancaster, PA, holding Series 66 and Series 63 licenses with one year of industry experience. His prior experience includes roles at T. Rowe Price and entrepreneurial activities with Beeler Communications and McCleary's Pub. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

Mitchell Long is a CFP® with four years of industry experience, currently serving as a financial advisor at Raymond James Financial in Lancaster, PA. He previously worked at Cosaic for eight years before joining Raymond James in 2022. He is also registered as an associate with Investment Planning Group, Inc., providing support services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm focuses on non-discretionary planning tailored to client goals and supports municipal and public finance work through unique industry affiliations.

Joseph Sholley is a financial advisor at Cetera with 15 years of industry experience and holds a Series 66 designation. He has been associated with Cetera and CETERA Financial Specialists LLC since 2010 and is a 50% owner of LMS Advisors LLC, where he is involved in financial advising. Additionally, he operates LMS Tax & Accounting LLC, providing tax and accounting services. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with access to third-party managers and various program structures.

Roy Book is a CFP® professional with 36 years of industry experience. He has been with OSAIC since 2018 and previously worked for Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 28 years prior. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and access to third-party managers to construct portfolios across various asset classes.

Robert Fryer Jr. is a financial advisor at RBC Capital Markets with 42 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory work, he serves on the Board of Trustees for Florida Southern College. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.