Shayne Beecher is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has 25 years of industry experience and has been with RBC Capital Markets since 2008. Prior to this, he has also worked at City National Bank since 2017. Outside of his advisory role, Beecher serves as president of the board for the Manheim Township Football Association, a nonprofit booster club, and volunteers to teach financial and business literacy to college football student athletes at Pennsylvania State University. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides integrated financial planning, brokerage, and portfolio management services.

Scott Carr is a financial advisor with LPL Financial who holds a Series 66 designation and has 24 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Securities America Advisors, Inc. and HD Vest firms. He also sells term life insurance, whole life insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, supported by model portfolios, third-party research, and advanced technologies.

William Adote III is a financial advisor at RBC Capital Markets with two years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Chase and Equitable Advisors. 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 various advisory programs that provide portfolio management and financial planning services tailored to client risk profiles.

Ann Seitz Brown is a Series 66-licensed financial advisor with Thrivent Investment Management in Mount Joy, PA, bringing nine years of industry experience. She has been with Thrivent Financial and its investment management division since 2017. Outside of her advisory role, she serves on the Candidacy Committee of the Lower Susquehanna Synod of the Evangelical Lutheran Church in America, which reviews and guides prospective ministry leaders. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning recommendations covering a broad range of topics, with options to combine these plans with managed-account programs under a consolidated billing system called “WealthPlan.”

Christian Boutsikaris is a financial advisor with Equitable Advisors in Lancaster, PA, holding a Series 66 credential and 16 years of industry experience. He has been with Equitable Advisors since 2009, including time at its predecessor, Axa Advisors. Boutsikaris serves on the Personal Financial Planning Advisory Board at Kutztown University. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and third-party managers and manages substantial assets on both discretionary and non-discretionary bases.

Scott Bilheimer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and 13 years of industry experience. His prior roles include positions at GWFS Equities, Inc. and PFM Fund Distributors, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individual and high-net-worth clients to corporations and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to align investment strategies with client goals, and it maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jared High is a financial advisor at LPL Financial with a Series 66 designation and experience spanning since 2025. Prior to joining LPL Financial, he held roles at Northwest Bank and C.M. High, and he was involved with Fox Meadows Creamery. He has also worked as a licensed relationship manager and notary at Northwest Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven investment strategies.

Kerin Foley is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, National Financial Services LLC, and Fidelity Brokerage Services LLC. Outside of financial advising, she is involved in a real estate business focused on buying and reselling or renting properties. OSAIC serves a diverse client base including individual investors, pension plans, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers through a large network of affiliated advisors. The firm employs asset-allocation tools and automated rebalancing to manage portfolios containing a range of investment products on either a discretionary or non-discretionary basis.

Connor Rowe is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within Raymond James Financial and Fulton Bank. Outside of his advisory work, he serves as a high school boys lacrosse coach for Penn Manor High School. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and analytical tools and supports a broad network of advisors with specialized municipal and public finance services.

Lori Hagy is a financial advisor with Morgan Stanley in Lancaster, PA, holding a Series 66 designation and bringing 19 years of industry experience. She has been with Morgan Stanley and its affiliates since 2009, previously working at Citigroup Global Markets starting in 2006. Outside of her advisory role, she serves on the Finance and Investment Committee of the Denver Fire Company, a charitable organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market models.

Garrett Gillette is a Financial Consultant currently working at Fidelity Investments since 2023. He focuses on helping clients and their families develop and implement comprehensive financial plans tailored to their individual goals and objectives. Garrett has experience in various financial advisory roles, including Financial Advisor Senior Associate at Vanguard from 2021 to 2023, Financial Advisor at CUNA Brokerage Services from 2020 to 2021, and Licensed Relationship Banker at Citizens Securities Inc from 2017 to 2020. His professional background reflects a commitment to wealth planning and client education. Outside of his professional work, Garrett has personal interests in cars, cooking and baking, fitness, golf, outdoor adventures, and snowboarding.

George McDonald is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has previously worked at MassMutual, Fastenal, and Chick-Fil-A. Outside of finance, he was involved with E's Pressure Washing for seven years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and is noted for its registration as a commodity pool operator and advisory role to multiple registered investment companies.

Malene Frost is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Her prior roles include positions at Equinox, Bedford Stuyvesant Restoration Corporation, GlaxoSmithKline, and Calvin Klein. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Lucas Hameloth is a financial advisor at Edward Jones in Manheim, PA, holding the Series 66 designation. He has one year of experience in the financial industry. Prior to joining Edward Jones, he worked at UPS and Giant Eagle, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Ryan Egan is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, Voya Financial Advisors, and operates his own firms, Egan Financial Advisors, LLC, and Kylen Financials, Inc. He also serves as a trustee for a private trust. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Elizabeth Mc Kinley is a financial advisor with Thrivent Investment Management and holds Series 63 and Series 66 licenses. She has seven years of industry experience, all with Thrivent Financial and Thrivent Investment Management since 2018. Outside of her advisory work, she serves on the Board of Directors for the YWCA Carlisle and Cumberland County and works as a voting machine operator and clerk for the Cumberland County Bureau of Elections. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers planning engagements either as one-time or ongoing relationships and combines planning with managed-account services under a consolidated billing option called WealthPlan.

Glen Diehm is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and utilizes model portfolios and third-party research to support diversified and tactical investment strategies.

Sarah Hilbolt is a financial advisor with Equitable Advisors in Hershey, PA, holding a Series 66 designation and 18 years of industry experience. She previously worked at AXA Advisors, LLC, and has been with Equitable Advisors since 2014. Outside of her advisory role, she serves as a power of attorney for her mother. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing a delivery model that emphasizes LPL-sponsored programs and endorsed third-party managers.

Evan King is a financial advisor with Morgan Stanley in Lancaster, PA, holding a Series 66 designation and eight years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2022, as well as previous experience with Bank of America, Merrill, CJD Group, and Millersville University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

James Mccurdy is a financial advisor with Raymond James Financial in Elizabethtown, PA, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Raymond James Financial since 2009 and has worked with Raymond James Financial Services since 2006. Outside of advisory work, he is a co-owner of DDMP Investment Advisors, LLC, a support company, and holds a minority interest in a new office building through DDMP Real Estate, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting using risk profiling and analytical modeling, and supports various advisory programs and institutional portfolio management.