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.

Diane Kridler is a financial advisor with LPL Financial in Mount Joy, Pennsylvania, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at Raymond James Financial Services and Ameriprise Financial Services, Inc., among others. She is currently affiliated with Northwest Bank through LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

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.

Mark Harbaugh is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at M&T Securities, PNC Wealth Management, and CUSO Financial Services. He has been with Edward Jones since 2020. 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 wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Elizabeth Johnides is a financial advisor at Edward Jones in Hanover, PA, holding a Series 66 designation with 16 years of industry experience. Prior to joining Edward Jones in 2024, she worked with Cambridge Investment Research and has been involved with multiple business ventures including ownership and management roles in various LLCs and partnerships. Outside of advising, she has been linked to business activities in sectors such as brewing and real estate. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs under a fiduciary standard.

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.

Jacob Lawrence is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His work history includes roles at Cetera Wealth Services, LLC since 2015 and Sand Dollar by the C, LLC since 2026. He is also involved as a financial advisor and secretary at Riggle Wealth Group LLC, where he focuses on financial planning and investment management. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of services such as portfolio management, financial planning, and access to multiple program platforms and third-party money managers.

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.

Nathaniel Miller is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

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.