Heather Gross is a Series 66 licensed financial advisor with Merrill in York, PA, with 22 years of industry experience. She has been with Merrill since 1999 and also worked at Bank of America, N.A. beginning in 2025. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, providing a range of investment approaches including tax-aware strategies.

Elizabeth Dean is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Bni, Life's Journey Financial LLC, Elizabeth A Adams LLC, Contact HelpLine, and Waddell & Reed Inc. Outside of her advisory role, she is involved in music as a singer and musician. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and access to model portfolios supported by LPL Research and third-party subadvisors.

Cole Brillhart is a financial advisor at Ameriprise in York, PA, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2022, he worked in educational roles at Lewis University and local school districts. He is also involved with LPPO, LLC as a financial adviser and investment manager. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, offering non-discretionary, research-driven recommendations focused on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines automated analysis with advisor collaboration and emphasizes the use of Ameriprise-managed accounts in its planning approach.

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 with Ameriprise in York, PA, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at Independence Beer Garden and has experience in both corporate and educational settings, including Temple University and FedEx. Outside of his advisory role, he is involved with LPPO, LLC as a financial advisor and investment manager. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a structured, non-discretionary service that focuses on dependable income sources and tax-aware withdrawal strategies.

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.

Anthony Gist is a financial advisor with Morgan Stanley in York, PA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Wells Fargo, with prior experience at PNC Investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Jillian Snyder is a financial advisor with LPL Financial in Lancaster, PA, holding a Series 66 designation and 12 years of industry experience. She has been with LPL Financial since 2017 and is also associated with Landis Financial Advisors, Inc. and Christian W. Landis Agency, Inc., both since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Michael Hoffmann is a financial advisor with Ameriprise in York, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Hoffmann is involved in multiple business ventures including serving as Chief Operating Officer of MJ Hoffmann LLC and co-owning WHW Aviation Holdings, LLC, a private charter and organ transplant jet services company. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

Jeffrey Gay is a CFP® with over 42 years of experience and is currently affiliated with Raymond James Financial Services Advisors, Inc. He has been with Raymond James since 1999. In addition to his advisory role, he is involved in local political activities and serves as president of Market Street Financial & Political Consultants, LLC, which owns the property housing his office. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Karen Heltzel is a financial advisor at Stifel with 10 years of industry experience and a Series 66 designation. She has been with Stifel since 2014. Outside of her advisory role, she is a member of Leave a Legacy York County, where she assists nonprofits in promoting planned gifts, and participates in the Hayshire Elementary PTO, helping organize school community events. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Andrea Morrison is a financial advisor at Edward Jones in York, PA, holding Series 63 and Series 66 credentials with eight years of industry experience. She has worked at Edward Jones since 2019 and previously spent five years at Assured Partners. Outside of her advisory role, she is connected to CMA Insurance Services through her spouse but does not participate in the daily operations. 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 and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Charles Barton is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Mylan Pharmaceuticals for four years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Daniel Myers is a financial advisor with LPL Financial in Lancaster, PA. He holds a Series 66 designation and has one year of industry experience, including roles at Landis Financial Advisors Inc and Fulton Bank. Outside of his advisory work, he operates a landscaping business, Myers Mowing LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of representatives. The firm offers diverse advisory programs and financial planning services supported by extensive research and a range of portfolio management options.

Cole Van Pelt is a financial advisor with Edward Jones in Shrewsbury, PA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked in a variety of roles including positions at Ciocca Honda of York and Red Lion Area School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and supports its services through a nationwide network of advisors and branch offices.

Timothy Biden Sr. is a financial advisor with Edward Jones in Dover, PA, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Walter Carr is a financial advisor with Osaic Wealth, Inc. based in York, PA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has worked at Osaic since 2018 and previously spent two years at Signator Investors, Inc. Carr is also the owner and president of Carr Financial Services, Inc., an independent firm providing financial and insurance services since 2003. His business activities include the sale of fixed insurance products such as life, health, disability, long-term care insurance, fixed annuities, and equity indexed annuities. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers through multiple advisory platforms, employing asset-allocation tools and automated rebalancing for portfolio construction.

Jon Adams is a financial advisor at Merrill with Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Merrill since 1995 and has also been affiliated with Bank of America since 2009. Adams serves as a director for the Heather Baker Foundation, a charitable organization supporting families affected by cancer, and is an advisory board member for the York Citadel of The Salvation Army. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Donald Weaver is a financial advisor at Ameriprise with 43 years of industry experience. He has been with Ameriprise and its predecessor firms since 1982. Weaver serves on the board of directors for the Financial Planning Association of Central Pennsylvania and provides pro bono financial planning for the nonprofit Homes for Our Troops. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, written retirement-income recommendations through a centralized consulting team.