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.

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 at Ameriprise with five years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2019. His prior work experience includes roles at Independence Beer Garden, Temple University, FedEx, and Subway. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement planning advice focused on 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 based in Lancaster, PA, holding a Series 66 designation and 12 years of industry experience. She has worked at LPL Financial since 2017 and has been associated with Landis Financial Advisors, Inc. and Christian W. Landis Agency, Inc. since 2008. 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.

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 Series 66-licensed financial advisor with Stifel in York, PA, where she has worked since 2014. She has 11 years of industry experience. Outside of her advisory role, she is a member of Leave a Legacy York County, assisting nonprofits with promoting planned giving, and participates in her local elementary school PTO to help organize community events. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

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, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Landis Financial Advisors Inc and Fulton Bank. Outside of finance, he operates Myers Mowing LLC, a landscaping business. 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, supported by a large network of investment adviser representatives and advanced operational tools.

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.