Jamin Lauer is a financial advisor at Edward Jones in York, PA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Edward Jones throughout his career since 2002. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Halbert is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise. Prior to joining Ameriprise, he worked at Edward Jones for 13 years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning solutions, primarily for clients maintaining assets in Ameriprise-managed accounts.

Timothy Gay is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He previously worked at National Planning Corporation for 24 years and has been associated with Christian W. Landis Agency, Inc. for over three decades. In addition to advisory services, he is involved in marketing long-term care insurance, disability insurance, and fixed annuities, as well as managing group health insurance through Christian Landis Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options, including access to third-party asset managers and institutional platforms, supported by advanced operational tools and a large network of advisors.

Robert Means is a financial advisor with Mass Mutual Investors Services in York, PA, holding a Series 63 designation and over 40 years of industry experience. He has been with Mass Mutual Investors Services since 1991 and associated with MassMutual/uFinancialGroup since 1983. Outside of his advisory role, he works as an agent specializing in fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements supported by firm-approved analytical tools and a range of investment-related programs and educational seminars.

Robert Kucherich is a financial advisor at Raymond James Financial with 12 years of industry experience. He has previously worked at Merrill and Bank of America, and was associated with Miller & Gay Investment Management. Outside of his advisory role, he supports operations for the Jeffrey A. Gay branch, providing payroll and benefits assistance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm employs a tailored, non-discretionary approach to planning and consulting, using analytical tools to assess potential outcomes and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Josiah Williams is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Target Corporation and Cintas. Outside of his advisory work, he is involved with Dover Assembly of God. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Daniel Pritchett is a financial advisor with LPL Financial in York, PA, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes 13 years at M&T Securities before joining Wilmington Advisors and LPL Financial in 2021. 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.

Christie Smith is a CFP® professional with over 42 years of industry experience. She has been with Stifel since 2007. Based in York, PA, her credentials also include Series 63 and Series 65 registrations. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing clients with asset allocation and financial planning analyses to inform their decisions.

Donald Baker is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing nearly 30 years of experience in financial advisory services. He specializes in family wealth management strategies, personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. Donald serves as the team's equity strategist, focusing on researching special situations to identify timely and innovative investment opportunities that align with clients’ financial strategies. Donald earned a Bachelor's Degree from Shippensburg University and holds the Personal Investment Advisor (PIA) professional designation. Throughout his career, he has emphasized the importance of a disciplined and customizable investment process tailored to each client’s unique situation. A lifelong resident of Spring Grove, Donald is actively involved in his community. He founded and manages the Heather Baker Foundation, named in honor of his late wife, which supports families facing medical expenses. Donald’s personal interests include racquetball, traveling, and spending time with his family.

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.

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.

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.

Debra Szymanski is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds a Series 66 designation and has previously worked at Stifel and LPL Financial. Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various programs and emphasizing tailored, non‑discretionary advice supported by extensive firm research and multiple portfolio management styles.

Bradley Epps is a financial advisor with Ameriprise in Elizabethtown, PA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is the managing partner and CEO of LWAG LLC, a financial planning firm. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary research and third-party data to provide tailored, tax-aware withdrawal strategies.

David Smith is a financial advisor at Osaic with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2018, he spent 35 years with Signator Investors, Inc. Additionally, he is involved with Mountain Top Wealth Management, focusing on the sales and marketing of fixed annuities, securities, and insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with asset allocation and portfolio optimization tools and supports discretionary strategies, third-party managers, and proprietary models.

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.