John Mc Coy is a financial advisor with LPL Financial in Lancaster, PA, holding Series 65 and Series 63 licenses and nine years of industry experience. Prior to joining LPL Financial in 2020, he worked at Securities America Advisors and Securities America, Inc. from 2018 to 2020, and at Phoenix Contact from 2016 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Shane Landis is a CFP® professional with nine years of industry experience, currently affiliated with Cetera. He has held roles at Everence Trust Company and Concourse Financial Group Securities Inc over the past several years. Landis is also involved as a financial planner with Everence Trust Company, providing insurance, investment, and financial planning services as well as charitable planning through the Everence Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management options and financial planning services through a large network of independent advisors and multiple program structures.

Marcy Leprell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at Janney Montgomery Scott for nine years and has been a consultant for Norwex since 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Zachary Yocum is a financial advisor with Wells Fargo Clearing in Lebanon, PA, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo since 2017 and previously worked at Discovery Communications from 2014 to 2017. Outside of his advisory role, he holds ownership interests in several investment-related ventures. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

John Foltz is a Series 66 credentialed financial advisor with Edward Jones in Palmyra, PA, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, Foltz serves as an Assistant Scoutmaster with the Boy Scouts of America, is Vice President of the Palmyra PAW Club, and sits on the Finance Committee of the Hershey Region Antique Auto Club of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a broad network of advisors and branch offices.

Diane Joiner is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 licenses and bringing five years of industry experience. She has been affiliated with various Thrivent entities since 2018 and previously worked at Wolfe, Rice & Quinn, LLC. Outside of her advisory work, she serves on the church council and leads the Fellowship Committee at Bender's Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on holistic, goal-based planning covering a wide range of financial topics, delivering ongoing or one-time engagements without discretionary trading authority.

Jennifer Swetland is a CFP®-designated financial advisor with Morgan Stanley in Lancaster, PA, bringing five years of industry experience. She has held positions at City National Bank and RBC Capital Markets prior to joining Morgan Stanley in 2025. Swetland serves on the board of directors for Penn Square Opera, a local nonprofit focused on musical performance arts. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, serving clients primarily in an advisory capacity.

Rebecca Boston is a financial advisor at Edward Jones in Lancaster, PA, holding CFP® and Series 66 designations with 17 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Taylor Skelly is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Wealth Management and Morgan Stanley Private Bank since 2016. Prior to his advisory roles, he was associated with SIOR and attended Franklin and Marshall College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Gary Burghdorf is a Series 66-credentialed financial advisor with LPL Financial, where he has worked since 2011. He has 26 years of industry experience. Outside of his advisory role, he is involved in music as a freelance musician and composer and serves as a percussion instructor for the Middletown Area School District. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Cheryl Batdorf is a CFP®-credentialed financial advisor with Edward Jones, where she has worked since 2016. She has 10 years of industry experience and serves clients from Lebanon, PA. Outside of her advisory role, Cheryl is an adjunct instructor at Harrisburg Area Community College, teaching a Human Resource Management course. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branch offices.

Eric Graupensperger is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has worked at MML Investors Services since 2018 and previously held positions at Lombard Securities and IFS Securities. He is also licensed as a life and health insurance agent. MassMutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers event-driven planning services such as estate-settlement and divorce planning.

Erik Montalvo is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, and M&T Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to affiliated discretionary portfolios and features a centralized operational structure that supports a high client coverage ratio per advisor.

Cheryl Hartman is a financial advisor at Morgan Stanley with 8 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Monte Carlo simulations and Secular Return Estimates as part of its financial planning process.

Emanuel Ludwig is a financial advisor with RBC Capital Markets in Lancaster, PA, holding a Series 66 designation and 16 years of industry experience. He has worked at RBC Capital Markets since 2009 and is also affiliated with City National Bank since 2020. 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 that incorporate both in-house and third-party managers, along with integrated capital markets capabilities.

William Waters is a CFP® professional with 34 years of industry experience, currently serving at LPL Financial since 2018. He previously worked at INVEST Financial Corporation and has been involved in tax preparation and accounting services through his role as president of MMW, Inc. since 2010. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by both in-house and third-party research and portfolio management strategies.

Letizia Centini is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior experience includes roles at M&T Securities, Inc., Allfirst Brokerage Corporation, and FMB Bank T/A The First National Bank Of. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, and provides both discretionary and non-discretionary management services supported by in-house and third-party research.

Joshua Donaldson is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. His prior roles have all been within the Wells Fargo organization. Outside of his advisory work, he serves on the finance committee at Crossway Church in Millersville, PA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Bruce Kleindienst is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management arm since 2002. Kleindienst serves as a board member of the Elizabethtown School Board, overseeing curriculum, budget, and facilities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm emphasizes holistic analyses and offers clients the option to combine planning with managed accounts through its WealthPlan program.

Michael Affigne Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Wells Fargo Bank, as well as ownership of a steakhouse and lobster restaurant. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.