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.

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, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated financial products, with approximately $1.01 trillion in assets under management.

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 with Merrill in York, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Merrill since 1995 and with Bank of America, N.A. since 2009. Outside of his advisory role, Adams serves as a director of the Heather Baker Foundation, a charitable organization supporting families affected by cancer, and he is also a member of the advisory board for The Salvation Army York Citadel. 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 and profit-sharing plans, corporations, and charitable organizations.

Cindy Mc Clintic is a financial advisor at Edward Jones with 12 years of experience in the industry. She holds a Series 66 designation and has been with Edward Jones since 2014. Based in Hanover, PA, she serves a range of clients within the firm’s institutional category. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of discretionary and non-discretionary investment strategies, including separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Jeremy Tshudy is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he provides disciplined wealth management and financial planning services. Since joining the firm in 2008, Jeremy has worked to help clients manage their portfolios and expectations, emphasizing the importance of long-term results in achieving key objectives, particularly retirement planning. He partners closely with clients to develop a deep understanding of their financial goals, family circumstances, and attitudes toward money. Jeremy’s areas of expertise include corporate executive services, education planning, family wealth management strategies, personal retirement planning, portfolio management, tax minimization, and retirement income. He is a founding member of Bush Tshudy Montgomery and Associates, collaborating with fellow financial advisor Ian Montgomery to serve a diverse clientele including corporate executives, business owners, physicians, entrepreneurs, widows, and multiple generations across Pennsylvania and nationwide. He holds several professional designations, including the Chartered Retirement Planning Counselor™ (CRPC™) from the College for Financial Planning Institutes Corp, Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jeremy earned his bachelor’s degree from the Pennsylvania State University System. Jeremy lives in Millersville, Pennsylvania, with his wife Jessica, their three children, a cat, and a dog. Outside of work, his interests include boating on the Chesapeake Bay, hiking, running with his dog, supporting the Philadelphia Eagles, cooking, and spending time with his family. He has served as a founding board member and volunteer coach for the Penn Manor Youth Softball organization and supports charitable organizations such as the United Way of York and Lancaster counties, the Lancaster Conservancy, and the Chesapeake Bay Foundation.

Jessica Hall is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Her previous roles include positions at RBC Capital Markets and PNC Bank. She is also involved with Sides Wealth Advisory Group, an LPL-affiliated advisory business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by research and technology, serving a large network of over 22,800 advisors.

Douglas Koster is a Series 65-licensed advisor with Primerica Advisors and has been in the financial services industry since 2024. He has prior experience with American Express dating back to 2015. Outside of investment advisory, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm utilizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Luke Austin is a financial advisor with Edward Jones in Hanover, PA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 13 years of industry experience, including nine years at Edward Jones and previous roles at Signator Investors Inc and Mai Financial Partners. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Scott Stephan is a financial advisor with Ameriprise in Lancaster, PA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Chief Operating Officer of GSCO LLC and is a board member at large for the Penn Manor Education Foundation. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that integrate tax-efficient strategies and adaptive withdrawals. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James Lehman is a financial advisor with Ameriprise in New Cumberland, PA, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, Lehman owns a charter business, JW Charter, in New Cumberland. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research and modeling to deliver personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Cohen Weaver is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held roles at Polo Ralph Lauren and DDMP Investment Advisors and has academic backgrounds from Bucknell University and Penn State University. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on structured financial planning and utilizing firm-approved tools such as Monte Carlo simulations to model outcomes.

Wai Au is a Series 66-licensed financial advisor with Ameriprise, based in York, PA, and has four years of industry experience. Prior to joining Ameriprise in 2022, Wai worked at Volvo Group and held roles at Pennsylvania State University, Dutch Apple Dinner Theatre, and Hempfield School District. Wai is also involved with LPPO, LLC, serving as a financial advisor and investment manager. 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 clients with written recommendation reports and ongoing tax-aware retirement-income planning.

Melanie Olsen Simon is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 29 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Simon serves on the Boards of Directors for the Cincinnati Brass Band and Crossmen Productions Inc. 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 focuses on dependable income and tax-aware withdrawal strategies.

Ryan Logue is a financial advisor with Wells Fargo Advisors in Hanover, PA, holding Series 63 and Series 65 credentials. He has 22 years of industry experience, including previous roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Outside of his advisory work, he has ownership interests in investment-related entities JCBL, Inc. and RLOGUE GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. Advisors use Wells Fargo research and planning tools to create tailored recommendations, with services covering various specialized planning areas and optional implementation through brokerage or advisory programs.

Jamie Cash is a CFP® with 33 years of industry experience, currently serving as an advisor at Cetera in York, PA. His prior experience includes roles at LPL Financial, VOYA Financial Advisors, and multiple Cetera entities. Outside of his advisory work, he is a beef superintendent for the York State Fair and serves on the board of the York County 4-H Center. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Marisa De Hoff is a financial advisor with Ameriprise in York, PA, holding a Series 66 designation and seven years of experience at Ameriprise. Her background includes roles at The Pennsylvania State University, WellSpan Philhaven, and the York County School District. She serves on the boards of YWCA York's Junior Board and the Turning Point Board. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Brian Crist is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at PFS Investments Inc., Primerica Financial Services, and Sheppard Financial Group. He also receives compensation for non-investment related referrals, including home security and automation products. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program utilizing model-delivery strategies from unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.