Zachari Brenner is a financial advisor at Edward Jones in York, PA, holding Series 63 and Series 66 licenses with seven years of industry experience. Prior to his current tenure at Edward Jones, he worked at Apple Honda for four years. 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 nationwide network of more than 23,700 financial advisors.

Teresa Powell is a Series 66-licensed financial advisor with Thrivent Investment Management in York, PA, where she has worked since 2020. Prior to her advisory role, she spent ten years with the York County District Attorney's Office. She serves as a board member for Orphan Grain Train, a nonprofit that organizes donations of personal and medical supplies for global distribution. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial topics without discretionary trading authority. The firm integrates planning with managed-account programs under a consolidated billing option called WealthPlan, while maintaining the separation of services.

Julie Bortner is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 licenses and over 20 years of industry experience. She has worked at PFS Investments Inc. since 2006 and has been with Primerica Financial Services since 2001. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, utilizing model-delivery strategies created by unaffiliated asset managers and supported by custodians such as BNY Mellon Advisors and Pershing.

Vincent Russo is a ChFC® with 55 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 1983 and MassMutual Life Insurance Company since 1982. In addition to his advisory role, he maintains an active life and fixed annuity insurance sales practice. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative annual planning engagements using firm-approved analytical tools.

Rick Danielowski is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for seven years. Danielowski is also an associate and portfolio strategist with Longview Wealth Solutions LLC. 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 investors. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Crawford Simpkins is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Julie Matthews Salvo is a CFP® and ChFC® with 29 years of industry experience. She is currently affiliated with LPL Financial in York, PA, and previously worked at M&T Securities, Inc. for 18 years. 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 advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

James Deffenbaugh is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1992. In addition to his advisory role, he is involved in non-investment related referral activities through Primerica Client Services, Inc., including home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Stephanie Binter is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with Primerica Financial Services since 2020 and Primerica Advisors since 2021, following 14 years at PCBH. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Joseph Petruso is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 26 years of industry experience. He has held roles at Fulton Financial Advisors and Specific Solutions, among others, and has been associated with Fulton Bank and Fulton Financial Corporation since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains unique affiliations such as a municipal advisor and specialized SIMPLE IRA consulting services.

Ryan Nemshick is a financial advisor with LPL Financial in York, PA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Amy Emlet is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 1997, previously affiliated with Bank of America, N.A. She also works as an independent consultant for a scrapbooking company. 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 a range of model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Derrick Hamm is a financial advisor at LPL Financial with 27 years of industry experience. His prior roles include positions at SCF Investment Advisors, SCF Securities, and Williams Financial Group. He is also involved in music as an artist with Blackout Films. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jason Weber is a financial advisor with Raymond James Financial in York, PA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has previously worked at Wells Fargo Advisors Financial Network LLC and has been with Raymond James Financial and its affiliated entities since 2018. Weber is also the owner of Ashton Rae Inc. and LongView Wealth Solutions, both support companies based in York. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm employs non-discretionary planning tailored to client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

David Sprenkle is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 35 years of industry experience. Prior to joining Raymond James, he worked at Janney Montgomery Scott, LLC for 13 years. He is also involved in Sprenkle Wealth Management LLC, a financial advisory business he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its services through a large advisor network and affiliated firms.

Clint Neff is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Santander Securities, AXA Advisors, and MassMutual. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is involved in managing model portfolios, advisory services for registered investment companies, and uses systematic methodologies alongside AI tools in its research.

Molly Bruce is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing four years of industry experience. She has worked with various Thrivent entities since 2021 and previously was affiliated with Messiah University for five years. Outside of her advisory role, she serves on the board of Shining Stars Therapeutic Ministries, which provides therapeutic horsemanship instruction. Thrivent Investment Management offers Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses without discretionary trading authority. The firm allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Emily Sides is a financial advisor with LPL Financial in York, PA, holding a Series 66 designation and nine years of industry experience. She previously worked at RBC Wealth Management for seven years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

William Heird is a financial advisor at Ameriprise with one year of industry experience. He previously worked at Edward Jones for two years and has a background in healthcare, having been employed at Bozeman Health and the Advanced Vein and Laser Center. He holds a Series 66 designation. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides written recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and recent algorithmic automation.

David Herbst is a financial advisor with Raymond James Financial in York, PA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and KCA Wealth Management. He is also involved with Integrity Wealth Strategies LLC in a support capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to provide tailored, non-discretionary planning and consulting, and it supports a broad network of advisors with municipal and public finance services.