Alexander Sahaydak is a Series 66-licensed financial advisor at Ameriprise in York, PA, with one year of industry experience. Prior to joining Ameriprise in 2025, he spent four years at The Pennsylvania State University and has additional experience in education at Liberty High School and Nitschmann Middle School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Donald Weaver is a financial advisor at Ameriprise with 43 years of industry experience. He has been with Ameriprise and its predecessor firms since 1982. Weaver serves on the board of directors for the Financial Planning Association of Central Pennsylvania and provides pro bono financial planning for the nonprofit Homes for Our Troops. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, written retirement-income recommendations through a centralized consulting team.

Jeremy Tshudy is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he provides a multi-office approach to wealth management for clients in Central Pennsylvania and a virtual experience for clients elsewhere. He is a founding member of Bush Tshudy Montgomery and Associates and collaborates with fellow financial advisor Ian Montgomery. Together, they serve a diverse clientele including active and retired corporate executives, business owners, physicians, entrepreneurs, widows, and multiple generations, focusing on areas such as corporate executive services, education planning, family wealth management strategies, personal retirement planning, portfolio management, tax minimization, and retirement income. Jeremy emphasizes a disciplined approach to understanding clients' financial goals and personal circumstances, which includes addressing both tangible objectives like retirement lifestyle and education funding, as well as managing day-to-day spending and saving through tools like cash flow analysis. He values the role of managing clients' expectations alongside their portfolios, highlighting the importance of long-term results to achieving key financial objectives. He holds several professional designations including the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA) designations, as well as the Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC) credentials. Jeremy earned a bachelor's degree from the Pennsylvania State University System. He resides in Millersville, Lancaster County, with his wife Jessica, their three children, a cat, and a dog. His personal interests include boating, running, football, softball, swimming, and spending time with his family. He has also been involved in community activities such as serving as a founding board member and volunteer coach for Penn Manor's Youth Softball organization and supporting organizations like 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.

Brock Hively is a CFP® professional with 28 years of industry experience currently affiliated with LPL Financial since 2023. He previously held positions at RBC Capital Markets and Morgan Stanley. He is also involved with Sides Wealth Advisory Group, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services with a focus on model portfolios, third-party asset management, and institutional platforms.

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 CFA® charterholder and Series 66 licensed advisor with Ameriprise in York, PA, bringing four years of industry experience. Prior to joining Ameriprise in 2022, Wai worked at Volvo Group and served in various roles including positions in education and the arts. Wai is also involved with LPPO, LLC, providing financial advisory and investment management services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm employs a collaborative approach using proprietary research and algorithmic tools to deliver tailored recommendations within a defined investment framework.

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.

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.

Michael Haun is a Wealth Management Advisor with The BF Group at Merrill Lynch Wealth Management. He joined the team in 2020 and focuses on developing and overseeing the group’s investment strategies. Michael works directly with clients and their families to create customized financial plans aimed at achieving their financial goals. His expertise includes managing new wealth, personal retirement planning, portfolio management, tax minimization, retirement income, and services for endowments, foundations, and non-profits. With over 14 years of experience in the financial industry, Michael previously managed the investment strategy and process for the wealth management group of a community bank for eight years. He holds a degree in finance from The Pennsylvania State University and has earned the Chartered Financial Analyst (CFA) designation as well as the CERTIFIED FINANCIAL PLANNER™ certification. He is a member of the CFA Institute and the CFA Society of Philadelphia. Michael is active in his community, serving on the board of the United Way of York County and participating on the Distribution Committee of the York County Community Foundation. Outside of work, he enjoys playing golf, running, studying history, and spending time traveling with his wife and two children.

Mary Syron is a financial advisor at Edward Jones in Hanover, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at First Capital Federal Credit Union and Members 1st Federal Credit Union, as well as Target. She is a development committee member for Leg Up Farm, assisting with fundraising events and sponsorships. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Ted Williams is a financial advisor with LPL Financial in Columbia, PA, holding Series 63 and Series 66 licenses and with two years of industry experience. Before joining LPL Financial, he worked at Northwest Bank and was involved with the Prep Baseball Report Pennsylvania and Keystone State Baseball Academy. 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 with various investment strategies and employs advanced operational and research tools to support its network of over 22,900 advisors.

Crystal Kay is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Employment Enterprises and Waddell & Reed, Inc. Kay operates a DBA called Life's Journey Financial for her LPL 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 financial planning and investment management services through a large network of advisors, supported by research, technology, and various affiliated financial products.