Scott Long is a financial advisor with OSAIC who holds a Series 66 designation and has 14 years of industry experience. His prior roles include positions at SagePoint Financial, American Wealth Strategy Group, Securian Financial Services, and The Prudential Insurance Company of America. In addition to his advisory work, he is the owner of American Wealth Strategy Group, a fixed insurance business. OSAIC serves a diverse client base ranging from individual investors to institutional clients, offering integrated brokerage and advisory services with a focus on asset allocation and portfolio construction using tools such as risk tolerance assessments and automated rebalancing.

Peter Kelly is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PNC Investments, Truist, Prudential Insurance Company of America, and White Rose Wealth Management. Kelly is based in Harrisburg, PA. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Kelly Trach is a financial advisor with Morgan Stanley in Lancaster, PA, holding the CFP® and Series 66 designations and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Outside of financial advising, Trach is a partner in Harper London Enterprise, an infrared fitness studio in Denver, Pennsylvania. Morgan Stanley Wealth Management provides a wide range of advisory and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by advanced modeling tools and offers both retail and institutional investment solutions.

James Reinhart Jr. is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds a Series 66 designation and has been associated with RBC Capital Markets since 2008, with an additional role at City National Bank since 2021. He serves on the Board of Directors for the Warwick Education Foundation, where he is involved in strategic planning and prospecting activities. RBC Wealth Management, a division of RBC Capital Markets, provides a wide range of advisory and brokerage services to individual investors, institutions, corporations, and charitable organizations, offering customized portfolio management through various programs and leveraging both in-house and third-party investment resources.

Davis Smith IV is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC. Outside of his advisory role, he has operated Detailing Professional Services since 2001. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical among large institutional advisers.

Douglas Shank is a financial advisor with Morgan Stanley in Lancaster, PA, holding a Series 63 designation and 36 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2006, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Jorge Gonzalez Jr. is a financial advisor at Merrill with Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Bank of America, Stifel, Morgan Stanley, Wells Fargo, and Santander. He serves as a board member for the Reality Check Project, a nonprofit focused on reentry services and youth transformation, and is an officer in the Professional Referral Exchange, a business networking group. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services through dedicated financial advisors. The firm emphasizes manager selection, tax-efficient strategies, and integration with Bank of America’s broader financial platform.

Brian Beversluis is a financial advisor with Raymond James Financial in Lancaster, PA, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Bank. Outside of his advisory work, he is involved with CatScratch Reader, an activity he has engaged in since 2020. 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, pension plans, corporations, and institutional clients. The firm employs tailored non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Michael Hulyo is a financial advisor with Edward Jones in Lititz, PA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Tara Hauber is a financial advisor with Mass Mutual Investors Services in Lancaster, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked with MassMutual Life Insurance Company since 2018 and with Mass Mutual Investors Services since 2017, following five years at Met Life/MSI. Hauber serves as a director at the Catholic Worker House of Lancaster, a nonprofit where she coordinates volunteers and events benefiting the homeless. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative financial planning engagements and offers a range of programs including money-manager services and educational seminars.

David Stabb is a financial advisor with Edward Jones in Mountville, PA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is a founding partner and member of the Board of Managers at ReconSTAT Holdings, LLC, which focuses on telemedicine and plastic surgery triage through startups in this sector. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutional investors, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions delivered through a nationwide network of financial advisors and branch offices.

Joseph Howe is a CFP® professional with 28 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Infinex Investments, Inc. and Ephrata National Bank. Outside of his advisory role, he serves as a high school wrestling official for the Pennsylvania Interscholastic Athletic Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Seal II is a financial advisor with Primerica Advisors in Strasburg, PA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at PFS Investments Inc. since 2017 and was self-employed for 14 years prior. Seal also has over 30 years with Primerica Financial Services. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers, delegates trading to BNY Mellon Advisors, and employs a tiered wrap-fee structure.

Laura Dill is a financial advisor at LPL Financial based in Lancaster, PA, holding the CFP® and Series 63 designations with 12 years of industry experience. Her prior roles include positions at Ic Advisory Services, Inc., The Investment Center, Inc., Lancaster Financial Group, LLC, and Cadaret, Grant & Co., Inc. She serves on the boards of the Red Rose Veterans Honor Guard and the Building Bridges Foundation at Anderson Farm and volunteers with the office of U.S. Representative Lloyd Smucker and the Naval Academy Blue and Gold program. 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 institutions. The firm supports a range of investment approaches including model portfolios, third-party asset management, and customized strategies, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Emerson Paul is a CFP® with 24 years of industry experience, currently with Cetera. He has previously worked at multiple Cetera entities as well as Concourse Financial Group Securities Inc and Covenant CPA LLC. He serves as a volunteer board member for United Church of Christ Homes and is involved with St. John's UCC Foundation as committee treasurer. Cetera Investment Advisers LLC is an SEC-registered firm offering advisory services through a large national network of independent advisors. It serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients, providing portfolio management, financial planning, and access to third-party money managers through various program platforms.

Cameron Kistler is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Vineyard Vines and Conestoga Valley School District. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, focusing on tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Joseph Lundy is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1982, including concurrent service at Bank of America since 2010. 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, and institutional investors.

Marlin Musser is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for seven years and at H.D. Vest Advisory Services and Investment Services for a combined nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment solutions, including model portfolio programs, third-party asset management access, and institutional platforms.

Rebecca Hansen is a financial advisor at Merrill with 13 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2007. Outside of her advisory role, she serves as an advisory board member and coach for the Red Lion Cheer Club, a nonprofit organization. She is also involved as a stylist with Color Street, a business selling nail strips. 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, and various institutional investors.

Shayne Beecher is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has 25 years of industry experience and has been with RBC Capital Markets since 2008. Prior to this, he has also worked at City National Bank since 2017. Outside of his advisory role, Beecher serves as president of the board for the Manheim Township Football Association, a nonprofit booster club, and volunteers to teach financial and business literacy to college football student athletes at Pennsylvania State University. 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, combining in-house and third-party managers, and provides integrated financial planning, brokerage, and portfolio management services.