Noah Caler is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at Santander Bank and GameStop. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Bradley Paul is a financial advisor with LPL Financial in Camp Hill, PA, holding Series 63 and Series 65 designations and with 27 years of industry experience. His prior work includes roles at Waddell & Reed, Inc., various insurance carriers, and ownership of tax preparation and accounting services. He has also owned business entities related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Fegely is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2007, serving as a wealth planner and working with clients and their families to develop customized strategies to achieve their financial goals. His expertise includes executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Robert holds the Certified Financial Planner (CFP®) certification, along with other professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from York College of Pennsylvania. Utilizing a consultative approach, Robert helps clients identify their financial strengths and weaknesses to create long-term wealth management plans tailored to their objectives, time horizons, risk tolerance, and liquidity needs. He is actively involved in his community, participating with the Rotary Club of York and serving on the Board of Directors for The Belmont Theatre. Robert resides in York, PA with his wife and son. His personal interests include music, reading, spending time with his family, and traveling.

Gayle Delong is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been with Primerica Advisors since 2014 and Primerica Financial Services since 2012. Outside of advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an operational model that includes independent due diligence and delegated trading functions.

Michelle Mc Govern is a financial advisor with Ameriprise in Mount Joy, PA, holding a Series 66 designation and five years of industry experience. She previously worked at YDOP from 2014 to 2018 before joining Ameriprise in 2018. Outside of her advisory role, she plans to operate an Etsy shop named Violet & Co to sell crafts and vintage books. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm provides written, non-discretionary Recommendation Reports developed by a centralized consulting team, combining research and modeling to deliver tax-efficient withdrawal strategies and income planning.

Sean Hanlon is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Raymond James in 2019, he worked at Merrill and PNC Bank. He is also employed as a Registered Client Services Associate at Fulton Financial Advisors. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and modeling tools, and it supports advisory programs, portfolio management, and municipal and public-finance services through a large network of advisors.

Aaron Trinh is a financial advisor with LPL Enterprise and holds the CFP® designation, along with Series 63 and Series 65 licenses. He has 12 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his primary work, he is involved with White Rose Wealth Management LLC, where he provides both insurance and investment services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions. The firm offers a range of financial planning, advisory, and brokerage services, utilizing a platform that integrates adviser programs with the sale of various financial products, including insurance.

Chris Potts is a financial advisor with LPL Financial in York, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2021 and has longstanding ties to M&T Securities and M&T Bank, where he has been active since 2005 and 1985 respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers 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.

Brennan Miller is a financial advisor at LPL Enterprise with a Series 66 designation. He has recently entered the industry, joining LPL Enterprise in 2025. Prior to this role, he held positions at Sheetz, Inc., Pennsylvania Chiropractic Association, Pennsylvania State University, and Greenwood School District. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to a range of investment and insurance products via an integrated platform that combines adviser programs with active sales of financial products.

Philip Harnick is a financial advisor at Edward Jones in Manheim, PA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. 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 and offers a range of advisory strategies, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jere Wise Jr. is a CFP® professional with 28 years of experience in the financial services industry. He is currently an advisor at LPL Financial, where he has worked since 2017. Prior to joining LPL, he held roles at Cetera Investment Services and Northwest Advisors, and he has also been affiliated with Northwest Bank since 2005. Outside of his advisory work, he is involved in selling fixed insurance products through Brokers Service Marketing Group. LPL Financial is a national SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, with portfolio management options supported by LPL Research and third-party subadvisors.

Elijah Tuckey is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior roles include positions at Evolution Financial Group and various engagements with Millersville University and Pennwood Products. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm offers holistic, goal-based financial planning covering multiple areas such as retirement and tax planning, with options to combine planning with managed-account programs while keeping these services separate.

Jody Witherow is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley since 2010 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Todd Miller is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services since 1999. Miller is also a partner in Miller & Gay Investment Management, a support company based in York, PA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and maintains specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Mary Ellen Thomson is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 37 years of industry experience. Her prior experience includes roles at Fulton Financial Advisors and Fulton Bank. Outside of her advisory role, she serves as a check signer for a family business, Markle-Smith Incorporated. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs while maintaining specialized services in municipal and public finance.

Rachel Eboch is a financial advisor with LPL Financial in New Cumberland, PA. She holds a Series 66 designation and has five years of industry experience. Her prior work includes positions at Amazon Flex and AJ USA, as well as roles at Penn State University and Panera Bread. 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 advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Danielle Flickinger is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 12 years of industry experience. She has been with Raymond James since 2017 and previously worked at Wells Fargo Advisors. In addition to her advisory role, Flickinger is involved with Integrity Wealth Strategies, LLC, where she also manages bookkeeping responsibilities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm offers tailored financial planning and investment consulting, utilizing analytical tools such as deterministic and probability modeling to guide client decisions.

Michael Handshew is a financial advisor with Raymond James Financial in Elizabethtown, PA, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at Fulton Bank and its affiliated financial advisory firms since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Christopher Zeiders is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 28 years of industry experience. His career includes a long tenure at Ameriprise Financial Services from 1998 to 2016 and subsequent roles at Cetera Wealth Services and Cetera. Outside of advising, he co-owns and manages a handyman and house-flipping business, Blackbeeard Properties and Development, and is involved in managing a vacation rental through Sunken Treasure Properties LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account structures.

Kenneth Fahringer is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He holds a Series 63 designation and previously worked at Grove Point Investments, LLC and H. Beck, Inc. Fahringer is also president of Fahringer & Associates Inc., a separate investment-related business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing both proprietary and third-party model strategies with various custody and platform arrangements.