Jill Bingaman is a financial advisor at LPL Enterprise with four years of industry experience. She holds the Series 66 designation and has previously worked at Pruco Securities LLC and Kleinfelter Financial Associates, where she continues to perform administrative and advisory duties. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model wealth portfolios through both advisory and brokerage channels.

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.

Lonnie Friedman is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is publishing a book on cold calling titled *The Cure to the Cold Call Blues*. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Richard Brondyke is a financial advisor with Primerica Advisors in Lancaster, PA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His work history includes roles at PFS Investments Inc and Primerica Financial Services, as well as positions at Lancaster General Hospital and Middle Octorara Presbyterian Church. He is also involved in sales of investment products and referral activities for home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-based strategies managed by third parties and operates with approximately 3,935 advisors and $15.5 billion in assets under management.

Thomas Zewe is a financial advisor at Osaic Wealth, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he is part owner of Independent Brokers of America and has interests in local real estate and a restaurant business in Hershey, PA. Osaic Wealth, Inc. serves retail and institutional clients through a large network of advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diverse portfolios across various asset classes.

Christopher Hoover is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and four years of industry experience. Prior to his current role, he was involved with Angelo's Soccer Corner for over 30 years. Outside of his advisory work, he is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual and institutional clients with financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of investment solutions through a network of independent Financial Professionals, utilizing proprietary and third-party model strategies across multiple platform arrangements.

Katelyn Wehr is a Series 66-licensed financial advisor with Equitable Advisors in Lancaster, PA, and has five years of industry experience. She has held positions at Equitable Advisors since 2021 and has operated two non-investment businesses: Knees Up Events LLC, a wedding and event planning company, and Stars & Stripes Apparel LLC, an e-commerce apparel business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and third-party managers and maintains both advisory and brokerage capabilities.

Drew Myers is a financial advisor at Edward Jones with 20 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Edward Jones since 2005. 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 with a nationwide network of more than 23,700 financial advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Zachary Drayer is a Series 66 credentialed financial advisor with five years of industry experience, currently associated with Raymond James Financial in Elizabethtown, PA. His prior roles include positions at BNY Mellon and Saint Francis University. He is also a partner and owner of DDMP Management, LLC, where he performs financial advisor duties alongside ownership responsibilities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools such as deterministic and probability modeling to support client goals.

Matthew Landis is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in a business ownership role with CS Landis Limited. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Kloza is a financial advisor with LPL Enterprise in Harrisburg, PA, holding Series 63 and Series 65 designations and bringing nine years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Kloza also markets his LPL business under the name Forest Hills Financial Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, nonprofits, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio access, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Daniel Brixius is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Cambridge Investment Research since 2010. Outside of his advisory role, he is involved in coaching sports and fitness at Elizabethtown College. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering both proprietary and third-party model strategies across various platform arrangements.

Natalie Kratzer is a financial advisor with Thrivent Investment Management in Hummelstown, PA. She holds a Series 66 designation and has 15 years of industry experience, including over a decade with Thrivent Financial for Lutherans and its investment management division. Outside of her advisory role, she operates a business selling nail and beauty products and serves on the board of Friends of Lantern Hill, an educational and feeding program in Baja California, Mexico. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial planning topics without implementation. The firm’s approach integrates planning with managed-account programs through a consolidated billing option while maintaining separate services.

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.

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.

Solomon Becker is a CFP® professional with 41 years of industry experience, currently affiliated with LPL Financial in Elizabethtown, PA. His prior work includes roles at Wenger Feeds, Kenan Advantage Group, Grove Point Investments, LLC, and H. Beck, Inc. Outside of financial advising, he has an ongoing association with Wenger Feeds. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Collin Folk is a financial advisor with Ameriprise in Lancaster, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2025, he worked at Mass Mutual Eastern Pennsylvania for three years and has experience with Omega Builders LLC, Redners Grocery Store, and the Governor Mifflin School District. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

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.

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.