William Adote III is a financial advisor at RBC Capital Markets with two years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Chase and Equitable Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management and financial planning services tailored to client risk profiles.

Christian Boutsikaris is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 16 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, since 2009. Boutsikaris serves as a board member of the Kutztown University Personal Financial Planning Advisory Board. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Lori Hagy is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves on the Finance and Investment Committee of the Denver Fire Company charity in Illinois. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate partnerships.

Theodore Carol is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James Financial since 2009. Additionally, he has worked with Fulton Bank and Fulton Financial Advisors, where he is also involved in the sales of investment products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management across an extensive advisor network.

Kevin Hoogenboom is a financial advisor with Wells Fargo Clearing in Lancaster, PA, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously was employed by Clark Construction Group, LLC from 2014 to 2017. Outside of his advisory role, he serves as a consultant for Yale University School of Nursing. 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 broader range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Lorrie Hillard is a financial advisor with LPL Financial holding a Series 66 designation and 17 years of industry experience. She has worked with several firms including Ephrata National Bank, Truist Advisory Services, Bb&T Securities, and Cetera. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Alicia Pittman is a financial advisor at Osaic with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Atrium Health and Geisinger Health. Outside of her advisory role, Pittman serves as secretary for the Reamstown Memorial Park Association and owns a tax preparation business. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services and employs various portfolio construction tools and third-party platforms to support its large network of affiliated advisers.

Andrea Bacon is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Brubaker Connaughton Goss & Lucarelli and the Solanco School District. Outside of her advisory role, Bacon has provided private math tutoring on a sporadic basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.

Stephen Musser is a financial advisor at Cetera with 15 years of industry experience and a Series 66 credential. He has worked at Cetera and its affiliates since 2025 and previously spent 14 years at Concourse Financial Group Securities Inc. Outside of his advisory role, Musser is the owner and CPA of Covenant CPA LLC, serves on the boards of a nonprofit preschool and a local police support group, and is involved in a food business. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment advisory services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diverse portfolio management options, including model portfolios, third-party managers, and customized strategies across various program structures and custodians.

Frederick Waller is a CFP®-credentialed financial advisor with 24 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Wealth Services, LLC since 2025. Outside of his advisory role, he serves as treasurer on the board of Bright Side Opportunities Center, a nonprofit focused on youth and health wellness. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of investment programs, discretionary and non-discretionary management, and access to third-party money managers.

Amy Martin is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at both Raymond James Financial and Fulton Bank since 2014. In addition to her advisory role, she is 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 wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and emphasizes risk profiling and analytical modeling to guide client decision-making.

Alicia O’Donel is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Clark Associates, Inc. from 2017 to 2019 and has been involved with the YMCA as a personal trainer since 2015. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Lucas Hameloth is a financial advisor at Edward Jones in Manheim, PA, holding the Series 66 designation. He has one year of experience in the financial industry. Prior to joining Edward Jones, he worked at UPS and Giant Eagle, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Ryan Egan is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, Voya Financial Advisors, and operates his own firms, Egan Financial Advisors, LLC, and Kylen Financials, Inc. He also serves as a trustee for a private trust. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

John Muscalus III is a financial advisor with Ameriprise in Lancaster, PA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in managing business entities including Spencer Good LLC and Milton Rose, LLC, and serves as a check signer for a condominium association where he holds property ownership. 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 annual retirement planning focused on dependable income and tax-aware withdrawal strategies. The firm's investment approach incorporates internal research, third-party data, and algorithmic tools, operating within an affiliated product ecosystem and offering managed accounts that disclose certain economic relationships.

Glen Diehm is a CFP® with 22 years of industry experience, currently serving as a financial advisor at LPL Financial since 2011. Before joining LPL, he worked at Merrill for seven years. 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 solutions, including model portfolios, third-party asset management, and institutional platforms.

Justin Rzucidlo is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has worked at several firms including Concourse Financial Group Securities Inc and Vision Financial Services. In addition to his advisory role, he serves as chapter president of a nonprofit organization, Referral Partners Plus, and is a member of the Pennsylvania Army National Guard. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers across various program structures.

Shannon Gorham is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. Prior to this role, Gorham worked at Fulton Financial Advisors and has been involved with Folk Financial, LLC, a non-investment related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using analytical tools and supports its recommendations through various advisory programs.

James Ritchey is a financial advisor at LPL Financial in Lancaster, PA, holding Series 63 and Series 66 licenses with 28 years of industry experience. His prior roles include positions at Cambridge Investment Research and Principal Financial Services. He is involved with LTC Planning Plus, a business related to long-term care planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology tools and a broad network of over 22,800 advisors.

David Wiener is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He is also involved in Smoker Wealth Management LLC and Smoker & Company LLC, the latter providing tax preparation and tax services. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with extensive assets under management and a network of over 10,000 advisors.