Samuel Dalby is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a power of attorney for a family member. 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 IPS-driven advisory process is grounded in modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Thomas Paup Jr. is a CFP®-certified financial advisor with 18 years of industry experience, currently serving at Cetera. He has held roles at multiple entities including Avantax and Sigma Financial Corporation. Paup is also the owner of Carlisle Financial Group, which provides wealth management and tax services, and he serves as a liaison on the Carlisle Pension Advisory Board. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, and institutional clients across a range of discretionary and non-discretionary portfolio management and financial planning services. The firm supports a large network of over 10,000 advisors and manages assets exceeding $256 billion.

Lathanael Olsen is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent Financial and Liberty University in prior roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations covering a wide range of financial planning topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its Dedicated Planning Service.

Nicholas Sciotti is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on collaborating with clients, their families, and professional teams to develop customized wealth management strategies that address personal goals and long-term plans. Nicholas emphasizes the importance of building tailored financial plans to align investments and manage risks effectively. He holds the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Plan Fiduciary Advisor® designation, and the Chartered Retirement Planning Counselor™ designation. Nicholas graduated with honors from the University of Pittsburgh with B.S. degrees in Finance, Economics, and Accounting, and participated on the Investment Committee of the University’s Portfolio known as The Katz Investment Group. Nicholas is active in community organizations such as Junior Achievement of South Central Pennsylvania, Northeastern Little League Baseball, and the APJ Foundation. He volunteers as a Little League Baseball coach and engages with area schools and internship programs to share his experiences in transitioning from student to the workforce.

Corbin Chevaux is a financial advisor at RBC Capital Markets with six years of industry experience. He holds a Series 66 credential and previously worked at Equitable Advisors, LLC, RKL eSolutions, and held various roles connected to Shippensburg University and other organizations. 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 multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Nathan Keller is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2015, including time with Primerica Financial Services starting in 2014. Outside of his advisory role, he owns Keller Outdoors LLC, a wildlife management business currently not operational, and is a member of 10X Signature Group, LLC, related to office management. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodians, managing approximately $15.5 billion in assets through a network of nearly 3,700 advisors.

Pamela Getner is a financial advisor at Primerica Advisors with 11 years of industry experience. She holds Series 65 and Series 63 designations and has worked with Primerica and PFS Investments Inc. since 2014 and 2015 respectively, alongside prior roles including a position with Nathan Keller, RVP, and experience in education. In addition to her advisory work, she provides virtual assistant services. Primerica Advisors offers a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and supports its advisory services with custodial and trade execution platforms.

Matthew Kale is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been a team member since 2018. He brings extensive experience to his role, having been a partner in his family business for 12 years before selling it. Prior to his entrepreneurial venture, Matthew worked as a Financial Advisor with New England Securities and M&T Securities. He utilizes the resources of Merrill and the banking convenience of Bank of America to provide financial solutions, including cash flow management and unique financing strategies tailored to meet clients' specific needs. Matthew holds a Bachelor's Degree from Millersville University and has earned the Professional Investment Advisor (PIA) designation. His areas of expertise include corporate executive services, executive and equity compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, individual and corporate investment strategy, and tax minimization. Residing in Spring Grove, Pennsylvania, with his wife Danielle and their two daughters, Matthew is involved with the organization Creative York as a board member. Outside of his professional commitments, he enjoys basketball, golf, and painting, and has a passion for playing and coaching basketball.

Whitney Bowers Miller is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 23 years of industry experience. Prior to joining Cetera in 2024, she worked at LPL Financial, LLC for eight years and Cetera Advisor Networks for three years. She also serves as a financial professional supporting advisors at Orrstown Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options, and it supports over 10,000 advisors and approximately 800,000 clients.

Brian Lauer is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research and Waddell & Reed. In addition to his advisory role, he is an independent insurance agent and operates under the dba Conte Wealth Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting.

Patrick Barry is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked at Cambridge Investment Research and Waddell & Reed and serves as a board member for the Margaret E. Moul Home, a nonprofit organization. Patrick also provides tax preparation services in addition to his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by model portfolios and research from both internal and third-party sources.

Herbert Nix Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and nearly 29 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. since 2009 and was affiliated with Fulton Financial Advisors in 2019. Outside of his advisory work, he owns and operates Stormhill Farms, a small agricultural property focused on raising Nubian goats and other livestock. He also serves on the East Manchester Township Planning Commission. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting aligned with client goals and supports a large network of advisors through various advisory programs.

Mary Heltzel is a ChFC® with 31 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc, where she has worked since 2013. She teaches a Basic Investment Program and participates in fundraising activities at York College of Pennsylvania. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Zachary Lebo is a Series 66-licensed financial advisor with Thrivent Investment Management in Camp Hill, PA, where he has worked since 2021. He has four years of industry experience and additionally has experience working with Rich Valley Golf in a physical maintenance role. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority.

Sotirios Kolokithas is a financial advisor with Ameriprise in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Wade Williams is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Raymond James since 2017 and previously at Wells Fargo Advisors. Williams serves as Investment Committee Chairperson for the York Rotary Foundation. 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, corporations, and institutional investors, employing tailored, non-discretionary planning and analytical tools.

Ryan Sprenkle is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including 1792 Wealth Advisors and Sprenkle Wealth Management. His background also includes roles outside finance at organizations such as WebFX and Pennsylvania State University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Jeremy Snedegar is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he serves as secretary for the Briar Bend Homeowners Association, managing neighborhood activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with planning engagements typically discrete and optional for implementation through brokerage or advisory programs.

Carly Main is a financial advisor at Edward Jones in Camp Hill, PA, holding a Series 66 designation with three years of industry experience. Prior to her current role, she worked at Method 3 and has experience in customer service roles at Leeds Restaurant and Lounge and Enterprise Rent-A-Car. Outside of advising, she serves as a server at Leeds LTD Restaurant and Lounge. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and advisory services, operating under a fiduciary standard.

Jamin Lauer is a financial advisor with Edward Jones in York, PA, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a network of more than 23,700 advisors and over 15,000 branch offices nationwide.