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.

Richard Kaufman is a financial advisor at OSAIC with 43 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and Investacorp Advisory Services. Kaufman also owns and operates Kaufman Advisory Services, Inc., which provides fee-based financial planning and tax preparation, and is an independent insurance agent selling life insurance and annuities. OSAIC Wealth, Inc. serves a diverse clientele including individual, high-net-worth, institutional, and corporate investors through a vast network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and access to third-party money managers to construct portfolios across a range of investment types.

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.

Abram Shaffner is a financial advisor with Ameriprise who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves in various leadership positions with local Masonic organizations, including as a trustee and board member. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

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.

Brett Holland is a CFP® with 25 years of industry experience, currently serving at Stifel since 2007. He is based in Lebanon, PA, and holds a Series 66 designation. Outside of his advisory role, he serves on the boards of Lebanon Rescue Mission, a homeless and poverty rescue mission, and Lebanon Valley Bible Church. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services that include fee-based financial planning and model-driven investment analysis developed by its Investment Strategy Group.

Bryan Stephen is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2011, following a brief tenure at Morgan Stanley. Outside of his advisory role, he is the owner of Kiwi Yachts, LLC, a home-based business not related to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced advisor tools.

John Schroll is a financial advisor at Osaic with 45 years of industry experience. He holds a Series 63 designation and previously worked for American Portfolios Financial Services, Inc. for 20 years before joining Osaic in 2024. Outside of his advisory role, he sells long-term care and life insurance and prepares individual tax returns for clients. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a wide range of brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage discretionary and non-discretionary portfolios with stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Daniel Finnegan is a CFP®-certified financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Deployed Date Solutions from 2014 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors and branch offices.

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.

Brian Trainer is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Advisors, BB&T Securities, Cetera, and Nationwide Securities. Trainer is also involved in selling fixed annuities, fixed life insurance, and long-term care insurance plans. 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 financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and technology tools to support its network of over 22,800 advisors.

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.

Angie Klein is a financial advisor with LPL Financial and holds Series 63 and Series 65 designations. She has 14 years of industry experience, including prior roles at M&T Securities and M&T Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of advisors.

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.