Shayne Beecher is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has 25 years of industry experience and has been with RBC Capital Markets since 2008. Prior to this, he has also worked at City National Bank since 2017. Outside of his advisory role, Beecher serves as president of the board for the Manheim Township Football Association, a nonprofit booster club, and volunteers to teach financial and business literacy to college football student athletes at Pennsylvania State University. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides integrated financial planning, brokerage, and portfolio management services.

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.

Ann Seitz Brown is a Series 66-licensed financial advisor with Thrivent Investment Management in Mount Joy, PA, bringing nine years of industry experience. She has been with Thrivent Financial and its investment management division since 2017. Outside of her advisory role, she serves on the Candidacy Committee of the Lower Susquehanna Synod of the Evangelical Lutheran Church in America, which reviews and guides prospective ministry leaders. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning recommendations covering a broad range of topics, with options to combine these plans with managed-account programs under a consolidated billing system called “WealthPlan.”

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.

Scott Bilheimer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and 13 years of industry experience. His prior roles include positions at GWFS Equities, Inc. and PFM Fund Distributors, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individual and high-net-worth clients to corporations and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to align investment strategies with client goals, and it maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Alexis Dettinger is a financial advisor with Ameriprise in York, PA, holding a Series 66 designation and two years of industry experience. She has prior experience in education, including roles at Red Lion School District and Central York School District. Outside of advising, she coaches varsity and junior varsity girls lacrosse at Central York High School and serves as a member and non-voting co-chair of the membership committee for the Rotary Club of York - North. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Jared High is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Northwest Bank and C.M. High. Outside of advisory roles, Jared has experience with Fox Meadows Creamery and was a student in the Manheim Central School District for 13 years. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and research tools.

Connor Rowe is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within Raymond James Financial and Fulton Bank. Outside of his advisory work, he serves as a high school boys lacrosse coach for Penn Manor High School. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and analytical tools and supports a broad network of advisors with specialized municipal and public finance services.

Lori Hagy is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Outside of her advisory work, she serves on the Finance and Investment Committee of the Denver Fire Company in Illinois. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both individual and employer-sponsored financial planning services.

Raymond Mccarty III is a financial advisor with Wells Fargo Clearing in Lancaster, PA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held a position at Wachovia Bank, N.A. since 2002. Outside of his advisory role, he is a 25% owner of Lowball, LLC, a hunting property, serves as a board member for the Columbia Heritage River Cottage Association, and coaches volleyball for the Columbia Boro School District. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors, offering both brokerage and advisory solutions grounded in research, diversification principles, and modern portfolio theory.

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.

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 with Raymond James Financial in Ephrata, PA, holding Series 63 and Series 66 credentials and totaling 15 years of industry experience. She has worked with Raymond James Financial since 2014 and also holds a role as a Registered Client Services Associate with Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients, offering tailored, non-discretionary planning supported by analytical tools and a range of advisory programs. The firm maintains unique affiliations, including municipal advisory services and specialized SIMPLE IRA consulting.

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.

Shannon Bender is a financial advisor with LPL Financial in York, PA, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior work includes roles at Members 1st Federal Credit Union, CITIZENS Bank, and PNC Investments. 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 a large network of investment adviser representatives.

Nakhaiya Jacobs is a financial advisor with Ameriprise in York, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise, Jacobs attended The Pennsylvania State University and Hanover Senior High School. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.