Jorge Gonzalez Jr. is an International Wealth Advisor at Merrill Lynch Wealth Management. He specializes in providing tailored financial strategies to clients, focusing on their individual goals, time horizons, and risk tolerance. His work includes portfolio and liability management with an emphasis on tax-efficient lifetime retirement income. Jorge serves high-net-worth families through all phases of wealth accumulation, preservation, and transfer. He holds a Bachelor's degree with double majors in finance and marketing from the University of Florida. Jorge also earned the Certified Investment Management Analyst (CIMA) designation from the Investments & Wealth Institute, taught in conjunction with the Yale School of Management. Additionally, he holds the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations. Outside of his professional responsibilities, Jorge participates in community civic organizations including Be the Light, Habitat for Humanity, and Kiwanis. He is active in his alumni associations and enjoys a range of personal interests such as baseball, biking, boating, camping, golfing, scuba diving, and traveling.

Emily Weaver is a CFP®-certified financial advisor with 20 years of industry experience, currently practicing at LPL Financial since 2021. Her prior roles include founding Life's Journey Financial LLC and experience with Waddell & Reed, Inc. She has been involved in entrepreneurial ventures through multiple business entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both internal and third-party sources.

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.

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® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. His prior roles include work at Infinex Investments, Inc. and Ephrata National Bank, where he has been employed since 2000. Outside of his advisory work, he serves as a high school wrestling official for the Pennsylvania Interscholastic Athletic Association. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by extensive research and multiple investment strategies.

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.

Matthew Wilson is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Wilson is involved in various business activities including serving as co-owner of an aviation company specializing in private charter and organ transplant jet services, as well as holding a position on the Investment Committee of the York County Community Foundation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions through affiliated entities.

Laura Dill is a CFP®-designated financial advisor with 12 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at Ic Advisory Services, Inc., The Investment Center, Inc., Cadaret, Grant & Co., Inc., and Lancaster Financial Group, LLC. She serves on the boards of the Red Rose Veterans Honor Guard and the Building Bridges Foundation at Anderson Farm and volunteers with several nonprofit organizations in Lancaster, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by internal and third-party research and multiple portfolio strategies.

Emerson Paul is a CFP® with 23 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Concourse Financial Group Securities Inc and multiple Cetera entities dating back to 2001. Outside of advisory work, he is involved in tax preparation and planning through Covenant CPA LLC and serves as a board member for the United Church of Christ Homes. Cetera Investment Advisers LLC serves 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 that includes affiliated and third-party managers.

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.

Joseph Lundy is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1982, including concurrent service at Bank of America since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Moran is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2019 and previously held positions at Infinex Investments, Inc., Cetera Advisor Networks LLC, and Northwest Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, credit unions, and charitable organizations. The firm provides various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to research and model portfolios.

Marlin Musser is a financial advisor at LPL Financial with 17 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and H.D. Vest Advisory Services. Musser holds Series 63 and Series 65 designations and is based in Ephrata, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Rebecca Hansen is a financial advisor at Merrill with 13 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2007. Outside of her advisory role, she serves as an advisory board member and coach for the Red Lion Cheer Club, a nonprofit organization. She is also involved as a stylist with Color Street, a business selling nail strips. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Rebekka Klugh is a financial advisor with LPL Financial, holding a Series 66 designation and approximately two years of experience at LPL. She has previously worked at M&T Bank, PHEAA, and Masonic Villages. Klugh’s background includes roles related to banking and financial services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

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.”