Robert Halbert is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise. Prior to joining Ameriprise, he worked at Edward Jones for 13 years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning solutions, primarily for clients maintaining assets in Ameriprise-managed accounts.

John Myers is a financial advisor with LPL Financial in Camp Hill, PA, holding Series 65 and Series 63 licenses. He has one year of experience in the industry, including prior roles at Cambridge Investment Research Advisors and NYLIFE Securities LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Anastasios Trispagonas is a financial advisor with LPL Financial in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He previously worked at Nationwide Securities, LLC and Grove Financial & Associates, Inc. He is involved with a non-investment related entity, Trispagonas Insurance, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios.

Randall Kaufmann is a financial advisor at LPL Enterprise with 29 years of industry experience. He previously worked at Pruco Securities, LLC for 28 years and has been associated with Prudential Insurance Company of America for over three decades. Kaufmann serves as a board member for the Eastern Museum of Motor Racing, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance products, relying on both internal and third-party portfolio management.

Robert Means is a financial advisor with Mass Mutual Investors Services in York, PA, holding a Series 63 designation and over 40 years of industry experience. He has been with Mass Mutual Investors Services since 1991 and associated with MassMutual/uFinancialGroup since 1983. Outside of his advisory role, he works as an agent specializing in fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements supported by firm-approved analytical tools and a range of investment-related programs and educational seminars.

Robert Kucherich is a financial advisor at Raymond James Financial with 11 years of industry experience. He has worked at several firms including Bank of America, Merrill, and Miller & Gay Investment Management. In addition to his advisory role, he is involved with a support company that provides payroll and benefits services aligned with his branch office operations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal finance work through a unique municipal advisor affiliation.

Kenneth Rapp is a financial advisor with Ameriprise in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise since 1995. Outside of his advisory role, he serves on the Board of Directors for Salt N' Light Youth Ministry and participates in local election operations as a Judge of Elections. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering written recommendation reports and combining research, modeling, and tax-efficiency analysis to support client planning.

Josiah Williams is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Target Corporation and Cintas. Outside of his advisory work, he is involved with Dover Assembly of God. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Daniel Pritchett is a financial advisor at LPL Financial in York, PA, with 17 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes 13 years at M&T Securities before joining Wilmington Advisors and LPL Financial in 2021. LPL Financial serves individual and institutional clients nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management supported by model portfolios, research, and various technology-enabled solutions.

Christie Smith is a CFP® professional with over 42 years of industry experience. She has been with Stifel since 2007. Based in York, PA, her credentials also include Series 63 and Series 65 registrations. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing clients with asset allocation and financial planning analyses to inform their decisions.

Donald Baker is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing nearly 30 years of experience in financial advisory services. He specializes in family wealth management strategies, personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. Donald serves as the team's equity strategist, focusing on researching special situations to identify timely and innovative investment opportunities that align with clients’ financial strategies. Donald earned a Bachelor's Degree from Shippensburg University and holds the Personal Investment Advisor (PIA) professional designation. Throughout his career, he has emphasized the importance of a disciplined and customizable investment process tailored to each client’s unique situation. A lifelong resident of Spring Grove, Donald is actively involved in his community. He founded and manages the Heather Baker Foundation, named in honor of his late wife, which supports families facing medical expenses. Donald’s personal interests include racquetball, traveling, and spending time with his family.

Corey Basehore is a financial advisor at LPL Financial with 29 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co for 25 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Mark Bioty is a CFP® professional with 25 years of industry experience. He has been with Edward Jones since 2000, based in Camp Hill, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Angela Dietz is a financial advisor with LPL Financial in York, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Conte Wealth Advisors and Cambridge Investment Research Advisors Inc., among other firms. Dietz is also a Certified Divorce Financial Analyst, providing analysis to aid equitable divorce settlements. Additionally, she serves as Program Director for the Women's Network of York. 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 broad range of advisory programs, financial planning, and brokerage services with various discretionary and non-discretionary management options supported by in-house and third-party research.

Diane Kridler is a financial advisor with LPL Financial in Mount Joy, PA, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at Ameriprise Financial Services, Raymond James Financial Services, and Fulton Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Thomas Kimmett is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with Edward Jones in Mechanicsburg, PA, having previously worked at Wells Fargo Clearing and returning to Edward Jones in 2024. 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 over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Grove is a financial advisor at Ameriprise with Series 66 credentials and two years of industry experience. He previously worked at SEI Investments and studied at Pennsylvania State University. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Robert Cleary is a CFP® professional with 39 years of experience in the financial services industry. He has been with Ameriprise since 1987 and currently serves as a financial advisor based in West Chester, PA. Cleary also manages his own practice, Cleary & Associates LLC, where he acts as Managing Director. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. The firm provides a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to support clients approaching or in retirement.

David Berkebile is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise since 2005. Outside of his advisory role, he serves on the Board of Directors for The Camp Hill Lion Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated recommendations overseen by a specialized team to support its clients’ retirement planning.

Stephen Mcnamara is a financial advisor with Cambridge Investment Research Advisors in York, PA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes 13 years at Lincoln Financial Securities Corporation. He also owns an independent insurance agency in York, PA. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of investment solutions across multiple platform arrangements, combining proprietary models and third-party strategies with discretionary and non-discretionary management options.