Willie Sawyers III is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining the firm, he worked for AT&T Mobility for 13 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and advisory services and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Nathan Lowrie is a financial advisor with Edward Jones in Lebanon, PA, holding CFP® and Series 66 credentials with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Dutch Valley Foods and maintained ownership of an eCommerce business, Fine Line Automation, which he plans to close in 2026. 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 large nationwide network of financial advisors and branch offices.

Alfred Cooke III is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at multiple firms including New York Life Insurance, Securian Financial Services, and runs his own entity, Cooke Financial, LLC. Outside of advisory roles, he is involved in selling life, disability, and annuity insurance. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with various program options and manages over $256 billion in assets.

David Weaver is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at several firms such as MRK Financial Solutions, Avantax, and SWC Wealth Management. He serves on the boards of the Friends of Governor Dick and the Mount Gretna Area Historical Society. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine investment research, third-party data, and algorithmic tools to support tax-aware withdrawal strategies and dependable income sources.

Cody Eppley is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. He joined Edward Jones in 2021 after working at Northwestern Mutual and has also spent time with several independent baseball teams, including the Lancaster Barnstormers and Southern Maryland Blue Crabs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies and operates a nationwide network of over 23,000 financial advisors.

Tyler Baker is a financial advisor with LPL Financial in Dover, PA, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Investments and Grove Point Advisors from 2022 to 2025 and has operated Baker Financial Group since 2021. 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 and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Patrick Rosenella is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Harrisburg, PA. LPL Enterprise serves a broad range of clients, 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 combines advisory programs with brokerage and insurance product sales and operates an integrated platform supporting discretionary and non-discretionary client engagement.

Christopher Grant is a financial advisor with Thrivent Investment Management in Elizabethtown, PA, holding the Series 65 and Series 63 credentials and bringing nine years of industry experience. Prior to joining Thrivent in 2017, he worked at Lowe's from 2013 to 2017. Outside of his advisory role, he has volunteered for over a decade with Cigars for Good, a nonprofit organization focused on raising funds to support children and families in need. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Michelle Joyce is a financial advisor with LPL Financial in Hummelstown, PA, holding a Series 66 designation and 26 years of industry experience. She has been with LPL Financial since 2003. 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 variety of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Bryan Everhart is a Series 66-licensed financial advisor with Ameriprise in Columbia, PA, with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his primary role, he is also an Associate Financial Advisor at Liberty Wealth Advisory Group, where he provides investment and retirement planning advice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Brian Kennedy is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at CONCOURSE Financial Group Securities and Lincoln Financial Advisors. Outside of his advisory work, Kennedy is involved in several business activities including ownership of a tax services firm, serving on the board of Shamrocks Football, and ownership of a sports franchise. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation options across various platforms and employs both proprietary and third-party model strategies tailored to client objectives.

Russel Urffer Jr. is a financial advisor at Cetera with 51 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Cetera in 2025, he spent over 17 years with Concourse Financial Group Securities Inc. Outside of his advisory role, he serves as president of MidAtlantic Insurance Consultants Ltd, a wholesale distributor of life, disability, annuity, and long-term care insurance products, and is treasurer of the Harrisburg Forest #43 Tall Cedars of Lebanon International. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Gerald Stefanelli 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 Royal Alliance Associates, Inc. and Investment Advisors Asset Management, LLC. Outside of his advisor role, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios, third-party subadvisors, and advanced investment technologies.

Howard Ammons Jr. is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliates since 2009 and holds Series 63 and Series 65 designations. Outside of advising, Ammons is involved in real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.