Vivian Dehoff is a financial advisor with Raymond James Financial in York, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Raymond James Financial since 2009 and has been associated with Miller & Gay Investment Management since 2000. Outside of her advisory role, she serves as a licensed assistant and provides customer service support to Jeffrey A Gay, CFP. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm utilizes a tailored, non-discretionary approach incorporating risk profiling and analytical modeling to support client goals and provides specialized municipal and retirement plan advisory services.

Christian Boutsikaris is a financial advisor with Equitable Advisors in Lancaster, PA, holding a Series 66 credential and 16 years of industry experience. He has been with Equitable Advisors since 2009, including time at its predecessor, Axa Advisors. Boutsikaris serves on the Personal Financial Planning Advisory Board at Kutztown University. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and third-party managers and manages substantial assets on both discretionary and non-discretionary bases.

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 at Ameriprise with six years of experience in the industry and holds a Series 66 designation. Prior to joining Ameriprise, Alexis worked in education for several years and currently coaches varsity and junior varsity girls lacrosse at Central York High School. Alexis is also a member and non-voting co-chair of the membership committee of the Rotary Club of York - North and serves on an advisory board for Red Lion Area Senior High. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, emphasizing assets managed within Ameriprise accounts and utilizing algorithmic automation overseen by dedicated committees.

Jared High is a financial advisor at LPL Financial with a Series 66 designation and experience spanning since 2025. Prior to joining LPL Financial, he held roles at Northwest Bank and C.M. High, and he was involved with Fox Meadows Creamery. He has also worked as a licensed relationship manager and notary at Northwest Bank. 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 range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven investment strategies.

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 with Morgan Stanley in Lancaster, PA, holding a Series 66 designation and bringing 19 years of industry experience. She has been with Morgan Stanley and its affiliates since 2009, previously working at Citigroup Global Markets starting in 2006. Outside of her advisory role, she serves on the Finance and Investment Committee of the Denver Fire Company, a charitable organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market models.

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 at Raymond James Financial with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at both Raymond James Financial and Fulton Bank since 2014. In addition to her advisory role, she is a Registered Client Services Associate at Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and emphasizes risk profiling and analytical modeling to guide client decision-making.

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 bringing 17 years of industry experience. Her prior roles include positions at Members 1st Federal Credit Union, CITIZENS Bank, Citizens Securities Inc., and PNC Investments 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, research, and multiple portfolio management strategies.

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.

Richard Brown is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked with Avantax Investment Services, 1st Global Advisors, and Avantax Insurance Services. Outside of his advisory work, he plays baritone horn in a German band that performs for church events. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios as well as customizable investment strategies.

Glen Diehm is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and utilizes model portfolios and third-party research to support diversified and tactical investment strategies.

Justin Rzucidlo is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has worked at several firms including Concourse Financial Group Securities Inc and Vision Financial Services. In addition to his advisory role, he serves as chapter president of a nonprofit organization, Referral Partners Plus, and is a member of the Pennsylvania Army National Guard. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers across various program structures.