Mark Harbaugh is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at M&T Securities, PNC Wealth Management, and CUSO Financial Services. He has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Craig Lusco is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs planning.

Sarah White is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 designation and has previously worked at Private Client Services, Stonebridge Financial Group, Triad Advisors, and Prospera Financial Services. White serves on the boards of Girls on the Run Mid State PA and the York County History Center and is actively involved with the Rotary Club of York, where she chairs the Communications Committee and participates in the Rotary Foundation and Investment Committees. 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, third-party subadvisors, and research from LPL Research.

Kenneth Laukhuff is a financial advisor with LPL Financial in Middletown, PA, holding a Series 66 designation. He has recently entered the industry and has prior experience in various business ventures including dental service companies. 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 wide range of financial planning and advisory services along with model portfolios and research support.

Kelley Romyn is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, Romyn worked in various school districts including Manheim Township and Red Lion Area. Outside of financial advising, Romyn has been involved with the Red Lion Aquatic Club and Red Lion Area High School. 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, pension plans, corporations, and charitable organizations.

Debra Szymanski is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds a Series 66 designation and has previously worked at Stifel and LPL Financial. Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various programs and emphasizing tailored, non‑discretionary advice supported by extensive firm research and multiple portfolio management styles.

Bradley Epps is a financial advisor with Ameriprise in Elizabethtown, PA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is the managing partner and CEO of LWAG LLC, a financial planning firm. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary research and third-party data to provide tailored, tax-aware withdrawal strategies.

Hayden Bankes is a financial advisor at LPL Financial with three years of industry experience. He previously worked at Cambridge Investment Research Advisors and Belco Community Credit Union. In addition to his advisory role, he is an independent insurance agent. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Douglas King is a financial advisor with Cetera, holding the PFS™ and Series 63 designations and bringing 27 years of industry experience. He has worked at various firms including Avantax Insurance Agency LLC and Avantax Advisory Services, and he has served as president of King & Associates CPA, PC since 2006. King is also involved in tax preparation and accounting through his CPA firm. Cetera Investment Advisers LLC is an SEC-registered advisor with a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and managers, managing over $256 billion in assets.

Sarah Leer is a financial advisor at LPL Financial with 23 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining LPL Financial in 2021, she spent 17 years with MML Investors Services and MassMutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, providing both discretionary and non-discretionary management.

Douglas Holtzapple is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has spent the majority of his career with Prudential Insurance Company of America and Pruco Securities, LLC. Holtzapple is also active as a property and casualty insurance agent with Liberty Mutual. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering a range of advisory and brokerage services. The firm provides financial planning, model portfolio management, and access to third-party asset managers within an integrated platform that includes insurance products and collateralized lending programs.

Jennifer Ormond is a Series 66 licensed financial advisor at Stifel with 25 years of industry experience. She has been with Stifel since 2007. Outside of her advisory role, Ormond serves on the board and several committees of York County Veterans Outreach, a nonprofit supporting local veterans and their families. Stifel serves a wide range of clients, including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

James Tollinger is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America since 1989. In addition to his advisory role, he serves as a worship elder and session member at Eastminster Presbyterian Church. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

Andrew Barrick is a financial advisor with Ameriprise in York, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Barrick serves as a freelance youth soccer match official. Ameriprise is an institutional firm that offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, written recommendations through a centralized consulting team.

Eric De Walt is a financial advisor with Edward Jones in Camp Hill, PA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Cetera Investment Advisers, First National Bank of PA, and CCO Investment Services Corp. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charles Schreader Jr. is a CFP® professional with 31 years of experience in the financial services industry. He has worked at LPL Financial since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. He operates Schreader Wealth Management, a business affiliated with his work at LPL Financial. 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, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options.

Nathaniel Miller is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Joshua Smeltzer is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at RBC Capital Markets for 11 years before joining LPL Financial in 2023. Joshua is also involved in an entrepreneurial venture related to real estate rental in York, 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 plan consulting, utilizing both discretionary and non-discretionary management with access to various model portfolios and research resources.

Randolph Trostle is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 17 years of industry experience. He has worked with DDMP Investment Advisors, LLC since 2014 and served Elizabethtown College from 2007 to 2017. Outside of his advisory work, he is an associate at DDMP Investment Advisors, where he advises clients as needed. 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 offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized offerings in municipal finance and SIMPLE IRA consulting.

Susan Hoyt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at LPL Financial since 2021 and previously spent over two decades with M&T Securities, Inc., Allfirst Brokerage Corporation, and York Bank & Trust Co. Outside of her advisory role, she is the owner of Prettyboy Grooming, a horse boarding business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.