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.

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 with LPL Financial in York, PA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Private Client Services, Stonebridge Financial Group, and Triad Advisors. She serves on the boards of Girls on the Run Mid State PA and the York County History Center and volunteers with the Rotary Club of York. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Kenneth Laukhuff is a financial advisor with LPL Financial holding a Series 66 designation. He has one year of industry experience and prior work history includes roles at Members 1st FCU and Dent Techs, Inc., as well as owning and operating KenVision LLC and Ken Dents LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and a broad range of financial products and institutional platforms.

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.

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 holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors and Belco Community Credit Union. Bankes also operates as an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, leveraging both proprietary and third-party strategies across discretionary and non-discretionary accounts.

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 ChFC® and holds the Series 66 designation, with 23 years of experience in the financial services industry. She currently serves at LPL Financial and previously worked at MML Investors Services, MassMutual Life Insurance Company, and Waddell & Reed. Her activities include involvement with Polaris Advisors LLC, a DBA related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Douglas Holtzapple is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked with Prudential Insurance Company of America since 1988 and joined LPL Enterprise in 2024. He is also an insurance agent affiliated with Liberty Mutual. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

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 with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Outside of his advisory role, he serves as a Worship Elder and Session Member at Eastminster Presbyterian Church. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors, with a focus on non-securities products and services alongside standard advisory offerings.

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®-certified financial advisor with over 31 years of industry experience, currently affiliated with LPL Financial since 2017. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A.G. Edwards & Sons, Inc. He also operates Schreader Wealth Management in Camp Hill, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and technology tools, with a notable scale that includes oversight of more than $819 billion in discretionary assets and over 22,800 advisors.

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.