Sarah Popovich is a Series 66-registered financial advisor with Edward Jones in Lititz, PA, with six years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at Bank of America, Merrill, Sunglass Hut, Citizens Bank, Harrisburg Area Community College, and Southern New Hampshire University. 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 solutions, operating under a fiduciary standard, and is notable for its extensive retail advisor and branch network along with affiliated capabilities including a trust company and proprietary mutual funds.

John Digiacomo is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has previously worked at First Citizens Community Bank, LPL Financial Services, Santander Securities LLC, and Sovereign Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Craig Lowrie is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Edward Thomas is a Series 66-licensed financial advisor with six years of industry experience. He is currently with OSAIC since 2024, having previously worked at Securities America Advisors from 2020 to 2024. Thomas is also a part owner and Investment Advisor Representative of a wealth management DBA based in Hershey, PA. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various analytical tools and multiple investment program options.

Timothy Sheehan is a financial advisor with LPL Financial in Lancaster, PA, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has worked at LPL Financial since 2018 and has prior experience with INVEST Financial Corporation and Santander Securities LLC. In addition to his advisory role, he serves as a financial advisor with Members 1st Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment programs, including model portfolios and third-party asset management, supported by advisor tools but relies on advisor discretion for client investment decisions.

Judith Frantz is a financial advisor with LPL Financial in Akron, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at Waddell & Reed, MSI Financial Services, and Avantax Advisory Services. She also has experience with various insurance carriers and was involved with the American Business Women Association's Women Excelling Chapter. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment products, supported by a large network of advisors and advanced operational tools.

Stephen Biers is a Certified Financial Planner (CFP®) and holds a Series 66 license with 11 years of experience in the financial industry. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm provides a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Benjamin Ricker is a financial advisor at Osaic Wealth with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he is also an insurance agent involved in the sale of fixed insurance products. Osaic Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation, portfolio optimization, and a variety of managed account programs.

James Gibson is a financial advisor with RBC Capital Markets in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He worked at Wells Fargo Clearing for 18 years before joining RBC Capital Markets in 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs and tailors investment strategies to clients' risk profiles using a combination of in-house and third-party managers.

Jennifer Ritter is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and having 10 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2017 and previously spent time with Northwestern Mutual Investment Management. Outside of her advisory role, she is an independent insurance agent and is the owner of Jennifer Ritter LLC. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm employs thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Gregory Ashekian is a financial advisor with Equitable Advisors in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Axa Advisors for 11 years. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s approach involves risk assessment and matching clients to advisory models, utilizing both proprietary and third-party investment solutions.

Jay Green is a financial advisor with Ameriprise in Lebanon, PA, holding the ChFC® designation and Series 63 and 66 licenses. He has 30 years of industry experience, including 21 years at Ameriprise and its affiliated entities. Outside of his advisory role, he serves on the boards of Lebanon Valley Rails to Trails, Lebanon County Community Action Partnership, and is a trustee and treasurer for Coleman Memorial Park. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored written recommendations through a centralized consulting team.

Diane Kridler is a financial advisor with LPL Financial in Mount Joy, Pennsylvania, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at Raymond James Financial Services and Ameriprise Financial Services, Inc., among others. She is currently affiliated with Northwest Bank through LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Joseph Mcandrew is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 43 years of industry experience. He worked at Metlife Securities Inc. for 42 years before joining Mass Mutual Investors Services in 2017. Outside of his advisory role, he is involved in individual life, property/casualty, health, group life, and group health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and structured planning engagements to deliver tailored financial recommendations.

Peyton Bechtold is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, Peyton held positions at Misenos 2 and Tom James Company. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

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.

Melissa Heinley is a Series 66-licensed financial advisor with Morgan Stanley in Lancaster, PA, and has 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers comprehensive financial planning and a range of advisory programs supported by structured planning tools and investment modeling.

Paul Smith is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 28 years before joining Ameriprise in 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning and ongoing advice based on proprietary research and algorithmic tools.

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.

Theodore Williams is a financial advisor at Ameriprise with 38 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 1987. Outside of his advisory role, he has worked as a distributor for Send Out Cards and has been involved in consulting activities with Dynamic Directions. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.