Evan King is a financial advisor with Morgan Stanley in Lancaster, PA, holding a Series 66 designation and eight years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2022, as well as previous experience with Bank of America, Merrill, CJD Group, and Millersville University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Joshua Hirneisen is a financial advisor at Wells Fargo Clearing with six years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held roles at Fulton Bank, N.A. and Salt & Straw. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Mc Coy is a financial advisor with LPL Financial in Lancaster, PA, holding Series 65 and Series 63 licenses and nine years of industry experience. Prior to joining LPL Financial in 2020, he worked at Securities America Advisors and Securities America, Inc. from 2018 to 2020, and at Phoenix Contact from 2016 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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, providing both discretionary and non-discretionary management supported by research and model portfolios.

Shane Landis is a CFP® professional with nine years of industry experience, currently affiliated with Cetera. He has held roles at Everence Trust Company and Concourse Financial Group Securities Inc over the past several years. Landis is also involved as a financial planner with Everence Trust Company, providing insurance, investment, and financial planning services as well as charitable planning through the Everence Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management options and financial planning services through a large network of independent advisors and multiple program structures.

Ross Harter is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at New York Life Insurance Co and NYLIFE Securities LLC, as well as teaching positions at Alvernia University, Reading Area Community College, and Reading High School. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Marcy Leprell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at Janney Montgomery Scott for nine years and has been a consultant for Norwex since 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Steven Mcnabb is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, delivering investment advice primarily through investment adviser representatives using a combination of in-house research and third-party strategists.

John Good is a CFP® professional with 16 years of experience in the financial services industry. He has been with OSAIC since 2024 and previously spent ten years at Securities America Advisors, Inc. He is also the owner of Blue Chip Financial, LLC, an insurance agency offering life insurance and annuities. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of advisors and multiple platforms. The firm employs a variety of asset allocation tools and offers access to third-party money managers and managed accounts.

Preston Walker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He previously worked at Citizens Securities, Inc. for seven years before joining Wells Fargo Clearing in 2019. 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 grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

James Middleton is a financial advisor with Merrill, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Merrill since 1998 and concurrently affiliated with Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Jennifer Swetland is a CFP®-designated financial advisor with Morgan Stanley in Lancaster, PA, bringing five years of industry experience. She has held positions at City National Bank and RBC Capital Markets prior to joining Morgan Stanley in 2025. Swetland serves on the board of directors for Penn Square Opera, a local nonprofit focused on musical performance arts. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, serving clients primarily in an advisory capacity.

Severo Sales III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and possessing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach 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.

Rebecca Boston is a financial advisor at Edward Jones in Lancaster, PA, holding CFP® and Series 66 designations with 17 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erica Hower is a financial advisor with OSAIC in Wyomissing, PA, holding Series 63 and Series 65 designations and 14 years of industry experience. She has been with Royal Alliance since 2014. Outside of her advisory role, Erica operates Butterworth Financial Services, providing life insurance and fixed rate annuities, and also serves as a notary. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and diversified portfolios that include stocks, bonds, options, and alternative investments.

Taylor Skelly is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Wealth Management and Morgan Stanley Private Bank since 2016. Prior to his advisory roles, he was associated with SIOR and attended Franklin and Marshall College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Kevin Cavanna is a financial advisor with LPL Financial, holding the CFP® and Series 66 designations and bringing 21 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining LPL Financial in 2017. He operates under multiple DBAs for his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of advisors. The firm offers a range of advisory programs, financial planning, and brokerage services that include discretionary and non-discretionary management, model portfolios, and support from both internal and third-party research.

David Boyer is a financial advisor with Wells Fargo Clearing in Wyomissing, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Cheryl Batdorf is a CFP®-credentialed financial advisor with Edward Jones, where she has worked since 2016. She has 10 years of industry experience and serves clients from Lebanon, PA. Outside of her advisory role, Cheryl is an adjunct instructor at Harrisburg Area Community College, teaching a Human Resource Management course. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branch offices.

Timothy Mogford is a financial advisor at Cetera with six years of industry experience. He holds the Series 66 designation and previously worked at First Allied Advisory Services and First Allied Securities. Prior to his advisory career, he spent ten years with the Schuylkill Valley School District. Outside of his advisory role, Mogford is employed by Stone Financial LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and retirement services through a multi-manager platform, supporting various investment strategies and program structures.

Gerald Mccready is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at multiple firms including Fulton Financial Advisors, Specific Solutions, and Raymond James Financial Services Advisors Inc. He is also the owner of GJM Wealth Management LLC, a business entity established for tax and investment purposes. 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 financial planning and advisory programs, with discretionary and non-discretionary management options supported by research and model portfolios.