Jacob Arcilesi is a financial advisor at Morgan Stanley in Lancaster, PA, holding a Series 66 designation with one year of industry experience. His background includes roles outside of finance, such as working at Van Houtan Gardens and Spartan Surfaces, interspersed with periods of full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs with a structured financial planning process supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

Jenine Wamsher is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She has been with Wells Fargo Clearing since 2023. Outside of her advisory role, she works as a bartender and server at The Penn Hotel Sports and Raw Bar and at Delaches Fishing Association. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving plan sponsors with tailored investment solutions and a broader range of financial product options than many institutional advisers.

Alexander Jones is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Concourse Financial Group Securities Inc and Jones Financial. His background also includes roles outside of finance, such as work with the Clarion University Small Business Development Center. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Connor Skeen is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB, where he has worked since 2023. His prior experience includes roles at Bank of America, Merrill, and T. Rowe Price. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, delivering investment guidance via multi-asset model portfolios and a formal alternative-investment process.

Craig Hornberger is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Cetera, Orrstown Financial Advisors, and other firms. Outside of his advisory roles, he has been involved with Hornberger Golf Investments, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Michael Valudes is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ameriprise from 2013 to 2016. Outside his advisory role, he is involved in Waterfront Financial, a business related to his LPL practice. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of 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.

James Davis II is a CFP® certificant with over 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He has been with Ameriprise Financial Services in various capacities since 2005. Outside of advisory work, he is involved in assisting LJS Group LLC with fiduciary advice focused on financial planning for Baby Boomers and owns an LLC that operates an office building housing his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Angela Barket is a financial advisor with Cambridge Investment Research Advisors in Lebanon, PA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Cambridge Investment Research Advisors since 2005 and with Cambridge Investment Research since 1999. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platforms.

Anthony Martin is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a notable emphasis on access to third-party asset managers and affiliated insurance and trust services.

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.

Paul Stetter Jr. is a financial advisor with Raymond James Financial in Ephrata, PA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Fulton Financial Advisors since 2019 and has been with Raymond James Financial since 2009. Outside of his advisory work, he is involved with a small family-run lawn care business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions, offering financial planning, investment consulting, and advisory services. The firm employs risk profiling and analytical tools to provide tailored, non-discretionary investment consulting and supports a broad advisor network along with institutional consulting and portfolio management.

William Meyer is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for 15 years at Janney Montgomery Scott. Outside of his advisory role, he owns and captains a sportfishing charter boat in West Grove, Pennsylvania. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven approach includes investment policy development, investment recommendations, performance reporting, and participant education, with a broader range of financial products than many peers, including insurance-related vehicles and bank deposit sweep options.

Frederic Cassivi is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, Prospera Financial Services, and Wells Fargo Clearing. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services, with an investment process centered on model-based asset allocation and portfolio optimization.

Michael Hartlett is a financial advisor with Cambridge Investment Research Advisors. He holds a Series 63 designation and has 44 years of industry experience. His prior work includes roles at International Assets Investment Management, LPL Financial, Invest Financial Corporation, and The Financial Network. He serves as a board trustee for the Grand Commandery of Pennsylvania and is a board member of the Lancaster Masonic Center. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers various platforms and access to third-party advisers while managing a multi-billion dollar asset base.

David Blackwell is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and previously worked at Donegal Insurance Group for 13 years. Outside of his advisory role, he is an associate financial advisor with LLWAG, LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm provides a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that delivers non-discretionary, research-driven recommendations.

Bradley Gibbs is a Series 66-licensed financial advisor with Ameriprise in Elizabethtown, PA, and has seven years of industry experience. He has worked at Ameriprise since 2018 and previously held roles outside the financial sector. Outside of advising, he owns Pro Fan League LLC, where he authors, speaks, consults, and sells a proprietary board game he created. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach incorporates proprietary investment research, third-party data, and algorithmic tools, and operates within a distinct investment ecosystem with specific enrollment criteria.

Tyler Trettin is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has prior work history including roles at Ephrata National Bank, Tier 1 Utility Design, and Vitality Athletics. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to various investment strategies, supported by its extensive network of advisors and institutional platforms.

Jordan Grater is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at RBC Capital Markets since 2019 and previously spent 13 years with The Vanguard Group, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs with tailored investment strategies, utilizing both in-house and third-party managers, and provides a range of portfolio management, financial planning, custody, and brokerage services.

Lon Jury is a CFP® and ChFC® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously spent 34 years with Ameriprise Financial Services, Inc. Jury is a co-owner of Pennoptic CPAs and Strategic Partners, LLC, a tax preparation firm, and serves on the Board of Directors for the Financial Planning Association of Central Pennsylvania as Advocacy Chair. He also leads LJS Group, LLC as CEO, focusing on strategic planning and service integration. Ameriprise is a large institutional firm offering a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations primarily for assets managed within Ameriprise.