Alexis Lucas is a financial advisor with LPL Financial in Lancaster, PA, holding a Series 66 license and three years of industry experience. Prior to joining LPL Financial, Alexis worked at Landis Financial Advisors, Morgan Stanley, and Santander Bank. Outside of advisory work, Alexis is a commissioned notary in the State of Pennsylvania. 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 broad range of financial planning and investment services delivered through a large network of investment adviser representatives, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Zachary Yocum is a financial advisor with Wells Fargo Clearing in Lebanon, PA, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo since 2017 and previously worked at Discovery Communications from 2014 to 2017. Outside of his advisory role, he holds ownership interests in several investment-related ventures. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

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.

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.

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 in Reading, PA, holding the CFP® and Series 66 designations and bringing 21 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining LPL Financial in 2017. He is involved with Good Life Financial Advisors and Cavanna Stone Retirement Wealth Management, both entities related to his LPL business. 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 financial planning and portfolio management services, including access to third-party asset managers and institutional platforms.

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 credentials and over 42 years of industry experience. His prior roles include positions at Fulton Financial Advisors, Specific Solutions, Raymond James Financial Services, Cetera Investment Services, and Merrill. He is also involved as an owner of GJM Wealth Management LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs, utilizing model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

Eric Graupensperger is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has worked at MML Investors Services since 2018 and previously held positions at Lombard Securities and IFS Securities. He is also licensed as a life and health insurance agent. MassMutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers event-driven planning services such as estate-settlement and divorce planning.

Kevin Miller is a CFP® professional with 12 years of industry experience, currently serving as an advisor at LPL Financial in Wyomissing, PA. He has been with LPL Financial since 2014. Outside of his advisory role, Miller also holds notary duties. 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 management solutions, leveraging model portfolios, third-party subadvisors, and technology tools to support its large network of over 22,000 advisors.

Erik Montalvo is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, and M&T Bank. 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 models with access to affiliated discretionary portfolios and features a centralized operational structure that supports a high client coverage ratio per advisor.

Cheryl Hartman is a financial advisor at Morgan Stanley with 8 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Monte Carlo simulations and Secular Return Estimates as part of its financial planning process.

Emanuel Ludwig is a financial advisor with RBC Capital Markets in Lancaster, PA, holding a Series 66 designation and 16 years of industry experience. He has worked at RBC Capital Markets since 2009 and is also affiliated with City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, along with integrated capital markets capabilities.

Marcos Herrera Inostroza is a financial advisor at Edward Jones with nine years of industry experience. He previously worked at Ameriprise Financial LLC and Merrill Lynch Pierce Fenner & Smith LLC. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

William Waters is a financial advisor with LPL Financial in Lancaster, PA, holding the CFP® and Series 63 designations and bringing 34 years of industry experience. Prior to joining LPL Financial in 2018, he was with INVEST Financial Corporation for four years and has also been involved in tax preparation and accounting as president of MMW, Inc. since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and asset management solutions.

Joshua Donaldson is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. His prior roles have all been within the Wells Fargo organization. Outside of his advisory work, he serves on the finance committee at Crossway Church in Millersville, PA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Michael Affigne Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Wells Fargo Bank, as well as ownership of a steakhouse and lobster restaurant. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jack Beasley is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Prior to his financial services career, he was employed by the Cornwall-Lebanon School District and West Chester University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.

Todd Martin is a CFP® with 20 years of experience in the financial services industry. He currently works at OSAIC and has prior experience with American Portfolios Financial Services Inc, Commonwealth Financial Network, and Videre Wealth Management. In addition to his advisory role, he is involved with Teacher Benefit Strategies, where he performs paraplanning and operational support tasks. OSAIC serves a diverse client base including individual, high-net-worth, pension, and corporate clients through a large network of financial advisers. The firm offers a range of investment advisory and brokerage services, utilizing asset-allocation tools and third-party solutions to manage portfolios across multiple asset classes.

John Mccoy II is a financial advisor with LPL Financial holding Series 63 and Series 65 designations and has 36 years of industry experience. His career includes over a decade with Securities America Advisors and Securities America, Inc., as well as 30 years running John Ralph Mccoy. He is also a commissioned notary public in Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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, utilizing both proprietary and third-party models, with a broad platform that includes institutional and participant-level retirement advice.