Lois Bachman is a financial advisor with Merrill in Lancaster, PA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. She has been with Merrill since 1983 and has concurrently worked with Bank of America since 2011. She serves as a trustee for The J N B Trust. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Gregory Knisely is a CFP® with 16 years of experience and currently serves as a financial advisor at OSAIC since 2024. He previously worked at American Portfolios Financial Services, Inc. for nine years. Knisely is a trustee and co-chair of the grant committee for the Manheim Central Foundation for Educational Enrichment, a nonprofit organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analysis to construct portfolios across various asset classes with options for discretionary or non-discretionary management.

John Shetromph is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His career includes roles at Summit Brokerage Services Inc, Summit Financial Group Inc, and Cetera Wealth Services, LLC. He is currently based in Lititz, PA. Cetera Investment Advisers LLC serves a broad client base including individuals across wealth levels, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform providing diverse investment strategies.

Adam Blevins is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2009, including its predecessor Axa Advisors, LLC. He is also associated with a separate business entity, STAR ADVISORS. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Darren Kushto is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mass Mutual and Northwestern Mutual. Kushto also provides services related to fixed insurance products, including annuities and life insurance, through Landis Financial Advisors Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Charles Walp is a CFP® professional affiliated with Ameriprise in Lancaster, PA, with 14 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Outside of his advisory role, Walp serves on the Alumni Council of Lancaster Country Day School. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written reports and ongoing advice, utilizing proprietary research and collaborative implementation with client advisors.

Kevin Meserve is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at VOYA Financial Advisors for 10 years before joining Ameriprise in 2024. Outside of advisory work, he is involved in tax preparation through Encompass Tax Services. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to deliver customized, tax-efficient retirement income recommendations.

Ian Montgomery is a Wealth Management Advisor and founding partner of Montgomery, Bush, Tshudy, & Associates at Merrill Lynch Wealth Management in the Lancaster Office, where he has worked since 2011. He specializes in serving the High-Net-Worth market with a focus on areas including college education planning, family wealth management strategies, personal retirement planning, liquidity management, portfolio management services, small business strategies, socially responsible and ESG investing, and tax minimization. Ian is a specially qualified Portfolio Manager who is skilled in building and managing personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. Ian earned a Bachelor's Degree from the University of Richmond. Outside of his professional responsibilities, Ian is involved with the In Gee Chun LCC Educational Foundation.

Michael Banwell Jr. is a financial advisor at Cetera with a Series 66 credential and experience broadly associated with Bank of America from 2017 to 2025. He is also the owner of a short-term rental business and serves as vice president on the board of Voyage Mount Joy, a community organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a range of investment program options, serving over 800,000 clients with more than $256 billion in assets under management.

Duane Miller is a financial advisor with Edward Jones in Lancaster, PA, holding Series 63 and Series 66 credentials and having 14 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wesley Weinstein is a financial advisor with Raymond James Financial in Lancaster, PA, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked at Wells Fargo Advisors, LLC from 2012 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools, supports municipal and public-finance work through a municipal advisor affiliation, and delivers specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Meghana Dixit is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Amy Martin is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Securian Financial, American Wealth Strategy Group, and The Prudential Insurance Company of America. Outside of her advisory work, she serves as Treasurer and Vice President of the Hempfield High School Softball Booster Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, with notable activities including serving as a commodity pool operator and advising multiple registered investment companies.

Matthew Dillon is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Members 1st Federal Credit Union. Outside of his advisory work, he provides food delivery services for DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a large national network of investment adviser representatives.

Kevin Broderick is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo and Bankers Life. Outside of his advisory role, he is the owner of ProSound Entertainment, a business he has operated since 2008. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.

Drew Groft is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Shreckengast-Groft Group. He works closely with executives, small business owners, and families, providing advice and guidance tailored to their financial objectives. Drew's planning process aligns clients' investments with their life goals, employing risk management strategies designed to achieve their priorities. Drew joined Merrill in 2022 after earning a Bachelor's Degree in Economics and Business from Pennsylvania State University's Smeal College of Business. He holds the Personal Investment Advisor (PIA) designation. His areas of focus include Family Wealth Management Strategies, Legacy Planning, Sports & Entertainment, and Retirement Income. Outside of his professional role, Drew enjoys basketball, golfing, and hiking. He emphasizes a collaborative approach with clients, aiming to create personalized plans centered on individual aspirations and financial goals.

Jonathan Shank is a financial advisor with Raymond James Financial in Lancaster, PA, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James Financial, he was employed at Citizens Bank NA for seven years and was involved with Just Press Play for three years. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and supports municipal and public-finance work through a unique advisor affiliation.

Margaret Folk is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving with Raymond James Financial in Lancaster, PA. She has been with Raymond James Financial Services, Inc. since 2015. Outside of her advisory role, she is the owner and president of Folk Financial LLC, a company managing payroll and office expenses related to her Raymond James income. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs a non-discretionary, tailored approach to client goals, using analytical tools and risk profiling, and supports a diverse client base including high-net-worth individuals, pension plans, and charitable organizations.

Michele Good is a Series 66 licensed financial advisor with 18 years of industry experience. She is affiliated with Raymond James Financial and has held roles at Fulton Bank and Fulton Financial Corporation since 2008. Good also serves as Vice President at Fulton Financial Advisors, where she supervises investment sales. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Gary Slater II is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise since 2001. Outside of his advisory role, he serves on the Board of Directors for Donegal Trout Unlimited and works as a sales expert for BNB Knives, engaging with dealers and attending knife shows. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement income recommendations.