Andrew Nuckolls is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and nine years of industry experience. He previously worked at The Vanguard Group from 2018 to 2021 and has experience in various roles dating back to 2016. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Kenneth Phillips is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Before joining Raymond James in 2022, he spent 14 years at RBC Capital Markets. He serves as Vice President and board member of the Golf Association of Philadelphia, a nonprofit that organizes golf tournaments in Eastern Pennsylvania. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad range of clients, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management strategies and affiliated research.

Gregory Wolfe is an investment advisor with Cetera and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, having worked at firms including LPL Financial, Raymond James Financial, and Peoplesbank. He currently serves as an Investment Advisor II and Vice President at Orrstown Bank dba Orrstown Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Evelyn Sullivan is a financial advisor with Wells Fargo Clearing in Lancaster, PA, holding a Series 63 designation and 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is also a notary in Pennsylvania. 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 combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Nancy Ward is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Linsco/Private Ledger Corp. since 1997 and has been associated with Linsco/Private Ledger since 1995. She has an outside business interest registered as Advisory Services Financial, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

Rachel Robinson is a financial advisor at Morgan Stanley with a Series 66 designation and one year of experience in the industry. Prior to joining Morgan Stanley, she worked for nine years at Nationwide Life and Annuity Insurance Company and held roles at Innosource Inc and Urban Outfitters. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides its services through direct client relationships and corporate financial planning agreements.

Carla Mc Cleaf is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Her prior work includes roles at Cherry Hill Orchards and The Wisdom Firm, LLC, as well as involvement with the Inspire Homeschool Community. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

John Carlson is a financial advisor with Cetera who holds a Series 66 credential and has 19 years of industry experience. He has been a co-owner and mortgage broker at Penn Street Mortgage since 2007. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, including model portfolios from affiliated and unaffiliated managers across multiple program structures and custodial relationships.

Dana Herr is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she co-leads the Ellenberg-Herr Team with her husband, Doug. Together, they provide customized investment advice and a disciplined approach to serving clients, with a focus on investment management, retirement planning, gifting, multigenerational wealth transfer, and income replacement. Dana works with affluent families, successful retirees and pre-retirees, widows, business owners, professionals, and executives, emphasizing financial planning that aligns with their values and goals. She has been with Merrill Lynch since 1994 and holds the Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) designations. Dana is committed to promoting financial independence among women and serves as an Ambassador for Merrill's Virtual Women’s Exchange for the Northeast Division. She earned her bachelor's degree from Rutgers University. In addition to her professional commitments, Dana actively participates in community service in Lancaster, Pennsylvania. She volunteers with Girls on the Run of Lancaster, having previously served as Board Chair, and sits on the Planned Giving Committee for Lancaster General Hospital. She is also a member of the Board of Trustees for the Lancaster General Health Foundation and participates in advisory committees at Randolph Macon College and Planned Parenthood. Outside of her advisory role, Dana is an avid distance runner with experience in more than 20 marathons. She enjoys horseback riding, biking, swimming, reading, writing, and spending time with her husband and two daughters in Hempfield, Pennsylvania.

Patricia Greising is a financial advisor with Ameriprise in Lancaster, PA, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she is the owner of LJS Group LLC, where she leads strategic planning, operational implementation, and provides training in client care and team operations. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers these services through a centralized consulting team in partnership with advisors like Greising.

Matthew Balasavage is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 credential and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services incorporating structured discovery conversations and firm-approved tools.

Amy Tone is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its private bank since 2022, following a 12-year tenure at Bank of America and Merrill Lynch. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Anthony Sivillo is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at M&T Securities and Citizens Securities, Inc. He has been with LPL Financial since 2021. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Kirstie Primus is a financial advisor at Cetera with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Cetera since 2024. Prior to joining Cetera, she spent 16 years at Citadel Federal Credit Union and CUSO Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various investment management and financial planning services through a large network of independent advisors and supports multiple program structures and custodial relationships.

Austin Horvath is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at Bankers Life & Casualty, Inc. His background includes roles in various industries prior to entering financial services. 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 portfolios, third-party asset management, and institutional platforms.

Tina Papapavlos is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been associated with PFS Investments Inc. since 2006 and with Primerica Financial Services since 2005. Papapavlos is involved with the American Business Women's Association, contributing time monthly. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and uses model-based investment strategies managed by unaffiliated asset managers.

Halle Ginter is a financial advisor with Ameriprise in Lancaster, PA, holding Series 63 and Series 65 licenses and having two years of industry experience. Her prior roles include positions at Truist Investment Services and First Command Advisory Services. Outside of finance, she provides pet-sitting services in the Columbus, GA area. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning using tax-aware strategies and asset allocation.

Kristine Weit is a financial advisor at Equitable Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments, PTS Brokerage, Penn Investment Advisors, and Penn Community Bank. Outside of her advisory role, she volunteers as a field hockey coach for the Warwick School District youth league. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

David Zoll is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at Carrier Global Corporation and operated his own business, Zoll & Company, for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Jason Weyforth is a financial advisor with Charles Schwab in Lancaster, PA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior experience includes roles at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. Outside of his advisory work, he serves as a basketball referee for various youth basketball organizations. Charles Schwab & Co., Inc. serves primarily 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 separately managed accounts, supported by a centralized operational structure and a multi-asset model portfolio approach.