Karen Heltzel is a Series 66-licensed financial advisor with Stifel in York, PA, where she has worked since 2014. She has 11 years of industry experience. Outside of her advisory role, she is a member of Leave a Legacy York County, assisting nonprofits with promoting planned giving, and participates in her local elementary school PTO to help organize community events. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Charles Barton is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Mylan Pharmaceuticals for four years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Gregory Kane is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Prudential Insurance Company of America since 2008 and joined LPL Enterprise in 2024. Kane is involved with Kaufmann Financial Group, a financial planning business based in Camp Hill, PA. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated trust and insurance services.

Gabriel Lukas is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on assisting families and businesses in building, managing, and protecting their wealth through personalized financial strategies that align with clients' life goals and legacy planning. His areas of expertise include college education planning, family wealth management strategies, retirement income planning, portfolio management services, tax minimization, and small business strategies. Gabriel holds several professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Gabriel earned a Bachelor's degree from Millersville University, an MBA from American Military University, an Associate's Degree from Cochise College, and a High School Diploma from Manheim Central High School. Outside of his professional work, he is involved with the Big Brothers Big Sisters of America and Central Market Trust. His personal interests include golfing, music, pickleball, and spending time with his family.

Andrea Chronister is a financial advisor with Primerica Advisors in Camp Hill, PA, holding Series 65 and Series 63 licenses and with 12 years of industry experience. Her work history includes roles at PFS Investments Inc and Primerica Financial Services, along with prior experience at Moore Graphics Inc., Mount Calvary Episcopal, and Lobar Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through a large network of financial advisors. The firm employs model-driven strategies managed by third-party asset managers and supports execution and custody through established custodians.

Timothy Biden Sr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated financial products, with approximately $1.01 trillion in assets under management.

Walter Carr is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Signator Investors, Inc. and as an independent agent through Carr Financial Services, Inc., a firm he owns and operates. Carr also engages in sales of fixed insurance products, including life, health, disability, and fixed annuities. OSAIC Wealth serves a broad client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment approach featuring asset allocation, portfolio optimization, and various managed account and planning programs.

Michael Brittain is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked with Cetera since 2023 and has been involved with Cumberland Collier Group, LLC and Cetera Wealth Services, LLC since 2016. Outside of his advisory role, Brittain serves as a trustee on the finance committee of Pine Street Presbyterian Church. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing advisors flexibility in implementing model portfolios, third-party managers, or customized strategies.

Colin Brubaker is a financial advisor at Fidelity with six years of industry experience and holds the Series 66 designation. His prior experience includes roles at American Wealth Strategy Group and SAGEPOINT FINANCIAL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Jon Adams is a financial advisor with Merrill in York, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Merrill since 1995 and with Bank of America, N.A. since 2009. Outside of his advisory role, Adams serves as a director of the Heather Baker Foundation, a charitable organization supporting families affected by cancer, and he is also a member of the advisory board for The Salvation Army York Citadel. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alexander Sahaydak is a Series 66-licensed financial advisor at Ameriprise in York, PA, with one year of industry experience. Prior to joining Ameriprise in 2025, he spent four years at The Pennsylvania State University and has additional experience in education at Liberty High School and Nitschmann Middle School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Melissa Eckroth is a financial advisor at Ameriprise Financial Services with 16 years of experience at the firm. She holds a Series 66 designation and operates out of Elizabethtown, PA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, delivering written recommendation reports and ongoing advice using a combination of investment research, third-party data, and algorithmic tools.

Domini Allison is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2026, she worked at Cambridge Investment Research and Lincoln Investment among other firms. She also serves as a budget manager for the Erie Police Athletic League, overseeing grant and donation budgeting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Barry Krisko is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ameriprise Financial Services, Wells Fargo Advisors, and Raymond James Financial. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Amy White is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. She has worked at Raymond James Financial Services Advisors since 2021 and previously spent 24 years at Fulton Bank. She is also associated with DDMP Investment Advisors, LLC, where she serves as a Retirement Plan Advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting services aligned with client goals.

Donald Weaver is a financial advisor at Ameriprise with 43 years of industry experience. He has been with Ameriprise and its predecessor firms since 1982. Weaver serves on the board of directors for the Financial Planning Association of Central Pennsylvania and provides pro bono financial planning for the nonprofit Homes for Our Troops. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, written retirement-income recommendations through a centralized consulting team.

Jeremy Tshudy is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he provides a multi-office approach to wealth management for clients in Central Pennsylvania and a virtual experience for clients elsewhere. He is a founding member of Bush Tshudy Montgomery and Associates and collaborates with fellow financial advisor Ian Montgomery. Together, they serve a diverse clientele including active and retired corporate executives, business owners, physicians, entrepreneurs, widows, and multiple generations, focusing on areas such as corporate executive services, education planning, family wealth management strategies, personal retirement planning, portfolio management, tax minimization, and retirement income. Jeremy emphasizes a disciplined approach to understanding clients' financial goals and personal circumstances, which includes addressing both tangible objectives like retirement lifestyle and education funding, as well as managing day-to-day spending and saving through tools like cash flow analysis. He values the role of managing clients' expectations alongside their portfolios, highlighting the importance of long-term results to achieving key financial objectives. He holds several professional designations including the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA) designations, as well as the Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC) credentials. Jeremy earned a bachelor's degree from the Pennsylvania State University System. He resides in Millersville, Lancaster County, with his wife Jessica, their three children, a cat, and a dog. His personal interests include boating, running, football, softball, swimming, and spending time with his family. He has also been involved in community activities such as serving as a founding board member and volunteer coach for Penn Manor's Youth Softball organization and supporting organizations like the United Way of York and Lancaster counties, the Lancaster Conservancy, and the Chesapeake Bay Foundation.

Jessica Hall is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Her previous roles include positions at RBC Capital Markets and PNC Bank. She is also involved with Sides Wealth Advisory Group, an LPL-affiliated advisory business. 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 supported by research and technology, serving a large network of over 22,800 advisors.

Dylan Baxter is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and three years of industry experience. He has worked at several related firms, including Cambridge Investment Research, Inc. and KCA Wealth Management. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi‑billion dollar asset base through thousands of financial professionals and offers a range of platform and model strategy options.

Davinder Sidhu is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Trispagonas Insurance and Nationwide Insurance. Outside of advisory work, he is employed part-time as a custodian with the Central Dauphin School District. 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 investment management services through its extensive network of advisors, combining advisory platforms with non-advisory financial products and oversight of more than $819 billion in discretionary assets.