Andrea Chronister is a financial advisor with Primerica Advisors in Camp Hill, PA, holding Series 63 and Series 65 designations and 12 years of industry experience. Her prior work includes roles at Lobar Inc, Moore Graphics Inc., and Mount Calvary Episcopal. She has been associated with PFS Investments Inc. since 2014 and with Primerica Financial Services since 2012. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven recommendations managed by unaffiliated asset managers.

Timothy Biden Sr. is a financial advisor with Edward Jones in Dover, PA, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with Edward Jones since 2006. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Walter Carr is a financial advisor with Osaic Wealth, Inc. based in York, PA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has worked at Osaic since 2018 and previously spent two years at Signator Investors, Inc. Carr is also the owner and president of Carr Financial Services, Inc., an independent firm providing financial and insurance services since 2003. His business activities include the sale of fixed insurance products such as life, health, disability, long-term care insurance, fixed annuities, and equity indexed annuities. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers through multiple advisory platforms, employing asset-allocation tools and automated rebalancing for portfolio construction.

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 at Merrill with Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Merrill since 1995 and has also been affiliated with Bank of America since 2009. Adams serves as a director for the Heather Baker Foundation, a charitable organization supporting families affected by cancer, and is an advisory board member for the York Citadel of The Salvation Army. 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 plans, corporations, and charitable organizations.

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 Series 66-credentialed financial advisor with 14 years of industry experience. She is currently with LPL Financial and has previous experience at Cambridge Investment Research, Lincoln Investment, and PNC. Allison serves as a budget manager for the Erie Police Athletic League, overseeing grant and donation budgets. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research.

Barry Krisko is a financial advisor with LPL Financial in Elizabethtown, PA, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Ameriprise Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolio strategies.

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 with Merrill Lynch Wealth Management, where he provides disciplined wealth management and financial planning services. Since joining the firm in 2008, Jeremy has worked to help clients manage their portfolios and expectations, emphasizing the importance of long-term results in achieving key objectives, particularly retirement planning. He partners closely with clients to develop a deep understanding of their financial goals, family circumstances, and attitudes toward money. Jeremy’s areas of expertise include corporate executive services, education planning, family wealth management strategies, personal retirement planning, portfolio management, tax minimization, and retirement income. He is a founding member of Bush Tshudy Montgomery and Associates, collaborating with fellow financial advisor Ian Montgomery to serve a diverse clientele including corporate executives, business owners, physicians, entrepreneurs, widows, and multiple generations across Pennsylvania and nationwide. He holds several professional designations, including the Chartered Retirement Planning Counselor™ (CRPC™) from the College for Financial Planning Institutes Corp, Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jeremy earned his bachelor’s degree from the Pennsylvania State University System. Jeremy lives in Millersville, Pennsylvania, with his wife Jessica, their three children, a cat, and a dog. Outside of work, his interests include boating on the Chesapeake Bay, hiking, running with his dog, supporting the Philadelphia Eagles, cooking, and spending time with his family. He has served as a founding board member and volunteer coach for the Penn Manor Youth Softball organization and supports charitable organizations such as the United Way of York and Lancaster counties, the Lancaster Conservancy, and the Chesapeake Bay Foundation.

Jessica Hall is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets, LLC and PNC Bank, NA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Dylan Baxter is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and three years of industry experience. His prior roles include positions at KCA Wealth Management and Concourse Financial Group Securities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers multiple investment platforms and strategies, including proprietary and third-party models, with options for discretionary and non-discretionary management.

Fonda Markley is a CFP® professional with 15 years of industry experience, currently affiliated with Cetera. Their career includes roles at Wells Fargo Advisors and several Cetera-affiliated firms. Outside of financial advising, Markley serves as communications director for a charity fundraising organization and is a board member of a nonprofit foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Davinder Sidhu is a financial advisor with LPL Financial in Mechanicsburg, PA, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Trispagonas Insurance and Nationwide Insurance. Outside of his advisory role, he has part-time employment with the Central Dauphin School District as a custodian. LPL Financial is an 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 retirement consulting, utilizing both discretionary and non-discretionary management supported by comprehensive research and model portfolios.

Niraj Alay is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 65 licenses. He has eight years of industry experience, including ten years at Wells Fargo and current roles at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of finance, he is a co-owner of SN Entertainment LLC, which manages artists and venues for events. J.P. Morgan Securities 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 when recommending strategies.

Douglas Koster is a Series 65-licensed advisor with Primerica Advisors and has been in the financial services industry since 2024. He has prior experience with American Express dating back to 2015. Outside of investment advisory, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm utilizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Scott Stephan is a financial advisor with Ameriprise in Lancaster, PA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Chief Operating Officer of GSCO LLC and is a board member at large for the Penn Manor Education Foundation. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that integrate tax-efficient strategies and adaptive withdrawals. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sean Ferguson is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of household types, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.