Michael Hoffmann is a financial advisor with Ameriprise in York, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Hoffmann is involved in multiple business ventures including serving as Chief Operating Officer of MJ Hoffmann LLC and co-owning WHW Aviation Holdings, LLC, a private charter and organ transplant jet services company. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

Jeffrey Gay is a CFP® with over 42 years of experience and is currently affiliated with Raymond James Financial Services Advisors, Inc. He has been with Raymond James since 1999. In addition to his advisory role, he is involved in local political activities and serves as president of Market Street Financial & Political Consultants, LLC, which owns the property housing his office. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

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.

Charles Little is a CFP® with 27 years of industry experience. He is currently with Wells Fargo Advisors and previously spent 21 years at PNC Investments. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm’s approach includes specialized planning in areas such as business-owner transition and sports & entertainment planning, combining proprietary research and planning tools to develop tailored recommendations.

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.

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, 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 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 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.

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 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 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. 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.