Crawford Simpkins is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kevin Johns is a financial advisor at Charles Schwab with 17 years of industry experience. He previously worked at TD Ameritrade for ten years before joining Charles Schwab and its affiliated bank. Outside of finance, he does occasional voiceover work through a talent agency. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management supported by centralized custody and brokerage services.

Julie Matthews Salvo is a financial advisor with LPL Financial in York, PA, holding the CFP® and ChFC® designations and possessing 29 years of industry experience. She previously worked at M&T Securities, Inc. for 18 years before joining LPL Financial and Wilmington Advisors in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a variety of investment approaches and operational tools.

Stephanie Binter is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and four years of industry experience. She has worked at Primerica Advisors since 2021 and previously spent 14 years at PCBH. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through model-based strategies managed by third-party asset managers and supports execution and custody with BNY Mellon Advisors and Pershing.

Matthew Goss is a financial advisor with Primerica Advisors in Lancaster, PA, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked with PFS Investments Inc. since 2011 and with Primerica Financial Services since 2010. Outside of his financial advisory work, Goss is employed as a plumbing technician at Mervin Zimmerman Inc., where he has worked since 2006. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm provides advisory services through a large network of advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.

Joseph Petruso is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 26 years of industry experience. He has held roles at Fulton Financial Advisors and Specific Solutions, among others, and has been associated with Fulton Bank and Fulton Financial Corporation since 2009. 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 offers tailored, non-discretionary planning supported by analytical tools and maintains unique affiliations such as a municipal advisor and specialized SIMPLE IRA consulting services.

Ryan Nemshick is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 wide range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Michela Potocki is a financial advisor at Morgan Stanley with 16 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Potocki holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Kathryn Gahres is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Clearing for 14 years and had a role at Viva Good Life Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Derrick Hamm is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at SCF Investment Advisors, SCF Securities, and Williams Financial Group. Outside of advising, he is active as an artist and musician through his involvement with Blackout Films. 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 portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Jason Weber is a financial advisor with Raymond James Financial in York, PA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has previously worked at Wells Fargo Advisors Financial Network LLC and has been with Raymond James Financial and its affiliated entities since 2018. Weber is also the owner of Ashton Rae Inc. and LongView Wealth Solutions, both support companies based in York. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm employs non-discretionary planning tailored to client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

David Sprenkle is a financial advisor with Raymond James Financial, holding a Series 63 designation and 36 years of industry experience. His prior work includes 13 years at Janney Montgomery Scott and current roles at 1792 Wealth Advisors and Sprenkle Wealth Management, LLC, where he provides financial advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to align investment recommendations with client goals and supports a wide advisor network with specialized programs in municipal finance and SIMPLE IRA employer consulting.

Clint Neff is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Santander Securities, AXA Advisors, and MassMutual. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is involved in managing model portfolios, advisory services for registered investment companies, and uses systematic methodologies alongside AI tools in its research.

Kayla Seidenstricker is a financial advisor at Merrill with a Series 66 credential and one year of experience in the industry. Her prior work includes roles at Bank of America and Welch, Graham, and Ogden Insurance Agency. Outside of finance, she has been involved with Rockfish Public House since 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Molly Bruce is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing four years of industry experience. She has worked with various Thrivent entities since 2021 and previously was affiliated with Messiah University for five years. Outside of her advisory role, she serves on the board of Shining Stars Therapeutic Ministries, which provides therapeutic horsemanship instruction. Thrivent Investment Management offers Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses without discretionary trading authority. The firm allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Emily Sides is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 66 designation and previously worked at RBC Wealth Management for seven years before joining LPL Financial in 2023. 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 portfolios, third-party asset management, and institutional platforms.

Matthew Beard is a financial advisor at Edward Jones in Stewartstown, PA, holding a Series 66 designation with 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he is noted as an owner of a rental property business involved in property management. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products within a nationwide network of advisors and branch offices.

Robert Bruner is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Woodbury Financial Services and Questar Capital. In addition to his advisory role, he is involved in fee-based tax preparation and life insurance premium financing through his own business, Bruner Wealth Management. Bruner also coaches basketball at Dayspring Christian Academy. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by advanced asset allocation tools and a broad range of investment solutions.

David Herbst is a financial advisor with Raymond James Financial in York, PA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and KCA Wealth Management. He is also involved with Integrity Wealth Strategies LLC in a support capacity. Raymond James Financial Services Advisors, Inc. offers 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 provide tailored, non-discretionary planning and consulting, and it supports a broad network of advisors with municipal and public finance services.

Jennifer Aten is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.