Sheila Stotler is a financial advisor with MassMutual Investors Services in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Brinker Capital Securities, Inc. for 21 years before joining MassMutual in 2021. Outside of her advisory role, she serves as an executor of an estate and works as a structured settlement insurance agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, using firm-approved software tools to support collaborative, annual planning engagements.

Michael Dieter is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2017, following roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. 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 both proprietary research and third-party subadvisors.

Peyton Reider is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 credential and previously worked at Equitable Advisors. Outside of finance, he has experience in the restaurant industry and has been involved with C&S Towing and Recovery since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers 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.

Jason Olsen is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining LPL Financial, he worked in healthcare and hospitality, including roles at WellSpan and Gabriella Italian Restaurant. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Patrice Hoenninger is a CFP® certificant with 26 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2009. Hoenninger is also associated with Fulton bank and works as a financial advisor with Fulton Financial Advisors in Lancaster, PA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients, using risk profiling and analytical tools for tailored, non-discretionary advice. The firm supports a broad advisor network and has unique affiliations in municipal advisory and specialized retirement plan consulting.

Tina Nicely is a Series 66-licensed financial advisor at Edward Jones in Mountville, PA, with three years of industry experience. She previously worked at Bank of America/Merrill for five years and has held roles outside financial services, including positions at Arizona Refrigeration Service Inc and Lularoe. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions.

Christopher Ecker is a financial advisor with LPL Financial, holding a Series 66 designation and having over one year of industry experience. Prior to joining LPL Financial in 2023, he worked for Prosper Mortgage Funding for 13 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

David Bender is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 2018. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options to individual and high-net-worth clients, structured as a wrap-fee solution rather than institutional plan management.

Robert Balasavage is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. 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 using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Marie Martin is a financial advisor with Raymond James Financial in Lancaster, PA, holding Series 63 and Series 65 licenses and 31 years of industry experience. She has been with Raymond James Financial since 2009 and also has a background with Fulton Bank and Fulton Financial Corporation. Outside of her advisory role, she is involved with Four Valleys Transport LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with a notable affiliation supporting municipal and public-finance work uncommon among large institutional advisors.

James Spanos is a Wealth Management Advisor with Merrill Lynch Wealth Management in Lancaster, PA, where he has been practicing since 2015. He focuses on developing financial strategies tailored for high-net-worth individuals and their families, emphasizing the importance of aligning investment decisions with clients’ life priorities and meaningful goals. His areas of expertise include executive compensation, equity compensation services, family wealth management, legacy planning, retirement income, tax minimization, and portfolio management services. James holds a Bachelor of Arts degree in finance and personal financial planning from Shippensburg University. He maintains series 7 and 66 FINRA registrations and is a certified Life, Health, Accident, and Annuities Insurance Producer. Additionally, he holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA) designations. James is actively involved in the local community through organizations such as Civitas and supports charitable causes including Relay for Life, Special Olympics, and the Vs. Cancer Foundation. Outside of his professional role, James participates in activities such as golfing, spending time with his family, and crossfit training. He lives in Lancaster with his wife, Samantha, their three children, and their dog.

Timothy Everett is a financial advisor at Edward Jones in Lancaster, PA, holding a Series 66 credential with 11 years of industry experience. He has been with Edward Jones since 2014. 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 options supported by a large network of financial advisors and branch offices nationwide.

Peter Scudner is a Wealth Management Advisor and Portfolio Manager with extensive experience in financial services. Currently, he serves as Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, where he holds the Certified Investment Management Analyst® and Chartered Retirement Plan Specialist™ designations, as well as the Senior Retirement Benefit Consultant designation. Peter specializes in working with high-net-worth individuals, business owners, and their companies, focusing on portfolio management, succession planning, retirement planning, estate planning, and various investment strategies. With over 35 years of experience in the financial industry, Peter has held diverse roles on both the client and corporate management sides. He earned a bachelor's degree from The Catholic University of America, where he also served as Chairman of the Board of Regents. Peter's involvement in professional and community organizations includes past chairmanships and leadership roles such as Chairman of Triode Media Group Ltd., Trustee of the Pennsylvania College of Art & Design, past President of the North Museum of Natural History and Science Board of Directors, and past Chairman of USA Table Tennis's Board. Peter resides in Lancaster with his wife Terri and has three grown children working in the creative arts. His personal interests include photography, spending time with his family, and traveling.

Andrew Schall is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Prudential Insurance Company of America, Pruco Securities, and Cambridge Investment Research. Outside of his advisory role, Schall serves on the board of Calvary Church, overseeing ministry and church operations. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and financial planning services.

Jonathan Gumpper is a financial advisor with Equitable Advisors in West Reading, PA, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018, including prior tenure at AXA Advisors, LLC. Outside of his advisory role, he serves as an executor or trustee for several family and non-family estates and trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm’s approach includes matching clients to investment program models and third-party managers, offering a range of investment products and ERISA fiduciary services without sponsoring its own wrap fee program.

Michael Hyde is a CFP® professional with 27 years of experience in financial advisory and tax services. He has worked with LPL Financial since 2025 and previously held roles at Investment Advisors Asset Management, LLC, and Royal Alliance Associates. He also operates Hyde Financial Group LLC, providing tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Alex Bardales is a financial advisor with Thrivent Investment Management in Lititz, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at Thrivent Financial, Equity Services Inc, National Life Group, Eagle Strategies (NY Life), and New York Life insurance company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on goal-based analyses and broad planning topics without including implementation. The firm offers an integrated option combining planning with managed accounts, while maintaining separate services and not serving institutional portfolio management or adviser selection mandates.

Brandi Eager is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2008. Outside of her advisory role, she serves on the board of a local dog park association, focusing on fundraising activities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Scott Bauermaster is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Raymond James Financial and its affiliate entities since 2003. He is also President of Strasburg Capital Management, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Jonathan Heller is a financial advisor at RBC Capital Markets with 27 years of industry experience and holds a Series 66 designation. He has worked at RBC Capital Markets since 2008 and has also been affiliated with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.