Brian Beversluis is a financial advisor with Raymond James Financial in Lancaster, PA, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Bank. Outside of his advisory work, he is involved with CatScratch Reader, an activity he has engaged in since 2020. 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, pension plans, corporations, and institutional clients. The firm employs tailored non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brian Trainer is a financial advisor with LPL Financial in Reading, PA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at American Portfolios Advisors, American Portfolios Financial Services, and BB&T Securities. Trainer is also involved in selling fixed annuities, fixed life insurance, and long-term care insurance plans. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.

Michael Hulyo is a financial advisor with Edward Jones in Lititz, PA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

James Geosits is a financial advisor with Merrill in Wyomissing, PA, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been affiliated with Merrill since 1981 and also works with Bank of America, N.A. since 2011. Outside of advising, he owns a construction LLC focused on townhouse development. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Tara Hauber is a financial advisor with Mass Mutual Investors Services in Lancaster, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked with MassMutual Life Insurance Company since 2018 and with Mass Mutual Investors Services since 2017, following five years at Met Life/MSI. Hauber serves as a director at the Catholic Worker House of Lancaster, a nonprofit where she coordinates volunteers and events benefiting the homeless. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative financial planning engagements and offers a range of programs including money-manager services and educational seminars.

Nicholas Pine is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Franklin & Marshall College, AllianceBernstein, and Capital Educators. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

David Stabb is a financial advisor with Edward Jones in Mountville, PA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is a founding partner and member of the Board of Managers at ReconSTAT Holdings, LLC, which focuses on telemedicine and plastic surgery triage through startups in this sector. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutional investors, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions delivered through a nationwide network of financial advisors and branch offices.

Joseph Howe is a CFP® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. His prior roles include work at Infinex Investments, Inc. and Ephrata National Bank, where he has been employed since 2000. Outside of his advisory work, he serves as a high school wrestling official for the Pennsylvania Interscholastic Athletic Association. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by extensive research and multiple investment strategies.

Angie Klein is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. She previously worked at M&T Securities, Inc. for nine years and has been associated with M&T Bank since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various management approaches.

Laura Dill is a CFP®-designated financial advisor with 12 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at Ic Advisory Services, Inc., The Investment Center, Inc., Cadaret, Grant & Co., Inc., and Lancaster Financial Group, LLC. She serves on the boards of the Red Rose Veterans Honor Guard and the Building Bridges Foundation at Anderson Farm and volunteers with several nonprofit organizations in Lancaster, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by internal and third-party research and multiple portfolio strategies.

Emerson Paul is a CFP® with 23 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Concourse Financial Group Securities Inc and multiple Cetera entities dating back to 2001. Outside of advisory work, he is involved in tax preparation and planning through Covenant CPA LLC and serves as a board member for the United Church of Christ Homes. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Cameron Kistler is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Vineyard Vines and Conestoga Valley School District. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, focusing on tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Joseph Lundy is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1982, including concurrent service at Bank of America since 2010. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Marlin Musser is a financial advisor at LPL Financial with 17 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and H.D. Vest Advisory Services. Musser holds Series 63 and Series 65 designations and is based in Ephrata, PA. 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 range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Melanie Hnatishion is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she serves individuals, families, and corporate retirement plans. In her role, she works closely with clients and their other professional advisors to develop coordinated financial strategies that adapt as goals and circumstances evolve. Melanie has been in the financial services industry since 2012. She holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Divorce Financial Analyst (CDFA), Chartered Retirement Planning Counselor (CRPC), CERTIFIED FINANCIAL PLANNER (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified 401(k) Professional (C(k)P), and she is a designated Bank of America Retirement Benefits Consultant. She received her bachelor's degree from Thomas Jefferson University in 1995. Based in Reading, Pennsylvania, Melanie lives with her son. Her client focus areas include college education planning, corporate retirement plan services, divorce transition planning, employee financial health, personal retirement planning, portfolio management, women and wealth, and retirement income. She has personal interests in golfing, ice hockey, racquetball, and tennis.

Rebecca Hansen is a financial advisor at Merrill with 13 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2007. Outside of her advisory role, she serves as an advisory board member and coach for the Red Lion Cheer Club, a nonprofit organization. She is also involved as a stylist with Color Street, a business selling nail strips. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Kevin Kleinfelter is a financial advisor with LPL Enterprise holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, previously working with Prudential Insurance Company of America since 1982. He serves as a board member of the Lebanon Rescue Mission, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products, operating an integrated platform combining advisory services and financial product sales.

Shayne Beecher is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has 25 years of industry experience and has been with RBC Capital Markets since 2008. Prior to this, he has also worked at City National Bank since 2017. Outside of his advisory role, Beecher serves as president of the board for the Manheim Township Football Association, a nonprofit booster club, and volunteers to teach financial and business literacy to college football student athletes at Pennsylvania State University. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides integrated financial planning, brokerage, and portfolio management services.

Scott Carr is a financial advisor with LPL Financial who holds a Series 66 designation and has 24 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Securities America Advisors, Inc. and HD Vest firms. He also sells term life insurance, whole life insurance, and fixed annuities. 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 provides a range of advisory programs, financial planning, and retirement consulting, supported by model portfolios, third-party research, and advanced technologies.

William Adote III is a financial advisor at RBC Capital Markets with two years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Chase and Equitable Advisors. 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 various advisory programs that provide portfolio management and financial planning services tailored to client risk profiles.