Lucas Kauffman is a Series 66-licensed financial advisor with Ameriprise in Lancaster, PA, and has 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of advising, he owns LJS Group LLC, a consulting and business management entity. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and algorithmic tools to deliver customized, tax-smart income strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Philip Harnick is a financial advisor at Edward Jones in Manheim, PA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. 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 strategies, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Collier Jr. is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios Financial Services, Inc. for nine years. Outside of his advisory role, he is a partner in Teacher Benefit Strategies, LLC, which handles marketing and payroll support for investment professionals. OSAIC serves a diverse range of retail and institutional clients through an extensive network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party investment platforms. The firm employs multiple asset-allocation tools and portfolio construction methods that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Brett Martin is a financial advisor with RBC Capital Markets in Lancaster, PA. He holds Series 63 and Series 66 licenses and has experience working at firms including The Benecon Group and Stauffers of Kissel Hill. His background also includes a role with the Manheim Township School District. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Michael D’Andrea is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Cambridge Investment Research since 2013. Outside of his advisory role, he teaches business courses at Fredrick East Classical. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple portfolio management options through independent Financial Professionals, using both proprietary and third-party strategies tailored to client objectives.

Joel Roberts is a financial advisor at Edward Jones in Lancaster, PA, with two years of industry experience. He holds a Series 66 designation and previously worked at Community Services Group for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides affiliated mutual funds and tax-efficient services through a large network of financial advisors and branch offices.

Clayton Williard is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked for Aerotek from 2016 to 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a structured financial planning process that utilizes firm-approved tools and modeling techniques.

Lois Bachman is a financial advisor with Merrill in Lancaster, PA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. She has been with Merrill since 1983 and has concurrently worked with Bank of America since 2011. She serves as a trustee for The J N B Trust. Merrill 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, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Mc Kinney is a financial advisor with LPL Financial in Akron, PA, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His prior roles include positions at Northwestern Mutual and Ephrata National Bank. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Gregory Knisely is a CFP® with 16 years of experience and currently serves as a financial advisor at OSAIC since 2024. He previously worked at American Portfolios Financial Services, Inc. for nine years. Knisely is a trustee and co-chair of the grant committee for the Manheim Central Foundation for Educational Enrichment, a nonprofit organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analysis to construct portfolios across various asset classes with options for discretionary or non-discretionary management.

John Shetromph is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His career includes roles at Summit Brokerage Services Inc, Summit Financial Group Inc, and Cetera Wealth Services, LLC. He is currently based in Lititz, PA. Cetera Investment Advisers LLC serves a broad client base including individuals across wealth levels, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform providing diverse investment strategies.

Adam Blevins is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Axa Advisors, LLC. He also operates a separate business under the name STAR ADVISORS. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory platforms.

Darren Kushto is a financial advisor at LPL Financial with nine years of industry experience. He has previously worked at MML Investors Services, Mass Mutual Life Insurance, and Northwestern Mutual Life Insurance. Outside of his advisory role, he is involved with Landis Financial Advisors Inc., which provides fixed insurance products and fee-based administrative services. 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 and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Nicole Gallagher is a financial advisor with LPL Financial in Lancaster, PA. She holds the Series 66 designation and has one year of industry experience. Prior to her current role, she worked at Penn State Health for four years and has held positions with several other organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives. The firm serves individual clients, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning and investment management solutions.

Charles Walp is a CFP® professional affiliated with Ameriprise in Lancaster, PA, with 14 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Outside of his advisory role, Walp serves on the Alumni Council of Lancaster Country Day School. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written reports and ongoing advice, utilizing proprietary research and collaborative implementation with client advisors.

Kevin Meserve is a financial advisor with Ameriprise Financial Services LLC in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining Ameriprise in 2024, he worked at VOYA Financial Advisors for 10 years. In addition to his advisory role, he provides tax preparation services through Encompass Tax Services. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing a centralized team and algorithmic tools to provide tailored recommendations within a structured investment framework.

Ian Montgomery is a Wealth Management Advisor and founding partner of Montgomery, Bush, Tshudy, & Associates at Merrill Lynch Wealth Management in the Lancaster Office, where he has worked since 2011. He specializes in serving the High-Net-Worth market with a focus on areas including college education planning, family wealth management strategies, personal retirement planning, liquidity management, portfolio management services, small business strategies, socially responsible and ESG investing, and tax minimization. Ian is a specially qualified Portfolio Manager who is skilled in building and managing personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. Ian earned a Bachelor's Degree from the University of Richmond. Outside of his professional responsibilities, Ian is involved with the In Gee Chun LCC Educational Foundation.

Michael Banwell Jr. is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He previously worked at Bank of America for six years and is currently also involved as an investment advisor with Orrstown Bank. Outside of his advisory work, he manages a short-term rental business and serves as vice president on the board of Voyage Mount Joy. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, institutional, and retirement plan clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and consulting services.

Duane Miller is a financial advisor with Edward Jones in Lancaster, PA, holding Series 63 and Series 66 credentials and having 14 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wesley Weinstein is a financial advisor with Raymond James Financial in Lancaster, PA, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked at Wells Fargo Advisors, LLC from 2012 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools, supports municipal and public-finance work through a municipal advisor affiliation, and delivers specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.