Jorge Gonzalez Jr. is an International Wealth Advisor at Merrill Lynch Wealth Management. He specializes in providing tailored financial strategies to clients, focusing on their individual goals, time horizons, and risk tolerance. His work includes portfolio and liability management with an emphasis on tax-efficient lifetime retirement income. Jorge serves high-net-worth families through all phases of wealth accumulation, preservation, and transfer. He holds a Bachelor's degree with double majors in finance and marketing from the University of Florida. Jorge also earned the Certified Investment Management Analyst (CIMA) designation from the Investments & Wealth Institute, taught in conjunction with the Yale School of Management. Additionally, he holds the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations. Outside of his professional responsibilities, Jorge participates in community civic organizations including Be the Light, Habitat for Humanity, and Kiwanis. He is active in his alumni associations and enjoys a range of personal interests such as baseball, biking, boating, camping, golfing, scuba diving, and traveling.

Brett Holland is a CFP® with 25 years of industry experience, currently serving at Stifel since 2007. He is based in Lebanon, PA, and holds a Series 66 designation. Outside of his advisory role, he serves on the boards of Lebanon Rescue Mission, a homeless and poverty rescue mission, and Lebanon Valley Bible Church. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services that include fee-based financial planning and model-driven investment analysis developed by its Investment Strategy Group.

Bryan Stephen is a financial advisor with LPL Financial in Wyomissing, PA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including 15 years with LPL Financial. Outside of his advisory role, he is the owner of Kiwi Yachts, LLC, a home-based business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

John Schroll is a financial advisor with OSAIC, holding a Series 63 designation and bringing 44 years of industry experience. Prior to joining OSAIC in 2024, he worked for American Portfolios Financial Services, Inc. for 20 years. Outside of his advisory role, he sells long-term care insurance and prepares tax returns for clients. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with access to third-party money managers. The firm employs quantitative tools and multiple platforms to construct diversified portfolios tailored to client risk tolerance.

Daniel Finnegan is a CFP®-certified financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Deployed Date Solutions from 2014 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors and branch offices.

Brian Beversluis is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Bank. He is also associated with Fulton Financial Advisors in a non-investment support role. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

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 having 43 years of industry experience. He has been with Merrill since 1981 and also has worked at Bank of America since 2011. Outside of his advisory role, he owns a construction LLC focused on townhouse development. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional accounts.

Tara Hauber is a financial advisor with Mass Mutual Investors Services who holds Series 65 and Series 63 designations and has seven years of industry experience. She has worked at MassMutual Life Insurance Co and Met Life/MSI prior to her current roles. Outside of her advisory duties, she serves as a director for the Catholic Worker House of Lancaster, coordinating volunteers and organizing events to support the homeless. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Nicholas Pine is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Franklin & Marshall College, AllianceBernstein, and Capital Educators. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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 27 years of industry experience, currently with LPL Financial since 2020. He previously worked at Infinex Investments, Inc. for five years and has been affiliated with Ephrata National Bank for over two decades. Outside of his advisory work, Howe serves as a high school wrestling official for the Pennsylvania Interscholastic Athletic Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and various portfolio management options.

Justin Schaeffer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at Treeview Partners LLC, Waddell & Reed Inc., and various insurance carriers. He has also maintained involvement with The Schaeffer Group, a business entity related to his LPL activities. 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 a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to extensive research and model portfolios.

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 with Merrill, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has worked at Merrill since 1982 and has been affiliated with Bank of America since 2010. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm leverages its integration with Bank of America to offer access to a wide set of products and services beyond typical managed account offerings.

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.