Jill Bingaman is a financial advisor at LPL Enterprise with Series 66 credentials and four years of industry experience. She previously worked at Pruco Securities LLC and has been involved with Kleinfelter Financial Associates since 2016, where she performs administrative duties and advisory work related to property and casualty insurance. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a variety of financial products through affiliated entities.

Kevin Lamson is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Ambassador Advisors, LLC, American Portfolios Financial Services, Inc., and Equitable Advisors. Lamson also owns and manages Bednar Financial Group, LLC, an investment-related business focused on client service and office management. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and multiple managed account strategies.

Richard Brondyke is a financial advisor with Primerica Advisors in Lancaster, PA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His work history includes roles at PFS Investments Inc and Primerica Financial Services, as well as positions at Lancaster General Hospital and Middle Octorara Presbyterian Church. He is also involved in sales of investment products and referral activities for home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-based strategies managed by third parties and operates with approximately 3,935 advisors and $15.5 billion in assets under management.

Thomas Zewe is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Securities America Advisors and National Planning Corporation. Outside of advisory work, he is involved in real estate and restaurant ventures through ownership interests in several local businesses. OSAIC Wealth serves a diverse client base including retail, institutional, and corporate clients, offering a range of advisory and brokerage services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, recent consolidation, and a complex affiliate network that influences its platform and offerings.

Katelyn Wehr is a financial advisor with Equitable Advisors in Lancaster, PA, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors, she worked at Cracker Barrel and the Kutztown Area School District. Outside of her advisory role, Wehr owns and operates Knees Up Events LLC, a wedding and event planning business, as well as Stars and Stripes Apparel LLC, an e-commerce apparel company. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of investment adviser representatives and third-party asset managers.

Zachary Drayer is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and six years of industry experience. He previously worked at BNY Mellon and held various roles at Saint Francis University before joining Raymond James. Drayer is also a partner and owner of DDMP Management, LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting through a wide advisor network, supporting municipal and public-finance work and recently expanding its SIMPLE IRA Employer Advisory and Consulting Services program.

John Sauer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Fulton Bank and Raymond James Financial. Outside of finance, he has been active as a member of a blues/rock band for over a decade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, operating on a large scale with more than 14,000 advisors and $671 billion in assets under management.

Timothy Weagley is a financial advisor with Edward Jones in Akron, PA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Matthew Landis is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in a business ownership role with CS Landis Limited. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Natalie Kratzer is a financial advisor with Thrivent Investment Management in Hummelstown, PA. She holds a Series 66 designation and has 15 years of industry experience, including over a decade with Thrivent Financial for Lutherans and its investment management division. Outside of her advisory role, she operates a business selling nail and beauty products and serves on the board of Friends of Lantern Hill, an educational and feeding program in Baja California, Mexico. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial planning topics without implementation. The firm’s approach integrates planning with managed-account programs through a consolidated billing option while maintaining separate services.

David Weidman is a CFP®-certified financial advisor with Ameriprise in Lititz, PA, bringing 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in various entrepreneurial ventures, including co-ownership of an aviation private charter and organ transplant jet services company, and serves as Vice President on the Board of Directors for the Ephrata Gridiron Club. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-efficient withdrawal strategies.

Solomon Becker is a CFP® with 41 years of industry experience, currently affiliated with LPL Financial. His career includes roles at firms such as Grove Point Investments, H. Beck, Inc., and Wenger Feeds. Outside his advisory work, he has been involved with Wenger Feeds in both recent and earlier periods. 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 and access to third-party asset management, supported by a large network of over 22,800 advisors and stewardship of more than $819 billion in discretionary assets.

Eric Cain is a financial advisor with LPL Financial in Elizabethtown, PA, holding a Series 66 designation and bringing 12 years of industry experience. Prior to joining LPL in 2022, he spent eight years at Ameriprise Financial Services. Outside of his advisory role, he owns and serves as CEO of Do More Stores, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, model portfolio programs, and access to third-party asset management. The firm serves individuals, retirement participants, banks, trust companies, and institutions, employing a range of advisory strategies supported by LPL Research and various operational tools.

Stosh Beeler is a financial advisor with LPL Financial in Lancaster, PA, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining LPL Financial, he worked at T. Rowe Price and has been involved in communications and hospitality ventures. 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 and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

Craig Eastwood is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 29 years of industry experience. He previously worked at Merrill and Morgan Stanley before joining Ameriprise in 2008. Eastwood is also contracted with Certainty of Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers retirement income planning and recommendations based on proprietary research and third-party data.

Roy Book is a CFP® with 36 years of industry experience currently advising at OSAIC since 2018. Prior to joining OSAIC, he worked for 28 years at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. He holds a Series 63 license and is based in Lancaster, PA. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation and portfolio optimization supported by advanced analytical tools.

Robert Fryer Jr. is a financial advisor at RBC Capital Markets with 42 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory work, he serves on the Board of Trustees for Florida Southern College. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Michael Battistelli is a financial advisor at Stifel with 21 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2007. Outside of his advisory role, he serves on the boards of the Lebanon Community Library and Lebanon County Library District, is chairman of the Lebanon Valley Economic Development Corporation, and sits on the finance committee of St. Paul the Apostle Church. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Kerri Price is a financial advisor at Stifel with a Series 66 credential and 12 years of experience in the industry. She has been with Stifel, Nicolaus & Company Inc since 2014. Outside of her advisory role, she serves as Finance Committee Chairman and Financial Secretary at Zion's Evangelical Lutheran Church in Jonestown, PA, and is active in the church's Mission Ministry Committee. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, providing both brokerage and advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, offering client-focused asset allocation and planning analyses.

Thomas Landers Jr. is a financial advisor with Ameriprise in Lancaster, PA, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at multiple firms including Avantax Advisory Services and has owned Tom Landers Tax & Financial, LLC, which provides tax preparation and insurance services. Outside of advising, he is involved with CleverRx, a mobile app offering prescription discounts. Ameriprise offers retirement-income planning services targeting clients approaching or in retirement with significant investable assets, combining algorithmic modeling and tax-efficient strategies delivered through a centralized consulting team.