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.

Colton Kubicki is a Series 66-licensed financial advisor with Ameriprise in York, PA, and has three years of industry experience. He previously worked at Quo Vadimus LLC and has served on the Board of Directors for the Golden Connections Community Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice centered on dependable income sources and tax-aware withdrawal strategies.

Audrey Myer is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors since 2025. Her prior experience includes roles at Cetera and Masland & Barrick Advisory. She is a board member and investment committee member for a nonprofit organization and acts as a trustee for a family trust. Raymond James Financial Services Advisors 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 offers tailored, non-discretionary planning using advanced analytical tools and supports clients through advisory programs and institutional consulting.

Andrew Kahan is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, 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 with access to model portfolios, research, and various investment strategies.

Jeff Wineka is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, LPL Financial, and M&T Securities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and provides access to various program platforms and third-party money managers.

John Phillips is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services since 2006. Phillips is also a 20% equity partner in DDMP Investment Advisors, a separate 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and supports its clients through a broad network of advisors and affiliated firms.

Eric Landis is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He previously worked at National Planning Corporation for 20 years before joining LPL Financial in 2017. Landis is also co-owner of an insurance agency and has experience as an insurance agent. 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 advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to various model portfolios and research resources.

Minh Au is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Bank and Wells Fargo Clearing Services. Outside of his advisory role, he is a licensed real estate agent working as an independent contractor assisting clients with buying and selling properties. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Trent Crider is a financial advisor at Morgan Stanley in Lancaster, PA, holding a Series 66 credential with five years of industry experience. Prior to joining Morgan Stanley, he worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is a partner in Eminent Fitness 87, a wholesale distribution business. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and model-based planning tools.

Anthony Essis is a financial advisor with Ameriprise in Lancaster, PA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Essis serves on the boards of CPN Breakthrough, Greystone Manor Therapeutic Riding Center, and Lancaster Catholic High School. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining proprietary research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Valerie Mc Cord is a financial advisor with Raymond James Financial in Lancaster, PA. She holds a Series 66 designation and has three years of industry experience. Valerie has worked at Raymond James Financial since 2023 and has longstanding experience with Fulton Bank since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting supported by analytical tools and also holds a unique affiliation with a municipal advisor to support public finance work.

Lois Baker is a financial advisor with Primerica Advisors in Pottstown, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Primerica Advisors since 2002 and has worked with Primerica Financial Services since 1992. Outside of advising, she is involved in the sale of home security and automation products through part-time referrals with affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on percentage-based tiered fees and model oversight.

Margaret Bridegum is a financial advisor at Stifel with five years of industry experience. She holds the Series 66 designation and has worked at Stifel since 2019. Prior to joining Stifel, she was employed with the Spring Grove Area School District for one year. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Troy Shreckengast is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1996, Troy has been dedicated to helping high-net-worth clients simplify their financial lives by focusing on their unique goals and concerns. He employs a goals-based wealth management process supported by global resources and current technology to assist clients in pursuing financial lifestyles that are meaningful to them. With experience dating back to 1993 in the financial services industry, Troy specializes in areas including estate planning services, investments, tax minimization strategies, wealth transfer, retirement income, and philanthropy. He prioritizes client service founded on the principles of integrity, reliability, and commitment, developing customized strategies tailored to clients’ personal circumstances and priorities. His approach integrates his expertise with the capabilities of a global leader to deliver client recommendations aimed at optimizing resources and achieving financial objectives. Troy holds a Personal Investment Advisor (PIA) designation and a Bachelor's Degree from Messiah College. Outside of his professional work, he enjoys fishing, football, hiking, music, running, and spending time with his family.

Mark Hoover is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers, as well as operating his own firm, Mark D Hoover, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Mark Vergenes is a financial advisor with Cetera, holding Series 63 and 65 licenses and bringing 30 years of industry experience. He has been with Cetera and its affiliated entities since 2013 and is the owner of Mirus Financial Partners, a financial planning and investment advisory firm. Outside of finance, he owns a parking consulting business and serves on multiple nonprofit boards and committees, including those focused on community development and planned giving programs. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of discretionary and non-discretionary investment solutions and manages over $256 billion in assets through more than 10,000 advisors.

Howard Williard III is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its affiliated private bank since 2009. Williard serves as Vice-President of ZETA Alumni Corp. and is a board member and Assistant Chair of the Martin Luther King Jr. Memorial Scholarship Fund in Lancaster, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and the Global Investment Committee’s market outlooks.

Jesse Landis is a financial advisor with LPL Financial in Lancaster, PA, holding a Series 66 credential and eight years of industry experience. He has worked at LPL Financial since 2015 and previously operated Landis Financial Advisors, Inc. alongside his advisory role. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Patricia Bender is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to her current role, she worked at Rod Buntjer Bail Bonds and Little School House. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, offering a range of advisory programs and investment solutions through a large national network of advisors and branch offices.