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 at Cetera with a Series 66 credential and experience broadly associated with Bank of America from 2017 to 2025. He is also the owner of a short-term rental business and serves as vice president on the board of Voyage Mount Joy, a community organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a range of investment program options, serving over 800,000 clients with more than $256 billion in assets under management.

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.

Zachary Horst is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Cetera Wealth Services, Concourse Financial Group Securities Inc, and Fulton Bank. Horst also operates Pathway Financial Group, where he provides client support and insurance products. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party strategies.

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.

Meghana Dixit is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Amy Martin is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Securian Financial, American Wealth Strategy Group, and The Prudential Insurance Company of America. Outside of her advisory work, she serves as Treasurer and Vice President of the Hempfield High School Softball Booster Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, with notable activities including serving as a commodity pool operator and advising multiple registered investment companies.

Matthew Dillon is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Members 1st Federal Credit Union. Outside of his advisory work, he provides food delivery services for DoorDash. 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 various advisory programs, financial planning, and retirement plan consulting through a large national network of investment adviser representatives.

Drew Groft is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Shreckengast-Groft Group. He works closely with executives, small business owners, and families, providing advice and guidance tailored to their financial objectives. Drew's planning process aligns clients' investments with their life goals, employing risk management strategies designed to achieve their priorities. Drew joined Merrill in 2022 after earning a Bachelor's Degree in Economics and Business from Pennsylvania State University's Smeal College of Business. He holds the Personal Investment Advisor (PIA) designation. His areas of focus include Family Wealth Management Strategies, Legacy Planning, Sports & Entertainment, and Retirement Income. Outside of his professional role, Drew enjoys basketball, golfing, and hiking. He emphasizes a collaborative approach with clients, aiming to create personalized plans centered on individual aspirations and financial goals.

Jonathan Shank is a financial advisor with Raymond James Financial in Lancaster, PA, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James Financial, he was employed at Citizens Bank NA for seven years and was involved with Just Press Play for three years. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and supports municipal and public-finance work through a unique advisor affiliation.

Margaret Folk is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving with Raymond James Financial in Lancaster, PA. She has been with Raymond James Financial Services, Inc. since 2015. Outside of her advisory role, she is the owner and president of Folk Financial LLC, a company managing payroll and office expenses related to her Raymond James income. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs a non-discretionary, tailored approach to client goals, using analytical tools and risk profiling, and supports a diverse client base including high-net-worth individuals, pension plans, and charitable organizations.

Michele Good is a Series 66 licensed financial advisor with 18 years of industry experience. She is affiliated with Raymond James Financial and has held roles at Fulton Bank and Fulton Financial Corporation since 2008. Good also serves as Vice President at Fulton Financial Advisors, where she supervises investment sales. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Gary Slater II is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise since 2001. Outside of his advisory role, he serves on the Board of Directors for Donegal Trout Unlimited and works as a sales expert for BNB Knives, engaging with dealers and attending knife shows. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement income recommendations.

Kyle Relken is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, previously serving as a Financial Consultant. Prior to joining Fidelity, Kyle worked at Prudential from 2010 to 2020, where he held positions as a Financial Advisor and later as Manager of Training & Development. With over 16 years of experience in the financial services industry, Kyle focuses on partnering with clients to create personalized comprehensive financial plans and investment strategies. His approach emphasizes education and collaboration to support clients' financial goals for the present and future generations. Kyle holds a California Insurance License.

Timothy Gay is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 34 years of industry experience. Prior to joining LPL in 2017, he spent 24 years with National Planning Corporation and has been associated with Christian W. Landis Agency, Inc. since 1991. His outside business activities include roles related to insurance sales and wealth protection through long-term care, disability insurance, and fixed annuities marketing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and retirement consulting, utilizing model portfolios and research from various sources to provide discretionary and non-discretionary management solutions.

Sarah Popovich is a Series 66-registered financial advisor with Edward Jones in Lititz, PA, with six years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at Bank of America, Merrill, Sunglass Hut, Citizens Bank, Harrisburg Area Community College, and Southern New Hampshire University. 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 and investment solutions, operating under a fiduciary standard, and is notable for its extensive retail advisor and branch network along with affiliated capabilities including a trust company and proprietary mutual funds.

Charles Hanna Jr. is a financial advisor with Raymond James Financial in Lancaster, PA, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior experience includes 14 years at M&T Securities, Inc., and he has worked with Fulton Financial Advisors and Fulton Bank since 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools to support client goals and is notable for its affiliation with a municipal advisor and specialized employer advisory programs.

Timothy Sheehan is a financial advisor with LPL Financial in Lancaster, PA, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at LPL Financial since 2018 and previously at INVEST Financial Corporation for one year. In addition to his advisory role, he serves as a financial advisor at Members 1st Federal Credit Union, where he has been involved for over 10 years. 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 plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from LPL Research and third-party subadvisors.

Judith Frantz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked with Waddell & Reed, Inc. and various insurance carriers prior to joining LPL Financial in 2021. Frantz was also involved with the American Business Women Association and the Women Excelling Chapter at The Berkshire Country Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.