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.

Lee Shaffer II is a financial advisor with OSAIC based in Denver, PA, holding the Chartered Financial Consultant (ChFC®) designation along with Series 63 and 65 licenses. He has 39 years of industry experience, including over three decades at Signator Investors, Inc., followed by eight years at Royal Alliance Associates, Inc. Outside of his advisory roles, Lee serves as an elder for a local church, participating in ministry activities. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisors, using a variety of tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Michael Listmeier is a financial advisor with LPL Financial in Wyomissing, PA, holding a Series 66 designation and with 10 years of industry experience. He has previously worked with Waddell & Reed Inc and various insurance carriers and was affiliated with the Thorndale Downingtown Regional Chamber of Commerce for two years. He is involved with Skyline Wealth Advisors LLC, a DBA for his LPL business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Steven Goodhue is a financial advisor with Edward Jones in Myerstown, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors and offers a range of advisory services under a fiduciary standard.

Benjamin Lamanna is a financial advisor with LPL Financial based in Wyomissing, PA. He holds a Series 66 credential and has 12 years of industry experience, including seven years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, financial planning services, and access to model portfolios and research, supporting both discretionary and non-discretionary management approaches.

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.

Adam Green is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Before joining Merrill, he held various roles including multiple positions at Franklin & Marshall College, as well as experience at Fulton Bank and Fairfax County Park Authority. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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.

Nicholas Cummings is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Delaware Valley Advisors, Minnesota Life Insurance Company, and Northwestern Mutual. In addition to his advisory role, he is involved in tax preparation through Smoker and Company LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a network of over 10,000 advisors.

Michael McDermott is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 42 years of industry experience, including long-term roles at Metropolitan Life Insurance Company and MetLife Securities Inc. Since 2017, he has also been active as a life insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap programs, and educational seminars, focusing on collaborative, goal-based planning.

Brenda Perrotti is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved in an art and culture business called The Sea Glass Gals as a crafter and proprietor. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured planning process.

Cindy Shuman is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. She holds a Series 66 designation and has previously worked at International Assets Investment Management, LPL Financial, and Financial Network Agency. She is also a notary public. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides both proprietary and third-party investment strategies across multiple platforms with discretionary and non-discretionary options tailored to client objectives.

Kenneth Phillips is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Before joining Raymond James in 2022, he spent 14 years at RBC Capital Markets. He serves as Vice President and board member of the Golf Association of Philadelphia, a nonprofit that organizes golf tournaments in Eastern Pennsylvania. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad range of clients, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management strategies and affiliated research.

Mark Maggs is a Wealth Management Advisor at Merrill Lynch Wealth Management and founder of Maggs & Associates. He has been a financial advisor since 1993 and currently serves as part of Merrill's Peer-to-Peer National Faculty. Mark provides financial advice and guidance to business owners, professionals, executives, and retirees, with a focus on long-term wealth building and comprehensive balance sheet management. Mark holds a Bachelor's degree from Bloomsburg University and has earned several professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise encompasses areas such as divorce transition planning, executive compensation, family wealth management strategies, institutional and corporate benefit services, personal retirement planning, portfolio management services, investment strategy, tax minimization, and retirement income. Mark is actively involved in his community, supporting various local organizations including Prospectus Berco and United Way as a Tocqueville member. He values longstanding client relationships and applies a caring approach to his work, emphasizing personal availability and understanding clients' needs. His professional achievements include recognition on Forbes' "Best-in-State Wealth Advisors" list for five consecutive years and placement on Barron's "America's Top 1,200 Financial Advisors" list.

Evelyn Sullivan is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 30 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is a notary in Lancaster, Pennsylvania. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s approach is IPS-driven and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

John Carlson is a financial advisor with Cetera who holds a Series 66 credential and has 19 years of industry experience. He has been a co-owner and mortgage broker at Penn Street Mortgage since 2007. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, including model portfolios from affiliated and unaffiliated managers across multiple program structures and custodial relationships.

Donald Doolittle Jr. is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Truist Investment Services, BB&T Securities, Orrstown Bank, and PNC Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, using model portfolios and research from internal and third-party sources.

Ryan Weigle is a financial advisor with LPL Financial in Myerstown, PA, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2017 and has prior experience at Northwest Bank and Cetera Investment Services. He is also involved with Brokers Service Marketing Group, a non-variable insurance business. LPL Financial is a national 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 services supported by model portfolios and research, providing both discretionary and non-discretionary management options.

Keith Gibson is a financial advisor with Merrill in Wyomissing, PA, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Outside of his advisory role, Gibson serves as a Minority Inspector of Elections in Lehigh County. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party portfolio management teams.

Patricia Greising is a financial advisor with Ameriprise in Lancaster, PA, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she is the owner of LJS Group LLC, where she leads strategic planning, operational implementation, and provides training in client care and team operations. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers these services through a centralized consulting team in partnership with advisors like Greising.