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.

Todd Dellinger is a CFP® professional with 38 years of industry experience, currently serving at Raymond James Financial in Elizabethtown, PA since 2006. He holds Series 63 and Series 65 licenses and has additional business involvement as a branch manager and financial advisor for DDMP Investment Advisors, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services including municipal advisory and SIMPLE IRA Employer Advisory programs.

Alexander Sahd is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and previously worked for DAS Companies, Inc. for 14 years. Outside of advising, he is a partner and owner of a family-owned landholding entity in central Pennsylvania. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and institutional consulting services.

Connor Krisko is a financial advisor with LPL Financial, holding a Series 66 designation and possessing two years of industry experience. Prior to joining LPL Financial, he spent 18 years in full-time education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Evelyn Sullivan is a financial advisor with Wells Fargo Clearing in Lancaster, PA, holding a Series 63 designation and 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is also a notary in Pennsylvania. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Nancy Ward is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Linsco/Private Ledger Corp. since 1997 and has been associated with Linsco/Private Ledger since 1995. She has an outside business interest registered as Advisory Services Financial, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

Rachel Robinson is a financial advisor at Morgan Stanley with a Series 66 designation and one year of experience in the industry. Prior to joining Morgan Stanley, she worked for nine years at Nationwide Life and Annuity Insurance Company and held roles at Innosource Inc and Urban Outfitters. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides its services through direct client relationships and corporate financial planning agreements.

Carla Mc Cleaf is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Her prior work includes roles at Cherry Hill Orchards and The Wisdom Firm, LLC, as well as involvement with the Inspire Homeschool Community. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

John Carlson is a financial advisor with Cetera, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Cetera and affiliated entities since 2015 and is also a co-owner and mortgage broker at Penn Street Mortgage, a residential mortgage business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm provides a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors, offering diverse investment programs including model portfolios, third-party managers, and bespoke strategies.

Donald Doolittle Jr. is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Truist Investment Services, BB&T, Orrstown Bank, and PNC Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ryan Weigle is a financial advisor at LPL Financial with 20 years of industry experience and holds the Series 66 designation. He has worked at LPL Financial since 2017 and previously held roles at Northwest Bank, Northwest Advisors, Inc., and Cetera Wealth Services. Outside of his advisory work, he is involved with Brokers Service Marketing Group and holds a position at Northwest Bank related to financial institution duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Dana Herr is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she co-leads the Ellenberg-Herr Team with her husband, Doug. Together, they provide customized investment advice and a disciplined approach to serving clients, with a focus on investment management, retirement planning, gifting, multigenerational wealth transfer, and income replacement. Dana works with affluent families, successful retirees and pre-retirees, widows, business owners, professionals, and executives, emphasizing financial planning that aligns with their values and goals. She has been with Merrill Lynch since 1994 and holds the Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) designations. Dana is committed to promoting financial independence among women and serves as an Ambassador for Merrill's Virtual Women’s Exchange for the Northeast Division. She earned her bachelor's degree from Rutgers University. In addition to her professional commitments, Dana actively participates in community service in Lancaster, Pennsylvania. She volunteers with Girls on the Run of Lancaster, having previously served as Board Chair, and sits on the Planned Giving Committee for Lancaster General Hospital. She is also a member of the Board of Trustees for the Lancaster General Health Foundation and participates in advisory committees at Randolph Macon College and Planned Parenthood. Outside of her advisory role, Dana is an avid distance runner with experience in more than 20 marathons. She enjoys horseback riding, biking, swimming, reading, writing, and spending time with her husband and two daughters in Hempfield, Pennsylvania.

Morgan Witman is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he worked for 14 years at Agora Cyber Charter School. 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 strategies supported by a large network of financial advisors and branch offices.

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.

Matthew Balasavage is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 credential and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services incorporating structured discovery conversations and firm-approved tools.

Gary Snavely is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Pruco Securities, LLC for 38 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and other institutional clients. The firm utilizes a model-driven investment approach, offering access to third-party asset managers and wrap programs, and also provides affiliated trust, insurance, and lending services.

Amy Tone is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its private bank since 2022, following a 12-year tenure at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Anthony Sivillo is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at M&T Securities and Citizens Securities, Inc. He has been with LPL Financial since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Kirstie Primus is a financial advisor at Cetera with 18 years of industry experience. She holds Series 65 and Series 63 licenses and has a career history that includes long-term service at Citadel Federal Credit Union and CUSO Financial Services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving 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 with access to affiliated and third-party managers.

Ryan Smith is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones before joining Ameriprise in 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.