Douglas Russell is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he was involved in real estate investment through Charlee Realty LLC and worked at the Pennsylvania Higher Education Assistance Agency. He also owns Charlee Realty LLC, a real estate investment business in Hummelstown, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Beccone Jr. is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ameriprise in Lancaster, PA. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns and operates a tax preparation business. Ameriprise specializes in retirement-income planning for clients with significant investable assets, offering tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory services.

Eric Peinhardt is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 27 years of industry experience. Eric is also an officer and treasurer of Strasburg Capital Management, a non-investment-related 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 consulting using risk profiling and modeling tools and supports advisory programs and institutional portfolio management.

Sonia Gross is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2017 and previously spent 12 years at M&T Securities. Outside of her advisory role, Gross is actively involved with the Kiwanis Club of Lebanon County, serving as Golf Committee Chairperson and holding several board roles within local and state Kiwanis organizations. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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 at LPL Financial with two years of industry experience. Prior to joining LPL Financial in 2023, he spent 18 years in full-time education. 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 investment adviser representatives, offering a range of financial planning, advisory programs, and retirement plan consulting services.

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.

Dane Burkholder is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2002. Outside of his advisory role, he serves as president and board member of the Ephrata Gridiron Club and is involved in several business ventures, including a wellness service using AI technologies for athletes. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies. Its retirement-income program combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations.

Nancy Ward is a financial advisor with LPL Financial in Lancaster, PA, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been associated with Linsco/Private Ledger Corp. since 1995. Ward also has an advisory services business registered as ADVISORY SERVICES FINANCIAL, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by research and model portfolios.

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.

Dana Herr is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been providing financial guidance and investment management services since 1994. She leads the Ellenberg-Herr Team alongside her husband, Doug, focusing on long-term client relationships and customized advice to support a range of financial goals, including investment management, retirement planning, gifting, multi-generational wealth transfer, and income replacement. Dana works with affluent families, retirees, business owners, and professionals, with a particular emphasis on empowering women to achieve financial independence. Dana holds the Chartered Retirement Planning Counselor (CRPC) designation and a Bachelor's Degree from Rutgers College. Her expertise encompasses areas such as college education planning, family wealth management strategies, philanthropic planning, portfolio management, and retirement income. She is an active member of professional and community organizations, serving on the Planned Giving Committee for Lancaster General Hospital and the Advisory Committee for Planned Parenthood. Additionally, she volunteers with Girls on the Run of Lancaster, PA, where she has previously served as Board Chair. Outside of her professional work, Dana lives in Hempfield, PA, with her husband and their two daughters. She is an avid distance runner, having competed in more than 20 marathons. Her personal interests include biking, horseback riding, reading, swimming, and writing. Dana also enjoys spending time with family and friends, often engaging in activities such as swimming and horseback riding.

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 credentials and 39 years of industry experience. He previously worked at Pruco Securities, LLC for 38 years before joining LPL Enterprise in 2024. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

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 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2021, alongside a tenure at M&T Securities starting in 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.