Gregory Knisely is a CFP® with 16 years of experience and currently serves as a financial advisor at OSAIC since 2024. He previously worked at American Portfolios Financial Services, Inc. for nine years. Knisely is a trustee and co-chair of the grant committee for the Manheim Central Foundation for Educational Enrichment, a nonprofit organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analysis to construct portfolios across various asset classes with options for discretionary or non-discretionary management.

John Shetromph is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His career includes roles at Summit Brokerage Services Inc, Summit Financial Group Inc, and Cetera Wealth Services, LLC. He is currently based in Lititz, PA. Cetera Investment Advisers LLC serves a broad client base including individuals across wealth levels, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform providing diverse investment strategies.

Adam Blevins is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Axa Advisors, LLC. He also operates a separate business under the name STAR ADVISORS. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory platforms.

Lathanael Olsen is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent Financial and Liberty University in prior roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations covering a wide range of financial planning topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its Dedicated Planning Service.

Darren Kushto is a financial advisor at LPL Financial with nine years of industry experience. He has previously worked at MML Investors Services, Mass Mutual Life Insurance, and Northwestern Mutual Life Insurance. Outside of his advisory role, he is involved with Landis Financial Advisors Inc., which provides fixed insurance products and fee-based administrative services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Nicole Gallagher is a financial advisor with LPL Financial in Lancaster, PA. She holds the Series 66 designation and has one year of industry experience. Prior to her current role, she worked at Penn State Health for four years and has held positions with several other organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives. The firm serves individual clients, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning and investment management solutions.

Charles Walp is a CFP® professional affiliated with Ameriprise in Lancaster, PA, with 14 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Outside of his advisory role, Walp serves on the Alumni Council of Lancaster Country Day School. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written reports and ongoing advice, utilizing proprietary research and collaborative implementation with client advisors.

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 with Cetera, holding a Series 66 designation and one year of industry experience. He previously worked at Bank of America for six years and is currently also involved as an investment advisor with Orrstown Bank. Outside of his advisory work, he manages a short-term rental business and serves as vice president on the board of Voyage Mount Joy. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, institutional, and retirement plan clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and consulting services.

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.

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 previously worked at Wells Fargo Clearing for nine years before joining Morgan Stanley in 2025. Meghana holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Amy Martin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 10 years of industry experience. She has held positions at multiple firms, including Advised Assets Group, Sagepoint Financial, and Securian Financial. Outside of her advisory work, she serves as Treasurer and Vice President of the Hempfield High School Softball Booster Club. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering a range of portfolio management and fund advisory services.

Alfred Cooke IV is a financial advisor at Cetera with Series 66 credentials and one year of industry experience. His prior work background includes roles at United Parcel Service, Inc. and Voyager Digital, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a large network of over 10,000 advisors and employs a multi-manager platform with various discretionary and non-discretionary program options.

Matthew Dillon is a financial advisor at LPL Financial with four years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Northwestern Mutual in various capacities. Outside of his advisory role, he is involved in a food delivery service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning and third-party asset management, with advice delivered through a large 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.

Ryan Sprenkle is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Raymond James, he worked at 1792 Wealth Advisors and operated Sprenkle Wealth Management, both in support roles within the Raymond James AMP program. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through unique partnerships.

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.