Kristin Hershey is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2013. She also holds a Series 66 license and has experience as an independent insurance agent. Outside of her advising role, Hershey serves as a class representative for Leadership York, a nonprofit that provides leadership training, and coaches youth and high school volleyball teams. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals across wealth levels, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals using a range of investment strategies and custody platforms.

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.

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.

Kirstie Primus is a financial advisor at Cetera with 18 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Citadel Federal Credit Union and CUSO Financial Services. She is based in Lancaster, PA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to various investment models and third-party managers.

Michelle Mc Govern is a financial advisor with Ameriprise in Mount Joy, PA, holding a Series 66 designation and five years of industry experience. She previously worked at YDOP from 2014 to 2018 before joining Ameriprise in 2018. Outside of her advisory role, she plans to operate an Etsy shop named Violet & Co to sell crafts and vintage books. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm provides written, non-discretionary Recommendation Reports developed by a centralized consulting team, combining research and modeling to deliver tax-efficient withdrawal strategies and income planning.

Austin Horvath is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2022, previously employed at Bankers Life & Casualty, Inc. in 2021. 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 adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Tina Papapavlos is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been affiliated with PFS Investments Inc. since 2006 and Primerica Financial Services since 2005. Outside of her advisory role, she participates in the American Business Women's Association. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation, focusing on percentage-based tiered fees and ongoing oversight of its investment models.

Halle Ginter is a financial advisor at Ameriprise with two years of industry experience. She holds the Series 65 and Series 63 credentials. Prior to joining Ameriprise, she worked at Truist Investment Services, INC. and First Command Advisory Services, INC. Outside of financial advising, Ginter provides pet-sitting services in the Columbus, GA area. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kristine Weit is a financial advisor with Equitable Advisors in Lititz, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, PTS Brokerage, Penn Investment Advisors, and Penn Community Bank. Outside of her advisory work, she volunteers as a youth field hockey coach for Warwick School District. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively through sponsored programs and third-party managers to deliver advisory and brokerage solutions.

David Zoll is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at Carrier Global Corporation and operated his own business, Zoll & Company, for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Jason Weyforth is a financial advisor with Charles Schwab in Lancaster, PA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior experience includes roles at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. Outside of his advisory work, he serves as a basketball referee for various youth basketball organizations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by a centralized operational structure and a multi-asset model portfolio approach.

Lucas Kauffman is a Series 66-licensed financial advisor with Ameriprise in Lancaster, PA, and has 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of advising, he owns LJS Group LLC, a consulting and business management entity. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and algorithmic tools to deliver customized, tax-smart income strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Philip Harnick is a financial advisor at Edward Jones in Manheim, PA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. 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 strategies, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jere Wise Jr. is a CFP® professional with 28 years of experience in the financial services industry. He is currently an advisor at LPL Financial, where he has worked since 2017. Prior to joining LPL, he held roles at Cetera Investment Services and Northwest Advisors, and he has also been affiliated with Northwest Bank since 2005. Outside of his advisory work, he is involved in selling fixed insurance products through Brokers Service Marketing Group. LPL Financial is a national SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, with portfolio management options supported by LPL Research and third-party subadvisors.

James Collier Jr. is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios Financial Services, Inc. for nine years. Outside of his advisory role, he is a partner in Teacher Benefit Strategies, LLC, which handles marketing and payroll support for investment professionals. OSAIC serves a diverse range of retail and institutional clients through an extensive network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party investment platforms. The firm employs multiple asset-allocation tools and portfolio construction methods that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Todd Miller is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services since 1999. Miller is also a partner in Miller & Gay Investment Management, a support company based in York, PA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and maintains specialized programs including municipal advisory and SIMPLE IRA employer consulting services.