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.

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.

Alisher Aminov is a Series 66 licensed financial advisor with Edward Jones in Lebanon, PA, with one year of industry experience. Prior to joining Edward Jones in 2025, he held positions at Eastern University, Grand Canyon University, and Silk Road Consulting, among others. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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.

Eric Fox is a financial advisor with Ameriprise in Myerstown, PA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his primary role, he manages an advisory business through LJS Group LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

Brett Martin is a financial advisor with RBC Capital Markets in Lancaster, PA. He holds Series 63 and Series 66 licenses and has experience working at firms including The Benecon Group and Stauffers of Kissel Hill. His background also includes a role with the Manheim Township School District. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Michael D’Andrea is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Cambridge Investment Research since 2013. Outside of his advisory role, he teaches business courses at Fredrick East Classical. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple portfolio management options through independent Financial Professionals, using both proprietary and third-party strategies tailored to client objectives.

Megan Frye is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise, she worked at Edward Jones, Cambridge Investment Research Advisors, Inc., and Thrivent Financial. Outside of her advisory role, she officiates indoor field hockey matches as an umpire with the USA Field Hockey Umpires Association during the winter months. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Joel Roberts is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for 17 years at Community Services Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Clayton Williard is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked for Aerotek from 2016 to 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a structured financial planning process that utilizes firm-approved tools and modeling techniques.