Evan King is a financial advisor with Morgan Stanley in Lancaster, PA, holding a Series 66 designation and eight years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2022, as well as previous experience with Bank of America, Merrill, CJD Group, and Millersville University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Jonell Walker is a financial advisor at LPL Financial with 11 years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2025, Jonell worked at firms including Wells Fargo Clearing and Janney Montgomery Scott. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party resources to support client portfolios.

Joshua Hirneisen is a financial advisor with Wells Fargo Clearing in Wyomissing, PA, holding a Series 63 designation and seven years of industry experience. He previously worked for Fulton Bank, N.A. from 2016 to 2019 before joining Wells Fargo Clearing in 2019. 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 offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Nicholas Downey is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1997 while also working at Bank of America since 2011. Outside of his advisory role, he volunteers with the Rotary Club of Lancaster, a nonprofit international service organization. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

John Mc Coy is a financial advisor with LPL Financial in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He joined LPL Financial in 2020 after working at Securities America Advisors and Securities America, Inc. from 2018 to 2020, and previously worked at Phoenix Contact. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Shane Landis is a CFP® professional with nine years of industry experience, currently affiliated with Cetera. He has held roles at Everence Trust Company and Concourse Financial Group Securities Inc over the past several years. Landis is also involved as a financial planner with Everence Trust Company, providing insurance, investment, and financial planning services as well as charitable planning through the Everence Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management options and financial planning services through a large network of independent advisors and multiple program structures.

Ross Harter is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at New York Life Insurance Co and NYLIFE Securities LLC. He has also worked in educational institutions including Alvernia University and Reading Area Community College. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment programs, focusing on aligning client risk tolerance with appropriate advisory models.

Marcy Leprell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at Janney Montgomery Scott for nine years and has been a consultant for Norwex since 2018. 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 integrates research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Steven Mcnabb is a financial advisor with LPL Enterprise, holding CFP® and CFA® designations and 15 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a broad client base including individual investors, retirement plans, and corporate entities through a network of investment adviser representatives. The firm’s model-driven investment approach emphasizes access to third-party asset managers and participates in a wrap program, while also providing non-securities services such as affiliated trust custody and insurance agency activities.

John Good is a CFP® professional with 16 years of industry experience. He is currently affiliated with OSAIC and previously worked at Securities America Advisors, Inc. for a decade. He is also the owner of Blue Chip Financial, LLC, where he offers life insurance and annuities as risk mitigation tools. OSAIC Wealth serves a diverse client base including retail and institutional investors, providing a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with various portfolio management options and supports both individual and corporate clients.

Alexis Lucas is a financial advisor with LPL Financial in Lancaster, PA, holding a Series 66 license and three years of industry experience. Prior to joining LPL Financial, Alexis worked at Landis Financial Advisors, Morgan Stanley, and Santander Bank. Outside of advisory work, Alexis is a commissioned notary in the State of Pennsylvania. 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 services delivered through a large network of investment adviser representatives, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Sean Mest is a financial advisor with LPL Financial and holds the Series 66 designation. He has 12 years of industry experience, with previous roles at Guardian Life Insurance Company, Park Avenue Securities, Key Investment Services, and Wells Fargo Clearing. Mest also provides administrative support to Good Life Advisors LLC, an independent investment advisor firm. 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, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Jeremiah Locascio is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Adams & Associates. Outside of his advisory work, he owns Wireframe Websites, a business specializing in web design, programming, and 3D printing services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice through a large network of investment adviser representatives.

Zachary Yocum is a financial advisor with Wells Fargo Clearing in Lebanon, PA, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo since 2017 and previously worked at Discovery Communications from 2014 to 2017. Outside of his advisory role, he holds ownership interests in several investment-related ventures. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Preston Walker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He previously worked at Citizens Securities, Inc. for seven years before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

James Middleton is a financial advisor at Merrill with 28 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 1998. Middleton also has experience with Bank of America, where he has been employed since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Swetland is a CFP® professional with six years of industry experience, currently serving at Morgan Stanley in Lancaster, PA. Her prior experience includes roles at City National Bank and RBC Capital Markets. She is a member of the board of directors for Penn Square Opera, a local nonprofit focused on musical performance arts. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a comprehensive investment approach.

Severo Sales III is affiliated with Wells Fargo Clearing and holds Series 63 and Series 66 credentials. He has 34 years of industry experience, including 10 years with Wells Fargo Clearing. 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 offers both brokerage and advisory solutions.

Rebecca Boston is a financial advisor at Edward Jones in Lancaster, PA, holding CFP® and Series 66 designations with 17 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erica Hower is a financial advisor with OSAIC in Wyomissing, PA, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with Royal Alliance since 2014. In addition to her advisory role, she operates Butterworth Financial Services, a sole proprietorship providing life insurance and fixed rate annuities, and is also a notary. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment process focused on asset allocation and portfolio optimization.