Alex Patterson is a financial professional with three years of industry experience, currently affiliated with OSAIC in Lancaster, PA. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, Inc. Additionally, he operates a sole proprietorship, Patterson Financial Services, where he assists clients with account access and leads sales meetings for securities and insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing various tools and third-party solutions to construct and manage diversified portfolios.

Michael Hartlett is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 44 years of industry experience. His prior roles include positions at International Assets Investment Management, LPL Financial, and Invest Financial Corporation. He serves as a trustee for the Permanent Fund of the Grand Commandery of Pennsylvania and is a board member of the Lancaster Masonic Center. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Carson Spangler is a CFP® professional with 26 years of industry experience, currently advising at LPL Financial since 2025. His prior experience includes roles at The Investment Center, Inc., Heritage Insurance Associates/Lancaster Benefits Group LLC, and Cadaret, Grant & Co., Inc. He is also the owner of Aqua Premier Auto Wash in Lancaster, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from both internal and third-party sources.

Allen Wessel is a CFP®-credentialed financial advisor with Edward Jones, where he has worked since 1999, totaling 27 years of industry experience. He holds a Series 63 license and is based in New Holland, PA. Outside of his advisory role, he owns and maintains a rental property in New Holland. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,700 financial advisors. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyler Trettin is a financial advisor with LPL Financial, holding a Series 66 designation and having two years of industry experience. He has worked at LPL Financial and Ephrata National Bank since 2023. Prior to his advisory roles, he spent 12 years with Vitality Athletics. 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. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources and providing both discretionary and non-discretionary management.

Jordan Grater is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at RBC Capital Markets since 2019 and previously spent 13 years with The Vanguard Group, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs with tailored investment strategies, utilizing both in-house and third-party managers, and provides a range of portfolio management, financial planning, custody, and brokerage services.

Lon Jury is a CFP® and ChFC® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously spent 34 years with Ameriprise Financial Services, Inc. Jury is a co-owner of Pennoptic CPAs and Strategic Partners, LLC, a tax preparation firm, and serves on the Board of Directors for the Financial Planning Association of Central Pennsylvania as Advocacy Chair. He also leads LJS Group, LLC as CEO, focusing on strategic planning and service integration. Ameriprise is a large institutional firm offering a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations primarily for assets managed within Ameriprise.

Missy Phelan is a financial advisor with Edward Jones in Ephrata, PA, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Gearty and Associates and Gearty Law Offices. She is also an elected member of the Manor Township Board of Supervisors in Lancaster, PA, where she participates in local government decision-making. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, supported by a national network of over 23,000 financial advisors.

Tyler Kirby is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked at Weis Markets for six years and taught at Shippensburg Area Middle and High Schools for six years. He is also an associate financial advisor at LJS Group LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized consulting team and algorithmic tools to generate tailored retirement-income recommendations.

Mark Stoltzfus is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Cetera, LPL Financial, and American Portfolios Financial Services, Inc., as well as operating Stoltzfus Financial LLC since 2017. Outside of advising, he is also active as a musician. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Kurt Luckenbill is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for 16 years. He is based in Lancaster, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its planning process.

Jay Nissley is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior experience includes roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory work, he is involved in wetland restoration projects on family land. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios using a variety of investment vehicles.

Thomas Knauer is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, he organizes group social events connected to Penn State University's athletic department through an LLC he manages, and serves on the Board of Directors for the Hempfield Rec Center, a nonprofit providing fitness and wellness services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across multiple areas but does not include implementation of recommendations or discretionary trading authority within its planning service.

Robert Kilgore is a financial advisor with Ameriprise in Lititz, PA, holding a Series 66 designation and one year of experience at the firm. His prior work history includes roles at Bell's Bike Shop, Maggiano's Little Italy, Bent Creek Country Club, and Giant Food Stores. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Russell Wert is a Series 66-licensed financial advisor at Wells Fargo Clearing with 13 years of industry experience. He previously spent 14 years at Edward Jones before joining Wells Fargo in 2026. 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 extensive research and analytics.

Joel Long is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has worked at firms including Avantax Insurance Agency and Willoughby Wealth Management Group. Outside of his advisory work, he is involved in various business activities including ownership and management of an insurance agency, tax preparation services, and a food products company. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with access to both affiliated and third-party managers.

Colton Sunderland is a financial advisor at Morgan Stanley in Lancaster, PA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include work at Florida Financial Advisors and New York Life Insurance Company. Outside of finance, he is involved with Hello Fitness Online, LLC, a business he has been part of for three years. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a broad range of investment programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Brittany Arentz is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has worked within Morgan Stanley and its Private Bank since 2022. Outside of finance, she has experience associated with the Cape May Corinthian Yacht Club and Harry's Ocean Bar and Grill. 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, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Jillian Snyder is a financial advisor with LPL Financial in Lancaster, PA, holding a Series 66 designation and 12 years of industry experience. She has been with LPL Financial since 2017 and is also associated with Landis Financial Advisors, Inc. and Christian W. Landis Agency, Inc., both since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Erik Miller is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He also serves as a member and CPA at Smoker & Company, LLC, a tax accounting firm, where he provides tax preparation and planning services. Miller offers wealth management services through Smoker Wealth Management, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of independent advisors. The firm provides a range of portfolio management and financial planning services, utilizing multiple program structures and custodial relationships.