Robert Balasavage is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. 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 using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Marie Martin is a financial advisor with Raymond James Financial in Lancaster, PA, holding Series 63 and Series 65 licenses and 31 years of industry experience. She has been with Raymond James Financial since 2009 and also has a background with Fulton Bank and Fulton Financial Corporation. Outside of her advisory role, she is involved with Four Valleys Transport LLC. 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 utilizes analytical tools to support client goals, with a notable affiliation supporting municipal and public-finance work uncommon among large institutional advisors.

James Spanos is a Wealth Management Advisor with Merrill Lynch Wealth Management in Lancaster, PA, where he has been practicing since 2015. He focuses on developing financial strategies tailored for high-net-worth individuals and their families, emphasizing the importance of aligning investment decisions with clients’ life priorities and meaningful goals. His areas of expertise include executive compensation, equity compensation services, family wealth management, legacy planning, retirement income, tax minimization, and portfolio management services. James holds a Bachelor of Arts degree in finance and personal financial planning from Shippensburg University. He maintains series 7 and 66 FINRA registrations and is a certified Life, Health, Accident, and Annuities Insurance Producer. Additionally, he holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA) designations. James is actively involved in the local community through organizations such as Civitas and supports charitable causes including Relay for Life, Special Olympics, and the Vs. Cancer Foundation. Outside of his professional role, James participates in activities such as golfing, spending time with his family, and crossfit training. He lives in Lancaster with his wife, Samantha, their three children, and their dog.

Timothy Everett is a financial advisor at Edward Jones in Lancaster, PA, holding a Series 66 credential with 11 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, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Peter Scudner is a Wealth Management Advisor and Portfolio Manager with extensive experience in financial services. Currently, he serves as Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, where he holds the Certified Investment Management Analyst® and Chartered Retirement Plan Specialist™ designations, as well as the Senior Retirement Benefit Consultant designation. Peter specializes in working with high-net-worth individuals, business owners, and their companies, focusing on portfolio management, succession planning, retirement planning, estate planning, and various investment strategies. With over 35 years of experience in the financial industry, Peter has held diverse roles on both the client and corporate management sides. He earned a bachelor's degree from The Catholic University of America, where he also served as Chairman of the Board of Regents. Peter's involvement in professional and community organizations includes past chairmanships and leadership roles such as Chairman of Triode Media Group Ltd., Trustee of the Pennsylvania College of Art & Design, past President of the North Museum of Natural History and Science Board of Directors, and past Chairman of USA Table Tennis's Board. Peter resides in Lancaster with his wife Terri and has three grown children working in the creative arts. His personal interests include photography, spending time with his family, and traveling.

Thomas Nein is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He also serves as power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Schall is a financial advisor with LPL Enterprise, holding a Series 66 designation and over 23 years of industry experience. He previously worked at Prudential Insurance Company of America and Cambridge Investment Research Advisors. Outside of his advisory role, he serves on the board of Calvary Church in Lancaster, PA, overseeing ministry and church operations. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

Jonathan Gumpper is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He previously worked at AXA Advisors, Salad Works, and DoubleTree By Hilton. In addition to his advisory role, he serves as administrator or executor of several family trusts and estates. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a combination of advisory and brokerage solutions with a significant portion of assets managed on a non-discretionary basis.

Alanna Campbell is a Series 66-licensed financial advisor with LPL Financial, based in Wyomissing, PA, with one year of industry experience. Prior to joining LPL Financial, she held roles at Diamond Credit Union, Ciocca Ford of Quakertown, Dana Corporation, and Our Place Restaurant. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Michael Hyde is a CFP® with 27 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Investment Advisors Asset Management, LLC for 13 years and Royal Alliance Associates for 19 years. Hyde also operates Hyde Tax Service, a tax preparation business he has managed for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

Alex Bardales is a financial advisor with Thrivent Investment Management in Lititz, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at Thrivent Financial, Equity Services Inc, National Life Group, Eagle Strategies (NY Life), and New York Life insurance company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on goal-based analyses and broad planning topics without including implementation. The firm offers an integrated option combining planning with managed accounts, while maintaining separate services and not serving institutional portfolio management or adviser selection mandates.

Brandi Eager is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2008. Outside of her advisory role, she serves on the board of a local dog park association, focusing on fundraising activities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Scott Bauermaster is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Raymond James Financial and its affiliate entities since 2003. He is also President of Strasburg Capital Management, a support company. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Jonathan Heller is a financial advisor at RBC Capital Markets with 27 years of industry experience and holds a Series 66 designation. He has worked at RBC Capital Markets since 2008 and has also been affiliated with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Michael Malcolm is a CFP® with 26 years of industry experience, currently affiliated with Cetera. He has held roles with multiple related entities including LMS Tax and Accounting LLC, LMS Advisors LLC, Ridgeview Advisers LLC, and M2T LLC. His background includes tax, accounting, and wealth management services in addition to financial advising. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, overseeing assets exceeding $256 billion.

Kevin Kusmierz is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2017. Prior to his financial career, he was employed at Tocolo Cantina and Hofstra University. 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.

Eric Landis is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He previously worked at National Planning Corporation for 20 years before joining LPL Financial in 2017. Landis is also co-owner of an insurance agency and has experience as an insurance agent. 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 advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to various model portfolios and research resources.

Minh Au is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Bank and Wells Fargo Clearing Services. Outside of his advisory role, he is a licensed real estate agent working as an independent contractor assisting clients with buying and selling properties. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

John Minnich is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been assisting clients since 2005. With over 20 years of experience in financial services, John adopts a comprehensive, goal-based approach to wealth management. His services encompass investment management, lending, insurance strategies, education planning, retirement income, and legacy planning. In addition to client relationship management, he also contributes to business development efforts within his team. Throughout his career, John has been recognized by various industry publications for his accomplishments. He has been named to Barron's Top 1,200 Financial Advisors for multiple consecutive years, Forbes 'Best-in-State Wealth Advisors,' and On Wall Street's Top 40 Advisors Under 40, among other accolades. He began his financial services career in 2003 and has consistently focused on providing clients access to opportunities that extend beyond day-to-day portfolio management. John earned a Bachelor's degree in Finance and Accounting from Kutztown University in Pennsylvania. He holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). John resides in Sinking Spring, Pennsylvania, where he enjoys playing golf and basketball and spending time with his two daughters. He is also involved with the Wilson School District and supports the Shriners Children's Hospital.

Trent Crider is a financial advisor at Morgan Stanley in Lancaster, PA, holding a Series 66 credential with five years of industry experience. Prior to joining Morgan Stanley, he worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is a partner in Eminent Fitness 87, a wholesale distribution business. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and model-based planning tools.