Tyler Kirby is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Weis Markets and Shippensburg Area schools. Outside of his advisory role, he is an associate financial advisor managing an advisory business with LJS Group LLC. 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 tailored retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

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 based in Lancaster, PA, holding a Series 66 designation and 12 years of industry experience. She has worked at LPL Financial since 2017 and has been associated with Landis Financial Advisors, Inc. and Christian W. Landis Agency, Inc. since 2008. 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 range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Douglas Hershberger is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 37 years of industry experience. He worked at Pruco Securities, LLC for 36 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutions. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Daniel Hair is a financial advisor with Edward Jones in Lancaster, PA. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to his advisory role, he was involved with various councils of the Boy Scouts of America and worked at Millersville University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Ronald Burroughs is a financial advisor at Edward Jones in Ephrata, PA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Burroughs serves as a board member of the Ephrata Area Chamber of Commerce, contributing to its strategic planning efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

Daniel Myers is a financial advisor with LPL Financial in Lancaster, PA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Landis Financial Advisors Inc and Fulton Bank. Outside of finance, he operates Myers Mowing LLC, a landscaping business. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Krystle Seitz is a financial advisor at Morgan Stanley with six years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2019 and previously worked at Garrety Glass, Inc. and TrueNorth Wellness Services Amazing Kids Club. Outside of finance, she operates Krystle Sights, a sole proprietorship focused on alternative health, energy and sound healing, music performance, and writing. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including customized financial planning that incorporates firm-approved tools and modeling techniques.

Tracy Walter is a Series 66-licensed financial advisor with Raymond James Financial, based in Ephrata, PA, and has three years of industry experience. Prior to joining Raymond James Financial Services in 2023, Walter held several roles at Fulton Bank and Fulton Financial Advisors. Outside of advising, Walter is involved in political activity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advice supported by analytical tools and supports its clients through various advisory programs and institutional consulting services.

Andrew Keiser is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he was involved with A&I Products and served as a track announcer at Buck Motorsports Park, an entertainment venue, from 2006 to 2018. Additionally, he is president of Redline Productions, a business corporation based in Lancaster, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies through a nationwide network of advisors.

William Greiner is a financial advisor with Merrill in Lancaster, PA, holding a Series 66 designation and 26 years of industry experience. He has worked at Merrill since 2011 and at Bank of America, N.A. since 2012. Outside of his advisory role, he serves as a board member of the Boys and Girls Club of Lancaster, a nonprofit organization focused on youth development. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.