Wesley Weinstein is a financial advisor with Raymond James Financial in Lancaster, PA, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked at Wells Fargo Advisors, LLC from 2012 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools, supports municipal and public-finance work through a municipal advisor affiliation, and delivers specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Meghana Dixit is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Amy Martin is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Securian Financial, American Wealth Strategy Group, and The Prudential Insurance Company of America. Outside of her advisory work, she serves as Treasurer and Vice President of the Hempfield High School Softball Booster Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, with notable activities including serving as a commodity pool operator and advising multiple registered investment companies.

Brian Lauer is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research and Waddell & Reed. In addition to his advisory role, he is an independent insurance agent and operates under the dba Conte Wealth Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting.

Patrick Barry is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked at Cambridge Investment Research and Waddell & Reed and serves as a board member for the Margaret E. Moul Home, a nonprofit organization. Patrick also provides tax preparation services in addition to his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by model portfolios and research from both internal and third-party sources.

Matthew Dillon is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Members 1st Federal Credit Union. Outside of his advisory work, he provides food delivery services for DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a large national network of investment adviser representatives.

Mary Heltzel is a ChFC® with 31 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc, where she has worked since 2013. She teaches a Basic Investment Program and participates in fundraising activities at York College of Pennsylvania. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Drew Groft is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Shreckengast-Groft Group. He works closely with executives, small business owners, and families, providing advice and guidance tailored to their financial objectives. Drew's planning process aligns clients' investments with their life goals, employing risk management strategies designed to achieve their priorities. Drew joined Merrill in 2022 after earning a Bachelor's Degree in Economics and Business from Pennsylvania State University's Smeal College of Business. He holds the Personal Investment Advisor (PIA) designation. His areas of focus include Family Wealth Management Strategies, Legacy Planning, Sports & Entertainment, and Retirement Income. Outside of his professional role, Drew enjoys basketball, golfing, and hiking. He emphasizes a collaborative approach with clients, aiming to create personalized plans centered on individual aspirations and financial goals.

Wade Williams is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Raymond James since 2017 and previously at Wells Fargo Advisors. Williams serves as Investment Committee Chairperson for the York Rotary Foundation. 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 investors, employing tailored, non-discretionary planning and analytical tools.

Ryan Sprenkle is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including 1792 Wealth Advisors and Sprenkle Wealth Management. His background also includes roles outside finance at organizations such as WebFX and Pennsylvania State University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Jonathan Shank is a financial advisor with Raymond James Financial in Lancaster, PA, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James Financial, he was employed at Citizens Bank NA for seven years and was involved with Just Press Play for three years. 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 consulting using analytical tools, and supports municipal and public-finance work through a unique advisor affiliation.

Margaret Folk is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving with Raymond James Financial in Lancaster, PA. She has been with Raymond James Financial Services, Inc. since 2015. Outside of her advisory role, she is the owner and president of Folk Financial LLC, a company managing payroll and office expenses related to her Raymond James income. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs a non-discretionary, tailored approach to client goals, using analytical tools and risk profiling, and supports a diverse client base including high-net-worth individuals, pension plans, and charitable organizations.

Michele Good is a Series 66 licensed financial advisor with 18 years of industry experience. She is affiliated with Raymond James Financial and has held roles at Fulton Bank and Fulton Financial Corporation since 2008. Good also serves as Vice President at Fulton Financial Advisors, where she supervises investment sales. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Gary Slater II is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise since 2001. Outside of his advisory role, he serves on the Board of Directors for Donegal Trout Unlimited and works as a sales expert for BNB Knives, engaging with dealers and attending knife shows. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement income recommendations.

Jamin Lauer is a financial advisor with Edward Jones in York, PA, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a network of more than 23,700 advisors and over 15,000 branch offices nationwide.

Kyle Relken is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, previously serving as a Financial Consultant. Prior to joining Fidelity, Kyle worked at Prudential from 2010 to 2020, where he held positions as a Financial Advisor and later as Manager of Training & Development. With over 16 years of experience in the financial services industry, Kyle focuses on partnering with clients to create personalized comprehensive financial plans and investment strategies. His approach emphasizes education and collaboration to support clients' financial goals for the present and future generations. Kyle holds a California Insurance License.

Timothy Gay is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 34 years of industry experience. Prior to joining LPL in 2017, he spent 24 years with National Planning Corporation and has been associated with Christian W. Landis Agency, Inc. since 1991. His outside business activities include roles related to insurance sales and wealth protection through long-term care, disability insurance, and fixed annuities marketing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and retirement consulting, utilizing model portfolios and research from various sources to provide discretionary and non-discretionary management solutions.

Sarah Popovich is a Series 66-registered financial advisor with Edward Jones in Lititz, PA, with six years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at Bank of America, Merrill, Sunglass Hut, Citizens Bank, Harrisburg Area Community College, and Southern New Hampshire University. 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 and investment solutions, operating under a fiduciary standard, and is notable for its extensive retail advisor and branch network along with affiliated capabilities including a trust company and proprietary mutual funds.

Robert Kucherich is a financial advisor at Raymond James Financial with 11 years of industry experience. He has worked at several firms including Bank of America, Merrill, and Miller & Gay Investment Management. In addition to his advisory role, he is involved with a support company that provides payroll and benefits services aligned with his branch office operations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal finance work through a unique municipal advisor affiliation.

Charles Hanna Jr. is a financial advisor with Raymond James Financial in Lancaster, PA, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior experience includes 14 years at M&T Securities, Inc., and he has worked with Fulton Financial Advisors and Fulton Bank since 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools to support client goals and is notable for its affiliation with a municipal advisor and specialized employer advisory programs.