Scott Harris is a Senior Financial Advisor with Merrill Lynch Wealth Management. With over 13 years of experience in the financial services industry, Scott specializes in managing new wealth, personal retirement planning, and portfolio management services. He focuses on understanding clients’ life priorities to develop personalized strategies that address their goals and aspirations. Scott holds a Bachelor's Degree from Elizabethtown College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes building long-term relationships with clients to improve their overall financial wellbeing. Outside of work, Scott spends time with his family, including his three children, two grandchildren, and his dog Dakota, and enjoys golfing with his son Tyler.

Peyton Bechtold is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, Peyton held positions at Misenos 2 and Tom James Company. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Jennifer Philbert is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Fiona Grant Boltz is a financial advisor with Merrill who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She has been with Merrill since 1994 and has also worked at Bank of America, N.A. since 2011. In addition to her advisory role, she serves on the boards of the Willow Valley Communities Charitable Foundation and the Junior League of Lancaster. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Melissa Heinley is a Series 66-licensed financial advisor with Morgan Stanley in Lancaster, PA, and has 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers comprehensive financial planning and a range of advisory programs supported by structured planning tools and investment modeling.

Michael Smoker is a financial advisor with Cetera who holds a Series 63 designation and has 25 years of industry experience. He has been affiliated with Cetera since 2004 and has an extensive background including ownership and management roles in multiple businesses such as Smoker Realty LLC and Smoker and Company, a CPA firm. Outside of his advisory role, he is involved in several entrepreneurial ventures including technology services and business consulting. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients from individuals to institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management and retirement services using a multi-manager platform that includes both affiliated and third-party model portfolios, with over $256 billion in assets under management.

Zachary Bechtold is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior work includes roles at Academy Financial, Lincoln Financial Advisors, and Axa Advisors. He is also an associate financial advisor with Fulton Financial Advisors in Lancaster, PA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals using advanced analytical tools and supports municipal and public finance advisory services.

Shane Rebert is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Bank, NA, as well as Scottrade, Inc. for nearly two decades. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, which provides forward-looking analyses to guide client decisions.

Amanda Diaz is a CFP® professional affiliated with LPL Financial in Lancaster, PA, with six years of experience at LPL and a total of 11 years in the financial industry. Prior to joining LPL Financial, she worked at Janney Montgomery Scott for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and research from multiple sources.

Debra Szymanski is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds a Series 66 designation and has previously worked at Stifel and LPL Financial. Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various programs and emphasizing tailored, non‑discretionary advice supported by extensive firm research and multiple portfolio management styles.

Bradley Epps is a financial advisor with Ameriprise in Elizabethtown, PA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is the managing partner and CEO of LWAG LLC, a financial planning firm. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary research and third-party data to provide tailored, tax-aware withdrawal strategies.

Brian Asper is a financial advisor with Cetera in Ephrata, PA, holding Series 63 and Series 66 credentials and 25 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 11 years and has operated Pathway Financial Group since 2003. Asper is also the chairman of the board for Align Life Ministries, an educational nonprofit organization. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform featuring both affiliated and third-party strategies.

Sheldon Brubaker is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, third-party asset management, and brokerage and insurance products through its integrated platform.

Theodore Williams is a financial advisor at Ameriprise with 38 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 1987. Outside of his advisory role, he has worked as a distributor for Send Out Cards and has been involved in consulting activities with Dynamic Directions. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Scott Lindermann is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory role, he owns a real estate business involving property maintenance and management on a limited basis. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, supporting client decisions through probabilistic modeling and capital market assumptions.

Jacob Arcilesi is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior work includes roles at Spartan Surfaces and Van Houtan Gardens, along with periods dedicated to full-time education. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

David Smith is a financial advisor at OSAIC with 42 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. Prior to joining OSAIC in 2018, he worked at Signator Investors, Inc. for 35 years. He is also involved with Mountain Top Wealth Management, where he engages in the sales and marketing of fixed annuities, insurance, and securities products. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct diversified portfolios across multiple asset classes.

Zachariah Hershberger is an advisor at LPL Enterprise with a Series 66 credential and experience beginning in 2025. He has prior roles in insurance and real estate services with Comparion Insurance Agency and Keller Williams Elite, respectively. He also serves as a board member for The Greens of Rapho Homeowners Association, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, asset management, and brokerage services through an integrated platform that includes insurance products and lending programs.

Douglas Darling is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Lincoln Financial Advisors Corporation and Hd Vest Insurance Agency Inc. Outside of advising, he owns Darling Dells Tree Farm and participates in the Family Forest Carbon Program. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and model portfolios from multiple sources.

Alexander Jones is a financial advisor with Ameriprise Financial Services in Lancaster, PA, holding Series 66 and Series 63 credentials and seven years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc and Jones Financial. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service for clients approaching or in retirement. The firm’s approach includes written Recommendation Reports and ongoing retirement-income planning advice focusing on dependable income sources and tax-aware withdrawal strategies.