Jack Beasley is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Prior to his financial services career, he was employed by the Cornwall-Lebanon School District and West Chester University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.

Jennifer Guthier is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 32 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2006. 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 that utilizes structured discovery and firm-approved planning tools.

Todd Martin is a CFP® with 20 years of experience in the financial industry. He currently works at OSAIC and has prior experience with Teacher Benefit Strategies, American Portfolios Financial Services Inc, Commonwealth Financial Network, and Videre Wealth Management. Outside of his advisory role, he is a co-owner of a vacation rental property in Corolla, North Carolina. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach is centered on model-based asset allocation and portfolio optimization, supported by various tools and offering access to discretionary and third-party managed strategies.

John Mccoy II is a financial advisor with LPL Financial holding Series 63 and Series 65 designations and has 36 years of industry experience. His career includes over a decade with Securities America Advisors and Securities America, Inc., as well as 30 years running John Ralph Mccoy. He is also a commissioned notary public in Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party models, with a broad platform that includes institutional and participant-level retirement advice.

Sheila Stotler is a financial advisor with MassMutual Investors Services in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Brinker Capital Securities, Inc. for 21 years before joining MassMutual in 2021. Outside of her advisory role, she serves as an executor of an estate and works as a structured settlement insurance agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, using firm-approved software tools to support collaborative, annual planning engagements.

James Geosits II is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and previously worked at Bayshore Ford from 2016 to 2019. Outside of his advisory role, he is involved in manufacturing and selling soap through an LLC and has experience buying and selling used automobiles through separate business ventures. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Dieter is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2017, following roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. 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 both proprietary research and third-party subadvisors.

Peyton Reider is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 credential and previously worked at Equitable Advisors. Outside of finance, he has experience in the restaurant industry and has been involved with C&S Towing and Recovery since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jason Olsen is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining LPL Financial, he worked in healthcare and hospitality, including roles at WellSpan and Gabriella Italian Restaurant. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Patrice Hoenninger is a CFP® certificant with 26 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2009. Hoenninger is also associated with Fulton bank and works as a financial advisor with Fulton Financial Advisors in Lancaster, PA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients, using risk profiling and analytical tools for tailored, non-discretionary advice. The firm supports a broad advisor network and has unique affiliations in municipal advisory and specialized retirement plan consulting.

Anastasios Plevrakis is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1999 following his graduation from Pennsylvania State University and has since focused his practice on portfolio construction and retirement planning. His approach involves developing personalized financial strategies tailored to each client's goals, emphasizing capital accumulation, retirement planning, and income distribution. Plevrakis holds the Chartered Retirement Planning Counselor™ (CRPC) designation earned in 2008, as well as the Personal Investment Advisor (PIA) credential. He collaborates with his clients' CPAs and attorneys to address income tax minimization and estate and inheritance tax considerations as part of a comprehensive retirement planning process. He maintains a commitment to providing ongoing counsel and service to enhance client relationships throughout retirement. Born and raised in Berks County, Pennsylvania, Plevrakis currently resides in Wernersville, PA, with his wife Allison and daughter Ariana. In addition to his professional work, he dedicates time to volunteering in the community. His personal interests include spending time with family, playing tennis, and traveling.

Christopher Ecker is a financial advisor with LPL Financial, holding a Series 66 designation and having over one year of industry experience. Prior to joining LPL Financial in 2023, he worked for Prosper Mortgage Funding for 13 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

David Bender is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 2018. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options to individual and high-net-worth clients, structured as a wrap-fee solution rather than institutional plan management.

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.

Ethan Miller is a financial advisor with LPL Financial holding a Series 66 designation. He has two years of industry experience and has worked with Skyline Wealth Advisors and LPL Financial since 2024. Prior to entering the financial industry, he spent time at Lowes Hardware and completed his education at West Chester University of Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of services including financial planning, model portfolio programs, and institutional platforms. The firm serves individuals, retirement plans, banks, and institutions, utilizing both proprietary research and third-party strategies across various investment approaches.

Thomas Nein is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Outside of his advisor role, he acts as power of attorney for his mother. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions.

Andrew Schall is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Prudential Insurance Company of America, Pruco Securities, and Cambridge Investment Research. Outside of his advisory role, Schall serves on the board of Calvary Church, overseeing ministry and church operations. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and financial planning services.

Jonathan Gumpper is a financial advisor with Equitable Advisors in West Reading, PA, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018, including prior tenure at AXA Advisors, LLC. Outside of his advisory role, he serves as an executor or trustee for several family and non-family estates and trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm’s approach includes matching clients to investment program models and third-party managers, offering a range of investment products and ERISA fiduciary services without sponsoring its own wrap fee program.