Harry Neidermyer is a financial advisor with LPL Financial, holding a Series 63 designation and over 33 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Insite CPAs LLP, and H.D. Vest Advisory Services. He also operates a CPA practice and volunteers with the Lititz Fire Company No. 1. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Richard Brondyke is a financial advisor with Primerica Advisors in Lancaster, PA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His work history includes roles at PFS Investments Inc and Primerica Financial Services, as well as positions at Lancaster General Hospital and Middle Octorara Presbyterian Church. He is also involved in sales of investment products and referral activities for home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-based strategies managed by third parties and operates with approximately 3,935 advisors and $15.5 billion in assets under management.

Matthew Zanowiak is a financial advisor at Cambridge Investment Research Advisors with 43 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Cambridge, he worked at Cadaret Grant & Co., Inc. for 22 years and has experience with First Pointe Financial Services and Navigator Financial Services. Outside of his advisory role, Zanowiak owns FIRST POINTE TAX SERVICES, which provides accounting, bookkeeping, and payroll services, and he is an independent insurance agent with URL Insurance Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through a network of independent Financial Professionals, incorporating proprietary and third-party strategies across multiple custody platforms.

John Murphy Jr. is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 38 years of industry experience. He has worked at several firms including Orrstown Financial Advisors and Infinex Investments, and served in community roles with the Susquehanna Regional Police Commission and East Donegal Township. Murphy also sells life, health, disability, and long-term care insurance as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Katelyn Wehr is a Series 66-licensed financial advisor with Equitable Advisors in Lancaster, PA, and has five years of industry experience. She has held positions at Equitable Advisors since 2021 and has operated two non-investment businesses: Knees Up Events LLC, a wedding and event planning company, and Stars & Stripes Apparel LLC, an e-commerce apparel business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and third-party managers and maintains both advisory and brokerage capabilities.

Timothy Weagley is a financial advisor with Edward Jones in Akron, PA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Matthew Landis is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in a business ownership role with CS Landis Limited. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kathleen Tyler is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She has worked at Cetera since 2017, including her current role since 2023, and previously spent nine years at Girard Securities, Inc. She also serves as a registered representative for DBA Girard and as a power of attorney and executor of estates. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors and managing more than $256 billion in assets.

David Weidman is a CFP® professional with 39 years of industry experience, currently serving at Ameriprise since 2005 in various roles. He holds the Series 63 designation and is based in Lititz, PA. Outside of his advisory work, Weidman is involved in several business ventures including co-ownership of an aviation company providing private charter and organ transplant jet services, and he serves as Vice President on the Board of Directors for the Ephrata Gridiron Club. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Collin Folk is a financial advisor with Ameriprise in Lancaster, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2025, he worked at Mass Mutual Eastern Pennsylvania for three years and has experience with Omega Builders LLC, Redners Grocery Store, and the Governor Mifflin School District. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Joel Potts is a financial advisor at Cetera with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Hamilton Capital, LLC, Summit Financial Strategies, and Master's Advisors Inc. Before entering the financial sector, he worked in non-financial roles such as at Horst Auctioneers and The Ohio State University. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Harry Reidenbach is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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 broader set of financial product offerings than typical for large institutional advisers.

Andrew Smoker is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Cetera. He is also a partner at Smoker & Company, providing tax preparation and planning services, and is involved in property management through Smoker Property Management. Additionally, he holds a role as an insurance agent selling property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm that offers a broad range of services to individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm utilizes a multi-manager platform that allows advisors to implement various model portfolios, third-party managers, or bespoke strategies across multiple program structures and custodial relationships.

Stosh Beeler is a financial advisor with LPL Financial in Lancaster, PA, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining LPL Financial, he was with T. Rowe Price and has also been involved in Beeler Communications and McCleary's Pub. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by various model portfolios and research.

Mitchell Long is a CFP® with four years of industry experience, currently serving as a financial advisor at Raymond James Financial in Lancaster, PA. He previously worked at Cosaic for eight years before joining Raymond James in 2022. He is also registered as an associate with Investment Planning Group, Inc., providing support services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm focuses on non-discretionary planning tailored to client goals and supports municipal and public finance work through unique industry affiliations.

David Sourber is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 13 years of industry experience, including roles at MassMutual Life Insurance Company, CRI Securities, and North Star Resource Group. Outside of his advisory work, Sourber is also an individual life insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships that utilize firm-approved software for goal analysis and recommendation delivery.

Joseph Sholley is a financial advisor at Cetera with 15 years of industry experience and holds a Series 66 designation. He has been associated with Cetera and CETERA Financial Specialists LLC since 2010 and is a 50% owner of LMS Advisors LLC, where he is involved in financial advising. Additionally, he operates LMS Tax & Accounting LLC, providing tax and accounting services. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with access to third-party managers and various program structures.

Ted Williams is a financial advisor with LPL Financial in Columbia, PA, holding the Series 66 and Series 63 designations and two years of industry experience. Prior to joining LPL Financial, he worked at Northwest Bank and was involved with the Prep Baseball Report Pennsylvania and the Keystone State Baseball Academy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Douglas Herr is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is part of a team that includes his wife, Dana, Sara Blevins, and Beckie Hansen, focusing on providing wealth management planning to help clients pursue financial well-being. Their approach involves framing clients' current financial situations, articulating and understanding their goals, and implementing strategies tailored to clients' risk tolerance, time horizon, and liquidity needs. They review progress regularly to support clients in purposefully pursuing their financial goals and dreams. Douglas joined Merrill Lynch Wealth Management in 1995. He graduated summa cum laude with university honors from Susquehanna University, earning a Bachelor of Science in Finance with minors in Mathematics and Actuarial Science. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification, awarded by the Certified Financial Planner Board of Standards, Inc., and the Personal Investment Advisor (PIA) designation. His expertise covers legacy planning, managing new wealth, personal retirement planning, and retirement income. Beyond his professional role, Douglas has served as President of the Hempfield Rotary Club, Secretary of the board of the Hempfield Area Recreation Commission, and President of the Hempfield Foundation. These roles demonstrate his commitment to community involvement and leadership. In his personal time, Douglas enjoys biking, golfing, running, and swimming.

Melissa Hess is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Raymond James & Associates since 2016. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. It serves a diverse client base including individuals, institutional investors, charitable organizations, and government entities, offering financial planning, investment consulting, and municipal advisory services.