Cody Eppley is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. He joined Edward Jones in 2021 after working at Northwestern Mutual and has also spent time with several independent baseball teams, including the Lancaster Barnstormers and Southern Maryland Blue Crabs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies and operates a nationwide network of over 23,000 financial advisors.

Mark Kistler is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets starting in 2002. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized services such as private funds and structured-product activities.

Lauren Bruckhart is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Based in Lancaster, PA, she continues to serve clients through Morgan Stanley’s wealth management platform. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research methodologies.

Matthew Arnold is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Arnold has been with J.P. Morgan Securities since 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.