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.

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.

Roy Book is a CFP® professional with 36 years of industry experience. He has been with OSAIC since 2018 and previously worked for Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 28 years prior. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and access to third-party managers to construct portfolios across various asset classes.

Robert Fryer Jr. is a financial advisor at RBC Capital Markets with 42 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory work, he serves on the Board of Trustees for Florida Southern College. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Nicholas Good is a financial advisor with LPL Financial and holds a Series 66 designation. He has been in the industry since 2026 and has prior experience at Ephrata National Bank and Arby's. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Erik Ellsworth is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The Prudential Insurance Company of America and SagePoint Financial, Inc. Ellsworth is also president of American Wealth Strategy Group, LLC, through which he provides financial and insurance services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing across a range of investment vehicles.

John Snyder is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work includes roles at IC Advisory Services, The Investment Center, and Cadaret, Grant & Co., and he has been involved with Heritage Insurance Associates since 2013. He serves as an elder on the board of Highland Presbyterian Church in Lancaster, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by research and model portfolios, and provides both discretionary and non-discretionary management services.

Thomas Landers Jr. is a financial advisor with Ameriprise in Lancaster, PA, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at multiple firms including Avantax Advisory Services and has owned Tom Landers Tax & Financial, LLC, which provides tax preparation and insurance services. Outside of advising, he is involved with CleverRx, a mobile app offering prescription discounts. Ameriprise offers retirement-income planning services targeting clients approaching or in retirement with significant investable assets, combining algorithmic modeling and tax-efficient strategies delivered through a centralized consulting team.

Susan Lonergan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Raymond James Financial Services and affiliated entities since 2016. Lonergan serves as Treasurer and a board member of the Bucks County Historical Society and is a board member and chair of the finance committee for The Chamber of Commerce of Greater Philadelphia. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and investment consulting supported by risk profiling and modeling tools.

Randall Interrante is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at American Portfolios for 17 years and has been involved with several independent financial and insurance-related activities for over two decades. Outside of his advisory role, Interrante is active as an independent agent in life insurance, long-term care, and health insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools and diverse investment options, and supports various portfolio management approaches including discretionary and non-discretionary accounts.