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.

Leon Horn is a financial advisor with Edward Jones in Stevens, PA. He holds the CFP®, ChFC®, and Series 66 designations and has nine years of industry experience, including a prior role at Orrstown Bank. Horn has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including retail and high-net-worth households, pension plans, corporations, and nonprofits. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

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.

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.

Mark Stone is a financial advisor with Cetera, holding a Series 66 credential and 27 years of industry experience. He has worked with various Cetera entities since 2020 and previously with First Allied Advisory Services and First Allied Securities. Outside of his advisory role, he serves as a board member of the Berk Community Health Center, volunteers in tax preparation, and is the treasurer for the Treatment Access and Service Center, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors 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 with access to affiliated and third-party managers.

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.

Andrea Hetrick is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Ameriprise in various capacities since 2016. Outside of her advisory role, Hetrick serves on the Board of Directors and as Vice-President of the Reedy Estates Homeowners Association. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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.

Joshua Delp is a financial advisor with LPL Enterprise, holding a Series 66 designation and 19 years of industry experience. He has worked at The Prudential Insurance Company of America since 2008 and joined LPL Enterprise in 2024. Outside of his advisory work, Delp is involved in direct sales of fitness supplements through Team Beach Body. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, delivered primarily by investment adviser representatives using LPL’s integrated platform.

Connor Skeen is a CFP® professional with eight years of industry experience. He is currently with Charles Schwab & Co., Inc., where he has worked since 2023, following roles at Bank of America, Merrill, and T. Rowe Price. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options supported by centralized custody and trading operations.

Jason Kurrass is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Fors Marsh, Retail Industry Leaders Association, Centric Business Systems, Brooks Adams Research, and the University of Richmond. Outside of his advisory role, he is involved in tax preparation through IVALUE Financial Planning LLC. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services across multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of investment products, while supporting both discretionary and non-discretionary account management.

Brianna Garber is a financial advisor at Cetera with one year of industry experience. She holds the Series 66 designation and has worked at Cetera and affiliated firms since 2024. Brianna is also involved in client services roles at Stone Financial and Union Advantage Financial. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing a range of program structures and third-party money managers.

David Shaffer is a financial advisor with OSAIC based in Denver, PA. He holds a Series 66 designation and has four years of industry experience. Prior to joining OSAIC in 2021, he worked at Temple University and Cairn University. Outside of his advisory role, he serves as a deacon and treasurer for Christ Alone Fellowship and is a board member of the nonprofit The Cypher Spot, where he participates in financial oversight and budgeting. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Craig Hornberger is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Cetera, Orrstown Financial Advisors, and other firms. Outside of his advisory roles, he has been involved with Hornberger Golf Investments, LLC. 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 and financial planning services supported by structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Evan Perets is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is connected to the hospitality sector through involvement with TEN K GROUP. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, and third-party asset management, combining advisory programs with brokerage and insurance product sales.

Michael Valudes is a financial advisor with LPL Financial in Lancaster, PA, holding Series 63 and Series 65 credentials and 45 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory and brokerage services through a national network of representatives, providing both discretionary and non-discretionary management along with access to model portfolios and research from multiple sources.

James Davis II is a CFP® certificant with over 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He has been with Ameriprise Financial Services in various capacities since 2005. Outside of advisory work, he is involved in assisting LJS Group LLC with fiduciary advice focused on financial planning for Baby Boomers and owns an LLC that operates an office building housing his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Angela Barket is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and having 26 years of industry experience. She has been with Cambridge Investment Research since 1999 and Cambridge Investment Research Advisors since 2005. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a variety of portfolio management strategies and custody platforms tailored to client objectives.