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 with Cetera, holding a Series 66 designation and 16 years of industry experience. He is a 50% owner of LMS Advisors LLC, where he also provides financial advising services. In addition to his advisory roles, he is involved in tax and accounting activities through LMS Tax & Accounting LLC and M2T, an accounting holding firm. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Ted Williams is a financial advisor with LPL Financial in Columbia, PA, holding Series 63 and Series 66 licenses and with two years of industry experience. Before joining LPL Financial, he worked at Northwest Bank and was involved with the Prep Baseball Report Pennsylvania and Keystone State Baseball Academy. 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 with various investment strategies and employs advanced operational and research tools to support its network of over 22,900 advisors.

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® with 36 years of industry experience currently advising at OSAIC since 2018. Prior to joining OSAIC, he worked for 28 years at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. He holds a Series 63 license and is based in Lancaster, PA. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation and portfolio optimization supported by advanced analytical tools.

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, holding the Series 66 designation. He has experience in the financial industry primarily through his ongoing role at Ephrata National Bank since 2017 and has been with LPL Financial since 2026. Prior to his financial career, he worked at Arby's for three years. 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 a large network of investment adviser representatives.

Erik Ellsworth is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at firms including SagePoint Financial, American Wealth Strategy Group, Minnesota Life, and The Prudential Insurance Company of America. He is also president of American Wealth Strategy Group, LLC, which provides financial and insurance services. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple program options delivered through a complex affiliate network.

John Snyder is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 42 years of industry experience. His prior firms include Ic Advisory Services, Inc., The Investment Center, Inc., and Cadaret, Grant & Co., Inc. He serves as an elder and board member of Highland Presbyterian Church in Lancaster, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a wide range of financial planning and portfolio management solutions, leveraging both proprietary and third-party strategies.

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 at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at American Portfolios for 17 years. Outside of securities advisory, he is engaged in the sale of life insurance, long-term care, and health insurance as an independent agent. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and advisor-managed portfolios. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and efficient frontier analysis.

Kevin Johns is a financial advisor with Charles Schwab who holds a Series 66 designation and has 18 years of industry experience. He previously worked at TD Ameritrade and Edward Jones before joining Charles Schwab. Outside of his advisory role, he is involved in voiceover work through a talent agency, performing occasional script reading during evenings and weekends. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab’s investment approach combines non-discretionary advisory recommendations with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by in-house research and due diligence.

Sara Blevins is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 1999 and Bank of America, N.A. since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jessica Voci is a financial advisor with Raymond James Financial, holding a Series 66 credential and six years of industry experience. She has worked with Raymond James Financial Services Advisors, Inc. since 2021 and previously held roles at Fulton Bank for nine years. Outside of her advisory work, she serves as Vice President of the Planning Commission for Martic Township. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored investment consulting using analytical tools and supports a broad network of advisors with specialized services, including municipal and public-finance advisory work.

John Colyer is a financial advisor with Primerica Advisors in Lititz, PA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to his advisory role, he worked in law enforcement at both the Caln Township and Huntington Police Departments. Outside of advising, he is involved in sales of home security, automation products, and loan referrals through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selectively managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trade execution to BNY Mellon Advisors, focusing on percentage-based tiered fee models rather than fixed fees.

Kevin Blacker is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Knouse Foods for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Ryan Lundy is the Resident Director at Merrill Lynch Wealth Management and leads the Lundy & Associates team. He focuses on enhancing and organizing clients' lives and finances through a comprehensive, goals-based approach to retirement and wealth planning. Ryan assists clients with various financial strategies including college education planning, family wealth management, legacy planning, and retirement income. Ryan holds a Bachelor of Science degree in Finance from Virginia Tech and an MBA from Penn State University. He joined Merrill Lynch Wealth Management in 2012 and has 16 years of experience in the financial services industry. He holds Series 7 and 66 FINRA registrations and is licensed as an agent for Life, Accident, and Health Insurance in Pennsylvania and New York. Ryan has earned several professional designations including Certified Investment Management Analyst (CIMA®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Ryan is involved in professional and community organizations such as the East Hempfield Recreation Authority, the American Cancer Association, and the Boys and Girls Club of Lancaster. He resides in Lancaster with his wife Ashley and their three children. His personal interests include biking, chess, football, and golfing.

Matthew Goss is a financial advisor with Primerica Advisors in Lancaster, PA, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked with PFS Investments Inc. since 2011 and with Primerica Financial Services since 2010. Outside of his financial advisory work, Goss is employed as a plumbing technician at Mervin Zimmerman Inc., where he has worked since 2006. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm provides advisory services through a large network of advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.