Mark Vergenes is a financial advisor with Cetera, holding Series 63 and 65 licenses and bringing 30 years of industry experience. He has been with Cetera and its affiliated entities since 2013 and is the owner of Mirus Financial Partners, a financial planning and investment advisory firm. Outside of finance, he owns a parking consulting business and serves on multiple nonprofit boards and committees, including those focused on community development and planned giving programs. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of discretionary and non-discretionary investment solutions and manages over $256 billion in assets through more than 10,000 advisors.

Howard Williard III is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its affiliated private bank since 2009. Williard serves as Vice-President of ZETA Alumni Corp. and is a board member and Assistant Chair of the Martin Luther King Jr. Memorial Scholarship Fund in Lancaster, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and the Global Investment Committee’s market outlooks.

Adam Green is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held roles at Franklin & Marshall College, Fulton Bank, and Fairfax County Park Authority. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jesse Landis is a financial advisor with LPL Financial in Lancaster, PA, holding a Series 66 credential and eight years of industry experience. He has worked at LPL Financial since 2015 and previously operated Landis Financial Advisors, Inc. alongside his advisory role. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Nicholas Cummings is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Delaware Valley Advisors, Minnesota Life Insurance Company, and Northwestern Mutual. In addition to his advisory role, he is involved in tax preparation through Smoker and Company LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base that includes 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 delivered through a network of over 10,000 advisors.

Michael McDermott is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 42 years of industry experience, including long-term roles at Metropolitan Life Insurance Company and MetLife Securities Inc. Since 2017, he has also been active as a life insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap programs, and educational seminars, focusing on collaborative, goal-based planning.

Brenda Perrotti is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved in an art and culture business called The Sea Glass Gals as a crafter and proprietor. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured planning process.

Cindy Shuman is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. She holds a Series 66 designation and has previously worked at International Assets Investment Management, LPL Financial, and Financial Network Agency. She is also a notary public. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides both proprietary and third-party investment strategies across multiple platforms with discretionary and non-discretionary options tailored to client objectives.

Anthony Beccone Jr. is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ameriprise in Lancaster, PA. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns and operates a tax preparation business. Ameriprise specializes in retirement-income planning for clients with significant investable assets, offering tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory services.

Sonia Gross is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2017 and previously spent 12 years at M&T Securities. Outside of her advisory role, Gross is actively involved with the Kiwanis Club of Lebanon County, serving as Golf Committee Chairperson and holding several board roles within local and state Kiwanis organizations. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kenneth Phillips is a financial advisor with Raymond James & Associates, holding the Series 63 and Series 65 designations and bringing 40 years of industry experience. He previously worked at RBC Capital Markets for 14 years before joining Raymond James in 2022. Phillips also serves as Vice President and a board member of the Golf Association of Philadelphia, a nonprofit that organizes golf tournaments in eastern Pennsylvania. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by extensive research and an affiliate network that includes banking, trust, and insurance services.

Mark Maggs is a Wealth Management Advisor at Merrill Lynch Wealth Management and founder of Maggs & Associates. He has been a financial advisor since 1993 and currently serves as part of Merrill's Peer-to-Peer National Faculty. Mark provides financial advice and guidance to business owners, professionals, executives, and retirees, with a focus on long-term wealth building and comprehensive balance sheet management. Mark holds a Bachelor's degree from Bloomsburg University and 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 Benefits Consultant (RBC). His expertise encompasses areas such as divorce transition planning, executive compensation, family wealth management strategies, institutional and corporate benefit services, personal retirement planning, portfolio management services, investment strategy, tax minimization, and retirement income. Mark is actively involved in his community, supporting various local organizations including Prospectus Berco and United Way as a Tocqueville member. He values longstanding client relationships and applies a caring approach to his work, emphasizing personal availability and understanding clients' needs. His professional achievements include recognition on Forbes' "Best-in-State Wealth Advisors" list for five consecutive years and placement on Barron's "America's Top 1,200 Financial Advisors" list.

Evelyn Sullivan is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 30 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is a notary in Lancaster, Pennsylvania. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s approach is IPS-driven and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Nancy Ward is a financial advisor with LPL Financial in Lancaster, PA, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been associated with Linsco/Private Ledger Corp. since 1995. Ward also has an advisory services business registered as ADVISORY SERVICES FINANCIAL, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by research and model portfolios.

John Carlson is a financial advisor with Cetera who holds a Series 66 credential and has 19 years of industry experience. He has been a co-owner and mortgage broker at Penn Street Mortgage since 2007. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, including model portfolios from affiliated and unaffiliated managers across multiple program structures and custodial relationships.

Donald Doolittle Jr. is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Truist Investment Services, BB&T Securities, Orrstown Bank, and PNC Bank. 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 brokerage services, using model portfolios and research from internal and third-party sources.

Dana Herr is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been providing financial guidance and investment management services since 1994. She leads the Ellenberg-Herr Team alongside her husband, Doug, focusing on long-term client relationships and customized advice to support a range of financial goals, including investment management, retirement planning, gifting, multi-generational wealth transfer, and income replacement. Dana works with affluent families, retirees, business owners, and professionals, with a particular emphasis on empowering women to achieve financial independence. Dana holds the Chartered Retirement Planning Counselor (CRPC) designation and a Bachelor's Degree from Rutgers College. Her expertise encompasses areas such as college education planning, family wealth management strategies, philanthropic planning, portfolio management, and retirement income. She is an active member of professional and community organizations, serving on the Planned Giving Committee for Lancaster General Hospital and the Advisory Committee for Planned Parenthood. Additionally, she volunteers with Girls on the Run of Lancaster, PA, where she has previously served as Board Chair. Outside of her professional work, Dana lives in Hempfield, PA, with her husband and their two daughters. She is an avid distance runner, having competed in more than 20 marathons. Her personal interests include biking, horseback riding, reading, swimming, and writing. Dana also enjoys spending time with family and friends, often engaging in activities such as swimming and horseback riding.

Morgan Witman is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he worked for 14 years at Agora Cyber Charter School. 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 large network of financial advisors and branch offices.

Keith Gibson is a financial advisor with Merrill in Wyomissing, PA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Outside of his advisory work, he serves as a Minority Inspector of Elections in Lehigh County, Pennsylvania. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Patricia Greising is a financial advisor with Ameriprise in Lancaster, PA, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she is the owner of LJS Group LLC, where she leads strategic planning, operational implementation, and provides training in client care and team operations. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers these services through a centralized consulting team in partnership with advisors like Greising.