Linda Bove is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior work includes roles at Morgan Stanley, PNC Investments LLC, Citizens Securities Inc., and Cetera. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, with an emphasis on both discretionary and non-discretionary strategies.

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 credential and one year of industry experience. Before joining Merrill, he held various roles including multiple positions at Franklin & Marshall College, as well as experience at Fulton Bank and Fairfax County Park Authority. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jesse Landis is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has been affiliated with LPL Financial in various capacities since 2015. Landis previously operated Landis Financial Advisors, Inc., which he continues to maintain as a separate business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Gail Weigle is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party data.

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 with Cambridge Investment Research Advisors holding a Series 66 credential and 24 years of industry experience. Her prior roles include positions at International Assets Investment Management, LLC and LPL Financial. She is also a notary public. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple account platforms and proprietary model strategies through a large network of financial professionals.

Anthony Beccone Jr. is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Ameriprise in Lancaster, PA. He has been with Ameriprise since 2014. Outside of his advisory role, he owns and operates a tax preparation business. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning services that emphasize tax-aware withdrawal strategies and dependable income sources.

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 Series 63 and Series 65 licenses and bringing 40 years of industry experience. Before joining Raymond James in 2022, he spent 14 years at RBC Capital Markets. He serves as Vice President and board member of the Golf Association of Philadelphia, a nonprofit that organizes golf tournaments in Eastern Pennsylvania. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad range of clients, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management strategies and affiliated research.

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.

Conor Delaney is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at LPL Financial since 2012 and previously at Waddell & Reed. Delaney also manages a café business and is involved with several related ventures under the Good Life brand. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Evelyn Sullivan is a financial advisor with Wells Fargo Clearing in Lancaster, PA, holding a Series 63 designation and 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is also a notary in Pennsylvania. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Nancy Ward is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Linsco/Private Ledger Corp. since 1997 and has been associated with Linsco/Private Ledger since 1995. She has an outside business interest registered as Advisory Services Financial, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

Rachel Robinson is a financial advisor at Morgan Stanley with a Series 66 designation and one year of experience in the industry. Prior to joining Morgan Stanley, she worked for nine years at Nationwide Life and Annuity Insurance Company and held roles at Innosource Inc and Urban Outfitters. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides its services through direct client relationships and corporate financial planning agreements.

John Carlson is a financial advisor with Cetera, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Cetera and affiliated entities since 2015 and is also a co-owner and mortgage broker at Penn Street Mortgage, a residential mortgage business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm provides a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors, offering diverse investment programs including model portfolios, third-party managers, and bespoke strategies.

Donald Doolittle Jr. is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Truist Investment Services, BB&T, Orrstown Bank, and PNC Bank. 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.

Dana Herr is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she co-leads the Ellenberg-Herr Team with her husband, Doug. Together, they provide customized investment advice and a disciplined approach to serving clients, with a focus on investment management, retirement planning, gifting, multigenerational wealth transfer, and income replacement. Dana works with affluent families, successful retirees and pre-retirees, widows, business owners, professionals, and executives, emphasizing financial planning that aligns with their values and goals. She has been with Merrill Lynch since 1994 and holds the Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) designations. Dana is committed to promoting financial independence among women and serves as an Ambassador for Merrill's Virtual Women’s Exchange for the Northeast Division. She earned her bachelor's degree from Rutgers University. In addition to her professional commitments, Dana actively participates in community service in Lancaster, Pennsylvania. She volunteers with Girls on the Run of Lancaster, having previously served as Board Chair, and sits on the Planned Giving Committee for Lancaster General Hospital. She is also a member of the Board of Trustees for the Lancaster General Health Foundation and participates in advisory committees at Randolph Macon College and Planned Parenthood. Outside of her advisory role, Dana is an avid distance runner with experience in more than 20 marathons. She enjoys horseback riding, biking, swimming, reading, writing, and spending time with her husband and two daughters in Hempfield, Pennsylvania.