Anthony Martin is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 15 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Ephrata, PA. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to various investment and insurance products through its integrated advisory and brokerage platform.

Paul Stetter Jr. is a financial advisor with Raymond James Financial in Ephrata, PA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Fulton Financial Advisors since 2019 and has been with Raymond James Financial since 2009. Outside of his advisory work, he is involved with a small family-run lawn care business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions, offering financial planning, investment consulting, and advisory services. The firm employs risk profiling and analytical tools to provide tailored, non-discretionary investment consulting and supports a broad advisor network along with institutional consulting and portfolio management.

Kevin Erb is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and possessing 35 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017 and the Massachusetts Mutual Life Insurance Company since 2016, along with long-term positions at MetLife Securities Inc. and Metropolitan Life Insurance Company dating back to 1989. In addition to his advisory work, he is involved in individual and group life and health insurance sales. 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, emphasizing collaborative, goal-oriented planning without discretionary investment management.

William Meyer is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for 15 years at Janney Montgomery Scott. Outside of his advisory role, he owns and captains a sportfishing charter boat in West Grove, Pennsylvania. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven approach includes investment policy development, investment recommendations, performance reporting, and participant education, with a broader range of financial products than many peers, including insurance-related vehicles and bank deposit sweep options.

Kevin Sweeney is a financial advisor with LPL Financial, holding the Series 66 designation. He joined LPL Financial and WBS Financial in 2026. Prior to his advisory role, he worked at TE Connectivity from 2020 to 2025 and has experience in various other positions, including roles at Pennsylvania State University and Merakey. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, including discretionary and non-discretionary management supported by research and model portfolios.

Matthew Langdon is a Senior Financial Advisor at Merrill Lynch Wealth Management and a senior partner in the Weeber/Langdon Team. He brings 18 years of experience in the financial services industry, having joined Merrill Lynch in 2008. In his role, he focuses on business development, primarily acquiring new client relationships and directly shaping and implementing new strategies. Matt services high net worth individuals, families, and businesses, providing expertise in areas including corporate benefits, divorce transition planning, family wealth management strategies, retirement income, philanthropic planning, and portfolio management services. He holds series 7 and 66 FINRA registrations, life and health insurance licenses, and professional designations including Chartered Retirement Planning Counselor (CRPC), Certified 401(k) Professional (C(k)P), and Certified Plan Fiduciary Advisor (CPFA). He earned his bachelor's degree in accounting from Pennsylvania State University. Matt resides in Berks County, Pennsylvania with his wife Renee and their four children. He enjoys spending time with his family, boating, offshore fishing, and is involved in community activities such as volunteering with youth sports and serving on boards including Berks Catholic High School and John Paul II Board of Directors. He is also a PIAA wrestling official and a member of the United Way Investment Committee.

Michael Hartlett is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 44 years of industry experience. His prior roles include positions at International Assets Investment Management, LPL Financial, and Invest Financial Corporation. He serves as a trustee for the Permanent Fund of the Grand Commandery of Pennsylvania and is a board member of the Lancaster Masonic Center. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Carson Spangler is a CFP® professional with 26 years of industry experience, currently advising at LPL Financial since 2025. His prior experience includes roles at The Investment Center, Inc., Heritage Insurance Associates/Lancaster Benefits Group LLC, and Cadaret, Grant & Co., Inc. He is also the owner of Aqua Premier Auto Wash in Lancaster, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from both internal and third-party sources.

David Weld is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with OSAIC, having joined in 2024 after 20 years at American Portfolios Financial Services, Inc. Outside of his advisory work, he serves as Council Commissioner and Vice President for Scouting America, where he manages volunteers and staff delivering youth programs. OSAIC serves a broad mix of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple third-party investment platforms. The firm employs asset-allocation tools and portfolio construction strategies that include a range of investment options and supports both discretionary and non-discretionary management.

Jennifer Bilodeau is a financial advisor with Wells Fargo Clearing in Wyomissing, PA, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she holds power of attorney responsibilities related to investment matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Allen Wessel is a CFP®-credentialed financial advisor with Edward Jones, where he has worked since 1999, totaling 27 years of industry experience. He holds a Series 63 license and is based in New Holland, PA. Outside of his advisory role, he owns and maintains a rental property in New Holland. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,700 financial advisors. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kenan Yamaner is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes a broad range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Tyler Trettin is a financial advisor with LPL Financial, holding a Series 66 designation and having two years of industry experience. He has worked at LPL Financial and Ephrata National Bank since 2023. Prior to his advisory roles, he spent 12 years with Vitality Athletics. 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 brokerage services, utilizing model portfolios and research from multiple sources and providing both discretionary and non-discretionary management.

Jordan Grater is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at RBC Capital Markets since 2019 and previously spent 13 years with The Vanguard Group, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs with tailored investment strategies, utilizing both in-house and third-party managers, and provides a range of portfolio management, financial planning, custody, and brokerage services.

Lon Jury is a CFP® and ChFC® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously spent 34 years with Ameriprise Financial Services, Inc. Jury is a co-owner of Pennoptic CPAs and Strategic Partners, LLC, a tax preparation firm, and serves on the Board of Directors for the Financial Planning Association of Central Pennsylvania as Advocacy Chair. He also leads LJS Group, LLC as CEO, focusing on strategic planning and service integration. Ameriprise is a large institutional firm offering a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations primarily for assets managed within Ameriprise.

Missy Phelan is a financial advisor with Edward Jones in Ephrata, PA, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Gearty and Associates and Gearty Law Offices. She is also an elected member of the Manor Township Board of Supervisors in Lancaster, PA, where she participates in local government decision-making. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, supported by a national network of over 23,000 financial advisors.

Cullin Mcgrath is a financial advisor at Wells Fargo Clearing with Series 66 credentials and over 11 years of industry experience, including a tenure at Santander Bank, N.A. from 2014 to 2025. He joined Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Tyler Kirby is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked at Weis Markets for six years and taught at Shippensburg Area Middle and High Schools for six years. He is also an associate financial advisor at LJS Group LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized consulting team and algorithmic tools to generate tailored retirement-income recommendations.

William Bowman is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and Kingsview Wealth Management. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Kurt Luckenbill is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for 16 years. He is based in Lancaster, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its planning process.