Brandy Plocinski is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 22 years of industry experience. She worked at Merrill Lynch for 15 years before joining Janney Montgomery Scott, where she has been since 2021. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, and institutional sponsors, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Allen Kiessling is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. He holds a Series 66 credential and has worked at Janney since 2021. His prior experience includes roles at Bank of America and Merrill. Kiessling serves on several nonprofit boards and coaches youth sports in the Williamsport, PA area. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, corporate and retirement plans, and charitable organizations, offering a range of brokerage, financial planning, and advisory services through both in-house and third-party investment management.

John Confer is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and The Hartman Agency Inc. Outside of his advisory role, John serves as Vice Chair of the YMCA Advisory Council in Williamsport, is Vice President of the BNI GSV Business Exchange in Milton, and is a board member of Wildwood Cemetery in Williamsport. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, and other entities through a range of brokerage, financial planning, and advisory programs, combining in-house and third-party portfolio management with custody and trustee services.

William Daniels is a financial advisor with Janney Montgomery Scott in Williamsport, PA, holding a Series 66 designation and 21 years of industry experience. He has worked at Janney Montgomery Scott since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage and advisory services supported by in-house portfolio management, third-party managers, and a centralized Client Service Center.

Curtis Sauers is a financial advisor with Guardian Life and holds a Series 66 credential. He has two years of industry experience and has worked at firms including Park Avenue Securities and Northwestern Mutual. Outside of finance, he has experience working at Tony’s Delicatessen and Fresh Meats. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and access to proprietary and third-party investment programs.

Howard Moyer III is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2014 and previously held roles at Hudock Capital Group and Wells Fargo Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, managed account solutions, and access to third-party managers and proprietary programs.

Zachery Eddinger is a financial advisor at Osaic Institutions, Inc. with three years of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, Merrill, and Woodlands Bank. Outside of advisory work, he is the owner and designer of two apparel companies, Clutch Apparel Company, LLC and Throttle and Clutch Apparel Company, LLC, which focus on custom sports team apparel and automotive-themed clothing. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a unique hybrid adviser/broker-dealer model with a significant non-discretionary asset base and affiliated third-party managers.

Caleb Harris is a financial advisor with Merrill in Williamsport, PA, holding the Series 66 designation and three years of industry experience. His prior work includes roles at Regions Bank and Men’s Wearhouse. He also serves as an E4 Infantryman in the Pennsylvania Army National Guard. Merrill, together with its affiliate Managed Account Advisors LLC, 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 plans, corporations, and charitable organizations.

Douglas Mcculloch is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Outside of his advisory role, he co-owns a business specializing in yard signs and greetings for occasions. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ashley Miller is a financial advisor at LPL Financial with 16 years of industry experience and holds the ChFC® and Series 66 designations. Prior to joining LPL Financial in 2025, Miller worked at Cetera Investment Advisers and Cetera Investment Services LLC for seven years, as well as First National Bank of PA for nine years. Outside of advisory work, Miller has a small real estate rental activity in State College, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options supported by both proprietary and third-party strategies.

Aaron Raemore is a CFP®-certified financial advisor with five years of industry experience. He is currently associated with Cetera and SL Financial Group and has held roles at Jersey Shore State Bank and several other financial services firms. Raemore’s background includes positions in both financial advisory and banking. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, employing a multi-manager platform with access to affiliated and third-party managers.

Denise Plankenhorn is a financial advisor with LPL Financial in Williamsport, PA, holding Series 63, 65, and 66 credentials and bringing 30 years of industry experience. Her prior roles include positions at M&T Securities, M&T Bank, and Merrill. Outside of her advisory work, she is a co-owner of a non-investment-related business, Chris & Denise Plankenhorn. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and third-party asset management, supported by technology tools and a broad non-advisory financial platform.

Ryan Miller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 18 years of industry experience. He previously worked at Edward Jones for ten years before joining Raymond James in 2018. Outside of his advisory role, Miller manages several real estate ventures, including commercial and residential properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charities, and institutions. The firm emphasizes tailored, non-discretionary planning and consulting, using analytical tools to model potential outcomes, and maintains specialized services such as municipal advising and SIMPLE IRA employer consulting.

Michael Hickey is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior roles include positions at LPL Financial, Citizens and Northern Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, and Santander Securities LLC. Outside of his advisory work, he serves as an insurance agent for Wienken Wealth Management, focusing on fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Jonathan Saylor is a financial advisor with Edward Jones in Williamsport, PA, holding a Series 66 license and with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as a board member for the Fairmont State University Alumni Board in Fairmont, WV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Reeder is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Liberty Arena and has been affiliated with Lycoming College since 2022. His background also includes roles in education and retail. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools.

Sydney Robertson is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds a Series 66 designation and has worked previously as a self-employed financial professional as well as in various positions outside finance, including operating a day spa and salon. Outside of advisory work, she is engaged in freelance modeling and acting, and provides pet sitting services in Asheville, NC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning, investment management, and retirement advisory services delivered through independent Financial Professionals using multiple platform arrangements and proprietary as well as third-party model strategies.

Jason Phillips is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Bank of America and Merrill for 15 years. Outside of advising, he is involved in baseball instruction through Program 15 Baseball and serves as a board member for a charitable organization focused on emergency response training. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chase Snyder is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2020, following roles at various companies including Patton Warehousing and Watsontown Trucking. He also worked at Bloomsburg University for five years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Michael Barclay is a financial advisor with Mass Mutual Investors Services in Williamsport, PA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Mass Mutual and its subsidiary MML Investors Services since 2010. Outside of his advisory role, he works as a consultant in college financial aid planning. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements that utilize firm-approved analytical tools.