Ryan Appleby is a financial advisor with LPL Financial, holding CFP®, ChFC®, and Series 66 designations and bringing 21 years of industry experience. He has been with LPL Financial since 2021 and also works with M&T Securities since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Gregory Wolfe is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at firms including LPL Financial and Peoplesbank prior to joining Cetera and Orrstown Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and serves over 800,000 clients with more than $256 billion in assets under management.

Samuel Shinn is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at LPL Financial and Northrop Grumman Corporation. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Justin Arter is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and John C. Grimberg. Outside of finance, he has been involved with organizations such as the Y of the Chesapeake and McDaniel College. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, relying on a centralized team that collaborates with advisors and uses a combination of investment research, data, and algorithmic tools.

Matthew Boltz is a financial advisor with Ameriprise, holding a Series 66 designation and with 24 years of industry experience. He has been with Ameriprise since 2005. Boltz also manages MM Boltz LLC, a business entity related to his financial planning practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

Jared Smith is a financial advisor with Osaic Wealth, Inc. in Spring Grove, PA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Osaic Wealth since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, Smith serves as a freshman basketball coach. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to various managed account solutions. The firm employs a comprehensive investment approach using asset allocation tools and supports both discretionary and non-discretionary portfolio management.

Jonathan Pearlstein is a financial advisor with Ameriprise, holding a Series 66 credential and 25 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2000 and previously worked at Ameriprise Financial Services, Inc. for 15 years. He serves on the board of directors for Gateway in Baltimore, Maryland. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations delivered through a centralized consulting team.

Russell Priddy III is a financial advisor with Ameriprise in Shrewsbury, PA, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing and PNC Investments. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering detailed, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Julia Wagner is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. Her prior work includes roles at Drumgoole Financial Services, JT Mummert, and Community Services Group, as well as experience outside finance in theater and retail. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and various investment management options.

Kevin Hoy is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at First National Bank, Prosperity Home Loans, and Stearns Lending, as well as a period of self-employment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of about 23,701 financial advisors and 15,121 branches. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michelle Roeseke is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lauretta Yeagy is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. She has worked with Wilmington Advisors and M&T Securities, Inc., and briefly with COMPASS Group Inc. Crothall Health. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including 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 retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Milton Dodge is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Patient Capital Management LLC and T. Rowe Price. 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.

Deborah Williams is a Certified Financial Planner (CFP®) with 29 years of industry experience. She has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through its national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Elizabeth Braun is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2009. Based in Owings Mills, MD, she has focused her career at Ameriprise for over a decade. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds. The firm provides comprehensive, research-driven recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies, delivered through a centralized consulting team in partnership with financial advisors.

Vincent Hackler is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside of advising, he is co-owner of a real estate business and is pursuing a patent related to a pickup truck accessory. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Henry Podlaszewski Jr. is a financial advisor with UBS Financial Services, holding a Series 66 designation and 19 years of industry experience. He previously worked at Morgan Stanley and RBC Capital Markets. He is based in Shrewsbury, Pennsylvania. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client plans.

Andrea Morrison is a financial advisor at Edward Jones in York, PA, holding Series 63 and Series 66 credentials with eight years of industry experience. She has worked at Edward Jones since 2019 and previously spent five years at Assured Partners. Outside of her advisory role, she is connected to CMA Insurance Services through her spouse but does not participate in the daily operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Carol Engel is a financial advisor at LPL Enterprise with 10 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Pruco Securities, Cetera, and First National Bank of PA. Engel has been with LPL Enterprise since 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios, combining advisory programs with brokerage and insurance products through an integrated platform.

Cole Van Pelt is a financial advisor with Edward Jones in Shrewsbury, PA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked in a variety of roles including positions at Ciocca Honda of York and Red Lion Area School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and supports its services through a nationwide network of advisors and branch offices.