Matthew Perrotti is a financial advisor at Edward Jones in Lancaster, PA, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work history includes roles at The Sherwin-Williams Co. and The Prudential Insurance Company of America, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of discretionary and non-discretionary investment strategies. The firm operates under a fiduciary standard and supports its services with a large national network of financial advisors and branch offices.

Larry Trego Jr. is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 26 years of industry experience. He has worked at Raymond James Financial since 2009 and Fulton Bank since 2000. Outside of his advisory role, he is associated with Fulton Financial Advisors in a client advisory capacity. 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, corporations, and institutions, utilizing tailored, non-discretionary planning supported by analytical tools and risk profiling.

Kenneth Hameloth is a financial advisor at Edward Jones with 18 years of industry experience. He holds a 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 offers a broad range of advisory programs and investment solutions supported by a nationwide network of over 23,700 advisors and manages approximately $1.01 trillion in assets under management.

Frank Dogger is a financial advisor with LPL Financial based in Lancaster, PA. He holds the CFP® and ChFC® designations and has 46 years of industry experience. Prior to joining LPL Financial in 2025, Dogger worked at Cadaret, Grant & Co., Inc. for 21 years and has been involved with Lancaster Financial Group LLC since 2013. He is also a business owner outside of his advisory role. 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 financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Robert Bruner is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Capital. Outside of advising, he is involved in seasonal tax preparation and life insurance premium financing through his own firm, Bruner Wealth Management, and coaches basketball at Dayspring Christian Academy. OSAIC serves a diverse client base ranging from individual investors to institutions and offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk assessment, and access to multiple investment platforms and third-party managers.

Jennifer Aten is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Elizabeth Durand is a financial advisor at Ameriprise in Lancaster, PA, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Hornor, Townsend & Kent, LLC, Equitable Advisors, LLC, and experience outside finance at Ten Thousand Villages and Florin Farms Hatchery. She is also employed by LJS Group LLC, an advisor-owned legal entity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice with a focus on dependable income sources and tax-aware withdrawal strategies.

Ethan Bell is a financial advisor with Thrivent Investment Management in Leola, PA, holding Series 65 and Series 66 registrations and bringing three years of industry experience. His prior roles include positions at Securities America Advisors, Bare Wealth Advisors, Ambassador Advisors, and American Portfolios Financial Services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of advisors, providing comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and asset management services.

Alfred Cooke III is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at multiple firms including New York Life Insurance, Securian Financial Services, and runs his own entity, Cooke Financial, LLC. Outside of advisory roles, he is involved in selling life, disability, and annuity insurance. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with various program options and manages over $256 billion in assets.

David Weaver is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at several firms such as MRK Financial Solutions, Avantax, and SWC Wealth Management. He serves on the boards of the Friends of Governor Dick and the Mount Gretna Area Historical Society. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine investment research, third-party data, and algorithmic tools to support tax-aware withdrawal strategies and dependable income sources.

Mark Leiden is a financial advisor with Thrivent Investment Management in Lancaster, PA, holding a Series 66 credential and nine years of industry experience. He has been with Thrivent since 2016 and previously worked at Graham Packaging for 17 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account programs while keeping these services separate.

Cody Eppley is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. He joined Edward Jones in 2021 after working at Northwestern Mutual and has also spent time with several independent baseball teams, including the Lancaster Barnstormers and Southern Maryland Blue Crabs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies and operates a nationwide network of over 23,000 financial advisors.

Mark Kistler is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets starting in 2002. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized services such as private funds and structured-product activities.

Lauren Bruckhart is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Based in Lancaster, PA, she continues to serve clients through Morgan Stanley’s wealth management platform. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research methodologies.

Matthew Arnold is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Arnold has been with J.P. Morgan Securities since 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.