Mark Stoltzfus is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Cetera, LPL Financial, and American Portfolios Financial Services, Inc., as well as operating Stoltzfus Financial LLC since 2017. Outside of advising, he is also active as a musician. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

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.

Jay Nissley is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior experience includes roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory work, he is involved in wetland restoration projects on family land. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios using a variety of investment vehicles.

Thomas Knauer is a financial advisor with Thrivent Investment Management in Lancaster, PA, holding a Series 66 credential and 12 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, he is the sole member of an LLC that organizes group social events connected to Penn State University's athletic department and serves on the board of a nonprofit recreational center. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary portfolio management. The firm integrates planning with managed-account programs through a consolidated billing option while keeping these services distinct.

Robert Kilgore is a financial advisor with Ameriprise in Lititz, PA, holding a Series 66 designation and one year of experience at the firm. His prior work history includes roles at Bell's Bike Shop, Maggiano's Little Italy, Bent Creek Country Club, and Giant Food Stores. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Steven Wiles is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2020 and has prior experience at First Citizens Community Bank, BAE Systems, and Susquehanna University. 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 investment management supported by in-house and third-party research.

Russell Wert is a Series 66-licensed financial advisor at Wells Fargo Clearing with 13 years of industry experience. He previously spent 14 years at Edward Jones before joining Wells Fargo in 2026. 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 offers both brokerage and advisory solutions supported by extensive research and analytics.

Kendra Wall is a financial advisor with Ameriprise in Mount Joy, PA, holding a Series 66 designation and four years of industry experience. She has worked at several firms including Landis Financial Advisors, MassMutual, and Rotz & Stonesifer Financial Services, and has prior experience at Liberty University and in local community roles. Outside of her advisory work, she has engaged in planning leisure travel related to Disney and Universal Studios through a separate non-investment activity. Ameriprise provides retirement-income planning services targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Colton Sunderland is a financial advisor at Morgan Stanley in Lancaster, PA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include work at Florida Financial Advisors and New York Life Insurance Company. Outside of finance, he is involved with Hello Fitness Online, LLC, a business he has been part of for three years. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a broad range of investment programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Brittany Arentz is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has worked within Morgan Stanley and its Private Bank since 2022. Outside of finance, she has experience associated with the Cape May Corinthian Yacht Club and Harry's Ocean Bar and Grill. 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, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Jillian Snyder is a financial advisor with LPL Financial in Lancaster, PA, holding a Series 66 designation and 12 years of industry experience. She has been with LPL Financial since 2017 and is also associated with Landis Financial Advisors, Inc. and Christian W. Landis Agency, Inc., both since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Michael Hoffmann is a financial advisor with Ameriprise in York, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Hoffmann is involved in multiple business ventures including serving as Chief Operating Officer of MJ Hoffmann LLC and co-owning WHW Aviation Holdings, LLC, a private charter and organ transplant jet services company. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

Erik Miller is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He also serves as a member and CPA at Smoker & Company, LLC, a tax accounting firm, where he provides tax preparation and planning services. Miller offers wealth management services through Smoker Wealth Management, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of independent advisors. The firm provides a range of portfolio management and financial planning services, utilizing multiple program structures and custodial relationships.

Douglas Hershberger is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at Pruco Securities, LLC for 36 years before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolios, third-party asset management arrangements, and a broad range of brokerage and insurance products through its integrated advisory and brokerage platform.

Daniel Hair is a financial advisor with Edward Jones in Lancaster, PA. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to his advisory role, he was involved with various councils of the Boy Scouts of America and worked at Millersville University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Vincent Catalano is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors and Concourse Financial Group Securities. He is co-owner of KCA Wealth Management LLC and is involved in financial planning education and tax preparation services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple custody and platform arrangements with discretionary and non-discretionary investment options, incorporating proprietary and third-party model strategies.

Leah Wilhelm is a financial advisor with Ameriprise in Lancaster, PA, holding a Series 66 designation and two years of industry experience. She previously worked at Avantax Advisory Services, MRK Financial Solutions, and Northwest Bank. Outside of her advisory role, she serves as President of the Palmyra American Legion Auxiliary and Vice President of Operations for Fogleman’s Wounded Warrior Music Fest. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies through a centralized consulting team.

Ronald Burroughs is a financial advisor at Edward Jones in Ephrata, PA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Burroughs serves as a board member of the Ephrata Area Chamber of Commerce, contributing to its strategic planning efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

Daniel Myers is a financial advisor with LPL Financial in Lancaster, PA. He holds a Series 66 designation and has one year of industry experience, including roles at Landis Financial Advisors Inc and Fulton Bank. Outside of his advisory work, he operates a landscaping business, Myers Mowing LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of representatives. The firm offers diverse advisory programs and financial planning services supported by extensive research and a range of portfolio management options.

Krystle Seitz is a financial advisor at Morgan Stanley with six years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2019 and previously worked at Garrety Glass, Inc. and TrueNorth Wellness Services Amazing Kids Club. Outside of finance, she operates Krystle Sights, a sole proprietorship focused on alternative health, energy and sound healing, music performance, and writing. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including customized financial planning that incorporates firm-approved tools and modeling techniques.