Brett Martin is a financial advisor with RBC Capital Markets in Lancaster, PA. He holds Series 63 and Series 66 licenses and has experience working at firms including The Benecon Group and Stauffers of Kissel Hill. His background also includes a role with the Manheim Township School District. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Michael D’Andrea is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Cambridge Investment Research since 2013. Outside of his advisory role, he teaches business courses at Fredrick East Classical. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple portfolio management options through independent Financial Professionals, using both proprietary and third-party strategies tailored to client objectives.

Bryant Ferris is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as an elected member of the Pequea Valley School Board in Pennsylvania. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Joel Roberts is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for 17 years at Community Services Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Clayton Williard is a financial advisor at Morgan Stanley in Lancaster, PA, with one year of industry experience. He holds a Series 66 designation and previously worked at Aerotek for eight years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm‑approved planning tools but does not provide individual security recommendations as part of standalone planning.

Lois Bachman is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 42 years of industry experience. She has been with Merrill since 1983 and also has a 15-year tenure with Bank of America, N.A. Outside of her advisory work, she serves as a trustee and employee of The J N B Trust. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Matthew Mc Kinney is a financial advisor with LPL Financial in Akron, PA, holding Series 63 and Series 65 credentials and six years of industry experience. His career includes roles at Northwestern Mutual Wealth Management and Ephrata National Bank. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations with a range of advisory programs, financial planning, and brokerage services. The firm offers discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Todd Newman is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2024 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Gregory Knisely is a CFP® with 16 years of experience and currently serves as a financial advisor at OSAIC since 2024. He previously worked at American Portfolios Financial Services, Inc. for nine years. Knisely is a trustee and co-chair of the grant committee for the Manheim Central Foundation for Educational Enrichment, a nonprofit organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analysis to construct portfolios across various asset classes with options for discretionary or non-discretionary management.

John Shetromph is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His career includes roles at Summit Brokerage Services Inc, Summit Financial Group Inc, and Cetera Wealth Services, LLC. He is currently based in Lititz, PA. Cetera Investment Advisers LLC serves a broad client base including individuals across wealth levels, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform providing diverse investment strategies.

Adam Blevins is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2009, including its predecessor Axa Advisors, LLC. He is also associated with a separate business entity, STAR ADVISORS. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Joseph Plageman is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he serves as a trustee for the Pennsylvania Universalist Convention. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Douglas Kaufman is a financial advisor at OSAIC with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Securities America Advisors, Inc., Investacorp Inc., and operating Kaufman Financial, where he has also been involved in tax preparation and insurance services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to various managed account platforms. The firm uses advanced portfolio construction tools and supports multiple advisory platforms, including third-party managers and wrap programs.

Darren Kushto is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mass Mutual and Northwestern Mutual. Kushto also provides services related to fixed insurance products, including annuities and life insurance, through Landis Financial Advisors Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Tyler Reppert is a financial advisor with Cambridge Investment Research Advisors in Reading, PA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Cambridge and its affiliates since 2013 and previously worked at Stifel Nicolaus & Co. Inc. He is also the owner of TZ Collectibles, a retail sales business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services through a large network of independent Financial Professionals. The firm offers a range of investment implementation options, proprietary and third-party strategies, and institutional features such as advisor transition support and compliance controls.

Charles Walp is a CFP® professional affiliated with Ameriprise in Lancaster, PA, with 14 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Outside of his advisory role, Walp serves on the Alumni Council of Lancaster Country Day School. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written reports and ongoing advice, utilizing proprietary research and collaborative implementation with client advisors.

Kevin Meserve is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at VOYA Financial Advisors for 10 years before joining Ameriprise in 2024. Outside of advisory work, he is involved in tax preparation through Encompass Tax Services. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to deliver customized, tax-efficient retirement income recommendations.

Ian Montgomery is a Wealth Management Advisor and founding partner of Montgomery, Bush, Tshudy, & Associates at Merrill Lynch Wealth Management in the Lancaster Office, where he has worked since 2011. He specializes in serving the High-Net-Worth market with a focus on areas including college education planning, family wealth management strategies, personal retirement planning, liquidity management, portfolio management services, small business strategies, socially responsible and ESG investing, and tax minimization. Ian is a specially qualified Portfolio Manager who is skilled in building and managing personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. Ian earned a Bachelor's Degree from the University of Richmond. Outside of his professional responsibilities, Ian is involved with the In Gee Chun LCC Educational Foundation.

Michael Banwell Jr. is a financial advisor at Cetera with a Series 66 credential and experience broadly associated with Bank of America from 2017 to 2025. He is also the owner of a short-term rental business and serves as vice president on the board of Voyage Mount Joy, a community organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a range of investment program options, serving over 800,000 clients with more than $256 billion in assets under management.

Matthew Barket is a financial advisor with Cambridge Investment Research Advisors in Lebanon, PA, holding Series 63, Series 65, and Series 66 designations and over 30 years of industry experience. He has been associated with Cambridge Investment Research in various capacities since 1998. 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 plan advisory services through a network of independent Financial Professionals, providing both proprietary and third-party investment strategies across multiple platform arrangements.