Donald Baker is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing nearly 30 years of experience in financial advisory services. He specializes in family wealth management strategies, personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. Donald serves as the team's equity strategist, focusing on researching special situations to identify timely and innovative investment opportunities that align with clients’ financial strategies. Donald earned a Bachelor's Degree from Shippensburg University and holds the Personal Investment Advisor (PIA) professional designation. Throughout his career, he has emphasized the importance of a disciplined and customizable investment process tailored to each client’s unique situation. A lifelong resident of Spring Grove, Donald is actively involved in his community. He founded and manages the Heather Baker Foundation, named in honor of his late wife, which supports families facing medical expenses. Donald’s personal interests include racquetball, traveling, and spending time with his family.

Stephen Biers is a Certified Financial Planner (CFP®) and holds a Series 66 license with 11 years of experience in the financial industry. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm provides a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

James Gibson is a financial advisor with RBC Capital Markets in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He worked at Wells Fargo Clearing for 18 years before joining RBC Capital Markets in 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs and tailors investment strategies to clients' risk profiles using a combination of in-house and third-party managers.

Jennifer Ritter is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 10 years of industry experience. She has been with Cambridge since 2017 and previously worked at Northwestern Mutual Investment Management. Outside of her advisory role, she is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Angela Dietz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked at firms including Cambridge Investment Research and Conte Wealth Advisors. In addition to her advisory role, she owns a practice as a Certified Divorce Financial Analyst, providing financial analysis for equitable divorce settlements. Angela also serves as Program Director for the Women's Network of York. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Gregory Ashekian is a financial advisor with Equitable Advisors in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Axa Advisors for 11 years. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s approach involves risk assessment and matching clients to advisory models, utilizing both proprietary and third-party investment solutions.

Craig Patterson is a CFP® professional with 43 years of industry experience. He has worked at Osaic since 2018 and spent 35 years with Signator Investors, Inc. He volunteers on the Pequea Township Planning Committee, assisting with land development and transfer reviews. Osaic Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios, while supporting both discretionary and non-discretionary account management.

Diane Kridler is a financial advisor with LPL Financial in Mount Joy, Pennsylvania, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at Raymond James Financial Services and Ameriprise Financial Services, Inc., among others. She is currently affiliated with Northwest Bank through LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Nicholas Travaglini is a financial advisor with OSAIC in Lancaster, PA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at SagePoint Financial, Delaware Valley Advisors, Minnesota Life Insurance, Securian Financial Services, and LPL Financial. Outside of his advisory work, he owns UNITED STAR CAPITAL, LLC, which focuses on deal sourcing and construction. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, offering a range of brokerage and advisory services. The firm employs various investment tools and platforms to construct portfolios with multiple asset classes, supporting both discretionary and non-discretionary management.

Robert Cleary is a CFP® professional with 39 years of experience in the financial services industry. He has been with Ameriprise since 1987 and currently serves as a financial advisor based in West Chester, PA. Cleary also manages his own practice, Cleary & Associates LLC, where he acts as Managing Director. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. The firm provides a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to support clients approaching or in retirement.

Scott Harris is a Senior Financial Advisor with Merrill Lynch Wealth Management. With over 13 years of experience in the financial services industry, Scott specializes in managing new wealth, personal retirement planning, and portfolio management services. He focuses on understanding clients’ life priorities to develop personalized strategies that address their goals and aspirations. Scott holds a Bachelor's Degree from Elizabethtown College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes building long-term relationships with clients to improve their overall financial wellbeing. Outside of work, Scott spends time with his family, including his three children, two grandchildren, and his dog Dakota, and enjoys golfing with his son Tyler.

Stephen Mcnamara is a financial advisor with Cambridge Investment Research Advisors in York, PA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes 13 years at Lincoln Financial Securities Corporation. He also owns an independent insurance agency in York, PA. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of investment solutions across multiple platform arrangements, combining proprietary models and third-party strategies with discretionary and non-discretionary management options.

Peyton Bechtold is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, Peyton held positions at Misenos 2 and Tom James Company. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Craig Lusco is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs planning.

Sarah White is a financial advisor with LPL Financial in York, PA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Private Client Services, Stonebridge Financial Group, and Triad Advisors. She serves on the boards of Girls on the Run Mid State PA and the York County History Center and volunteers with the Rotary Club of York. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Kenneth Laukhuff is a financial advisor with LPL Financial holding a Series 66 designation. He has one year of industry experience and prior work history includes roles at Members 1st FCU and Dent Techs, Inc., as well as owning and operating KenVision LLC and Ken Dents LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and a broad range of financial products and institutional platforms.

Melissa Heinley is a Series 66-licensed financial advisor with Morgan Stanley in Lancaster, PA, and has 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers comprehensive financial planning and a range of advisory programs supported by structured planning tools and investment modeling.

Paul Smith is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 28 years before joining Ameriprise in 2019. 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 income planning and ongoing advice based on proprietary research and algorithmic tools.

Zachary Bechtold is a financial advisor at Raymond James Financial with nine years of industry experience. He holds the Series 63 and Series 65 credentials and has worked with firms including Academy Financial, Lincoln Financial Advisors, and AXA Advisors. His current roles include positions at both Raymond James Financial Services Advisors, Inc. and Fulton Bank. 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 plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting strategies supported by advanced analytical tools and maintains a distinctive municipal advisor affiliation uncommon among large institutional advisors.

Kelley Romyn is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, Romyn worked in various school districts including Manheim Township and Red Lion Area. Outside of financial advising, Romyn has been involved with the Red Lion Aquatic Club and Red Lion Area High School. 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.