Ryan Nemshick is a financial advisor with LPL Financial in York, PA, holding a Series 66 designation and 22 years of industry experience. His prior work includes two years at Wells Fargo Clearing before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through investment adviser representatives using various strategic and customized investment options.

Michela Potocki is a financial advisor at Morgan Stanley with 16 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Potocki holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

James Williams is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include working at PlanMember Securities Corporation and self-employment through James G. Williams and Williams Wealth Management. He serves on the finance committee of BVM (St. Mary's) Roman Catholic Church in Lancaster, PA. Cambridge Investment Research Advisors is a large SEC-registered firm that serves individuals, retirement-plan sponsors, and charitable organizations through a network of independent financial professionals. The firm offers a variety of investment management and financial planning services, including proprietary and third-party model strategies, with customizable approaches to meet client objectives.

Kathryn Gahres is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Clearing for 14 years and had a role at Viva Good Life Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Sarah Darling is a financial advisor with LPL Financial in Ephrata, PA, holding Series 63 and Series 65 licenses and having seven years of industry experience. She previously worked at Lincoln Financial Advisors Corporation and Aevidum Financial Services among other firms. Darling is involved with Aevidum Financial Services as a business activity related to her LPL work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers various financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

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.

Derrick Hamm is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at SCF Investment Advisors, SCF Securities, and Williams Financial Group. Outside of advising, he is active as an artist and musician through his involvement with Blackout Films. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

David Sprenkle is a financial advisor with Raymond James Financial, holding a Series 63 designation and 36 years of industry experience. His prior work includes 13 years at Janney Montgomery Scott and current roles at 1792 Wealth Advisors and Sprenkle Wealth Management, LLC, where he provides financial advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to align investment recommendations with client goals and supports a wide advisor network with specialized programs in municipal finance and SIMPLE IRA employer consulting.

Kenneth Hameloth is a Series 66-licensed financial advisor with Edward Jones, based in Manheim, PA. He has 19 years of industry experience, all of which has been with Edward Jones. Outside of his advisory role, he owns and maintains rental property in Manheim. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Frank Dogger is a financial advisor with LPL Financial in Lancaster, PA, holding CFP®, ChFC®, and Series 63 designations and over 47 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Lancaster Financial Group LLC. He is also a business owner in Lancaster. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Robert Bruner is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Woodbury Financial Services and Questar Capital. In addition to his advisory role, he is involved in fee-based tax preparation and life insurance premium financing through his own business, Bruner Wealth Management. Bruner also coaches basketball at Dayspring Christian Academy. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by advanced asset allocation tools and a broad range of investment solutions.

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 at Thrivent Investment Management with 10 years of industry experience. He holds the Series 66 designation and has worked at Thrivent since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning across various financial topics, combining planning with managed-account services through its WealthPlan option while keeping these services distinct.

Cody Eppley is a financial advisor with Edward Jones in Lititz, PA, holding a Series 66 credential and four years of industry experience. Prior to joining Edward Jones in 2021, he was associated with Northwestern Mutual. His background also includes roles with minor league baseball teams, the Lancaster Barnstormers and Southern Maryland Blue Crabs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets with a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products.

Christopher Grant is a financial advisor with Thrivent Investment Management in Elizabethtown, PA, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to his current role at Thrivent Financial since 2017, he worked at Lowe's from 2013 to 2017. He volunteers with the nonprofit organization Cigars for Good, which supports charitable efforts to aid children and families in need through fundraising events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary portfolio management, and allowing clients to combine planning with managed-account programs under a consolidated billing option.