Ryan Lundy is the Resident Director at Merrill Lynch Wealth Management and leads the Lundy & Associates team. He focuses on enhancing and organizing clients' lives and finances through a comprehensive, goals-based approach to retirement and wealth planning. Ryan assists clients with various financial strategies including college education planning, family wealth management, legacy planning, and retirement income. Ryan holds a Bachelor of Science degree in Finance from Virginia Tech and an MBA from Penn State University. He joined Merrill Lynch Wealth Management in 2012 and has 16 years of experience in the financial services industry. He holds Series 7 and 66 FINRA registrations and is licensed as an agent for Life, Accident, and Health Insurance in Pennsylvania and New York. Ryan has earned several professional designations including Certified Investment Management Analyst (CIMA®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Ryan is involved in professional and community organizations such as the East Hempfield Recreation Authority, the American Cancer Association, and the Boys and Girls Club of Lancaster. He resides in Lancaster with his wife Ashley and their three children. His personal interests include biking, chess, football, and golfing.

Matthew Goss is a financial advisor with Primerica Advisors in Lancaster, PA, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked with PFS Investments Inc. since 2011 and with Primerica Financial Services since 2010. Outside of his financial advisory work, Goss is employed as a plumbing technician at Mervin Zimmerman Inc., where he has worked since 2006. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm provides advisory services through a large network of advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.

Tristan Hill is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 65 and Series 63 designations and has worked at several firms, including CUNA Mutual Group, Santander Securities, Santander Bank, Bank of America, and Merrill. 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, third‑party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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 at Cambridge Investment Research Advisors with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including PlanMember Securities Corporation and IC Advisory Services. Williams is also an independent insurance agent and serves on the finance committee of St. Mary’s Roman Catholic Church in Lancaster, PA. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides multiple platform options and proprietary model strategies under the Founders Gate Capital brand.

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 with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked in roles at The Sherwin-Williams Company, Piazza Sorrento, and The Prudential Insurance Company of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Larry Trego Jr. is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Raymond James Financial since 2009. He also has experience with Fulton Financial Advisors and Fulton Bank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports both advisory programs and institutional portfolio management.

Jonathan Sawich is a CFP® with 19 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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.

Jan Zaccanini Hughes is a financial advisor with LPL Financial, holding a ChFC® designation and Series 63 and 65 licenses, and has 34 years of industry experience. She has worked at LPL Financial since 2008, with a brief period at PNC Wealth Management from 2008 to 2011. 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 and access to third-party asset management, and supports advisors with various model portfolios and operational tools.

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.

Valerie Mcbride is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2015 and also has concurrent roles with Fulton Bank and Fulton Financial Advisors, where she is involved in investment sales and service. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with notable capabilities in municipal and public finance advisory services.

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 previously at Woodbury Financial Services and Questar Capital. Outside of his advisory role, he is involved in seasonal individual and small business tax preparation and coaches basketball at Dayspring Christian Academy. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, offering brokerage and advisory services through a multi-advisor platform.

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.

Willie Sawyers III is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining the firm, he worked for AT&T Mobility for 13 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and advisory services and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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.

Nathan Lowrie is a financial advisor with Edward Jones in Lebanon, PA, holding CFP® and Series 66 credentials with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Dutch Valley Foods and maintained ownership of an eCommerce business, Fine Line Automation, which he plans to close in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.