Stosh Beeler is a financial advisor with LPL Financial in Lancaster, PA, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining LPL Financial, he was with T. Rowe Price and has also been involved in Beeler Communications and McCleary's Pub. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by various model portfolios and research.

Mitchell Long is a CFP® with four years of industry experience, currently serving as a financial advisor at Raymond James Financial in Lancaster, PA. He previously worked at Cosaic for eight years before joining Raymond James in 2022. He is also registered as an associate with Investment Planning Group, Inc., providing support services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm focuses on non-discretionary planning tailored to client goals and supports municipal and public finance work through unique industry affiliations.

David Sourber is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 13 years of industry experience, including roles at MassMutual Life Insurance Company, CRI Securities, and North Star Resource Group. Outside of his advisory work, Sourber is also an individual life insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships that utilize firm-approved software for goal analysis and recommendation delivery.

Ted Williams is a financial advisor with LPL Financial in Columbia, PA, holding the Series 66 and Series 63 designations and two years of industry experience. Prior to joining LPL Financial, he worked at Northwest Bank and was involved with the Prep Baseball Report Pennsylvania and the Keystone State Baseball Academy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Douglas Herr is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is part of a team that includes his wife, Dana, Sara Blevins, and Beckie Hansen, focusing on providing wealth management planning to help clients pursue financial well-being. Their approach involves framing clients' current financial situations, articulating and understanding their goals, and implementing strategies tailored to clients' risk tolerance, time horizon, and liquidity needs. They review progress regularly to support clients in purposefully pursuing their financial goals and dreams. Douglas joined Merrill Lynch Wealth Management in 1995. He graduated summa cum laude with university honors from Susquehanna University, earning a Bachelor of Science in Finance with minors in Mathematics and Actuarial Science. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification, awarded by the Certified Financial Planner Board of Standards, Inc., and the Personal Investment Advisor (PIA) designation. His expertise covers legacy planning, managing new wealth, personal retirement planning, and retirement income. Beyond his professional role, Douglas has served as President of the Hempfield Rotary Club, Secretary of the board of the Hempfield Area Recreation Commission, and President of the Hempfield Foundation. These roles demonstrate his commitment to community involvement and leadership. In his personal time, Douglas enjoys biking, golfing, running, and swimming.

Melissa Hess is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Raymond James & Associates since 2016. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. It serves a diverse client base including individuals, institutional investors, charitable organizations, and government entities, offering financial planning, investment consulting, and municipal advisory services.

Roy Book is a CFP® professional with 36 years of industry experience. He has been with OSAIC since 2018 and previously worked for Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 28 years prior. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and access to third-party managers to construct portfolios across various asset classes.

Crystal Kay is a financial advisor at LPL Financial with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with Employment Enterprises, Mark D Hoover LLC, and Waddell & Reed, Inc. Kay also operates Life's Journey Financial, an investment-related business associated with her LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and access to model portfolios supported by LPL Research and third-party subadvisors.

Robert Fryer Jr. is a financial advisor at RBC Capital Markets with 42 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory work, he serves on the Board of Trustees for Florida Southern College. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Zachari Brenner is a financial advisor at Edward Jones in York, PA, holding Series 63 and Series 66 licenses with seven years of industry experience. Prior to his current tenure at Edward Jones, he worked at Apple Honda for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Nicholas Good is a financial advisor with LPL Financial and holds a Series 66 designation. He has been in the industry since 2026 and has prior experience at Ephrata National Bank and Arby's. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Erik Ellsworth is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The Prudential Insurance Company of America and SagePoint Financial, Inc. Ellsworth is also president of American Wealth Strategy Group, LLC, through which he provides financial and insurance services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing across a range of investment vehicles.

John Snyder is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work includes roles at IC Advisory Services, The Investment Center, and Cadaret, Grant & Co., and he has been involved with Heritage Insurance Associates since 2013. He serves as an elder on the board of Highland Presbyterian Church in Lancaster, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by research and model portfolios, and provides both discretionary and non-discretionary management services.

Thomas Landers Jr. is a financial advisor with Ameriprise in Lancaster, PA, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at multiple firms including Avantax Advisory Services and has owned Tom Landers Tax & Financial, LLC, which provides tax preparation and insurance services. Outside of advising, he is involved with CleverRx, a mobile app offering prescription discounts. Ameriprise offers retirement-income planning services targeting clients approaching or in retirement with significant investable assets, combining algorithmic modeling and tax-efficient strategies delivered through a centralized consulting team.

Susan Lonergan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Raymond James Financial Services and affiliated entities since 2016. Lonergan serves as Treasurer and a board member of the Bucks County Historical Society and is a board member and chair of the finance committee for The Chamber of Commerce of Greater Philadelphia. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and investment consulting supported by risk profiling and modeling tools.

Julie Bortner is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 licenses and over 20 years of industry experience. She has worked at PFS Investments Inc. since 2006 and has been with Primerica Financial Services since 2001. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, utilizing model-delivery strategies created by unaffiliated asset managers and supported by custodians such as BNY Mellon Advisors and Pershing.

Randall Interrante is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at American Portfolios for 17 years and has been involved with several independent financial and insurance-related activities for over two decades. Outside of his advisory role, Interrante is active as an independent agent in life insurance, long-term care, and health insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools and diverse investment options, and supports various portfolio management approaches including discretionary and non-discretionary accounts.

Kevin Johns is a financial advisor at Charles Schwab with 17 years of industry experience. He previously worked at TD Ameritrade for ten years before joining Charles Schwab and its affiliated bank. Outside of finance, he does occasional voiceover work through a talent agency. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management supported by centralized custody and brokerage services.

Sara Blevins is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 1999 and Bank of America, N.A. since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jessica Voci is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. Her career includes roles at Raymond James Financial Services Advisors, Inc. and Fulton Bank. She serves as vice president on the Martic Township planning commission. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients, offering tailored planning and consulting supported by a broad advisor network and specialized municipal and public-finance capabilities.