Andrew Blackstone is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc., where he has worked for 11 years. He has 11 years of industry experience and is based in York, PA. Outside of his advisory role, he serves on the board and governance committee of The Christian School of York. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary services supported by risk profiling and modeling tools, and maintains a unique municipal advising affiliation alongside programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Anthony Gist is a financial advisor with Morgan Stanley in York, PA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Wells Fargo, with prior experience at PNC Investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Thomas Knauer is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, he organizes group social events connected to Penn State University's athletic department through an LLC he manages, and serves on the Board of Directors for the Hempfield Rec Center, a nonprofit providing fitness and wellness services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across multiple areas but does not include implementation of recommendations or discretionary trading authority within its planning service.

Robert Kilgore is a financial advisor with Ameriprise in Lititz, PA, holding a Series 66 designation and one year of experience at the firm. His prior work history includes roles at Bell's Bike Shop, Maggiano's Little Italy, Bent Creek Country Club, and Giant Food Stores. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Russell Wert is a Series 66-licensed financial advisor at Wells Fargo Clearing with 13 years of industry experience. He previously spent 14 years at Edward Jones before joining Wells Fargo in 2026. 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 supported by extensive research and analytics.

Kendra Wall is a financial advisor with Ameriprise in Mount Joy, PA, holding a Series 66 designation and four years of industry experience. She has worked at several firms including Landis Financial Advisors, MassMutual, and Rotz & Stonesifer Financial Services, and has prior experience at Liberty University and in local community roles. Outside of her advisory work, she has engaged in planning leisure travel related to Disney and Universal Studios through a separate non-investment activity. Ameriprise provides retirement-income planning services targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Colton Sunderland is a financial advisor at Morgan Stanley in Lancaster, PA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include work at Florida Financial Advisors and New York Life Insurance Company. Outside of finance, he is involved with Hello Fitness Online, LLC, a business he has been part of for three years. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a broad range of investment programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Brittany Arentz is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has worked within Morgan Stanley and its Private Bank since 2022. Outside of finance, she has experience associated with the Cape May Corinthian Yacht Club and Harry's Ocean Bar and Grill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Jillian Snyder is a financial advisor with LPL Financial based in Lancaster, PA, holding a Series 66 designation and 12 years of industry experience. She has worked at LPL Financial since 2017 and has been associated with Landis Financial Advisors, Inc. and Christian W. Landis Agency, Inc. since 2008. 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, third-party asset management, and institutional platforms.

Michael Hoffmann is a financial advisor with Ameriprise in York, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Hoffmann is involved in multiple business ventures including serving as Chief Operating Officer of MJ Hoffmann LLC and co-owning WHW Aviation Holdings, LLC, a private charter and organ transplant jet services company. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

Douglas Hershberger is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 37 years of industry experience. He worked at Pruco Securities, LLC for 36 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutions. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Daniel Hair is a financial advisor with Edward Jones in Lancaster, PA. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to his advisory role, he was involved with various councils of the Boy Scouts of America and worked at Millersville University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jeffrey Gay is a CFP® with over 42 years of experience and is currently affiliated with Raymond James Financial Services Advisors, Inc. He has been with Raymond James since 1999. In addition to his advisory role, he is involved in local political activities and serves as president of Market Street Financial & Political Consultants, LLC, which owns the property housing his office. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Karen Heltzel is a Series 66-licensed financial advisor with Stifel in York, PA, where she has worked since 2014. She has 11 years of industry experience. Outside of her advisory role, she is a member of Leave a Legacy York County, assisting nonprofits with promoting planned giving, and participates in her local elementary school PTO to help organize community events. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Charles Barton is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Mylan Pharmaceuticals for four years. He holds a Series 66 designation. 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 strategies supported by a large national network of financial advisors and branch offices.

Daniel Myers is a financial advisor with LPL Financial in Lancaster, PA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Landis Financial Advisors Inc and Fulton Bank. Outside of finance, he operates Myers Mowing LLC, a landscaping business. 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, supported by a large network of investment adviser representatives and advanced operational tools.

Krystle Seitz is a financial advisor at Morgan Stanley with six years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2019 and previously worked at Garrety Glass, Inc. and TrueNorth Wellness Services Amazing Kids Club. Outside of finance, she operates Krystle Sights, a sole proprietorship focused on alternative health, energy and sound healing, music performance, and writing. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including customized financial planning that incorporates firm-approved tools and modeling techniques.

Andrew Keiser is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he was involved with A&I Products and served as a track announcer at Buck Motorsports Park, an entertainment venue, from 2006 to 2018. Additionally, he is president of Redline Productions, a business corporation based in Lancaster, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies through a nationwide network of advisors.

Gabriel Lukas is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on assisting families and businesses in building, managing, and protecting their wealth through personalized financial strategies that align with clients' life goals and legacy planning. His areas of expertise include college education planning, family wealth management strategies, retirement income planning, portfolio management services, tax minimization, and small business strategies. Gabriel holds several professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Gabriel earned a Bachelor's degree from Millersville University, an MBA from American Military University, an Associate's Degree from Cochise College, and a High School Diploma from Manheim Central High School. Outside of his professional work, he is involved with the Big Brothers Big Sisters of America and Central Market Trust. His personal interests include golfing, music, pickleball, and spending time with his family.

Walter Carr is a financial advisor with Osaic Wealth, Inc. based in York, PA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has worked at Osaic since 2018 and previously spent two years at Signator Investors, Inc. Carr is also the owner and president of Carr Financial Services, Inc., an independent firm providing financial and insurance services since 2003. His business activities include the sale of fixed insurance products such as life, health, disability, long-term care insurance, fixed annuities, and equity indexed annuities. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers through multiple advisory platforms, employing asset-allocation tools and automated rebalancing for portfolio construction.