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, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. She previously worked at Lincoln Financial Advisors Corporation and has experience with Aevidum Financial Services and HD Vest Investment Services. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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 at LPL Financial with 27 years of industry experience. His prior roles include positions at SCF Investment Advisors, SCF Securities, and Williams Financial Group. He is also involved in music as an artist with Blackout Films. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jonathan Sawich is a CFP®-designated financial advisor with 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates both discretionary and non-discretionary services, including unique offerings such as insurance-related vehicles and bank deposit sweep options.

Jan Zaccanini Hughes is a financial advisor at LPL Financial with 34 years of industry experience and holds the ChFC®, Series 63, and Series 65 designations. She has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning services, and retirement plan consulting, offering both discretionary and non-discretionary management supported by a range of model portfolios and research.

Kenneth Hameloth is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a nationwide network of over 23,700 advisors and manages approximately $1.01 trillion in assets under management.

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 based in Lancaster, PA. He holds the CFP® and ChFC® designations and has 46 years of industry experience. Prior to joining LPL Financial in 2025, Dogger worked at Cadaret, Grant & Co., Inc. for 21 years and has been involved with Lancaster Financial Group LLC since 2013. He is also a business owner outside of his advisory role. 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 financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Robert Bruner is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Capital. Outside of advising, he is involved in seasonal tax preparation and life insurance premium financing through his own firm, Bruner Wealth Management, and coaches basketball at Dayspring Christian Academy. OSAIC serves a diverse client base ranging from individual investors to institutions and offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk assessment, and access to multiple investment platforms and third-party managers.

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.

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.

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 with Thrivent Investment Management in Lancaster, PA, holding a Series 66 credential and nine years of industry experience. He has been with Thrivent since 2016 and previously worked at Graham Packaging for 17 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account programs while keeping these services separate.