Shane Rebert is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Bank, NA, as well as Scottrade, Inc. for nearly two decades. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, which provides forward-looking analyses to guide client decisions.

Amanda Diaz is a CFP® professional with six years of experience in financial advisory. She is currently with LPL Financial and Advisory Services Financial LLC, having previously worked at Janney Montgomery Scott. 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 broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and a large network of advisors.

James Miller is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera, M&T Securities, and Equitable Advisors. Miller is also involved with Utilities Employees Credit Union, where he has served since 2012. 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.

Brian Asper is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has previously worked at Concourse Financial Group Securities Inc for 11 years and has operated Pathway Financial Group since 2003. Asper serves as chairman of the board for Align Life Ministries, an educational nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of program structures and third-party managers.

Sheldon Brubaker is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Theodore Williams is a financial advisor at Ameriprise with 38 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 1987. Outside of his advisory role, he has worked as a distributor for Send Out Cards and has been involved in consulting activities with Dynamic Directions. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Leon Horn is a financial advisor with Edward Jones in Stevens, PA. He holds the CFP®, ChFC®, and Series 66 designations and has nine years of industry experience, including a prior role at Orrstown Bank. Horn has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including retail and high-net-worth households, pension plans, corporations, and nonprofits. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Scott Lindermann is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory role, he owns a real estate business involving property maintenance and management on a limited basis. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, supporting client decisions through probabilistic modeling and capital market assumptions.

Jacob Arcilesi is a financial advisor at Morgan Stanley in Lancaster, PA, holding a Series 66 designation with one year of industry experience. His background includes roles outside of finance, such as working at Van Houtan Gardens and Spartan Surfaces, interspersed with periods of full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs with a structured financial planning process supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

David Smith is a financial advisor at Osaic with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2018, he spent 35 years with Signator Investors, Inc. Additionally, he is involved with Mountain Top Wealth Management, focusing on the sales and marketing of fixed annuities, securities, and insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with asset allocation and portfolio optimization tools and supports discretionary strategies, third-party managers, and proprietary models.

Zachariah Hershberger is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Douglas Hershberger / Comparion Insurance Agency and Keller Williams Elite. He serves as a board member of The Greens of Rapho Homeowners Association. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Mark Stone is a financial advisor with Cetera, holding a Series 66 credential and 27 years of industry experience. He has worked with various Cetera entities since 2020 and previously with First Allied Advisory Services and First Allied Securities. Outside of his advisory role, he serves as a board member of the Berk Community Health Center, volunteers in tax preparation, and is the treasurer for the Treatment Access and Service Center, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Jenine Wamsher is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She has been with Wells Fargo Clearing since 2023. Outside of her advisory role, she works as a bartender and server at The Penn Hotel Sports and Raw Bar and at Delaches Fishing Association. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving plan sponsors with tailored investment solutions and a broader range of financial product options than many institutional advisers.

Douglas Darling is a financial advisor at LPL Financial with 27 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and H.D. Vest Advisory Services. Outside of his advisory work, he owns Darling Dells Tree Farm and participates in the Family Forest Carbon Program. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm combines extensive financial planning and asset management capabilities with a large network of investment adviser representatives.

Andrea Hetrick is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Ameriprise in various capacities since 2016. Outside of her advisory role, Hetrick serves on the Board of Directors and as Vice-President of the Reedy Estates Homeowners Association. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Julie Kemp is a CFP® with 22 years of industry experience, currently affiliated with LPL Financial in Reading, PA. She has worked with LPL Financial and other advisory firms since 2003. In addition to her advisory role, she has involvement in tax preparation and operates an independent registered investment advisory business, Good Life Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services delivered through a large network of advisors using various portfolio management strategies and technological tools.

Alexander Jones is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Concourse Financial Group Securities Inc and Jones Financial. His background also includes roles outside of finance, such as work with the Clarion University Small Business Development Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Joshua Delp is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has 20 years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in direct sales of fitness supplements through Team Beach Body. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, consulting, and access to third-party asset managers through a network of investment adviser representatives.

Connor Skeen is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB, where he has worked since 2023. His prior experience includes roles at Bank of America, Merrill, and T. Rowe Price. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, delivering investment guidance via multi-asset model portfolios and a formal alternative-investment process.

Jason Kurrass is a financial advisor at Osaic Wealth, INC with one year of industry experience. He holds a Series 66 designation and has a background that includes positions at Fors Marsh, Retail Industry Leaders Association, Centric Business Systems, Brooks Adams Research, and the University of Richmond. Outside of his advisory role, he is also engaged in tax preparation through IVALUE Financial Planning LLC. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services delivered via a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization using risk-tolerance analysis and rebalancing tools, supporting various advisory strategies and a wide range of client types.