Tyler Trettin is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has prior work history including roles at Ephrata National Bank, Tier 1 Utility Design, and Vitality Athletics. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to various investment strategies, supported by its extensive network of advisors and institutional platforms.

Jordan Grater is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at RBC Capital Markets since 2019 and previously spent 13 years with The Vanguard Group, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs with tailored investment strategies, utilizing both in-house and third-party managers, and provides a range of portfolio management, financial planning, custody, and brokerage services.

Lon Jury is a CFP® and ChFC® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously spent 34 years with Ameriprise Financial Services, Inc. Jury is a co-owner of Pennoptic CPAs and Strategic Partners, LLC, a tax preparation firm, and serves on the Board of Directors for the Financial Planning Association of Central Pennsylvania as Advocacy Chair. He also leads LJS Group, LLC as CEO, focusing on strategic planning and service integration. Ameriprise is a large institutional firm offering a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations primarily for assets managed within Ameriprise.

Missy Phelan is a financial advisor with Edward Jones in Ephrata, PA, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Gearty and Associates and Gearty Law Offices. She is also an elected member of the Manor Township Board of Supervisors in Lancaster, PA, where she participates in local government decision-making. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, supported by a national network of over 23,000 financial advisors.

Cullin Mcgrath is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. He previously worked at Santander Bank, N.A. for 11 years. 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 across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Tyler Kirby is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Weis Markets and Shippensburg Area schools. Outside of his advisory role, he is an associate financial advisor managing an advisory business with LJS Group LLC. 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 tailored retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Mark Stoltzfus is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 39 years of industry experience, with prior roles at Cetera, LPL Financial, and American Portfolios Financial Services, as well as operating his own Stoltzfus Financial LLC since 2017. Outside of advisory work, he is also a musician. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Kurt Luckenbill is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets and Wells Fargo Clearing prior to joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by the Global Investment Committee's market estimates.

Jay Nissley is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory role, he is involved in wetland restoration projects on family land. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment approach emphasizing asset allocation and portfolio optimization.

Joseph Pancerella is a financial advisor with Ameriprise in Reading, PA, holding CFP® and Series 63 designations and bringing 22 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Next Financial Group, Inc. for 13 years and operated Pancerella & Associates for 16 years. He also manages a CPA firm, Pancerella & Associates LLC, where he provides tax preparation services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Robert Stoudt II is a CFP® with 22 years of experience in financial advising, currently with Raymond James Financial. He owns and operates Stoudt Distributors Inc. and Stoudt Capital Management, Inc. He has been involved in rental real estate ownership and management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary advice using risk profiling and analytical tools, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA consulting services.

Steven Wiles is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at First Citizens Community Bank, BAE Systems, and Susquehanna University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

Dean Fox is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience and has previously worked with firms including Voya Financial Advisors, Park Ave Securities, Guardian, and Crump Life Insurance. Outside of his advisory role, Fox is involved in nonprofit activities as the founder and president of the Frank Fox Scholarship and serves as a board member for Pope John Paul II High School. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various investment strategies and program structures.

Noah Brooks is a financial advisor with LPL Financial in Reading, PA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at LPL Financial since 2013, following eight years at Wells Fargo Clearing and twelve years running Good Life Advisors, LLC. Brooks serves on the board of the Blue Mountain Eagle Climbing Club, a community and charitable organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment programs and financial planning services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools, while maintaining a diverse platform that includes insurance and banking partnerships.

Russell Wert is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 14 years 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Colton Sunderland is a financial advisor at Morgan Stanley in Lancaster, PA, with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, Sunderland worked at Florida Financial Advisors and has experience in fitness-related businesses, including founding Hello Fitness Online, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning utilizing structured processes and firm-approved tools.

Mary Elizabeth Stone is a financial professional with Cetera who holds a Series 66 designation and has five years of industry experience. She previously worked at First Allied Securities and operates her own financial services businesses, including Stone Financial and Union Advantage Financial. Outside of advisory work, she provides tax preparation services and notary services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

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.