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 at Wells Fargo Clearing with Series 66 credentials and over 11 years of industry experience, including a tenure at Santander Bank, N.A. from 2014 to 2025. He joined Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Tyler Kirby is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked at Weis Markets for six years and taught at Shippensburg Area Middle and High Schools for six years. He is also an associate financial advisor at LJS Group LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized consulting team and algorithmic tools to generate tailored retirement-income recommendations.

Mark Stoltzfus is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Cetera, LPL Financial, and American Portfolios Financial Services, Inc., as well as operating Stoltzfus Financial LLC since 2017. Outside of advising, he is also active as a musician. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

William Bowman is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and Kingsview Wealth Management. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Kurt Luckenbill is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for 16 years. He is based in Lancaster, PA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its planning process.

Jay Nissley is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior experience includes roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory work, he is involved in wetland restoration projects on family land. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios using a variety of investment vehicles.

Joseph Pancerella is a CFP®-certified financial advisor with 22 years of industry experience, currently with Ameriprise since 2020. He previously worked at Next Financial Group, Inc. and founded Pancerella & Associates, a CPA firm where he remains active in tax preparation and management. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research-driven strategies and algorithmic tools to deliver tailored, tax-efficient retirement recommendations.

Thomas Knauer is a financial advisor with Thrivent Investment Management in Lancaster, PA, holding a Series 66 credential and 12 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, he is the sole member of an LLC that organizes group social events connected to Penn State University's athletic department and serves on the board of a nonprofit recreational center. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary portfolio management. The firm integrates planning with managed-account programs through a consolidated billing option while keeping these services distinct.

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 five years of industry experience. He has worked at LPL Financial since 2020 and has prior experience at First Citizens Community Bank, BAE Systems, and Susquehanna University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment management supported by in-house and third-party research.

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.

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.

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.

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.

Jillian Snyder is a financial advisor with LPL Financial in Lancaster, PA, holding a Series 66 designation and 12 years of industry experience. She has been with LPL Financial since 2017 and is also associated with Landis Financial Advisors, Inc. and Christian W. Landis Agency, Inc., both since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Erik Miller is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He also serves as a member and CPA at Smoker & Company, LLC, a tax accounting firm, where he provides tax preparation and planning services. Miller offers wealth management services through Smoker Wealth Management, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of independent advisors. The firm provides a range of portfolio management and financial planning services, utilizing multiple program structures and custodial relationships.