Cody Eppley is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. He joined Edward Jones in 2021 after working at Northwestern Mutual and has also spent time with several independent baseball teams, including the Lancaster Barnstormers and Southern Maryland Blue Crabs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies and operates a nationwide network of over 23,000 financial advisors.

Christopher Grant is a financial advisor with Thrivent Investment Management in Elizabethtown, PA, holding the Series 65 and Series 63 credentials and bringing nine years of industry experience. Prior to joining Thrivent in 2017, he worked at Lowe's from 2013 to 2017. Outside of his advisory role, he has volunteered for over a decade with Cigars for Good, a nonprofit organization focused on raising funds to support children and families in need. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Bryan Everhart is a Series 66-licensed financial advisor with Ameriprise in Columbia, PA, with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his primary role, he is also an Associate Financial Advisor at Liberty Wealth Advisory Group, where he provides investment and retirement planning advice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Mark Kistler is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets starting in 2002. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized services such as private funds and structured-product activities.

Brian Kennedy is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at CONCOURSE Financial Group Securities and Lincoln Financial Advisors. Outside of his advisory work, Kennedy is involved in several business activities including ownership of a tax services firm, serving on the board of Shamrocks Football, and ownership of a sports franchise. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation options across various platforms and employs both proprietary and third-party model strategies tailored to client objectives.

Lauren Bruckhart is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Based in Lancaster, PA, she continues to serve clients through Morgan Stanley’s wealth management platform. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research methodologies.

Matthew Arnold is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Arnold has been with J.P. Morgan Securities since 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.