Kevin Lamson is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Ambassador Advisors, LLC, American Portfolios Financial Services, Inc., and Equitable Advisors. Lamson also owns and manages Bednar Financial Group, LLC, an investment-related business focused on client service and office management. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and multiple managed account strategies.

Thomas Harkins is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms including SagePoint Financial, American Wealth Strategy Group, and Prudential. Outside of advising, Harkins owns and operates Harkins Tax Service, providing tax preparation services. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and supports diverse client needs through various managed portfolio programs and retirement plan consulting.

Steve Reiter is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at SagePoint Financial, Inc. for 14 years. Outside of advisory work, he is involved in insurance sales focusing on life and long-term care. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of advisory and brokerage services through a multi-advisor platform emphasizing model-based asset allocation and portfolio optimization.

Courtnie Gray is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at Good Life Advisors, LLC for 12 years and has been with LPL Financial for 14 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, supported by proprietary research and technology tools.

Allan Thompson Jr. is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Avantax, S&T Bank, Ameriprise Financial Services, Wells Fargo Clearing, and PNC Wealth Management. He operates a wealth management practice under the name Thompson Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, featuring discretionary and non-discretionary strategies, with over $256 billion in assets under management.

Ramsey Rayan is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for PIMCO Investments LLC for 13 years. He is based in Wyomissing, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Harry Neidermyer is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and H.D. Vest Advisory Services. In addition to his advisory work, he operates a tax preparation and CPA practice and serves as a volunteer with the Lititz Fire Company No 1. 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, and institutional platforms, utilizing a variety of investment strategies supported by advanced research and technology tools.

Darren March is a CFP® with 25 years of industry experience, currently practicing at Raymond James Financial. He has been associated with Raymond James Financial Services since 2009 and leads March Lutz Wealth Management, a group he co-founded in 2016. Outside of his advisory role, he serves as President of the Avenues Foundation and participates in community activities, including a local charity basketball committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, institutional, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Richard Brondyke is a financial advisor with Primerica Advisors in Lancaster, PA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His work history includes roles at PFS Investments Inc and Primerica Financial Services, as well as positions at Lancaster General Hospital and Middle Octorara Presbyterian Church. He is also involved in sales of investment products and referral activities for home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-based strategies managed by third parties and operates with approximately 3,935 advisors and $15.5 billion in assets under management.

Matthew Zanowiak is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including prior roles at Cadaret Grant & Co., Inc., Navigator Financial Services, and First Pointe Financial Services, LLC. He is also the owner of a tax services business and an independent insurance agency. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

John Murphy Jr. is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 38 years of industry experience. He has worked at several firms including Orrstown Financial Advisors and Infinex Investments, and served in community roles with the Susquehanna Regional Police Commission and East Donegal Township. Murphy also sells life, health, disability, and long-term care insurance as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Katelyn Wehr is a financial advisor with Equitable Advisors in Lancaster, PA, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors, she worked at Cracker Barrel and the Kutztown Area School District. Outside of her advisory role, Wehr owns and operates Knees Up Events LLC, a wedding and event planning business, as well as Stars and Stripes Apparel LLC, an e-commerce apparel company. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of investment adviser representatives and third-party asset managers.

Thomas Lutz is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Since 2016, he has also led March Lutz Wealth Management. Lutz is a part owner of a support company, SML Financial Services. 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 institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a large network of advisors and affiliated firms.

John Sauer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Fulton Bank and Raymond James Financial. Outside of finance, he has been active as a member of a blues/rock band for over a decade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, operating on a large scale with more than 14,000 advisors and $671 billion in assets under management.

Timothy Weagley is a financial advisor with Edward Jones in Akron, PA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Matthew Landis is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in a business ownership role with CS Landis Limited. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kathleen Tyler is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She has worked at Cetera since 2017, including her current role since 2023, and previously spent nine years at Girard Securities, Inc. She also serves as a registered representative for DBA Girard and as a power of attorney and executor of estates. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors and managing more than $256 billion in assets.

David Weidman is a CFP®-certified financial advisor with Ameriprise in Lititz, PA, bringing 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in various entrepreneurial ventures, including co-ownership of an aviation private charter and organ transplant jet services company, and serves as Vice President on the Board of Directors for the Ephrata Gridiron Club. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-efficient withdrawal strategies.

Sara Gdowik is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining in 2015, she has focused on providing goals-based wealth management and retirement planning services to individuals, families, and business owners. Sara works with clients to develop financial strategies tailored to their unique needs and regularly reviews progress and life changes to adjust plans accordingly. She also collaborates with businesses and HR professionals to design and manage 401(k) plans, offering fiduciary support and education. Sara holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Certified Private Wealth Advisor® (CPWA®) designation, Certified Plan Fiduciary Advisor® (CPFA®) designation, and is a Bank of America Retirement Benefits Consultant. She earned a bachelor's degree in applied mathematics with a minor in economics from the University of Pittsburgh. Sara resides in Lancaster, PA with her family. She is involved with organizations including the American Cancer Society, Boys and Girls Club, and The March of Dimes, and maintains professional affiliations such as Prospectus Berco.

Brian Bubnis is a financial advisor at Morgan Stanley with 55 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Prior to that, he was employed by Citigroup Global Markets beginning in 1993. Outside of his advisory role, he operates a sole proprietorship involved in real estate. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm utilizes structured discovery conversations and proprietary planning tools, offering access to various investment strategies and broad financial services.