David Brosend is a financial advisor with Janney Montgomery Scott in York, PA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Janney Montgomery Scott since 2001. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, estates, and institutional clients, and provides a range of brokerage, financial planning, and advisory services.

Lee Fortenberry is a CFP® and ChFC® with 34 years of industry experience, currently serving as a financial advisor at Guardian Life and Park Avenue Securities in Gettysburg, PA. He has an extensive background including nearly three decades at Northwestern Mutual. Outside of his advisory role, he is an adjunct professor at Shippensburg University, a leadership coach, and works as a golf course starter. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plans, and nonprofits. The firm offers a combination of advisor-led discretionary management and model-based strategies, with tailored client relationships and access to insurance products and alternative investments.

Tyler Lerman is a CFP® and ChFC® at Janney Montgomery Scott with eight years of industry experience. He has been with Janney since 2018 and previously worked at Penn National Insurance Company. Lerman serves on the board of the York County SPCA and is a member of its Nominating and Governance Committee. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Kyle Cox is a Series 66-licensed advisor with PNC Wealth Management, based in Hanover, PA. He joined PNC Wealth Management in 2025 after nine years with PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio management and proxy voting to third parties.

Joseph Gagliardi Jr is a financial advisor at PNC Wealth Management with 22 years of industry experience. He holds the Series 66 designation and has been with PNC Investments since 2016. Prior to that, he worked at Grove Point Investments, LLC for eight years. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Kevin Smith is a CFP® and ChFC® affiliated with Janney Montgomery Scott in York, PA, where he has worked since 2009, bringing 24 years of industry experience. He serves on several local nonprofit boards, including Family First Health and the Women's Care Center, and is a steering committee member of Leave a Legacy York County. In 2023, he founded Kindness Worldwide, an initiative promoting kindness through various community activities. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering a range of brokerage, financial planning, and advisory services with a combination of in-house and third-party portfolio management.

Kelly Conte is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2000. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Christopher Stock is a financial advisor at Savant Wealth Management with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Domani Wealth, LLC from 2015 to 2023. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm utilizes a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by integrated accounting, legal, and trust services.

Charlene Bridger is a financial advisor at Osaic Advisory Services, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Triad Hybrid Solutions and Epic Wealth Management, LLC. Bridger also serves as a consultant for Gray Pilgrim & Associates, an accounting and business consulting firm. Osaic Advisory Services is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing both fundamental and technical strategies, and operates within an integrated platform ecosystem that supports access to alternative investments and institutional client solutions.

Christopher Wilson is a financial advisor with PNC Wealth Management who holds Series 63, 65, and 66 licenses and has 19 years of industry experience. He has worked at PNC Investments since 2017 and previously at M&T Securities, Inc. from 2015 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to employees with PNC Bank online credentials. The firm relies on algorithm-driven risk assessments to implement portfolios using approved model strategies managed by PNC or third-party strategists.

James Kampstra is a CFP® professional with 17 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Triad Advisors and Geneos Wealth Management, Inc. Kampstra serves as a board member for Totem Pole Playhouse, a nonprofit summer theatre, and is involved with the Adams County Community Foundation in a board role. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of managed programs and investment strategies, combining fundamental and technical analysis with access to alternative investments through integrated platform relationships.

Erin St Jacques is a financial advisor with Morgan Stanley in York, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at Merrill and has professional experience in compliance and the food and beverage industry. She also has a background that includes a role at Stony Run Brew House. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning arrangements.

Kathleen Becker is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing for 10 years. Becker co-owns an investment-related business with her spouse, although she does not actively work in that capacity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients various options for implementation through brokerage or advisory programs.

Philip Gross III is a financial advisor with Edward Jones in York, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is a partner in an LLC formed to hold a rental property intended primarily for his son’s residence. 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Daniel Ramos is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2021, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2014 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Brent Clabaugh is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 19 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2013. Outside of his advisory role, he serves on the finance committee at Delone Catholic High School. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and consulting services, overseeing more than $256 billion in assets.

Michael Juiliano is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he plays guitar as a part-time activity. 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 offers a broad range of brokerage and advisory solutions supported by extensive research and analytics.

Melissa Stottlemyer is a financial advisor with Morgan Stanley in York, PA, holding a Series 66 designation and over 11 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2013 and 2018, respectively. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and market modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides advisory services under both individual and corporate agreements.

Nathan Foster is a Series 66-licensed financial advisor with Edward Jones in New Oxford, PA, where he has worked since 2017. He has six years of industry experience and previously worked at Lanterna Distributors, Inc. from 2017 to 2019. Outside of his advisory role, he has managed an AirBnB rental as a homeowner host. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad array of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Paul Wakefield is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 registrations and four years of industry experience. He has worked at several firms including Edward Jones and Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance through its affiliated municipal advisor.