Kathryn Martin is a financial advisor with Morgan Stanley in Wyomissing, PA, holding a Series 66 designation and bringing five years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors and Northwestern Mutual, as well as an eight-year tenure at Merrill Lynch. She serves as president of LeTip of Mechanicsburg, a local networking group. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools to support financial planning.

Kevin Johns is a financial advisor at Charles Schwab with 17 years of industry experience. He previously worked at TD Ameritrade for ten years before joining Charles Schwab and its affiliated bank. Outside of finance, he does occasional voiceover work through a talent agency. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management supported by centralized custody and brokerage services.

Sara Blevins is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 1999 and Bank of America, N.A. since 2009. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jessica Voci is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. Her career includes roles at Raymond James Financial Services Advisors, Inc. and Fulton Bank. She serves as vice president on the Martic Township planning commission. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients, offering tailored planning and consulting supported by a broad advisor network and specialized municipal and public-finance capabilities.

John Colyer is a financial advisor with Primerica Advisors in Lititz, PA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to his advisory role, he worked in law enforcement at both the Caln Township and Huntington Police Departments. Outside of advising, he is involved in sales of home security, automation products, and loan referrals through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selectively managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trade execution to BNY Mellon Advisors, focusing on percentage-based tiered fee models rather than fixed fees.

Minnie Maurer is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2017, following a 17-year tenure at Merrill. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling to support its financial planning process.

Ryan Lundy is the Resident Director at Merrill Lynch Wealth Management and leads the Lundy & Associates team. He focuses on enhancing and organizing clients' lives and finances through a comprehensive, goals-based approach to retirement and wealth planning. Ryan assists clients with various financial strategies including college education planning, family wealth management, legacy planning, and retirement income. Ryan holds a Bachelor of Science degree in Finance from Virginia Tech and an MBA from Penn State University. He joined Merrill Lynch Wealth Management in 2012 and has 16 years of experience in the financial services industry. He holds Series 7 and 66 FINRA registrations and is licensed as an agent for Life, Accident, and Health Insurance in Pennsylvania and New York. Ryan has earned several professional designations including Certified Investment Management Analyst (CIMA®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Ryan is involved in professional and community organizations such as the East Hempfield Recreation Authority, the American Cancer Association, and the Boys and Girls Club of Lancaster. He resides in Lancaster with his wife Ashley and their three children. His personal interests include biking, chess, football, and golfing.

Matthew Goss is a financial advisor with Primerica Advisors in Lancaster, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2010 and 2011, respectively. Outside of finance, he is a plumbing technician involved with Mervin Zimmerman Inc., a company specializing in residential and commercial plumbing, heating, and air-conditioning installation and service. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and oversees model implementation in partnership with BNY Mellon Advisors.

Tristan Hill is a financial advisor with LPL Financial in Lancaster, PA, holding Series 65 and Series 63 registrations and eight years of industry experience. His work history includes roles at CUNA Mutual Group, Santander Securities, Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research from LPL Research and third-party subadvisors.

Jenna Johnsen is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that incorporates structured discovery conversations and firm-approved tools to model outcomes.

Michela Potocki is a financial advisor at Morgan Stanley with 16 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Potocki holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

James Williams is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include working at PlanMember Securities Corporation and self-employment through James G. Williams and Williams Wealth Management. He serves on the finance committee of BVM (St. Mary's) Roman Catholic Church in Lancaster, PA. Cambridge Investment Research Advisors is a large SEC-registered firm that serves individuals, retirement-plan sponsors, and charitable organizations through a network of independent financial professionals. The firm offers a variety of investment management and financial planning services, including proprietary and third-party model strategies, with customizable approaches to meet client objectives.

Kathryn Gahres is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Clearing for 14 years and had a role at Viva Good Life Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Sarah Darling is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. She previously worked at Lincoln Financial Advisors Corporation and has experience with Aevidum Financial Services and HD Vest Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Matthew Perrotti is a financial advisor at Edward Jones in Lancaster, PA, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work history includes roles at The Sherwin-Williams Co. and The Prudential Insurance Company of America, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of discretionary and non-discretionary investment strategies. The firm operates under a fiduciary standard and supports its services with a large national network of financial advisors and branch offices.

Larry Trego Jr. is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 26 years of industry experience. He has worked at Raymond James Financial since 2009 and Fulton Bank since 2000. Outside of his advisory role, he is associated with Fulton Financial Advisors in a client advisory capacity. 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 institutions, utilizing tailored, non-discretionary planning supported by analytical tools and risk profiling.

Jonathan Sawich is a CFP®-designated financial advisor with 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates both discretionary and non-discretionary services, including unique offerings such as insurance-related vehicles and bank deposit sweep options.

Daniel Van Matre is a Private Wealth Advisor with Merrill Private Wealth Management. In this role, he provides leadership, strategy, and guidance to an accomplished clientele, helping them grow and steward their wealth more effectively. He collaborates closely with Merrill’s capital market groups to identify and evaluate wealth management strategies tailored to clients’ needs, preferences, risk tolerance, and time horizons. Daniel incorporates a tax-sensitive framework and integrates investment insights within clients’ broader wealth frameworks, considering wealth-transfer objectives, philanthropic interests, and long-term strategy. He is also knowledgeable in alternative investments, including private equity, venture capital, hedge funds, and real estate offerings. Daniel holds a Bachelor's degree and a Master's degree from Brigham Young University. He earned the Chartered Financial Analyst® (CFA®) designation and the Chartered Alternative Investment Analyst® (CAIA®) designation. He is a member of the Salt Lake City CFA® Society. Outside of work, Daniel enjoys outdoor activities and is an avid skier. He has lived in Norway and speaks Norwegian, enhancing his appreciation of Northern European culture. He competes at an elite level in cycling and has represented the United States multiple times in the Cross-country Marathon Mountain Biking World Championships. He also enjoys spending time with his wife, Sarah, and their daughter.

Matthew Weeber is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 24 years of experience in the financial services industry. He serves as the primary relationship manager on his team, concentrating on retirement planning and portfolio management for families focused on multi-generational wealth transfers. As a qualified Portfolio Manager, Matthew manages personalized or defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. His expertise encompasses portfolio strategy, client relations, and wealth management strategies tailored to affluent families and business owners. Matthew holds the Series 7 and 66 FINRA registrations, along with a Life/Health Insurance license. He earned a Bachelor's Degree in Finance from Kutztown University and maintains the Personal Investment Advisor (PIA) professional designation. Throughout his career, he has dedicated himself to lifelong learning to better serve his clients. Residing in Sinking Spring with his wife Christy and their two children, Matthew enjoys spending time with his family, playing basketball, attending Penn State football games, and traveling to Florida.

Kenneth Hameloth is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a nationwide network of over 23,700 advisors and manages approximately $1.01 trillion in assets under management.