Collin Folk is a financial advisor with Ameriprise in Lancaster, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2025, he worked at Mass Mutual Eastern Pennsylvania for three years and has experience with Omega Builders LLC, Redners Grocery Store, and the Governor Mifflin School District. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Giuseppe Monteleone is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 63 designation and has a background that includes multiple roles at PNC Investments from 2017 to the present, as well as experience at Symmetry Financial Group and Rivers Casino. 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, utilizing research from Wells Fargo Investment Institute and emphasizing diversification and modern portfolio theory.

Joel Potts is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Hamilton Capital, LLC, Summit Financial Strategies, and Master's Advisors Inc., among others. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services delivered through a nationwide network of over 10,000 advisors.

Maggie Garman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and seven years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously held roles at Morgan Stanley, Uhrig Construction, and other organizations. Outside of finance, she has experience connected to Pennsylvania State University and has worked in diverse sectors including media and salon services. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from its Investment Institute and third-party sources.

Harry Reidenbach is a financial advisor with Wells Fargo Clearing in Lancaster, PA. He holds Series 63 and Series 65 designations and has 45 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers a range of brokerage and advisory solutions.

Adam Cronomiz is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked within various Wells Fargo entities since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.

Andrew Smoker is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Cetera. He is also a partner at Smoker & Company, providing tax preparation and planning services, and is involved in property management through Smoker Property Management. Additionally, he holds a role as an insurance agent selling property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm that offers a broad range of services to individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm utilizes a multi-manager platform that allows advisors to implement various model portfolios, third-party managers, or bespoke strategies across multiple program structures and custodial relationships.

Sarah Werner is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 63 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2018 and was previously with National Brokers of America from 2015 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

James Brignall is a financial advisor at Ameriprise with 26 years of industry experience. He holds the Series 66 designation and has worked with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he serves as COO of KSP MLS LLC, where he oversees hiring, payroll, financial planning, and leadership. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Stosh Beeler is a financial advisor with LPL Financial in Lancaster, PA, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining LPL Financial, he worked at T. Rowe Price and has been involved in communications and hospitality ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

David Sourber is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 13 years of industry experience, including roles at MassMutual Life Insurance Company, CRI Securities, and North Star Resource Group. Outside of his advisory work, Sourber is also an individual life insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships that utilize firm-approved software for goal analysis and recommendation delivery.

Joseph Sholley is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He is a 50% owner of LMS Advisors LLC, where he also provides financial advising services. In addition to his advisory roles, he is involved in tax and accounting activities through LMS Tax & Accounting LLC and M2T, an accounting holding firm. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Douglas Herr is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is part of a team that includes his wife, Dana, Sara Blevins, and Beckie Hansen, focusing on providing wealth management planning to help clients pursue financial well-being. Their approach involves framing clients' current financial situations, articulating and understanding their goals, and implementing strategies tailored to clients' risk tolerance, time horizon, and liquidity needs. They review progress regularly to support clients in purposefully pursuing their financial goals and dreams. Douglas joined Merrill Lynch Wealth Management in 1995. He graduated summa cum laude with university honors from Susquehanna University, earning a Bachelor of Science in Finance with minors in Mathematics and Actuarial Science. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification, awarded by the Certified Financial Planner Board of Standards, Inc., and the Personal Investment Advisor (PIA) designation. His expertise covers legacy planning, managing new wealth, personal retirement planning, and retirement income. Beyond his professional role, Douglas has served as President of the Hempfield Rotary Club, Secretary of the board of the Hempfield Area Recreation Commission, and President of the Hempfield Foundation. These roles demonstrate his commitment to community involvement and leadership. In his personal time, Douglas enjoys biking, golfing, running, and swimming.

Melissa Hess is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Raymond James & Associates since 2016. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. It serves a diverse client base including individuals, institutional investors, charitable organizations, and government entities, offering financial planning, investment consulting, and municipal advisory services.

Roy Book is a CFP® with 36 years of industry experience currently advising at OSAIC since 2018. Prior to joining OSAIC, he worked for 28 years at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. He holds a Series 63 license and is based in Lancaster, PA. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation and portfolio optimization supported by advanced analytical tools.

Robert Fryer Jr. is a financial advisor at RBC Capital Markets with 42 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory work, he serves on the Board of Trustees for Florida Southern College. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Kirstan Ulrich is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2021, Ulrich worked with Treeview Partners LLC and Waddell & Reed, Inc. Ulrich also served Trinity Lutheran Church for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Battistelli is a financial advisor at Stifel with 21 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2007. Outside of his advisory role, he serves on the boards of the Lebanon Community Library and Lebanon County Library District, is chairman of the Lebanon Valley Economic Development Corporation, and sits on the finance committee of St. Paul the Apostle Church. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Nicholas Good is a financial advisor with LPL Financial, holding the Series 66 designation. He has experience in the financial industry primarily through his ongoing role at Ephrata National Bank since 2017 and has been with LPL Financial since 2026. Prior to his financial career, he worked at Arby's for three years. 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, supported by a large network of investment adviser representatives.

Kerri Price is a financial advisor at Stifel with a Series 66 credential and 12 years of experience in the industry. She has been with Stifel, Nicolaus & Company Inc since 2014. Outside of her advisory role, she serves as Finance Committee Chairman and Financial Secretary at Zion's Evangelical Lutheran Church in Jonestown, PA, and is active in the church's Mission Ministry Committee. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, providing both brokerage and advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, offering client-focused asset allocation and planning analyses.