Hui Sinirath is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. Prior to joining Wells Fargo Clearing in 2016, Sinirath worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of advisory work, Sinirath is a commissioned notary public in Pennsylvania. 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 solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Brad Gauldin is a financial advisor with LPL Financial in Hanover, PA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Members 1st Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and specialized programs supported by LPL Research and third-party subadvisors.

Alejandro Butters is a financial advisor with Ameriprise, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. He is co-owner of CSWMG, Inc., a financial advisory practice affiliated with Ameriprise, where he also serves as a private wealth advisor. Ameriprise provides a retirement-income planning service geared toward individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations primarily for clients maintaining assets in Ameriprise-managed accounts.

Tyson Noel is a financial professional with 21 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 credentials and has worked at firms including T. Rowe Price Investment Services and Summit Financial Group. Outside of his advisory work, he serves as Vice-President and Treasurer of the West Manheim Elementary Football Association, a nonprofit youth program. Cetera Investment Advisers LLC is a nationally recognized SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary management, financial planning, and access to third-party money managers.

Samir Parikh is a financial advisor with Morgan Stanley in York, PA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning.

Andrew Csuri is a financial advisor at Edward Jones in Hanover, PA, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Diageo from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and operating under a fiduciary standard. The firm is notable for its extensive network of advisors and branches, as well as its affiliated trust company and proprietary investment products.

Janelle Coolbaugh is a CFP® and holds a Series 66 license with 13 years of industry experience, all of which have been spent at Edward Jones since 2013. She is based in New Oxford, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard and supported by a large national network of financial advisors and branch offices.

Emanuel Strategos is a financial advisor with Mass Mutual Investors Services in York, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at METLIFE Securities Inc. from 2001 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved software to analyze client goals and generally recommends investment categories and strategies.

Joshua Walters is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.

Edward Bird is a CFP®-designated financial advisor with 21 years of industry experience, currently with LPL Financial since 2024. His prior experience includes roles at Lincoln Financial Advisors, M&T Securities, MTBIA, and M&T Bank. Outside of his advisory work, he is a business owner of XCOLLECTIBLES. 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 offers a wide range of financial planning, advisory programs, retirement consulting, and brokerage services supported by model portfolios and research from internal and third-party sources.

Thomas Mcilwee is a financial advisor with Morgan Stanley in York, PA, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and with 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 range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Robert Bowen is a financial advisor with Wells Fargo Clearing in York, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo entities since 2009. Bowen serves on multiple finance and audit committees for local nonprofit organizations, including roles as chairman of the endowment committee at Advent Lutheran Church and chairman of the 403(b) oversight committee at Spiritrust Lutheran. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Robert Miller is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has worked with Cetera and Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he serves as Vice President of the St. Teresa Athletic Association, organizing sports activities for the local school. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with various program structures and third-party managers.

Rebecca Gebhart is a financial advisor with Morgan Stanley in York, PA, holding a Series 63 designation and 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has worked at Citigroup Global Markets since 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Secular Return Estimates and Monte Carlo simulations.

Victor Lombardi is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2025 and previously worked with Midatlantic Retirement Planning Specialists, Cadaret, Grant & Co., Inc., and operates LFS Lombardi Financial Services, which provides insurance-related services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and brokerage services, utilizing a variety of portfolio management strategies and research resources.

Eric Walker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Church & Dwight Co Inc for nine years and Anvil International for one year. 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 under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Andrew Riggle is a CFP® with three years of industry experience, currently affiliated with Cetera. He has worked at PricewaterhouseCoopers and Stambaugh Ness, and is also a financial professional at Riggle Wealth Group, LLC. Riggle serves as an elected board member of the United Way of Adams County. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jamie Mladenoff is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he organizes youth soccer team schedules and paperwork as a parent manager for a local youth soccer club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Zane Akin is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, H. Beck, Inc., and Baker Financial Group. Outside of his advisory role, he serves as a notary and is involved in non-variable insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

Michael Washburn is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as a planning commission member for Lower Allen Township in Camp Hill, Pennsylvania. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include coordinated planning and broad investment capabilities.