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.

Jordan Hisey is a financial advisor at Morgan Stanley with seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and The Prudential Insurance Company of America. He has been involved with Christ American Baptist Church since 2011. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved planning tools to model outcomes, while clients retain responsibility for implementing and updating their plans.

Erik Hendricks is a financial advisor at Edward Jones with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

Douglas Becker is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with Cetera since 2019 and has held roles at several related firms including Hcm Wealth Advisory Group, LLC, and Hanover Capital Management Inc. Beyond advising, Becker is a registered tax preparer and serves as a trustee and finance committee member for the nonprofit Homewood Retirement Centers Inc. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse 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 options and over $256 billion in assets under management across more than 10,000 advisors.

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.

Jason Salvino is a financial advisor with Fidelity who holds Series 63 and Series 66 credentials and has six years of industry experience. His prior roles include work at T. Rowe Price from 2019 to 2021 and multiple positions associated with Pacific Lutheran University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

William Campbell is a financial advisor with Raymond James Financial in York, PA, holding Series 63 and Series 66 credentials and has 35 years of industry experience. He has worked with Raymond James Financial since 2009 and has concurrent roles at Fulton Bank and Fulton Financial Advisors. Additionally, he is involved in sales management at Fulton Financial Advisors and supervises non-variable life insurance sales at Specific Solutions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, employing risk profiling and modeling tools to support client goals and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Sean Logue is a financial advisor with Wells Fargo Advisors in Hanover, PA, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at Lincoln Investment Planning, Inc. for 13 years and has been involved with South Western School District since 2010. He has a controlling ownership interest in SLOGUE GP, LLC, formed for a specific transaction. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm uses proprietary research and planning tools to develop personalized recommendations, with flexible implementation options through brokerage or advisory programs.

Russell Allen is a financial advisor at Edward Jones in York, PA, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he owns and maintains an apartment rental business in York. 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 with a nationwide network of nearly 24,000 advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment options.

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.