Paul Heffelfinger is a financial advisor with Raymond James Financial Services Advisors Inc. in York, PA, holding a Series 63 license and bringing 21 years of industry experience. He previously worked at Wells Fargo Advisors from 2015 to 2017. Outside of his advisory role, he is a partner in Gilbert Farms, LLC, where he helps oversee farming operations. 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. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Samuel Shinn is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at LPL Financial and Northrop Grumman Corporation. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Kristin Hershey is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2013. She also holds a Series 66 license and has experience as an independent insurance agent. Outside of her advising role, Hershey serves as a class representative for Leadership York, a nonprofit that provides leadership training, and coaches youth and high school volleyball teams. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals across wealth levels, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals using a range of investment strategies and custody platforms.

Gayle Delong is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been with Primerica Advisors since 2014 and Primerica Financial Services since 2012. Outside of advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an operational model that includes independent due diligence and delegated trading functions.

Aaron Trinh is a financial advisor with LPL Enterprise and holds the CFP® designation, along with Series 63 and Series 65 licenses. He has 12 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his primary work, he is involved with White Rose Wealth Management LLC, where he provides both insurance and investment services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions. The firm offers a range of financial planning, advisory, and brokerage services, utilizing a platform that integrates adviser programs with the sale of various financial products, including insurance.

Jared Smith is a financial advisor with Osaic Wealth, Inc. in Spring Grove, PA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Osaic Wealth since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, Smith serves as a freshman basketball coach. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to various managed account solutions. The firm employs a comprehensive investment approach using asset allocation tools and supports both discretionary and non-discretionary portfolio management.

Nathan Keller is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2015, including time with Primerica Financial Services starting in 2014. Outside of his advisory role, he owns Keller Outdoors LLC, a wildlife management business currently not operational, and is a member of 10X Signature Group, LLC, related to office management. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodians, managing approximately $15.5 billion in assets through a network of nearly 3,700 advisors.

Pamela Getner is a financial advisor at Primerica Advisors with 11 years of industry experience. She holds Series 65 and Series 63 designations and has worked with Primerica and PFS Investments Inc. since 2014 and 2015 respectively, alongside prior roles including a position with Nathan Keller, RVP, and experience in education. In addition to her advisory work, she provides virtual assistant services. Primerica Advisors offers a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and supports its advisory services with custodial and trade execution platforms.

Whitney Bowers Miller is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 23 years of industry experience. Prior to joining Cetera in 2024, she worked at LPL Financial, LLC for eight years and Cetera Advisor Networks for three years. She also serves as a financial professional supporting advisors at Orrstown Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options, and it supports over 10,000 advisors and approximately 800,000 clients.

Julia Wagner is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. Her prior work includes roles at Drumgoole Financial Services, JT Mummert, and Community Services Group, as well as experience outside finance in theater and retail. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and various investment management options.

Kevin Hoy is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at First National Bank, Prosperity Home Loans, and Stearns Lending, as well as a period of self-employment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of about 23,701 financial advisors and 15,121 branches. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mary Heltzel is a ChFC® with 31 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc, where she has worked since 2013. She teaches a Basic Investment Program and participates in fundraising activities at York College of Pennsylvania. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Wade Williams is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Raymond James since 2017 and previously at Wells Fargo Advisors. Williams serves as Investment Committee Chairperson for the York Rotary Foundation. 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 institutional investors, employing tailored, non-discretionary planning and analytical tools.

Michelle Roeseke is a financial advisor at Edward Jones with 18 years of industry experience. She holds the 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 manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Josiah Williams is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Target Corporation and Cintas. Outside of his advisory work, he is involved with Dover Assembly of God. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Christie Smith is a CFP® professional with over 42 years of industry experience. She has been with Stifel since 2007. Based in York, PA, her credentials also include Series 63 and Series 65 registrations. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing clients with asset allocation and financial planning analyses to inform their decisions.

Lauretta Yeagy is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. She has worked with Wilmington Advisors and M&T Securities, Inc., and briefly with COMPASS Group Inc. Crothall Health. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Milton Dodge is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Patient Capital Management LLC and T. Rowe Price. 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 strategies supported by a large network of financial advisors and branch offices.

Douglas King is a financial advisor with Cetera, holding the PFS™ and Series 63 designations and bringing 27 years of industry experience. He has worked at various firms including Avantax Insurance Agency LLC and Avantax Advisory Services, and he has served as president of King & Associates CPA, PC since 2006. King is also involved in tax preparation and accounting through his CPA firm. Cetera Investment Advisers LLC is an SEC-registered advisor with a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and managers, managing over $256 billion in assets.

Douglas Holtzapple is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has spent the majority of his career with Prudential Insurance Company of America and Pruco Securities, LLC. Holtzapple is also active as a property and casualty insurance agent with Liberty Mutual. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering a range of advisory and brokerage services. The firm provides financial planning, model portfolio management, and access to third-party asset managers within an integrated platform that includes insurance products and collateralized lending programs.