Gregory Wolfe is an investment advisor with Cetera and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, having worked at firms including LPL Financial, Raymond James Financial, and Peoplesbank. He currently serves as an Investment Advisor II and Vice President at Orrstown Bank dba Orrstown Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

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 Series 65 and Series 63 credentials and three years of industry experience. His prior roles include positions at LPL Financial, Integrity Advisory Solutions, and Northrop Grumman Corporation. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides access to multiple platforms and custodians, proprietary model strategies, and third-party advisers.

Kristin Hershey is a Certified Financial Planner (CFP®) with 21 years of industry experience. She has been with Cambridge Investment Research Advisors since 2013 and previously worked at Osaic FA, Inc. from 2005 to 2013. Outside of her advisory work, Hershey is active in her community as a volleyball coach for youth and high school sports and serves as a class representative for Leadership York, a nonprofit focused on leadership training. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

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 CFP® professional affiliated with LPL Enterprise with 12 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, and currently provides insurance and investment services through White Rose Wealth Management in York, PA. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and brokerage services.

Jared Smith is a financial advisor at Osaic Wealth, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Signator Investors, Inc. and Transamerica Financial Advisors. Outside of his advisory role, he serves as a freshman basketball coach. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies across a range of programs.

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 with Primerica Advisors in York, PA, holding Series 65 and Series 63 licenses with 11 years of industry experience. Her work history includes roles at Primerica since 2014, Nathan Keller, RVP, and PFS Investments Inc. In addition to her advisory work, she is a virtual assistant, committing 40 hours per month. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily delivers model-based investment strategies and operates with approximately 3,698 advisors and $15.5 billion in assets under management.

Whitney Bowers Miller is a financial professional with 23 years of industry experience, currently affiliated with Cetera. She holds the Series 63 and Series 66 designations and has worked previously at LPL Financial, Cetera Wealth Services, and Ameriprise. In addition to her advisory role, she provides administrative support to financial advisors at Orrstown Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodial relationships.

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 JT Mummert, Community Services Group, and Drumgoole Financial Services. Before entering the financial sector, she worked in theatre and retail. 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, model portfolio programs, third-party asset management, and institutional platforms.

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 Series 66-licensed financial advisor with five years of industry experience. She has worked at Wilmington Advisors and LPL Financial since 2021 and previously spent five years at M&T Securities, Inc. 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 management access, and institutional platforms.

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.