Jennifer Hill is a CFP® and PFS™ with 12 years of experience in the financial services industry. She has been with Savant Wealth Management since 2023 and previously worked at Domani Wealth, LLC and Pbwm Holdings. Jennifer is based in Lancaster, PA. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a large team of advisors and affiliated entities offering accounting, legal, and trust services.

Kilie Smith is a financial advisor at Savant Wealth Management with three years of industry experience. Smith holds a Series 65 designation and has worked at Savant Wealth Management since 2023, previously employed at Domani Wealth. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated entities offering accounting, legal, and trust services.

Jonathan Lipshutz is a CFP® professional with two years of industry experience, currently affiliated with Savant Wealth Management in Lancaster, PA. His prior experience includes roles at Relaxing Retirement Coach, Inc., Cambridge Bancorp, US Bancorp, and Ranstad. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by centralized resources and affiliated entities providing accounting, legal, and trust services.

Tyler Cotten is a financial advisor at Kestra Advisory with a Series 66 designation and several years of experience that include roles in both educational institutions and advisory services. His background spans positions at Saint Peters University, Paul D. Camp Community College, George Mason University, the University of North Carolina at Charlotte, and Grafton High School before joining Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Jennifer Lowden is a financial advisor with LPL Financial who holds a Series 66 designation and has 16 years of industry experience. She has been with LPL Financial since 2017. Outside of her advisory work, she is a licensed notary public and notarizes forms for clients. 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 variety of financial planning and investment management services, including access to third-party asset managers and institutional platforms, supporting a broad range of investment strategies.

Joseph Howe is a CFP® professional with 28 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Infinex Investments, Inc. and Ephrata National Bank. Outside of his advisory role, he serves as a high school wrestling official for the Pennsylvania Interscholastic Athletic Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Seal II is a financial advisor with Primerica Advisors in Strasburg, PA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at PFS Investments Inc. since 2017 and was self-employed for 14 years prior. Seal also has over 30 years with Primerica Financial Services. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers, delegates trading to BNY Mellon Advisors, and employs a tiered wrap-fee structure.

Emerson Paul is a CFP® with 24 years of industry experience, currently with Cetera. He has previously worked at multiple Cetera entities as well as Concourse Financial Group Securities Inc and Covenant CPA LLC. He serves as a volunteer board member for United Church of Christ Homes and is involved with St. John's UCC Foundation as committee treasurer. Cetera Investment Advisers LLC is an SEC-registered firm offering advisory services through a large national network of independent advisors. It serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients, providing portfolio management, financial planning, and access to third-party money managers through various program platforms.

Marlin Musser is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for seven years and at H.D. Vest Advisory Services and Investment Services for a combined nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment solutions, including model portfolio programs, third-party asset management access, and institutional platforms.

Lorrie Hillard is a financial advisor with LPL Financial holding a Series 66 designation and 17 years of industry experience. She has worked with several firms including Ephrata National Bank, Truist Advisory Services, Bb&T Securities, and Cetera. 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, and institutional platforms.

David Tate is a financial professional with 11 years of industry experience, currently affiliated with Cetera. He holds the ChFC® and Series 66 designations. Prior to joining Cetera in 2023, he worked at Securian Financial Services and Minnesota Life. Outside of his advisory work, he serves as a preacher for a small congregation, delivering monthly sermons. Cetera is an SEC-registered adviser operating 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 through multiple program platforms and third-party managers.

Stephen Musser is a financial advisor at Cetera with 15 years of industry experience and a Series 66 credential. He has worked at Cetera and its affiliates since 2025 and previously spent 14 years at Concourse Financial Group Securities Inc. Outside of his advisory role, Musser is the owner and CPA of Covenant CPA LLC, serves on the boards of a nonprofit preschool and a local police support group, and is involved in a food business. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment advisory services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diverse portfolio management options, including model portfolios, third-party managers, and customized strategies across various program structures and custodians.

Amy Martin is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at both Raymond James Financial and Fulton Bank since 2014. In addition to her advisory role, she is a Registered Client Services Associate at Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and emphasizes risk profiling and analytical modeling to guide client decision-making.

Alicia O’Donel is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Clark Associates, Inc. from 2017 to 2019 and has been involved with the YMCA as a personal trainer since 2015. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

John Larson Jr. is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Capital Analysts and Lincoln Investment Planning, Inc., and he also operated Larson Financial Planning, LLC. In addition to his advisory work, he is involved in tax preparation and accounting through Scamuffa-Larson Tax Services, LLC. 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 provides a wide range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies, supported by advanced research and operational tools.

David Wiener is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He is also involved in Smoker Wealth Management LLC and Smoker & Company LLC, the latter providing tax preparation and tax services. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with extensive assets under management and a network of over 10,000 advisors.

Eric Groff is a CFP® and ChFC® with 34 years of experience in the financial services industry. He is currently affiliated with Cetera and has prior experience at Concourse Financial Group Securities Inc and Everence Trust Company. Outside of his advisory work, he occasionally sells handcrafted woodworking items. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors. The firm operates a multi-manager platform that provides access to affiliated and third-party managers and various program structures.

Charles Fisher Jr. is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial since 2003. Based in Quarryville, PA, he has operated under the Fisher Wealth Management Group as part of his advisory activities. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a large network of over 22,800 advisors.

Rebecca Dauterive is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at The Vanguard Group and The Institutes. Outside of her advisory role, she has experience working in the hospitality industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

David Babcock is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, Babcock holds power of attorney for his parents, though this authority is not currently active. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both in-house and third-party advisory solutions.