Kelly Conte is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2000. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Christopher Wilson is a financial advisor with PNC Wealth Management who holds Series 63, 65, and 66 licenses and has 19 years of industry experience. He has worked at PNC Investments since 2017 and previously at M&T Securities, Inc. from 2015 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to employees with PNC Bank online credentials. The firm relies on algorithm-driven risk assessments to implement portfolios using approved model strategies managed by PNC or third-party strategists.

Erin St Jacques is a financial advisor with Morgan Stanley in York, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at Merrill and has professional experience in compliance and the food and beverage industry. She also has a background that includes a role at Stony Run Brew House. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning arrangements.

Marisa Boyle is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. She has worked at several firms including PeoplesBank and LPL Financial, and currently serves as a financial advisor at Orrstown Bank dba Orrstown Financial Advisors. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to multiple program structures and third-party money managers.

Scott Wilson is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Ameriprise and its related entities since 1998. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Zachary Firestone is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. His prior roles include five years at Edward Jones and a military background with the United States Army Reserves. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Philip Gross III is a financial advisor with Edward Jones in York, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is a partner in an LLC formed to hold a rental property intended primarily for his son’s residence. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

James Romig is a financial advisor with LPL Financial who holds a Series 66 credential and has 11 years of industry experience. He has worked across multiple firms, including Thrivent Financial and Waddell & Reed, before joining LPL Financial in 2021. Romig operates under the DBA Life's Journey Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a wide range of advisory and brokerage services through a large network of investment adviser representatives.

Robert Lloyd Jr. is a financial advisor with Ameriprise in York, PA, holding a Series 66 designation and 23 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, N.A. He serves on the Board of Directors for the York County Estate Planning Council. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to prepare personalized recommendation reports through a centralized consulting team.

Thomas Zielinski is a financial advisor with RBC Capital Markets in York, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at City National Bank, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment managers.

Michael Juiliano is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he plays guitar as a part-time activity. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a broad range of brokerage and advisory solutions supported by extensive research and analytics.

Sean Dolan is a financial advisor with Raymond James Financial in Elizabethtown, PA, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Raymond James Financial Services since 2006 and with Raymond James Financial since 2009. Outside of his advisory role, he owns a support company and holds a minority interest in another advisory firm, where he consults on client interactions and business planning. He is also one of six partners involved in developing a new office space for his Raymond James office. 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 clients. The firm emphasizes tailored, non-discretionary advice using analytical tools and supports its offerings with specialized programs and partnerships.

Jessica Shiflet is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at LPL Financial since 2020 and previously at Wells Fargo Clearing from 2016 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

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.

Emily Weaver is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Her prior roles include work with Life's Journey Financial LLC and Waddell & Reed, Inc. She has also managed her own business entities, including Emily B. Weaver LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning and advisory services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of investment solutions via its extensive network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and various strategic approaches.

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.

Paul Wakefield is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 registrations and four years of industry experience. He has worked at several firms including Edward Jones and Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance through its affiliated municipal advisor.

Marcelino Oliveri is a financial advisor with Raymond James Financial in Etters, PA, holding a Series 66 designation and four years of industry experience. His career includes roles at Raymond James Financial, Fulton Bank, and Northwestern Mutual. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew Wilson is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advisory work, he is involved in various business ventures including private aviation services and serves on the Investment Committee of the York County Community Foundation. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Rebekka Swanigan is a financial advisor at LPL Financial with Series 66 registration and two years of industry experience. Her prior work includes roles at M&T Bank, PHEAA, and Masonic Villages. Swanigan’s activities include a relationship banker position at M&T Bank focused on investment-related services. 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 portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of advisors.