Kara Reisser is a Series 66 licensed financial advisor with Edward Jones in York, PA, where she has worked since 2019. She has four years of industry experience and previously worked at Heritage Hills Athletic Club, Real Estate Education Center, CR Consulting, and Morex Ribbon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large national network of advisors and branch offices.

Robert Bowen is a financial advisor with Wells Fargo Clearing in York, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo entities since 2009. Bowen serves on multiple finance and audit committees for local nonprofit organizations, including roles as chairman of the endowment committee at Advent Lutheran Church and chairman of the 403(b) oversight committee at Spiritrust Lutheran. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Robert Miller is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has worked with Cetera and Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he serves as Vice President of the St. Teresa Athletic Association, organizing sports activities for the local school. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with various program structures and third-party managers.

Rebecca Gebhart is a financial advisor with Morgan Stanley in York, PA, holding a Series 63 designation and 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has worked at Citigroup Global Markets since 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Secular Return Estimates and Monte Carlo simulations.

Ty Wilkinson is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in networking with realtors and supporting business acquisitions through alternative financing solutions tailored to real estate and business transactions. He collaborates with a team of specialists to provide goals-based wealth management services to families, accomplished professionals, and successful business owners, focusing on delivering customized advice and a disciplined investing approach. Wilkinson's expertise includes college education planning, divorce transition planning, personal retirement planning, tax minimization, and retirement income strategies. He holds a bachelor's degree from Shippensburg University. A lifetime resident of central Pennsylvania, he describes himself as passionate, caring, and ambitious, and values cultivating long-term client relationships by providing exceptional service. Outside of work, his interests include hunting, music, skiing, swimming, and watching movies.

Scott Litten is a financial advisor with Osaic Wealth, Inc. in York, Pennsylvania, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Osaic since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his role at Osaic, Mr. Litten owns Litten Financial Group, LLC, which offers variable investments and insurance products, and also operates a Medicare Insurance Enrollment Center. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, and access to various investment platforms, employing asset-allocation tools and third-party services to manage diversified portfolios.

Shay O’neill is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning their advisory career in 2026. Prior to this role, O’neill has worked in various positions including at The Coca-Cola Company, Western New England University, and Ardor Fitness. Outside of finance, they have experience with Quabbin Soccer Academy and other community organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Victor Lombardi is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2025 and previously worked with Midatlantic Retirement Planning Specialists, Cadaret, Grant & Co., Inc., and operates LFS Lombardi Financial Services, which provides insurance-related services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and brokerage services, utilizing a variety of portfolio management strategies and research resources.

F. Joseph Feeney Jr. is a CFP® professional with 27 years of experience, currently affiliated with Cetera since 2025. His prior experience includes long-term roles at Avantax Advisory Services and related entities, as well as his own Gunpowder Financial Services LLC, where he provides tax preparation and accounting services. Outside of finance, he serves as treasurer for the Old Wharf Condominium Association and is a member of the Optimist Club of Timonium, MD. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management services and operates a multi-manager platform, providing access to affiliated and third-party managers with a broad range of program options.

Eric Walker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Church & Dwight Co Inc for nine years and Anvil International for one year. 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 under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Derek Nowak is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2007 as a summer intern, where he developed expertise across various aspects of personal finance. Derek holds a Bachelor's Degree in business with a minor in economics from Franklin and Marshall College and earned an MBA from the Pennsylvania State University System. Derek's professional focus includes college education planning, corporate benefits, family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Active in his community, Derek has contributed to organizations such as Historic St. Mary's Church in Lancaster, PA, the Pennsylvania Dutch Council of the Boy Scouts of America, and has served on the board of the Lancaster Science Factory. He volunteers as a Cubmaster in the local Cub Scouts pack and has supported the Red Cross as a DAT captain. Outside of work, Derek enjoys camping, running, and swimming. He lives in Lancaster, PA, with his wife and four children.

Andrew Riggle is a CFP® with three years of industry experience, currently affiliated with Cetera. He has worked at PricewaterhouseCoopers and Stambaugh Ness, and is also a financial professional at Riggle Wealth Group, LLC. Riggle serves as an elected board member of the United Way of Adams County. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wendy Livingston is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 24 years of industry experience. Her prior roles include positions at LPL Financial, Cetera Advisor Networks, and PeoplesBank. She is also a financial advisor at Orrstown Bank dba Orrstown Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm utilizes a multi-manager platform allowing advisors to implement a range of portfolio management strategies across various program structures and custodial relationships.

Jamie Mladenoff is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he organizes youth soccer team schedules and paperwork as a parent manager for a local youth soccer club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Timothy Sutherland is a CFP® professional with 22 years of industry experience, currently advising with Cambridge Investment Research Advisors since 2014. He is also the owner and manager of Harvest Rock Advisors, LLC, where he provides royalty administration and management services related to oil and gas leases. Additionally, he serves as a director on the North Beach Condominium Association Board of Directors. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management and model-based strategies.

Michael Washburn is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as a planning commission member for Lower Allen Township in Camp Hill, Pennsylvania. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include coordinated planning and broad investment capabilities.

Gabriel King is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Before joining Edward Jones, he served on multiple county boards of education, including Putnam, Boone, and Kanawha counties, between 2016 and 2024. 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, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Elizabeth Wolf is a CFP®-credentialed financial advisor with 40 years of industry experience, currently with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as trustee of her late father's testamentary trust and executor of her aunt's estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s approach is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Maria Nicholas is a financial advisor with UBS Financial Services in Gettysburg, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She worked at Merrill for nine years before joining UBS in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and a range of capital markets and lending programs.

Neil Crowell is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Voya Financial Advisors and operating DSF Wealth Management Group, a firm through which he provides insurance and financial services. He is also an independent insurance agent and owns East York Financial LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored 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 access to third-party money managers and varied program structures.