Frederick Wise is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 1998. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage services, financial planning, and advisory programs.

Jason Thorne is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2017. He has also been associated with Keystone Financial Strategies since 2009 and previously worked at Geneos Wealth Management, Inc. from 2008 to 2017. Outside of advisory work, he is a certified public accountant providing tax preparation services through Keystone Financial Strategies. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

David Fullerton is a financial advisor with Janney Montgomery Scott in York, PA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Janney Montgomery Scott since 2001. 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 diverse range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

David Brosend is a financial advisor with Janney Montgomery Scott in York, PA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Janney Montgomery Scott since 2001. 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 diverse clientele, including individuals, families, trusts, estates, and institutional clients, and provides a range of brokerage, financial planning, and advisory services.

Tyler Lerman is a CFP® and ChFC® at Janney Montgomery Scott with eight years of industry experience. He has been with Janney since 2018 and previously worked at Penn National Insurance Company. Lerman serves on the board of the York County SPCA and is a member of its Nominating and Governance Committee. Janney Montgomery Scott 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, financial planning, and advisory services supported by in-house and third-party portfolio management.

Kevin Smith is a CFP® and ChFC® affiliated with Janney Montgomery Scott in York, PA, where he has worked since 2009, bringing 24 years of industry experience. He serves on several local nonprofit boards, including Family First Health and the Women's Care Center, and is a steering committee member of Leave a Legacy York County. In 2023, he founded Kindness Worldwide, an initiative promoting kindness through various community activities. 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 diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering a range of brokerage, financial planning, and advisory services with a combination of in-house and third-party portfolio management.

David Tushingham is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2013. Outside of his advisory role, he offers annuities, long-term care, and life insurance products. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers, employing a range of investment strategies and supporting held-away account management through technology partnerships.

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 in York, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliates since 1998. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations through a centralized consulting team.

Kathleen Becker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

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, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Thrivent Financial from 2015 to 2019 and held various roles with other financial and insurance firms. He is also associated with Life's Journey Financial, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

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 designations and bringing 39 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously spent eight years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized strategies implemented through a combination of in-house and third-party managers, providing portfolio management, financial planning, custody, and brokerage services.

Michael Juiliano is a financial advisor with Wells Fargo Clearing in York, PA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Wells Fargo Advisors LLC from 2010 to 2016 before joining Wells Fargo Clearing. Outside of his advisory work, he plays guitar as a personal interest. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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 at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.