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.

Ryan Price is a financial advisor with Ameriprise in Lancaster, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Outside of his advisory role, he has involvement in real estate ownership unrelated to investment activities. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficient strategies to produce written recommendation reports. The firm’s approach includes algorithmic automation with oversight and emphasizes the use of affiliated investment products.

Lisa Mc Henry is a CFP®-credentialed financial advisor with 11 years of industry experience. She is currently with Cetera and has previously worked with Everence Trust Company and Concourse Financial Group Securities Inc. Outside of her advisory role, she serves as a notary public in Mount Joy, Pennsylvania, and holds power of attorney responsibilities for a family member. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, utilizing both affiliated and unaffiliated managers across numerous program structures.

Andre Campbell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Northwestern Mutual in various wealth management and investment service roles from 2018 to 2023. Outside of his advisory duties, he is the owner of MACC Management, a business entity for tax and investment purposes. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of more than 22,800 advisors managing over $819 billion in discretionary assets.

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.

James Gill is a financial advisor with Thrivent Investment Management in Annville, PA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory role, he serves as chair of the endowment fund committee at Zion's Evangelical Lutheran Church, overseeing grant approvals in a volunteer capacity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority, and offers options to combine planning with managed accounts under separate engagements.

Jeffrey Zavoda is a Series 66 licensed financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2010, working in their Harrisburg, PA office. 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 and 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.

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.

Scott Derr is a financial advisor with Cambridge Investment Research Advisors in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Cambridge in 2010, he worked at VOYA Financial Advisors and Locust Street Securities. He serves as an arbitrator for FINRA Dispute Resolution and is a board member for Presbyterian Senior Living and PHI Investment Management Services. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Abram Shaffner is a financial advisor with Ameriprise who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves in various leadership positions with local Masonic organizations, including as a trustee and board member. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Andrew Herbert is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at PNC Investments and Principal Life Insurance Company. He is also associated with PSECU Financial Services through LPL Financial. 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 offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting investment strategies through a large network of advisors.

Brett Holland is a CFP® with 25 years of industry experience, currently serving at Stifel since 2007. He is based in Lebanon, PA, and holds a Series 66 designation. Outside of his advisory role, he serves on the boards of Lebanon Rescue Mission, a homeless and poverty rescue mission, and Lebanon Valley Bible Church. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services that include fee-based financial planning and model-driven investment analysis developed by its Investment Strategy Group.

Daniel Finnegan is a CFP®-certified financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Deployed Date Solutions from 2014 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors and branch offices.

Nathan Smith is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2024, he worked at Johnson Controls Security Solutions and TE Connectivity. Outside of his advisory role, he serves as a swim coach for a local aquatic club in Hershey, PA. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning focused on income sources and tax-aware withdrawal strategies.

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.

David Plouse is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2013 and has been involved with Grace United Methodist Church since 2005. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Michael Hulyo is a financial advisor with Edward Jones in Lititz, PA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

David Stabb is a financial advisor with Edward Jones in Mountville, PA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is a founding partner and member of the Board of Managers at ReconSTAT Holdings, LLC, which focuses on telemedicine and plastic surgery triage through startups in this sector. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutional investors, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions delivered through a nationwide network of financial advisors and branch offices.

Michael Marrazzo is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2024. Prior to this, he spent over three decades at Woodbury Financial Services and has been president and owner of Ideal Financial Center LLC since 2009. Outside of his advisory role, he is involved in managing fixed annuity and insurance sales through his firm, Ideal Financial Center LLC. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities, offering a range of brokerage and advisory services supported by a model-based investment approach and multiple platform options.