Sheri Gray is a financial advisor with Morgan Stanley in York, PA, holding a Series 63 designation and 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has a longer tenure at Citigroup Global Markets dating back to 1986. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeled outcome scenarios. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.

Quinn Bower is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, M&T Securities, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, Bower manages a family farm in Blain, PA, where he raises Angus beef cattle and grows hay, corn, and soybeans. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its extensive retail advisor and branch network and offers affiliated investment products alongside its fiduciary advisory services.

Katie Burton is a financial advisor at Raymond James Financial with 13 years of industry experience. She has worked at firms including O'Connor Capital Management, H. Beck, Inc., and T. Rowe Price Investment Services. Outside of her advisory role, she works part-time at Allegro Winery in the tasting room. 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 consulting supported by advanced analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA advisory services.

Gregory Bianco is a financial advisor with Cetera, holding the ChFC® and Series 66 designations and bringing 16 years of industry experience. He has worked with multiple firms, including Coastal Investment Advisors and True Tax LLC. Outside of his advisory role, he is involved in entrepreneurial coaching and consulting through his ownership of True Advisory Group and serves as coordinator of religious education at the Diocese of Harrisburg-St. Rose of Lima Parish. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Kathy Dempsey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2007. In addition to advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Aaron Smith is a CFP® and holds a Series 66 license, with nine years of industry experience. He has worked at Edward Jones since 2024 and previously spent seven years with Ameriprise Financial Services, LLC. His background also includes roles at Shippensburg University and a period of self-employment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Keirsten Baker Miller is a financial advisor with LPL Financial, holding a Series 66 designation and currently based in York, PA. She has been active in the industry since 2025, with prior experience at The Financial Advisory Group and Amwins. 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, supported by extensive advisor-facing technology and a broad platform of related financial services.

Michelle Quinn is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at M&T Securities for 16 years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

J Kevin Wertz serves as a First Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1977 and manages portfolios by building personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He also provides advice through the firm's Investment Advisory Program, managing strategies on a discretionary basis when applicable. Kevin holds a Chartered Retirement Planning Counselor™ (CRPC™) designation earned in 2007 and a Bachelor's Degree in Economics from the University of Pittsburgh. His clientele includes affluent families, corporate executives, and successful business owners who seek long-term financial strategies and relationships. He focuses on family wealth management strategies, personal retirement planning, individual and corporate investment strategy, and retirement income. Outside of his professional duties, Kevin enjoys golfing, spending time with his family, and playing table tennis.

Andrews Dadeboe is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to his current role, he worked at Delaware Distributors, L.P., Morgan Stanley, and Frito Lay. Outside of advising, he is a co-founder of Forty1 Sports, a sports agency involved in roster management and athlete relations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a methodology that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, offering diversified model portfolios and advisory services.

Michael Mcfeeley is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial. He previously worked for Lincoln Financial Advisors Corporation for 16 years. Mcfeeley has a role with Academy Financial involving non-variable insurance. 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 large network of investment adviser representatives.

Matthew Manning II is a CFP® professional with 26 years of experience currently working at RBC Capital Markets. His prior roles include positions at City National Bank, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Outside of his advisory work, Manning serves as an officer and director for the Dallastown Area Educational Foundation and participates in fundraising and wish granting activities with the Make a Wish Foundation. He is also president of a homeowners association, managing budgeting and community matters. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing a variety of investment managers and strategies tailored to each client's risk profile.

Benjamin Sheppard is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 credentials and having 22 years of industry experience. He has been with Primerica Advisors since 2004 and operates Sheppard Financial Group since 2022. Outside of advisory services, he is involved in managing a Primerica office as a member of 10X Signature Group LLC and participates in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-based strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading to BNY Mellon Advisors, employing a tiered wrap-fee structure and maintaining control over model selection and management.

Andrew Riggle is a CFP®-designated financial advisor with over 30 years of industry experience. He is currently with Cetera and has been associated with its various entities since 2013. Outside of his advisory role, he serves as a board member for the VNA of Hanover and Spring Grove endowment and participates on the Dataw Island Owner’s Association investment committee. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management solutions, utilizing affiliated and third-party managers across diverse program structures.

Timothy Ohm is a financial advisor with Cetera who holds a Series 63 designation and has 25 years of industry experience. He has held roles with Cetera and affiliated firms since 2004 and operated Miller Brown Ohm & Associates, providing tax and payroll preparation services, where he serves as president and owner. In addition to financial advising, he is licensed to sell fixed insurance products, including life insurance, annuities, and long-term care. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning, and access to third-party managers across discretionary and non-discretionary program structures.

Brittany Fisher is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation. Prior to joining Edward Jones, she worked in construction and the hospitality sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a nationwide network of over 23,000 financial advisors.

Paul Heffelfinger is a financial advisor with Raymond James Financial Services Advisors Inc. in York, PA, holding a Series 63 license and bringing 21 years of industry experience. He previously worked at Wells Fargo Advisors from 2015 to 2017. Outside of his advisory role, he is a partner in Gilbert Farms, LLC, where he helps oversee farming operations. 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 institutions. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Katrina Shaffer is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brian Griffin is a Financial Consultant currently working at Fidelity, where he has held various consultant roles since 2021. His career progression at Fidelity includes positions as a Workplace Planning Consultant, Planning Consultant, Financial Consultant 1, and currently as a Financial Consultant since 2024. Brian's professional approach centers on developing financial strategies tailored to his clients' individual needs. He emphasizes meeting clients where they are, respecting their decisions and boundaries, and collaborating to design custom financial plans. His goal is to build relationships that extend beyond professional interactions, fostering a personalized and comfortable environment. Outside of his professional work, Brian enjoys activities such as biking, fitness, hiking, kayaking, music, and parenthood.

William Holly is a financial advisor at Merrill with 41 years of experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1984. He has also been associated with Bank of America, N.A. for 15 years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.