Crawford Simpkins is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephanie Binter is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with Primerica Financial Services since 2020 and Primerica Advisors since 2021, following 14 years at PCBH. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jason Weber is a financial advisor with Raymond James Financial in York, PA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has previously worked at Wells Fargo Advisors Financial Network LLC and has been with Raymond James Financial and its affiliated entities since 2018. Weber is also the owner of Ashton Rae Inc. and LongView Wealth Solutions, both support companies based in York. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm employs non-discretionary planning tailored to client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Emily Sides is a financial advisor with LPL Financial in York, PA, holding a Series 66 designation and nine years of industry experience. She previously worked at RBC Wealth Management for seven years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Matthew Beard is a financial advisor at Edward Jones in Stewartstown, PA, holding a Series 66 designation with 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he is noted as an owner of a rental property business involved in property management. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products within a nationwide network of advisors and branch offices.

William Heird is a financial advisor at Ameriprise with one year of industry experience. He previously worked at Edward Jones for two years and has a background in healthcare, having been employed at Bozeman Health and the Advanced Vein and Laser Center. He holds a Series 66 designation. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides written recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and recent algorithmic automation.

David Herbst is a financial advisor with Raymond James Financial in York, PA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and KCA Wealth Management. He is also involved with Integrity Wealth Strategies LLC in a support capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to provide tailored, non-discretionary planning and consulting, and it supports a broad network of advisors with municipal and public finance services.

Cameron Goodling is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets and Geller Brothers LLC. He also has experience working in education and retail sectors, including a role with the West York Area School District. 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 range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and technology solutions.

Leonard Kaplan is a financial advisor with Cetera who holds the Series 63 designation and has 43 years of industry experience. His career includes roles at VOYA Financial Advisors and Keller-Brown Insurance, where he also serves as an insurance agent specializing in life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC operates a multi-manager platform serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to various third-party managers, with over $256 billion in assets under management across a network of more than 10,000 advisors.