Michael Moran is a financial advisor with LPL Financial, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Infinex Investments, Cetera Advisor Networks, and Northwest Bank, where he continues to work alongside his advisory role. 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 such as the Bank Wealth Program.

Hui Sinirath is a financial advisor with Wells Fargo Clearing in York, PA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. Prior to joining Wells Fargo Clearing in 2016, Sinirath worked at Wachovia Bank, N.A. since 2002. Sinirath is also a notary public in Pennsylvania. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Ann Seitz Brown is a Series 66-licensed financial advisor with Thrivent Investment Management in Mount Joy, PA, bringing nine years of industry experience. She has been with Thrivent Financial and its investment management division since 2017. Outside of her advisory role, she serves on the Candidacy Committee of the Lower Susquehanna Synod of the Evangelical Lutheran Church in America, which reviews and guides prospective ministry leaders. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning recommendations covering a broad range of topics, with options to combine these plans with managed-account programs under a consolidated billing system called “WealthPlan.”

Jason Salvino is a financial advisor with Fidelity who holds Series 63 and Series 66 credentials and has six years of industry experience. His prior roles include work at T. Rowe Price from 2019 to 2021 and multiple positions associated with Pacific Lutheran University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Vivian Dehoff is a financial advisor with Raymond James Financial in York, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Raymond James Financial since 2009 and has been associated with Miller & Gay Investment Management since 2000. Outside of her advisory role, she serves as a licensed assistant and provides customer service support to Jeffrey A Gay, CFP. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm utilizes a tailored, non-discretionary approach incorporating risk profiling and analytical modeling to support client goals and provides specialized municipal and retirement plan advisory services.

William Campbell is a financial advisor with Raymond James Financial in York, PA, holding Series 63 and Series 66 credentials and has 35 years of industry experience. He has worked with Raymond James Financial since 2009 and has concurrent roles at Fulton Bank and Fulton Financial Advisors. Additionally, he is involved in sales management at Fulton Financial Advisors and supervises non-variable life insurance sales at Specific Solutions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, employing risk profiling and modeling tools to support client goals and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Russell Allen is a financial advisor at Edward Jones in York, PA, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he owns and maintains an apartment rental business in York. 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 with a nationwide network of nearly 24,000 advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment options.

Alexis Dettinger is a financial advisor with Ameriprise in York, PA, holding a Series 66 designation and two years of industry experience. She has prior experience in education, including roles at Red Lion School District and Central York School District. Outside of advising, she coaches varsity and junior varsity girls lacrosse at Central York High School and serves as a member and non-voting co-chair of the membership committee for the Rotary Club of York - North. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Jared High is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Northwest Bank and C.M. High. Outside of advisory roles, Jared has experience with Fox Meadows Creamery and was a student in the Manheim Central School District for 13 years. 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 technology and research tools.

Samir Parikh is a financial advisor with Morgan Stanley in York, PA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning.

Raymond Mccarty III is a financial advisor with Wells Fargo Clearing in Lancaster, PA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held a position at Wachovia Bank, N.A. since 2002. Outside of his advisory role, he is a 25% owner of Lowball, LLC, a hunting property, serves as a board member for the Columbia Heritage River Cottage Association, and coaches volleyball for the Columbia Boro School District. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors, offering both brokerage and advisory solutions grounded in research, diversification principles, and modern portfolio theory.

Frederick Waller is a CFP®-credentialed financial advisor with 24 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Wealth Services, LLC since 2025. Outside of his advisory role, he serves as treasurer on the board of Bright Side Opportunities Center, a nonprofit focused on youth and health wellness. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of investment programs, discretionary and non-discretionary management, and access to third-party money managers.

Emanuel Strategos is a financial advisor with Mass Mutual Investors Services in York, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at METLIFE Securities Inc. from 2001 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved software to analyze client goals and generally recommends investment categories and strategies.

Joshua Walters is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following a prior role at Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and proprietary tools, focusing on advisory services without directly recommending individual securities as part of standalone plans.

Edward Bird is a CFP®-certified financial advisor with over 21 years of industry experience. He is currently with LPL Financial and has previously worked at Lincoln Financial Advisors, M&T Securities, MTBIA, and M&T Bank. Outside of his advisory work, he owns a collectibles business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory services, including financial planning and access to model portfolios and third-party asset managers, supported by a large network of investment adviser representatives and technology tools.

Shannon Bender is a financial advisor with LPL Financial in York, PA, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior work includes roles at Members 1st Federal Credit Union, CITIZENS Bank, and PNC Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Nakhaiya Jacobs is a financial advisor with Ameriprise in York, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise, Jacobs attended The Pennsylvania State University and Hanover Senior High School. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Richard Brown is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked with Avantax Investment Services, 1st Global Advisors, and Avantax Insurance Services. Outside of his advisory work, he plays baritone horn in a German band that performs for church events. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios as well as customizable investment strategies.

Thomas Mcilwee is a financial advisor with Morgan Stanley in York, PA, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

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.