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.

Melissa Stottlemyer is a financial advisor with Morgan Stanley in York, PA, holding a Series 66 designation and over 11 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2013 and 2018, respectively. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and market modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides advisory services under both individual and corporate agreements.

Emily Weaver is a CFP®-certified financial advisor with 20 years of industry experience, currently practicing at LPL Financial since 2021. Her prior roles include founding Life's Journey Financial LLC and experience with Waddell & Reed, Inc. She has been involved in entrepreneurial ventures through multiple business entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both internal and third-party sources.

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.

Jordan Hisey is a financial advisor at Morgan Stanley with seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and The Prudential Insurance Company of America. He has been involved with Christ American Baptist Church since 2011. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved planning tools to model outcomes, while clients retain responsibility for implementing and updating their plans.

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.

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.

Matthew Wilson is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Wilson is involved in various business activities including serving as co-owner of an aviation company specializing in private charter and organ transplant jet services, as well as holding a position on the Investment Committee of the York County Community Foundation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions through affiliated entities.

Michael Moran is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2019 and previously held positions at Infinex Investments, Inc., Cetera Advisor Networks LLC, and Northwest Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, credit unions, and charitable organizations. The firm provides various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to research and model portfolios.

Rebekka Klugh is a financial advisor with LPL Financial, holding a Series 66 designation and approximately two years of experience at LPL. She has previously worked at M&T Bank, PHEAA, and Masonic Villages. Klugh’s background includes roles related to banking and financial services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Hui Sinirath is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. Prior to joining Wells Fargo Clearing in 2016, Sinirath worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of advisory work, Sinirath is a commissioned notary public in Pennsylvania. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

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.

Scott Bilheimer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and 13 years of industry experience. His prior roles include positions at GWFS Equities, Inc. and PFM Fund Distributors, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individual and high-net-worth clients to corporations and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to align investment strategies with client goals, and it maintains specialized 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 at Ameriprise with six years of experience in the industry and holds a Series 66 designation. Prior to joining Ameriprise, Alexis worked in education for several years and currently coaches varsity and junior varsity girls lacrosse at Central York High School. Alexis is also a member and non-voting co-chair of the membership committee of the Rotary Club of York - North and serves on an advisory board for Red Lion Area Senior High. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, emphasizing assets managed within Ameriprise accounts and utilizing algorithmic automation overseen by dedicated committees.

Jared High is a financial advisor at LPL Financial with a Series 66 designation and experience spanning since 2025. Prior to joining LPL Financial, he held roles at Northwest Bank and C.M. High, and he was involved with Fox Meadows Creamery. He has also worked as a licensed relationship manager and notary at Northwest Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven investment strategies.

Connor Rowe is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within Raymond James Financial and Fulton Bank. Outside of his advisory work, he serves as a high school boys lacrosse coach for Penn Manor High School. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and analytical tools and supports a broad network of advisors with specialized municipal and public finance services.