Paul Sorenson is a Series 66-credentialed financial advisor with eight years at LPL Financial and a total of seven years in the industry. His prior work experience includes a role with the 58th Presidential Inaugural Committee and co-ownership of a farm business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a nationwide client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research and provides both discretionary and non-discretionary portfolio management.

Elizabeth Johnides is a financial advisor at Edward Jones in Hanover, PA, holding a Series 66 designation with 16 years of industry experience. Prior to joining Edward Jones in 2024, she worked with Cambridge Investment Research and has been involved with multiple business ventures including ownership and management roles in various LLCs and partnerships. Outside of advising, she has been linked to business activities in sectors such as brewing and real estate. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs under a fiduciary standard.

Elizabeth Wise is a financial advisor with LPL Financial in Westminster, MD, holding a Series 66 designation and four years of industry experience. She has worked at LPL Financial since 2021 and concurrently holds a position at M&T Bank since 2019. Prior to her financial career, she gained experience in the hospitality industry with Maggie's Restaurant and Full Moon Pub & Grill. 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 investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Timothy Beschner is a financial advisor with LPL Financial, holding a Series 66 credential and beginning his industry career in 2025. Prior to his advisory role, he held various positions including multiple engagements with Chapelgate Presbyterian Church and a role at Liberty University. He is the owner of Besch Inc, a business entity unrelated to investment activities. 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 advisors. The firm offers a range of financial planning and advisory services, utilizing model portfolios, third-party subadvisors, and research to deliver both discretionary and non-discretionary management.

David Poehlmann is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Edward Jones in 2025, he worked at Hartford Funds Distributors LLC for six years and held roles at Prudential Annuities Distributors Inc, The Prudential Insurance Company of America, and Lutron Electronics. 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.

Jacob Lawrence is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has been associated with Cetera and its affiliated entities since 2015. In addition to his advisory role, he serves as a financial advisor and secretary at Riggle Wealth Group LLC, where he is involved in financial planning and investment management, and works as an insurance agent selling life, health, disability, and annuity products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multi-manager platforms and various program structures.

Aaron Puckett is a CFP® professional with 24 years of industry experience, currently advising clients at LPL Financial since 2010. Based in Westminster, MD, he is involved in a small farm operation where he annually sells a limited number of steers. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

William Perryman III is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Commonwealth Financial Network, Mutual of America Life Insurance Company, BANK of AMERICA, N.A., and Merrill. He is also involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing managed accounts and algorithmic automation in its advisory process.

Mikhail Abuzov is a financial advisor with LPL Financial in Hanover, PA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at M&T Securities and M&T Bank. LPL Financial 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, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven investment strategies.

Sarah Clark is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds the ChFC® and Series 66 designations and has worked at Mass Mutual Investors Services since 2017, with prior experience at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Outside of her advisory role, she is also involved in health sales and annuities as an agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, annual planning relationships without discretionary management.

Ellen Boyce is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Her prior roles include positions at Ic Advisory Services, Inc. and The Investment Center Inc. She also operates Boyce Financial, a business related to her LPL activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management with support from internal research and third-party subadvisors.

Cynthia Fremont is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets under management and operates through a large network of advisors and branch offices nationwide.

Shawn Abma is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial since 2015. Outside of his advisory role, he is a limited partner in a family-owned partnership that receives gas royalties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers clients the option to combine planning with managed-account programs under a consolidated billing arrangement called “WealthPlan.”

Gemma Boyce is a financial advisor at Cetera with five years of industry experience. She holds a Series 66 designation and has previously worked at Boyce Financial, The Investment Center, Inc., and Len Stoler Lexus. Outside of her advisory role, she is also involved with North Ridge Wealth Planning as a financial advisor and acts as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to various portfolio management options and third-party managers, supporting both discretionary and non-discretionary account management across multiple program structures.

Cindy Mc Clintic is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Sarah Brechbuehl is a financial advisor at Cetera with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Pruco Securities LLC, The Prudential Insurance Company of America, and Ameriprise Financial Services. Outside of her financial career, she serves on the boards of the Phenomenology Performing Arts and Conewago Township Police, and assists in marketing her father’s book series. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and $256 billion in assets under management.

Luke Austin is a financial advisor with Edward Jones in Hanover, PA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 12 years of industry experience, having previously worked at Signator Investors Inc, VOYA Financial Advisors, and Mai Financial Partners. He receives residuals from American General and North American Company as part of other business activities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions and advisory services supported by a large network of financial advisors and branch offices nationwide.

Brandon Smith is a financial advisor with Edward Jones in Gettysburg, PA. He holds the CFP® designation and Series 66 license and has 11 years of industry experience, all of which he has spent at Edward Jones since 2014. 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 under management through a network of roughly 23,701 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Ryan Logue is a financial advisor with Wells Fargo Advisors in Hanover, PA, holding Series 63 and Series 65 credentials. He has 22 years of industry experience, including previous roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Outside of his advisory work, he has ownership interests in investment-related entities JCBL, Inc. and RLOGUE GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. Advisors use Wells Fargo research and planning tools to create tailored recommendations, with services covering various specialized planning areas and optional implementation through brokerage or advisory programs.

Tracy Saylor is a financial advisor at Edward Jones with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has prior roles at firms including Morgan Stanley, Wells Fargo Clearing Services, and Merrill Lynch. Outside of her advisory work, she is a USCCA Certified Firearms Instructor offering self-defense classes on a volunteer or paid basis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branches.