Jessica Shiflet is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 27 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining LPL Financial in 2020. 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 tools and oversight of substantial discretionary assets.

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® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Her prior roles include work with Life's Journey Financial LLC and Waddell & Reed, Inc. She has also managed her own business entities, including Emily B. Weaver LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning and advisory services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of investment solutions via its extensive network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and various strategic approaches.

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.

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.

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 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.

Rebekka Swanigan is a financial advisor at LPL Financial with Series 66 registration and two years of industry experience. Her prior work includes roles at M&T Bank, PHEAA, and Masonic Villages. Swanigan’s activities include a relationship banker position at M&T Bank focused on investment-related services. 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, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of advisors.

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 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.

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.

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.

Janelle Coolbaugh is a CFP® and holds a Series 66 license with 13 years of industry experience, all of which have been spent at Edward Jones since 2013. She is based in New Oxford, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard and supported by a large national network of financial advisors and branch offices.