Anthony Beccone Jr. is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ameriprise in Lancaster, PA. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns and operates a tax preparation business. Ameriprise specializes in retirement-income planning for clients with significant investable assets, offering tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory services.

Eric Peinhardt is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 27 years of industry experience. Eric is also an officer and treasurer of Strasburg Capital Management, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools and supports advisory programs and institutional portfolio management.

Andrew Nuckolls is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining LPL Financial in 2021, he worked at The Vanguard Group from 2018 to 2021 and has held positions at Randstad, Kelly's Tap Room, and The Vitamin Shoppe. 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 portfolio programs, third-party asset management, and institutional platforms, utilizing a broad network of investment adviser representatives.

Nancy Ward is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Linsco/Private Ledger Corp. since 1997 and has been associated with Linsco/Private Ledger since 1995. She has an outside business interest registered as Advisory Services Financial, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

Carla Mc Cleaf is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Her prior work includes roles at Cherry Hill Orchards and The Wisdom Firm, LLC, as well as involvement with the Inspire Homeschool Community. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Dana Herr is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been providing financial guidance and investment management services since 1994. She leads the Ellenberg-Herr Team alongside her husband, Doug, focusing on long-term client relationships and customized advice to support a range of financial goals, including investment management, retirement planning, gifting, multi-generational wealth transfer, and income replacement. Dana works with affluent families, retirees, business owners, and professionals, with a particular emphasis on empowering women to achieve financial independence. Dana holds the Chartered Retirement Planning Counselor (CRPC) designation and a Bachelor's Degree from Rutgers College. Her expertise encompasses areas such as college education planning, family wealth management strategies, philanthropic planning, portfolio management, and retirement income. She is an active member of professional and community organizations, serving on the Planned Giving Committee for Lancaster General Hospital and the Advisory Committee for Planned Parenthood. Additionally, she volunteers with Girls on the Run of Lancaster, PA, where she has previously served as Board Chair. Outside of her professional work, Dana lives in Hempfield, PA, with her husband and their two daughters. She is an avid distance runner, having competed in more than 20 marathons. Her personal interests include biking, horseback riding, reading, swimming, and writing. Dana also enjoys spending time with family and friends, often engaging in activities such as swimming and horseback riding.

Austin Horvath is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at Bankers Life & Casualty, Inc. His background includes roles in various industries prior to entering financial 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.

David Zoll is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at Carrier Global Corporation and operated his own business, Zoll & Company, for ten years. 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 through a large network of advisors and branch offices nationwide.

Matthew Kedash is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Trinity Wealth Advisors and Florida Financial Advisors, LLC. Outside of finance, he has worked in the food service industry, including ownership roles at Bethany Blues BBQ Pit and Gee Bowls Newark LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Megan Frye is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise, she worked at Edward Jones, Cambridge Investment Research Advisors, Inc., and Thrivent Financial. Outside of her advisory role, she officiates indoor field hockey matches as an umpire with the USA Field Hockey Umpires Association during the winter months. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lois Bachman is a financial advisor with Merrill in Lancaster, PA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. She has been with Merrill since 1983 and has concurrently worked with Bank of America since 2011. She serves as a trustee for The J N B Trust. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Darren Kushto is a financial advisor at LPL Financial with nine years of industry experience. He has previously worked at MML Investors Services, Mass Mutual Life Insurance, and Northwestern Mutual Life Insurance. Outside of his advisory role, he is involved with Landis Financial Advisors Inc., which provides fixed insurance products and fee-based administrative services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Ian Montgomery is a Wealth Management Advisor and founding partner of Montgomery, Bush, Tshudy, & Associates at Merrill Lynch Wealth Management in the Lancaster Office, where he has worked since 2011. He specializes in serving the High-Net-Worth market with a focus on areas including college education planning, family wealth management strategies, personal retirement planning, liquidity management, portfolio management services, small business strategies, socially responsible and ESG investing, and tax minimization. Ian is a specially qualified Portfolio Manager who is skilled in building and managing personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. Ian earned a Bachelor's Degree from the University of Richmond. Outside of his professional responsibilities, Ian is involved with the In Gee Chun LCC Educational Foundation.

Amy Martin is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Securian Financial, American Wealth Strategy Group, and The Prudential Insurance Company of America. Outside of her advisory work, she serves as Treasurer and Vice President of the Hempfield High School Softball Booster Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, with notable activities including serving as a commodity pool operator and advising multiple registered investment companies.

Matthew Dillon is a financial advisor at LPL Financial with four years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Northwestern Mutual in various capacities. Outside of his advisory role, he is involved in a food delivery service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning and third-party asset management, with advice delivered through a large network of investment adviser representatives.

Kevin Broderick is a financial advisor with LPL Financial in Kirkwood, PA. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining LPL in 2025, he worked at Bankers Life Advisory Services, Bankers Life Securities, and Wells Fargo in various roles. Outside of financial advising, he is the owner of ProSound Entertainment, a business he has operated since 2008. 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 portfolio programs, third-party asset management, and institutional platforms.

Drew Groft is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Shreckengast-Groft Group. He works closely with executives, small business owners, and families, providing advice and guidance tailored to their financial objectives. Drew's planning process aligns clients' investments with their life goals, employing risk management strategies designed to achieve their priorities. Drew joined Merrill in 2022 after earning a Bachelor's Degree in Economics and Business from Pennsylvania State University's Smeal College of Business. He holds the Personal Investment Advisor (PIA) designation. His areas of focus include Family Wealth Management Strategies, Legacy Planning, Sports & Entertainment, and Retirement Income. Outside of his professional role, Drew enjoys basketball, golfing, and hiking. He emphasizes a collaborative approach with clients, aiming to create personalized plans centered on individual aspirations and financial goals.

Jonathan Shank is a financial advisor with Raymond James Financial in Lancaster, PA, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James Financial, he was employed at Citizens Bank NA for seven years and was involved with Just Press Play for three years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and supports municipal and public-finance work through a unique advisor affiliation.

Margaret Folk is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving with Raymond James Financial in Lancaster, PA. She has been with Raymond James Financial Services, Inc. since 2015. Outside of her advisory role, she is the owner and president of Folk Financial LLC, a company managing payroll and office expenses related to her Raymond James income. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs a non-discretionary, tailored approach to client goals, using analytical tools and risk profiling, and supports a diverse client base including high-net-worth individuals, pension plans, and charitable organizations.

Michele Good is a Series 66 licensed financial advisor with 18 years of industry experience. She is affiliated with Raymond James Financial and has held roles at Fulton Bank and Fulton Financial Corporation since 2008. Good also serves as Vice President at Fulton Financial Advisors, where she supervises investment sales. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.