Henry Podlaszewski Jr. is a financial advisor with UBS Financial Services, holding a Series 66 designation and 19 years of industry experience. He previously worked at Morgan Stanley and RBC Capital Markets. He is based in Shrewsbury, Pennsylvania. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client plans.

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.

Andrea Morrison is a financial advisor at Edward Jones in York, PA, holding Series 63 and Series 66 credentials with eight years of industry experience. She has worked at Edward Jones since 2019 and previously spent five years at Assured Partners. Outside of her advisory role, she is connected to CMA Insurance Services through her spouse but does not participate in the daily operations. 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 and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Carol Engel is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Pruco Securities, LLC, Cetera, Cetera Investment Services LLC, and First National Bank of PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, leveraging portfolios developed internally and by third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Cole Van Pelt is a financial advisor with Edward Jones in Shrewsbury, PA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked in a variety of roles including positions at Ciocca Honda of York and Red Lion Area School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and supports its services through a nationwide network of advisors and branch offices.

Cindy Mc Clintic is a financial advisor at Edward Jones with 12 years of experience in the industry. She holds a Series 66 designation and has been with Edward Jones since 2014. Based in Hanover, PA, she serves a range of clients within the firm’s institutional category. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of discretionary and non-discretionary investment strategies, including separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

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 13 years of industry experience, including nine years at Edward Jones and previous roles at Signator Investors Inc and Mai Financial Partners. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Matthew Colender is a financial advisor at Edward Jones in Hampstead, MD, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2018 and has been involved with Allstate Floors of DC since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated financial services supported by a large national network of advisors and offices.

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.

Mary Syron is a financial advisor at Edward Jones in Hanover, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at First Capital Federal Credit Union and Members 1st Federal Credit Union, as well as Target. She is a development committee member for Leg Up Farm, assisting with fundraising events and sponsorships. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Scott Falkowitz is a financial advisor with Ameriprise in Pikesville, MD, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Ameriprise since 2009. Falkowitz owns and manages a corporation related to his financial advising practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored advice, with a focus on assets held in Ameriprise managed accounts.

Beau Horning is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has two years of industry experience and previously worked at Samsung Austin Semiconductor. He volunteers as a committee member for the Women’s Traffic & Transportation Club in Baltimore, MD. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides multiple investment platforms and strategies, including proprietary models under Founders Gate Capital and access to third-party managers.

Ryan Tuma is a financial advisor with LPL Financial based in Westminster, MD. He holds a Series 65 designation and has prior experience working at KPMG LLP and Tenable, among other roles. His current roles include positions at Puckett and Sturgill Wealth Management, Puckett and Sturgill Financial Group, and PFG Tax, LLC. 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, model portfolio programs, and institutional platforms.

Dana Alexander is a Series 66-licensed financial advisor at Edward Jones in Hanover, PA, with one year of industry experience. Prior to joining Edward Jones, Alexander was a partner in a fitness business, Envision Total Wellness, and involved in related real estate activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm operates a nationwide network of over 23,000 advisors and offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Grant Talbot is a financial advisor with Ameriprise in Sparks, MD, holding Series 65 and Series 63 credentials and two years of industry experience. His prior work history includes roles at Chipotle Mexican Grill and Equitable Advisors. Talbot serves on a nonprofit alumni board and is involved in managing an advisory business as well as overseeing a conference room rental operation listed on Peerspace. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides tailored retirement-income planning through written recommendations and ongoing advice. The firm’s approach incorporates proprietary research and third-party data to support tax-aware withdrawal strategies and asset allocation decisions within a defined investment universe.

Patricia Hegberg is a Series 66-credentialed financial advisor with seven years of experience at Thrivent Investment Management and Thrivent Financial. She has served on the boards of Thirstysouls Ministries, which supports missionary work in Haiti and the Middle East, and the Hanover Area Historical Society, which focuses on preserving local history. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across multiple areas without discretionary portfolio management. Its services are delivered through a network of advisors and include options to combine planning with managed account programs under consolidated billing.

Joseph Williams is a financial advisor with Ameriprise in Sparks, MD, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Ameriprise, he worked at Raymond James Financial Services and Chesapeake Wealth Advisors. Outside of finance, he was involved with JTW Fitness LLC for eight years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.

Brandon O'neill is a CFP® and ChFC® with 14 years of experience, currently advising at Edward Jones since 2011. He holds a Series 66 license and is based in Westminster, MD. Outside of his advisory role, he maintains rental property interests. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jacob Puckett is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has prior work experience with Restoration Presbyterian Church and Princeville Presbyterian Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, portfolio management, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm supports its network of over 22,800 advisors with a range of advisory and non-advisory financial services.