Patricia Marschner is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 18 years of industry experience. She previously worked at Cambridge Investment Research Advisors and Waddell & Reed. Outside of her advisory role, she owns a wholesale greeting card business and serves as a community services leader on the board of a local church. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs supported by advanced research and technology, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Daniel Calloway is a financial advisor at Ameriprise with 17 years of industry experience. He previously worked at Edward Jones for 15 years before joining Ameriprise in 2020. Outside of his advisory role, he is the head coach of the FC Ballyhoo U9 soccer team. Ameriprise is a large institutional firm that provides retirement-income planning services primarily for clients with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary retirement recommendations.

Gregory Wolfe is an investment advisor with Cetera and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, having worked at firms including LPL Financial, Raymond James Financial, and Peoplesbank. He currently serves as an Investment Advisor II and Vice President at Orrstown Bank dba Orrstown Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Paul Heffelfinger is a financial advisor with Raymond James Financial Services Advisors Inc. in York, PA, holding a Series 63 license and bringing 21 years of industry experience. He previously worked at Wells Fargo Advisors from 2015 to 2017. Outside of his advisory role, he is a partner in Gilbert Farms, LLC, where he helps oversee farming operations. 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 institutions. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Samuel Shinn is a financial advisor at Cambridge Investment Research Advisors with Series 65 and Series 63 credentials and three years of industry experience. His prior roles include positions at LPL Financial, Integrity Advisory Solutions, and Northrop Grumman Corporation. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides access to multiple platforms and custodians, proprietary model strategies, and third-party advisers.

Katrina Shaffer is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brian Griffin is a Financial Consultant currently working at Fidelity, where he has held various consultant roles since 2021. His career progression at Fidelity includes positions as a Workplace Planning Consultant, Planning Consultant, Financial Consultant 1, and currently as a Financial Consultant since 2024. Brian's professional approach centers on developing financial strategies tailored to his clients' individual needs. He emphasizes meeting clients where they are, respecting their decisions and boundaries, and collaborating to design custom financial plans. His goal is to build relationships that extend beyond professional interactions, fostering a personalized and comfortable environment. Outside of his professional work, Brian enjoys activities such as biking, fitness, hiking, kayaking, music, and parenthood.

Steven Blouse is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has been associated with Raymond James since 2011 and has also worked as a Long Term Care Insurance Agent since 2013. Additionally, he serves as an independent contractor financial advisor with Miller and Gay, where he receives office support services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools and risk profiling to support client goals, maintaining a broad network and specialized advisory programs.

William Holly is a financial advisor at Merrill with 41 years of experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1984. He has also been associated with Bank of America, N.A. for 15 years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kristin Hershey is a Certified Financial Planner (CFP®) with 21 years of industry experience. She has been with Cambridge Investment Research Advisors since 2013 and previously worked at Osaic FA, Inc. from 2005 to 2013. Outside of her advisory work, Hershey is active in her community as a volleyball coach for youth and high school sports and serves as a class representative for Leadership York, a nonprofit focused on leadership training. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Noah Caler is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at Santander Bank and GameStop. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Robert Fegely is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2007 and is a CERTIFIED FINANCIAL PLANNER® certificant. Robert works with clients and their families to develop customized strategies aimed at achieving their financial goals. His areas of focus include executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Robert holds a bachelor's degree from York College of Pennsylvania. He utilizes a consultative approach to help clients identify their financial strengths and weaknesses. His process integrates investment advice and guidance with a broader view beyond portfolio returns and asset allocation, providing strategies tailored to what matters most to clients. He prioritizes excellent service, ongoing communication, and acting in the client's best interest. He is involved in his community as a member of the Rotary Club of York and serves on the Board of Directors for The Belmont Theatre. Robert lives in York, Pennsylvania with his wife and son. His personal interests include music, reading, spending time with his family, and traveling.

Gayle Delong is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been with Primerica Advisors since 2014 and Primerica Financial Services since 2012. Outside of advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an operational model that includes independent due diligence and delegated trading functions.

Connor Quinn is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, he worked at Flowserve and Honeywell Aerospace. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary investment strategies, tax-efficient services, and proprietary mutual funds through a nationwide network of advisors and branch offices.

Bridget Darcy is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. Her prior work includes roles at ACNB Bank, LPL Financial, and Pennsylvania State Employees Credit Union, among others. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Aaron Trinh is a CFP® professional affiliated with LPL Enterprise with 12 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, and currently provides insurance and investment services through White Rose Wealth Management in York, PA. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and brokerage services.

Chris Potts is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at M&T Securities for 16 years and M&T Bank for over four decades. 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 extensive technology and a large network of investment adviser representatives.

Jody Witherow is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley since 2010 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

John Vonnes III is a Series 66-registered financial advisor with Edward Jones in Hanover, PA, where he has worked since 2014. He has 11 years of industry experience. 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. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Todd Miller is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services since 1999. Miller is also a partner in Miller & Gay Investment Management, a support company based in York, PA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and maintains specialized programs including municipal advisory and SIMPLE IRA employer consulting services.