Jamie Mladenoff is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he organizes youth soccer team schedules and paperwork as a parent manager for a local youth soccer club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Zane Akin is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, H. Beck, Inc., and Baker Financial Group. Outside of his advisory role, he serves as a notary and is involved in non-variable insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

Vyotta Hawk is a financial advisor with Ameriprise in York, PA, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her primary role, she is involved with LPPO, LLC as a financial advisor and investment manager. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations through a centralized consulting team.

Timothy Sutherland is a CFP® professional with 22 years of industry experience, currently advising with Cambridge Investment Research Advisors since 2014. He is also the owner and manager of Harvest Rock Advisors, LLC, where he provides royalty administration and management services related to oil and gas leases. Additionally, he serves as a director on the North Beach Condominium Association Board of Directors. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management and model-based strategies.

Michael Washburn is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as a planning commission member for Lower Allen Township in Camp Hill, Pennsylvania. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include coordinated planning and broad investment capabilities.

Denny Breneman is a financial advisor with LPL Financial holding the ChFC® and Series 66 designations and has 23 years of industry experience. He has worked at M&T Securities for 20 years and has been with LPL Financial since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit 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 alongside model portfolios and research from multiple sources.

Michael Stein is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining Ameriprise. Outside of his advisory role, he owns and manages Fortiplan LLC, a business related to his Ameriprise activities. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets and offers a range of advisory, brokerage, and insurance solutions through its affiliated companies. The firm’s retirement-income approach includes algorithm-driven recommendations reviewed by a specialized consulting team and emphasizes tax-smart withdrawal strategies and asset management within Ameriprise accounts.

Elizabeth Wolf is a CFP®-credentialed financial advisor with 40 years of industry experience, currently with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as trustee of her late father's testamentary trust and executor of her aunt's estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s approach is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Neil Crowell is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Voya Financial Advisors and operating DSF Wealth Management Group, a firm through which he provides insurance and financial services. He is also an independent insurance agent and owns East York Financial LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to third-party money managers and varied program structures.

Aaron Gingrich is a financial advisor with LPL Financial holding a Series 66 designation and 13 years of industry experience. He has worked at RBC Capital Markets since 2012 and joined LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 services, and retirement plan consulting, providing both discretionary and non-discretionary portfolio management supported by LPL Research and third-party subadvisors.

Peter Billis is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has worked at Cetera and related entities since 2021 and previously worked at LPL Financial, INVEST Financial Corporation, Santander Securities, and Members 1st FCU. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary accounts.

James Robinson is a financial advisor with Wells Fargo Advisors in Hanover, PA, holding a Series 63 designation and bringing 28 years of industry experience. He worked at Lincoln Investment Planning, Inc. for 19 years before joining Wells Fargo Advisors in 2023. Outside of his advisory role, Robinson owns and operates a tax service business. Wells Fargo Advisors is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services including cash-flow, retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Sheri Gray is a financial advisor with Morgan Stanley in York, PA, holding a Series 63 designation and 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has a longer tenure at Citigroup Global Markets dating back to 1986. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeled outcome scenarios. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.

Quinn Bower is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, M&T Securities, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, Bower manages a family farm in Blain, PA, where he raises Angus beef cattle and grows hay, corn, and soybeans. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its extensive retail advisor and branch network and offers affiliated investment products alongside its fiduciary advisory services.

Katie Burton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include positions at T. Rowe Price Investment Services, H. Beck, Inc., and O'Connor Capital Management. Outside of advising, she works part-time in the tasting room at Allegro Winery. Raymond James Financial Services Advisors serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client assessments and supported by a broad affiliate network.

Christopher Lehr is a CFP® with 27 years of experience in the financial services industry. He has been with Raymond James Financial since 1999 and operates out of York, PA. Lehr also works as an agent for non-variable insurance products, including long-term care insurance, non-variable life insurance, and fixed annuities. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities, with a focus on tailored, non-discretionary recommendations and risk-based reviews.

Gregory Bianco is a financial advisor with Cetera, holding the ChFC® and Series 66 designations and bringing 16 years of industry experience. He has worked with multiple firms, including Coastal Investment Advisors and True Tax LLC. Outside of his advisory role, he is involved in entrepreneurial coaching and consulting through his ownership of True Advisory Group and serves as coordinator of religious education at the Diocese of Harrisburg-St. Rose of Lima Parish. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Kathy Dempsey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2007. In addition to advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Joseph Mahoney Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has previously worked at Wells Fargo Advisors Financial Network LLC and currently owns Integrity Wealth Strategies, a support company. Mahoney also owns Mahoney Properties, an LLC that holds his office location in York, PA. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through client collaboration and supported by extensive firm research and an affiliate network.

Keirsten Baker Miller is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Her prior work includes roles at The Financial Advisory Group and Amwins. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.