Keith Jackson is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2015, progressing through various roles including Planning Consultant, Relationship Manager, Active Trader Representative, and Customer Service Advocate. His experience spans client relationship management, financial planning, and investment consulting. In his current role, Keith focuses on understanding clients' financial situations, reviewing available options, and creating tailored investment strategies to meet their goals. Outside of his professional work, he engages in personal interests such as biking, boating, family activities, social events with friends, outdoor adventures, and running.

Ty Wilkinson is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in networking with realtors and supporting business acquisitions through alternative financing solutions tailored to real estate and business transactions. He collaborates with a team of specialists to provide goals-based wealth management services to families, accomplished professionals, and successful business owners, focusing on delivering customized advice and a disciplined investing approach. Wilkinson's expertise includes college education planning, divorce transition planning, personal retirement planning, tax minimization, and retirement income strategies. He holds a bachelor's degree from Shippensburg University. A lifetime resident of central Pennsylvania, he describes himself as passionate, caring, and ambitious, and values cultivating long-term client relationships by providing exceptional service. Outside of work, his interests include hunting, music, skiing, swimming, and watching movies.

Derek Nowak is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2007 as a summer intern and has since developed expertise in numerous areas of personal finance, including college education planning, corporate benefits, family wealth management strategies, retirement income, tax minimization, and portfolio management services. Derek holds professional designations such as Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Derek earned his bachelor's degree in business with a minor in economics from Franklin and Marshall College and subsequently completed his MBA at Pennsylvania State University. He is connected to his local community in Lancaster, Pennsylvania, where he has served on the board of the Lancaster Science Factory for over a decade, volunteered as a Red Cross Disaster Action Team captain, and acted as Cubmaster for the local Cub Scouts pack. Derek is also affiliated with professional and community organizations including the Financial Planning Association of Central PA, Historic St. Mary's Church in Lancaster, and the Pennsylvania Dutch Council of the Boy Scouts of America. Outside of his professional responsibilities, Derek enjoys camping, running, and swimming. He shares his personal life with his high school sweetheart and together they have four children.

J Wertz is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 1977 and holds the position of First Vice President. In his role, he serves as a Portfolio Manager, developing and managing personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He also manages clients’ accounts through the firm's Investment Advisory Program, sometimes on a discretionary basis. Kevin’s expertise encompasses family wealth management strategies, personal retirement planning, individual and corporate investment strategies, and retirement income. His client base includes affluent families, corporate executives, and successful business owners who seek long-term financial strategies and lasting relationships. He earned a Bachelor of Arts degree in Economics from the University of Pittsburgh and holds the Chartered Retirement Planning Counselor™ (CRPC™) designation, which he obtained in 2007. Additionally, he is recognized as a Personal Investment Advisor (PIA). Outside of his professional activities, Kevin enjoys golfing, table tennis, and spending time with his family.

Dana Herr is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been providing investment management and financial guidance since 1994. She co-leads the Ellenberg-Herr Team alongside her husband, Doug, focusing on customized advice and disciplined investment approaches. Their services include investment management, retirement planning, gifting, multi-generational wealth transfer, and income replacement, tailored to help clients pursue their personal goals with purpose. Dana holds the Chartered Retirement Planning Counselor™ (CRPC) designation and a Bachelor's degree from Rutgers. She specializes in working with affluent families, retirees, pre-retirees, widows, business owners, professionals, and executives, with a particular focus on empowering women to achieve and maintain financial independence. Active in her Lancaster community, Dana volunteers with Girls on the Run of Lancaster, PA, where she has served as Board Chair. She is a member of the Planned Giving Committee for Lancaster General Hospital and serves on the Planned Parenthood Advisory Committee. Outside of work, Dana is a distance runner who has completed over 20 marathons, and she enjoys biking, horseback riding, swimming, writing, and spending time with her family.

Robert Fegely is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2007 and works closely with clients and their families to develop customized strategies aimed at achieving their financial goals. Robert holds the Certified Financial Planner (CFP®) certification, as well as other professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise encompasses executive compensation, family wealth management strategies, philanthropic planning, personal retirement planning, and portfolio management services, among other areas. Robert employs a consultative approach that assesses clients’ financial strengths and weaknesses to create long-term wealth management plans tailored to their objectives, time horizons, risk tolerance, and liquidity needs. He emphasizes client-centered relationships, ongoing communication, and putting clients’ best interests first. Leveraging his experience and the resources within Merrill Lynch Wealth Management, he helps clients grow and preserve their wealth beyond returns and asset allocation considerations. He earned a bachelor’s degree from York College of Pennsylvania and is a lifelong resident of Central Pennsylvania. Robert lives in York, PA, with his wife and son. Outside of his professional role, he is an avid musician and enjoys studying history and world economics. He supports the Juvenile Diabetes Research Foundation and Donate Life, and he serves on the Board of Directors for The Belmont Theatre. Additionally, he is an active member of the Rotary Club of York.