Kristin Tobin

Ryan Christensen is a CFP® professional with 18 years of industry experience, currently serving at GWN Securities Inc. since 2008. He is also a licensed insurance agent, selling life insurance, annuities, and long-term care products. GWN Securities is an SEC-registered investment adviser and broker-dealer with a network of approximately 423 advisors managing around $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, including a range of managed-account programs with both traditional and legacy technical strategies.

Joseph Pantozzi is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has held roles at multiple firms including Aero Wealth LLC and The Ascent Group, LLC. Pantozzi is also president of Alpha Omega Wealth, where he is licensed as an independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary advice through affiliated representatives. The firm utilizes model portfolios, third-party sub-advisers, and custom strategies, with a notable emphasis on retirement-plan consulting and a range of custodial and product affiliations.

Sean Pendrak is a financial advisor with LPL Financial in Halifax, PA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Mass Mutual Investors Services and Metlife Securities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of financial planning and asset management solutions supported by an in-house research team and a broad network of investment adviser representatives.

Scott Thompson is a financial advisor at LPL Financial with 43 years of industry experience. He holds a Series 63 designation and has worked at firms including MetLife Securities Inc., Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Austin Cook is a financial advisor with Edward Jones in Halifax, PA, holding a Series 66 designation and three years of industry experience. He has been with Edward Jones since 2023 and is also involved in seasonal agricultural work at Penman Farms. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chad Levan is a financial advisor with Edward Jones in Millersburg, PA, holding a Series 66 designation and three years of industry experience. He previously worked at Your Part-Time Controller, LLC and Boyer & Ritter, LLC, where he gained eight years of experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.