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Peter Pecora is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including MassMutual of Greater Philadelphia and The Prudential Insurance Company of America. In addition to his advisory role, he is also an insurance agent with Vantage Point Life. CreativeOne Wealth provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored assessments and regular portfolio rebalancing.

Adam Khalifa is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Citizens Securities and Citizens Bank since 2022, following five years at CUNA Brokerage Services and eight years at CUNA Mutual Group. Citizens Securities, a wholly owned subsidiary of Citizens Bank, serves a broad retail client base including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, featuring a digital advisory platform and Managed Account program.

Jenna Heimbaugh is a financial advisor at Creative Planning with 18 years of industry experience and holds a Series 66 designation. She has been with Creative Planning since 2016. Outside of her advisory work, she owns two small businesses focused on craft wreath making and jewelry repair. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various active and passive investment strategies.

Brian Hummel is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked with Cetera since 2019 and previously spent seven years at Infinex Investments and over a decade at Pennian Bank. Outside of his advisory work, he is involved in several entrepreneurial activities, including furniture restoration, antique sales, dog breeding, and operating a roadside produce stand. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party managers across various program structures.

Daryl Schafer is a financial advisor with LPL Financial based in Boalsburg, PA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2009 and also operates Culbertson Financial Services, where he has been active since 2002. Outside of his advisory roles, Schafer serves as an elected Township Supervisor and Chairman for Haines Township, Centre County, PA, and is the Secretary of the Penns Valley FFA Alumni and Supporters Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad spectrum of investment approaches through its network of advisors, complemented by proprietary research, technology tools, and a variety of affiliated financial products and services.

Lauren Naylor is a financial advisor with Ameriprise in Lewistown, PA, holding a Series 66 designation and four years of industry experience. She has worked at Ameriprise since 2015 and spent a year with Pacers Sports & Entertainment. Outside of her advisory role, she works part-time at Hawstone Hollow Winery, assisting with wine tastings and other duties. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.