Anthony Destefano is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at LPL Financial and M&T Securities. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary solutions through firm-level models, third-party managers, and advisor-led asset allocation, using platforms such as Envestnet to support plan governance and investment due diligence.

Michael Akers is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, following eight years at BB&T Securities. Outside of his advisory role, he manages a vacation home rental in Hilton Head, South Carolina, offered through Airbnb and VRBO. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary solutions that integrate model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.

Daniel Dearment is a financial advisor with GWN Securities Inc. in Bedford, PA, holding a Series 63 license and 17 years of industry experience. He has been with GWN Securities since 2015 and concurrently serves as President and CEO of Friends Cove Mutual Insurance Company since 2004. Additionally, he is a director on the board of Grinnell Mutual Insurance Company and participates in community organizations including the Bedford Methodist Church and Bedford County Development Association. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy strategies involving market-timing and momentum methods.

Leigh Shank is a financial advisor with Edward Jones in Everett, PA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Shank owns and manages short-term rental properties through Roundhouse Retreat LLC and Gulfview Oasis LLC. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. The firm offers a range of advisory programs and investment options, managing over $1 trillion in assets through a nationwide network of advisors and branches.

Steven Dull is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years and at Bedford Gazette for two years. 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 range of advisory programs supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Lesa Haas is a CFP® professional with 30 years of industry experience, currently affiliated with Cetera since 2013. She holds Series 63 and Series 65 licenses and is based in Everett, PA. Outside of her advisory work, she operates as an independent insurance agent specializing in life, accident, health, and long-term care insurance and also prepares tax returns for walk-in clients. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, supported by a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Tonya Northcraft is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked at PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. Outside of advising, she operated a photography business, Remember Me Photography, for 13 years. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Brian Jeffries is a financial advisor at Edward Jones with 22 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Terram Cornelius is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Steven Stroup is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is a member of the Bedford Trading Club Investment Club. 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 range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jeffrey Gable is a financial advisor with Edward Jones in Everett, PA. He holds a Series 66 designation and began his career at Edward Jones in 2025 after several years in the mortgage industry. Outside of financial services, he owns and operates an insulation contracting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, with a focus on fiduciary standards and tax-efficient services.