David Stofflet is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been associated with Coppell Advisory Solutions and its related entities in various roles since 2014 and has operated Stofflet Financial since 2001. Outside of advisory services, Mr. Stofflet works as an insurance agent, offering life, disability, and health insurance products. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporate clients. The firm provides discretionary portfolio management and financial planning using a combination of tailor-made asset allocation models, fundamental and technical analysis, and an open-architecture platform that includes a wide range of investment options.

Eric Beittel is a Certified Financial Planner® with 26 years of industry experience. He is currently with Silver Oak Securities, Inc., where he has been since 2023. Prior to that, he held positions at Ambassador Advisors, LLC, American Portfolios Financial Services, Inc., and Enders Insurance Associates. He also owns Beittel Consulting LLC, providing consulting on employee benefits and health coverage options. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals managing about $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives and employs a primarily discretionary investment approach using individual securities, ETFs, mutual funds, and independent strategist models.

Jeanna Montes is a financial advisor at Dakota Wealth, LLC with 22 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Raymond James Financial Services, LPL Financial, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of her advisory role, she operates a clothing resale business selling used clothing on eBay. Dakota Wealth, LLC serves a broad range of clients such as individuals, trusts, foundations, retirement plans, and business enterprises, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs a long-term, customized investment approach utilizing a mix of mutual funds, ETFs, individual equities, fixed income, and alternative instruments, and is actively involved in managing pooled funds and serving as a sub-advisor to an ETF.

Jeffrey Goyette Jr. is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC since 2023. Prior to joining Dakota Wealth, he worked for seven years at Raymond James Financial Services. Dakota Wealth, LLC advises a diverse range of clients including individuals, trusts, foundations, retirement plans, and business enterprises. The firm employs a primarily long-term and customized investment approach, utilizing fundamental, technical, and quantitative analysis to manage diversified portfolios and also serves as an investment manager and sub-advisor to various pooled vehicles and registered ETFs.

Paul Dubendorf is a CFP®-certified financial advisor with 21 years of industry experience. He is currently registered with Thrivent Advisor Network, LLC and Northeastern Star Asset Management, Inc., with a work history that includes roles at Northeastern Star Asset Management, Penn Investment Advisors, and AMP Asset Management. Outside of advisory services, he serves as president of Dube's Tax and Payroll Services Inc., providing tax preparation and payroll services. Thrivent Advisor Network, LLC offers discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on long-term, diversified portfolio construction using low-cost mutual funds and ETFs, supported by ongoing portfolio management and access to independent managers.

Keegan Carl is a financial advisor at Arkadios Wealth Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Berenberg Capital Markets LLC, Wolfe Research Advisors, and Osaic Wealth. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various managed accounts and third-party managers.

Andrew Spuhler is a CFP® with four years of industry experience currently affiliated with Vicus Capital, Inc. His prior roles include positions at Cetera Wealth Services, Securities America Advisors, and OSAIC. He also operates Spuhler Enterprises LLC. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various model and separately managed strategies, with a particular focus on retirement-plan consulting and fiduciary services.

Mitchell Wirth is a financial advisor at Inspire Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Daymark Financial Solutions, Members 1st Federal Credit Union, and Select Medical. He is also an independent licensed insurance agent in Pennsylvania, focusing on life and fixed annuities as well as accident and health insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a combination of fundamental, technical, and quantitative methods to construct portfolios, often delegating management to sub-advisors and offering tax-mitigation services.

Andrew Kern is a CFP® and ChFC® with 21 years of industry experience. He is an investment advisory representative at Vicus Capital, Inc., and previously worked at Cetera Wealth Services, LLC, Integrated Wealth Concepts LLC, and LPL Financial. Kern serves as vice president of the Michael J Santanna Jr. Achievement Foundation and is a board member of the Financial Planning Association of Central Pennsylvania. He also volunteers as a youth sports coach. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a combined fundamental and technical analysis approach, offering a range of model and separately managed strategies along with specialized retirement-plan consulting and fiduciary services.

Douglas Clelan is a financial advisor with Vicus Capital, Inc., holding the ChFC® designation and a Series 63 license, with 51 years of industry experience. He has worked at Vicus Capital (formerly PFG Financial Advisors) since 1994 and previously at Cetera Wealth Services for 12 years. In addition to his advisory roles, Clelan is an independent insurance agent involved in disability, life, accident, health, and long-term care insurance, and he also participates in a life settlement business. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a variety of fundamental and technical strategies, offers retirement-plan consulting and fiduciary support, and utilizes both discretionary and non-discretionary investment approaches, including access to third-party money managers and digital-advice portfolios.

Douglas Charney is a financial advisor with Prospera Financial Services, Inc. in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Prospera in 2016, he spent 21 years at Wells Fargo Clearing. Outside of his advisory role, he owns an aircraft leasing business and serves on the board that advises the Chancellor of Penn State Harrisburg. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Michael Smith is a CFP® professional with 23 years of experience in financial advising. He currently serves at Inspire Advisors, LLC and previously spent 20 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, he is vice-president of Our Father’s Hope, a nonprofit organization supporting orphans and foster children. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and primarily serves individual and institutional clients. The firm integrates Biblically Responsible Investing using proprietary tools and employs various analytical methods to construct portfolios, often delegating management to sub-advisors and affiliated managers.

Michael Saracino is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with The O.N. Equity Sales Company since 2005 and Ohio National Financial Services since 2004. Saracino is also president of Choice Financial Services LLC, where he sells life, health, long-term care, disability insurance, group health, and annuities. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of service options and access to third-party investment programs, operating a dual-registration model that includes both advisory and broker-dealer activities.

Liana Freeland is a financial advisor at Vicus Capital, Inc. with three years of industry experience. She holds a Series 65 designation and has previously worked at Clelan and Company, Pronto, and Kay LLC. Outside of financial advising, she is a board member of the Michael J. Santanna Jr Achievement Foundation, where she communicates with schools and distributes scholarships, and owns Freeland Ventures, LLC, a business focused on reselling vinyl records and vintage items. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis with a variety of strategies and provides specialized services such as ERISA fiduciary consulting and dedicated program features like faith-based and ESG investment paths.

Ryan Roy is a financial advisor with Girard Advisory Services, LLC in Mechanicsburg, PA, holding Series 63 and Series 66 registrations and 22 years of industry experience. He has been with Girard Advisory Services since 2011 and previously worked at FTJOL, LLC for seven years. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification, using a proprietary research process and a committee-approved list of large-cap stocks, and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.

Nicole Johndro is a financial advisor at Inspire Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Inspire Advisors, she served as Communications and Development Director for In Him Christian Wellness, a faith-based nonprofit organization. In this role, she worked on marketing strategy, fundraising campaigns, and donor relations. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing and employs a variety of quantitative and fundamental strategies implemented through model portfolios and proprietary ETFs.

Lillian Crusan is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has previously worked at Northeastern Star Asset Management, Inc., Penn Investment Advisors, Inc., and other firms. Outside of advisory work, she supervises telephone interviewers at Pennsylvania State University’s Survey Research Center. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on long-term, diversified portfolios using a range of investment products and offers both internal management and access to independent managers.

Gretchen Duda is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and bringing eight years of industry experience. She has worked with various Thrivent entities since 2017 and has prior experience at Members 1st Federal Credit Union. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm typically constructs diversified portfolios using low-cost mutual funds and ETFs, while also supporting internal portfolio management and the oversight of third-party managers.

Kimberly Swope is a financial advisor with Merit Financial Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior work includes roles at Purshe Kaplan Sterling Investments, Zimmermann Investment Management & Planning, and Professional Tax Advisors, where she also serves as a tax preparer. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm uses a long-term, diversified asset allocation approach managed through centrally overseen model portfolios, offering both discretionary and non-discretionary services across a network of investment adviser representatives.

Christopher Pagotto is a financial advisor at Inspire Advisors, LLC with seven years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he serves as a percussion music judge, providing commentary and scoring for high school indoor percussion competitions. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing using proprietary scoring and screening tools and employs a range of portfolio strategies including index-based and tactical allocations.