Tony Tolene is a financial advisor at Infinity Financial Services Advisory with 16 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Infinity Financial Services Advisory, his career included roles at LPL Financial, PNC Wealth Management, and Chase Investment Services Corp. Outside of finance, he owns and oversees an elderly home care business focused on managing care for his mother. Infinity Financial Services Advisory is a multi-advisor firm serving individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting. The firm employs a multi-method investment approach and utilizes a range of strategies including options and complex products as part of portfolio construction and risk management.

Ralph Fetrow is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes prior roles at PURSHE KAPLAN STERLING INVESTMENTS, InsightAdvisors, Kovack Advisors, and Invest Financial Corporation. Outside of advising, he is involved in horse care and leisure riding and serves as president of a non-investment-related real estate entity. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves a diverse client base, including individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Michael Johnson, Jr. is a financial advisor at Ethos Financial Group, LLC in Harrisburg, PA. He holds a Series 65 designation and has experience in financial services since 2026, following five years at Fulton Bank and prior work at Comcast. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations, providing investment management, financial planning, estate planning, and consulting services. The firm emphasizes diversified, risk-conscious portfolios using model allocations and multiple investment vehicles, supplemented by third-party research and operational AI tools.

Ross Fronk is a financial advisor at Ashton Thomas Securities, LLC with 15 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Realta Equities, Inc. and Coastal Insurance Services. Outside of his advisory role, Fronk serves as a board member for Northern York Football & Cheer and co-owns a baseball and softball training facility in Dillsburg, PA. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, managing approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices.

Stephen Trask is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. His prior experience includes roles at Vanderbilt Advisory Services, Vanderbilt Securities, LLC, and RBC Capital Markets. He also operates a separate business under Trask Financial Services. IP Financial Advisory Services LLC primarily serves individual retail clients with portfolio management, financial planning, and consulting services. The firm employs a variety of analytical approaches and manages discretionary portfolios, focusing on non–high-net-worth investors and offering specialized consulting services including actuarial and benefits analysis.

Joseph Deitrich is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Simplicity Wealth and Liberty Mutual Insurance. In addition to his advisory role, he is a licensed independent insurance agent and partner at 1st Choice Financial Services, where he is involved in insurance and annuity sales as well as business oversight. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach and offers services through a large network of affiliated offices and investment adviser representatives.

Jeffrey Nickum is a financial advisor at Merit Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Zimmermann Investment Management & Planning, and Professional Financial Advisors, Inc. 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 emphasizes long-term, diversified asset allocation managed through a combination of centralized portfolios, third-party managers, and customizable investment models.

Zachary Weigl is an investment advisory representative at Vicus Capital, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Rosenblatt Securities and PGIM, Inc. Outside of his advisory role, he has experience in the food service industry. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a range of strategies combining fundamental and technical analysis and offers retirement plan consulting with fiduciary services, utilizing both proprietary and third-party investment solutions.

Colin Bernd is a financial advisor with Thrivent Advisor Network, LLC, holding Series 66 and Series 63 licenses and six years of industry experience. He has worked at multiple affiliated Thrivent entities since 2020 and previously held roles at LifeGuide Financial Advisors and Messiah College. In addition to his advisory duties, he also sells and services fixed insurance contracts. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers and model portfolios, typically constructing diversified portfolios using low-cost mutual funds and ETFs.

Robert Eichinger is a financial advisor with ON Investment Management CO in Camp Hill, PA, holding the CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including over three decades at The O.N. Equity Sales Company. Outside of advising, he serves as president of Cumberland Financial Group, where he sells insurance products. ON Investment Management Company (ONIMCO), a subsidiary of The O.N. Equity Sales Company, provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services, including comprehensive and modular financial plans and access to third-party investment programs, with a client base primarily managed through a combination of discretionary and non-discretionary advisory relationships.

Timothy Boyd is a financial advisor with Prospera Financial Services, Inc. in Harrisburg, PA, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at State Farm Investment Management Corporation and Northwestern Mutual Investment Management, as well as operating his own insurance agency. 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 platforms.

Jonathan Stough is a financial advisor with Ethos Financial Group, LLC, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ethos in 2026, he worked at City National Bank and RBC Capital Markets. He serves on the board of directors for both the Witney Ridge Homeowner's Association and the Midwest Food Bank in Pennsylvania. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management, financial planning, and consulting services. The firm uses model portfolios and a Core Allocation strategy focusing on diversified, risk-conscious investments implemented through various vehicle types.

Laura Pesek is a financial advisor with Gibbs Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Rose Financial Management, Woodbury Financial Services, and Questar Asset Management. She is also an insurance agent involved in sales of fixed annuities, disability, health, life, property and casualty insurance, and employee benefits through her sole proprietorship, LP Financial Associates. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a mix of analytical approaches to guide investment allocations.

Christopher Van Hart is a financial advisor with Thrivent Advisor Network, LLC, holding Series 66 and Series 63 designations and 18 years of industry experience. His career includes roles at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. He serves as Board President of Family Promise of Harrisburg Capital Region, a nonprofit organization that assists homeless families. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios that may include mutual funds, ETFs, individual securities, and alternative investments, supported by continuous account monitoring and access to independent managers.

John Goyette is a financial advisor at Dakota Wealth, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including JMG Wealth Management Group, Lincoln Financial Distributors, Raymond James Financial, and MassMutual. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, and business enterprises, providing wealth management, financial planning, retirement plan advisory, and portfolio management. The firm uses a long-term, customized investment process incorporating fundamental, technical, and quantitative analysis to construct diversified portfolios and is actively involved in managing pooled and private fund structures as well as serving as sub-advisor to a registered ETF.

Justin Taillon is a financial advisor at Merit Financial Advisors with 10 years of industry experience. He holds the Series 66 designation and has held roles at Zimmerman Investment Management and Planning, Purshe Kaplan Sterling Investments, and Ameriprise. Taillon is also a licensed insurance agent and registered representative, occasionally offering clients commissionable insurance and investment products. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified investment approach overseen by an internal management team and investment committee, and supports both discretionary and non-discretionary accounts.

Derek Shaffer is a financial advisor with TIAA-CREF, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade Investment Management. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering both model and customized portfolio options.

Dennis Browne is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been co-owner of Capital View Wealth Management, LLC since 2010 and has worked at Cambridge Investment Research Advisors, Inc. for 15 years prior to his current role. Browne also serves as a FINRA arbitrator in Lemoyne, PA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors. The firm offers a broad range of managed account programs, access to third-party asset managers, and custody and clearing services, supporting both individual and institutional clients across diverse investment platforms.

James De Gaetano Jr. is a CFP® professional with 20 years of experience in financial advising. He is currently with Carson Wealth and has previously worked at firms including Diamond Wealth Advisors, LPL Financial, and First Command. Outside of his advisory role, he is an author through JD Media LLC and serves as a board member at Shippensburg University. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion via a platform of over 650 advisors. The firm provides discretionary asset management, financial planning, and specialized investment solutions, supported by an Investment Committee that uses both fundamental and technical analysis to oversee portfolios.

William Gammon is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® and Series 63 designations. He has 11 years of industry experience, currently serving clients in Harrisburg, PA. His career includes roles at Nylife Securities LLC and New York Life Insurance Company since 2014. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and operates primarily with a non-discretionary asset base.