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 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.

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 at Merit Financial Advisors with 20 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at multiple firms including Purshe Kaplan Sterling Investments, Zimmermann Investment Management & Planning, and Professional Tax Advisors, where she also serves as a tax preparer. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices with approximately $23.9 billion in assets under management. The firm focuses on long-term, diversified portfolios supported by a centrally managed investment process and offers services such as financial planning, retirement plan advice, and employee financial wellness programs.

Curt Zimmermann is a financial advisor at Merit Financial Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Purshe Kaplan Sterling Investments, Zimmermann Investment Management & Planning, and Professional Financial Advisors. Outside of his advisory work, he is involved as a partner in Around the Post Pickleball LLC and serves as a director for the PA State Police Camp Cadet Troop H, where he reviews and discusses financial statements. Merit Financial Advisors is a multi-team registered investment adviser with more than 260 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by an internal Investment Committee, providing both discretionary and non-discretionary account management.

Gregory Richards is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently with Merit Financial Advisors and has previously worked at firms including First Financial Group, Inc. and Triad Advisors, Inc. Outside of his advisory role, he serves as Judge Advocate for the Hershey American Legion Post 386 and is a board member and treasurer for the Valle del Sol Phase 6 Homeowners Association. He is also an attorney specializing in estate planning matters. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services using a long-term, diversified investment approach with customizable models and both discretionary and non-discretionary authority.

Jessica Elscheid is a financial advisor at Dakota Wealth, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked previously at JMG Wealth Management Group, Inc. and Raymond James Financial Services Advisors Inc. Elscheid serves as Treasurer and Secretary on the board of New Cumberland Federal Credit Union in a volunteer capacity. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm offers wealth management, investment management, financial planning, and retirement plan advisory services, utilizing customized, primarily long-term portfolios composed of mutual funds, ETFs, individual equities, fixed income, and other asset classes.

Jamie French is a wealth advisor and managing partner at Thrivent Advisor Network, LLC with 20 years of industry experience. He has worked with Thrivent Financial for Lutherans and its affiliated entities since 2006 and previously with Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as a governing board member at Daybreak Church, contributing to corporate decision-making and spiritual leadership. 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 constructing long-term, diversified portfolios using a range of investment vehicles while offering ongoing portfolio management, financial planning, and access to independent managers.

Terence Gibbons is a financial advisor at Merit Financial Advisors with five years of industry experience. He has worked at various firms including Nancy S. Daoud & Associates, LLC, Granite Group Advisors, LLC, and Purshe Kaplan Sterling Investments. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth management services and employs a long-term, diversified investment approach with both discretionary and non-discretionary account management.

Kenneth Ferrone is a CFA® credentialed financial advisor with 24 years of industry experience. He currently serves at Thrivent Advisor Network, LLC and has held prior roles at Northeastern Star Asset Management, Penn Investment Advisors, and AMP Asset Management. Additionally, he operates KRF Consulting, a mortgage tracking service, and holds a license as an insurance agent. 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, using a range of investment vehicles including mutual funds, ETFs, equities, bonds, and alternative investments.

Anthony Briselli Jr. is a financial advisor at Vicus Capital, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Vicus Capital since 2001 and Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he is an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. 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 uses a blend of fundamental and technical analysis with various strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory offerings.

Jackson Stough is a financial advisor at Ethos Financial Group, LLC with Series 65 and Series 66 licenses. He has been in the industry since 2024, with prior experience at RBC Wealth Management and a background in education at Liberty University and the high school level. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations with discretionary and non-discretionary investment management, financial planning, and related consulting. The firm uses model portfolios and diversified, risk-conscious strategies combining index-based exposures implemented through various investment vehicles.

Michael Ross is a financial advisor at Prospera Financial Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, Members 1st FCU, and INVEST Financial Corporation. Prospera Financial Services, Inc. is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm offers financial planning, portfolio management, and access to multiple advisory programs and platforms, with a dual registration as an SEC-registered investment adviser and a FINRA member broker-dealer.

Christopher Simon is a financial advisor with Regal Investment Advisors LLC, holding a Series 63 designation and bringing 33 years of industry experience. His prior firms include Woodbury Financial Services, Inc. and Questar Asset Management. He is also the owner of Simon Financial Services, a business focused on life insurance sales and planning. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management primarily to unaffiliated registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, offering day-to-day trading discretion within selected models while Primary Advisors retain client-facing responsibilities.

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.

Constance Craig Mason is a financial advisor at Altitude Capital Management LLC with three years of industry experience. She holds a Series 65 credential and has worked at several firms including Forthright Capital Partners and Money Concepts Capital Corp. Outside of advisory services, Mason is CEO of Concierge Financial Advisory, where she provides financial literacy and leadership content through speaking engagements and collaborative book projects. Altitude Capital Management LLC offers investment advisory and financial planning services to individuals and high net worth clients. The firm provides tailored portfolio management and consulting with an emphasis on long-term purchasing power, managing accounts primarily on a discretionary basis.