Timothy Boyd is a financial advisor at Prospera Financial Services, Inc. with 15 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Prospera in 2022, he worked at State Farm Investment Management Corp and State Farm VP Management Corp, and he is also involved with the Timothy Boyd Insurance Agency. Prospera Financial Services, Inc. is a multi-team firm that serves individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services through various platforms and customizable portfolio solutions.

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 63 and Series 66 credentials and 18 years of industry experience. He has worked with Thrivent Investment Management Inc and Thrivent Financial for Lutherans since 2008. Van Hart serves as Board President of Family Promise of Harrisburg Capital Region, a nonprofit organization supporting homeless families in the local community. He also holds the position of Board Secretary for the Estate Planning Council of Central Pennsylvania. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $6.8 billion in client assets. The firm offers customized asset allocation and long-term investment strategies, emphasizing low-cost diversified mutual funds and ETFs, alongside individual equities, bonds, and alternative investments.

John Goyette is a financial advisor at Dakota Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including JMG Wealth Management Group, Inc., Lincoln Financial Distributors, Raymond James Financial, Ascensus Investment Advisors, LLC, and MassMutual. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, and business enterprises, offering wealth management, investment management, financial planning, and advisory services. The firm constructs primarily long-term, customized portfolios using a range of investment vehicles and maintains active roles in private funds and registered investment companies.

Justin Taillon is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and nine years of industry experience. He has worked at Zimmerman Investment Management and Planning and Purshe Kaplan Sterling Investments since 2020, and previously at M&M Bedding. Taillon is also a licensed insurance agent and registered representative, occasionally offering commissionable insurance and investment products to clients. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across a diverse client base, including individuals, businesses, retirement plan sponsors, and nonprofit organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, overseen by a central Investment Management team and Investment Committee.

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.

Scott Rucci is a financial advisor with Guardian Life and holds a Series 66 credential. He has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to entering the financial sector, he worked in various positions including at PayPal and Commonwealth University of Bloomsburg. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement plan consulting, and investment advisory programs.

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.

Song Shim is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cetera Investment Services LLC and First National Bank of PA. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of advisers. The firm offers customized advisory services, financial planning, and access to alternative investments while operating a hybrid adviser/broker-dealer structure.

Matthew Gunter is a financial advisor with Guardian Life and holds a Series 66 credential. He has four years of industry experience, including prior roles at Altria Group Distribution Company and Penn State University. Park Avenue Securities LLC, where he operates, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

John Obrock is a financial advisor with Integrated Wealth Concepts LLC in Harrisburg, PA. He holds over eight years of experience in the industry and has been associated with Integrated Wealth Concepts since 2026. He also has a long-standing career at WildeMan and Obrock, CPA's, where he has worked since 1985. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors wrap-fee programs with a focus on customized portfolios and a combination of internal and third-party asset management.

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.

Michael Waverka is a financial advisor with Valic Financial Advisors in Hershey, PA, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Valic Financial Advisors since 2012 and also serves as an agent at Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Martin Chronister is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and possessing 57 years of industry experience. He has been with Janney Montgomery Scott since 1978. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities through various advisory and brokerage services.

Edward Frome is a CFP® professional with 29 years of experience in the financial services industry. He is currently with PNC Wealth Management and has previously worked at Wells Fargo Clearing Services LLC and Ameriprise Financial Services, Inc. since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and implements portfolios via approved model strategies managed by PNC or third-party strategists.

Stephen Landersman is a CFP® with 37 years of industry experience, currently serving as an advisor at NewEdge Advisors since 2021. He previously worked at CUSO Financial Services for 15 years. Outside of his advisory role, Landersman is involved in several business activities including leading Unifi Advisors LLC and NEA as President, and serving as Secretary/Treasurer of Blue Ridge Medical Spa. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Eugene Anastasio Jr. is a financial advisor at Janney Montgomery Scott with 37 years of experience in the industry. He holds the Series 63 designation and has been with Janney Montgomery Scott since 2008. Outside of his advisory role, he is the owner and president of METANO, LLC and serves as a committee member of Owl Hollow Associates, LLC. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Debra Sherman is a financial advisor at Mariner with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Mariner Wealth Advisors since 2021, previously serving at Domani Wealth, LLC and PBWM Holdings, LLC. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm uses a discretionary, customized portfolio approach supported by in-house research and third-party managers, with an emphasis on integrating tax and accounting services alongside traditional portfolio management.

Julie Bramlitt is a CFP® professional with 19 years of experience in the financial services industry. She is currently with OSAIC Institutions, INC. and has previously worked at Infinex Investments, Inc., Mid Penn Bank, Smoker Wealth Management, LLC, and various Cetera entities. Outside of her advisory role, she serves as a licensed agent with MediPlan Connect and participates in trust management referrals through Mid Penn Trust Department. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services including financial planning, ERISA plan services, and access to alternative investments. The firm’s advisory network employs both fundamental and technical analysis and maintains a predominantly non-discretionary asset base.