Scott Lumbatis is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds the Series 63 and Series 66 credentials. His career includes positions at Scottrade, Inc., Triad Advisors, Inc., Osaic Advisory Services, OSAIC, and Purshe Kaplan Sterling Investment. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy overseen by an internal investment committee and offers customizable model portfolios, third-party managers, and various account service options.

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.

Scott Rucci is a financial advisor at Guardian Life with a Series 66 designation. He has one year of industry experience, including prior roles at Financial Growth Partners and PayPal. Guardian Life’s subsidiary, Park Avenue Securities, offers brokerage and advisory services to individuals, retirement plans, and businesses. The firm provides a range of investment and financial planning solutions, combining advisor-led management with model-based strategies and access to insurance and alternative investments.

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 with OSAIC Institutions, Inc. in Harrisburg, PA, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Cetera Investment Services, First National Bank of PA, CUSO Financial Services, L.P., and J.P. Morgan Securities. Shim is also an owner of a rental property, which is unrelated to his client services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, including discretionary and non-discretionary management, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer model.

Matthew Gunter is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience and has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2019. Outside of his advisory role, he is involved in selling non-Guardian products on a limited basis. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

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.