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.

Seth Gray is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at PA Options for Wellness and NewRez, and has been with Empower in various roles since 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm uses an integrated service model linked to Empower’s recordkeeping systems, offering point-in-time financial plans and optional managed account solutions.

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.

Gerald Waln is a financial advisor at Hornor, Townsend & Kent, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked with firms including Penn Mutual Life Insurance and Mass Mutual. Outside of his advisory role, he serves as a lay pastor and participates on multiple local boards related to senior housing and community development. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory programs and broker-dealer services, combining investment advice with custody, execution, and brokerage capabilities.

William Lupi is a financial advisor at Truist Advisory Services with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His career includes roles at Truist Advisory Services, SunTrust Advisory Services, BB&T, and PNC Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches.

Colton Comstock is a financial advisor with Empower Advisory Group in Camp Hill, PA, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Efs, Inc and GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Robert Hassler is a financial advisor with Eagle Strategies (NY Life) in Harrisburg, PA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Eagle Strategies since 2020 and has worked with Nylife Securities LLC and New York Life Insurance Co. since 2010 and 2007, respectively. Outside of his advisory work, Hassler serves as chair of the Endowment Fund Committee at Messiah United Methodist Church and is involved with several local high school sports booster clubs. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm offers multiple program types tailored to client objectives, including financial plans, fee-based advice, retirement plan consulting, and advisory services linked to insurance and annuity products, with a significant portion of its assets managed on a non-discretionary basis.

Christian Snook is a CFP® professional with 13 years of experience, currently serving as a financial advisor at First Command Advisory Services. He has been with the firm since 2015 and also holds roles at First Command Financial Planning, Inc. and First Command Insurance Services, Inc. Outside of financial advising, Snook coaches middle school wrestlers for South Middleton School District and supports wrestling events at Penn State University. First Command Advisory Services is an SEC-registered investment adviser focused on individuals, corporate, and charitable clients, with an emphasis on active-duty service members and their families. The firm offers comprehensive financial planning and wrap-fee asset management programs managed centrally by its Investment Management Team and Wealth Portfolio Managers.

Seth Scott is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company for a decade before joining Commonwealth and founding Four Arrows Financial Group, where he dedicates part of his time to fixed insurance sales. Four Arrows Financial Group is a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management and retirement plan consulting, and offers advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Brian Hankinson is a financial advisor with Eagle Strategies (NY Life) based in Camp Hill, PA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes a twelve-year tenure at Coco Chiropractic Associates LLC before beginning his financial services career with New York Life Insurance Co and NYLIFE Securities LLC in 2017. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant focus on non-discretionary assets and advisory services linked to insurance and annuity products within an integrated New York Life affiliate structure.

Bradley Newman is a CFP® with 21 years of industry experience, currently serving at NorthCoast Asset Management LLC. His prior positions include roles at Focus Partners Wealth, Kovitz Investment Group Partners, Fort Pitt Capital Group, and Roof Advisory Group. He serves on the investment committees of the United Way of the Capital Region and the Ronald McDonald House of Central PA, providing guidance on cash flow and investment strategy. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering portfolio management across a diverse range of strategies including private credit, private equity, and private real estate interval funds.

John McGowan is a financial advisor with PNC Wealth Management in Mechanicsburg, PA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with PNC Investments and its affiliated entities since 2014. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist offering that uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

David Plante is a CFP® certificant with 23 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, LLC, Fort Pitt Capital Group LLC, John G. Ullman & Associates, and TD AMeritrade. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies, private funds, and mutual funds.

Jacob Hoffacker is a financial advisor with PNC Wealth Management in Carlisle, PA, holding a Series 66 designation and five years of industry experience. He previously worked at Thrivent Financial and Equitable Advisors, Llc. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital offering that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third parties.

Kevin Lachance is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with Bankers Life Advisory Services since 2018 and has been affiliated with related entities in the Bankers Life family since 2007. Outside of advisory work, he is also an insurance agent with Bankers Life & Casualty, where he is appointed to write Medicare supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Adam Rowe is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with First Command Advisory Services since 2015 and has also worked with affiliated entities including First Command Financial Planning, Inc. and First Command Insurance Services, Inc. since 2012. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage portfolios from approved mutual funds, ETFs, and third-party managers.

Anthony Smith is a CFP® professional with 26 years of industry experience, currently serving at First Command Advisory Services since 2015. He has been associated with First Command Financial Service, Inc. and First Command Financial Planning, Inc. since 1999. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring centrally managed model portfolios and approved third-party managers.

Nigel Stearns is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill Lynch and Citizens Bank. Outside of his advisory role, he is involved in golf course maintenance at West Shore Country Club. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering both model-based and customized portfolio options.

Andrew Grace is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including 15 years at Cambridge Investment Research Advisors and Cambridge Investment Research, and is currently a co-owner of Capital View Wealth Management. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, technology, and compliance services.