Brayden Campbell is a CFP®-certified financial advisor with eight years of industry experience. He is currently with Apollon Wealth Management, LLC, where he has worked since 2025. Prior to joining Apollon, he was with RKL Wealth Management LLC for seven years and also held positions at LANTERNA Distributors Inc. and Greysteel. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and consulting services, combining centrally managed investment strategies with locally managed portfolios to tailor solutions across various asset classes.

Anthony Knight is a CFP® and Series 65-registered advisor with five years of industry experience. He is currently with Greenspring Advisors, LLC and previously worked at Domani Wealth, LLC, Elizabethtown College, Customers Bank, and The Hershey Company. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis in its investment approach and provides both fiduciary and non-fiduciary retirement plan services.

Michael Krumholz is a financial advisor with Perigon Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Prudeo Partners, Fortune Financial Services, LPL Financial, and Cambridge Investment Research. Outside of advisory work, he is involved with Pure Health Tonics, a retail health products firm, where he provides consulting services. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm employs a client-specific approach to portfolio development and may utilize sub-advisors or turnkey asset management programs while maintaining oversight of asset allocation and due diligence.

James Troutman is a ChFC® with 43 years of industry experience, currently serving as a financial advisor at Berthel, Fisher & Company Financial Services, Inc. since 2007. He holds Series 63 and Series 66 licenses and is based in Temple, PA. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, and institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms and supports a range of portfolio construction strategies.

Andrew Barninger is a CFP® certificant with 14 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. and Personal Wealth Advisory LLC since 2013. He serves as a board member of the Lancaster Building Industry Association. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with a variety of financial planning and portfolio management services, utilizing both discretionary and non-discretionary strategies across multiple investment approaches.

David Over is a financial advisor at Silver Oak Securities, Incorporated with 14 years of industry experience. He holds a Series 66 designation and has worked previously at American Portfolios Financial Services and Ambassador Advisors, LLC. Outside of his advisory role, he serves as president of the Manheim Township Mat Club, a wrestling booster organization, and is involved in philanthropic consulting through Coram Deo Advisors. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers individualized portfolio management, unified managed accounts, financial planning, and solutions for held-away retirement plan assets.

Patrick Velekei is a CFP® professional with 26 years of industry experience, currently serving at ValMark Advisers, Inc. since 2010. He is involved in insurance sales through Velekei Giles Financial Advisors and serves as the Investment Committee Chairperson for the United Way of Berks County. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party platforms and services.

Darryl Bull Sr. is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Portfolio Medics and First Down Financial since 2022 and previously spent six years with Allstate Insurance Company. In addition to his advisory roles, Mr. Bull is an independent insurance agent through First Down Financial Group and Bull Financial Group, where he sells insurance products including annuities. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using a mix of strategic and tactical approaches across various model portfolios and strategies.

Brandt Beck is a financial advisor at Kingsview Wealth Management, LLC in Wyomissing, PA. He holds a Series 65 designation and has recently transitioned from a six-year tenure at Regeneron. Beck has been with Kingsview Wealth Management since 2026. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management through a combination of Investment Adviser Representatives and an internal portfolio group. The firm employs proprietary model portfolios, ETF product management, and partnerships for tax and estate review to support its client services.

Arthur Vignoli is a financial advisor at Lifemark Securities Corp. with 35 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Coastal Equities, Inc., LPL Financial, and Invest Financial Corp. Outside of advisory work, Vignoli is involved in business brokering, assisting small business owners with sales. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored, suitability-driven advice with programs including Unified Managed Accounts and Separately Managed Accounts, managing client assets on both discretionary and non-discretionary bases.

Aaron Barr is a financial advisor with SPC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience and has worked at Parkland Securities and SPC since 2014, as well as operating Barr Associates Inc. since 2001. Outside of his advisory work, he serves as team director of a youth mountain bike racing team and is vice president and board member of a youth mountain bike nonprofit. SPC serves individual clients, charitable organizations, corporations, and retirement plans through over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies typically through discretionary management with options for nondiscretionary arrangements.

Jacqueline Keener is a financial advisor at Savant Wealth Management with 10 years of industry experience. She previously worked at Domani Wealth, LLC and PBWM Holdings, LLC before joining Savant in 2023. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers specialized services including accounting, legal, and trust services through affiliated entities.

Kevin Bradley is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He has been with Janney Montgomery Scott and its predecessor entities since 1990. He holds Series 63 and Series 65 designations. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and a variety of wrap and advisory programs.

Angela Alexander is a financial advisor with Commonwealth Financial Network in Wyomissing, PA. She holds a Series 65 designation and has 1 year of industry experience. Her work history includes multiple roles at both Commonwealth Financial Network and Spring Ridge Financial Group LLC dating back to 2001. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving around 2,900 affiliated advisors and hundreds of thousands of clients nationwide. The firm manages approximately $212.7 billion in client assets and provides adviser support through a range of managed-account programs, third-party asset managers, retirement consulting, and custody services.

Scott George is an investment advisor at TLG Advisors, Inc. with 23 years of industry experience. He holds Series 65 and Series 63 credentials and has been affiliated with The Leaders Group, Inc. since 2016 and Premier One Financial Company since 2015, where he also serves as president focusing on insurance sales and services. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios and offers both traditional and digital investment programs.

Peter Costanzo Jr. is a CFP® with 31 years of industry experience and has been with Janney Montgomery Scott since 1997. He is based in Lancaster, PA. Outside of his advisory work, he owns a rental property in Long Beach Island, NJ. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, and advisory services.

Alexandria Maldonado is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. She holds a Series 66 designation and has prior experience with The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she serves as a licensed assistant for Regal Wealth Advisors. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm utilizes a range of investment strategies and platforms, including discretionary and non-discretionary management, digital advice, and third-party managers.

Brad Brisan is a CFP® and holds a Series 66 designation with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC, where he has worked since 2024, following an eight-year tenure at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse client base that includes individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis, and offers a broad range of wealth management, fiduciary, and advisory services.

David Whiting is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FNB Wealth Management and PFM Fund Distributors. 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 client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Tara Garcia is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 15 years of industry experience. She has worked at Commonwealth Financial Network during two separate periods, from 2011 to 2018 and again since 2024, and was previously with Merrill from 2018 to 2024. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a variety of investment program structures and operates as a platform provider with substantial clearing and custody relationships.