Phillip Palanzo is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 39 years of industry experience. He has worked with Ameritas in various capacities since 1997 and has operated Palanzo Financial Services, Inc. since 1976. He is licensed as an independent insurance agent specializing in fixed life insurance and annuity products. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management and consulting solutions across discretionary and non-discretionary programs.

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.

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 22 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. He previously worked at Kovitz Investment Group Partners, LLC, Fort Pitt Capital Group LLC, and Roof Advisory Group, Inc. Newman is a member of the Investment Committees for the United Way of the Capital Region and Ronald McDonald House of Central PA, where he contributes his expertise in cash-flow and investment strategy. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Dylan Warfield is a Series 66-licensed financial advisor with six years of industry experience. He is currently associated with AE Wealth Management, LLC and Reverent Asset Management, LLC, where he also serves as co-founder involved in insurance sales. His prior experience includes roles at ProEquities Inc, KCA Wealth Management, LLC, and Basildon Financial, LLC. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining multiple model portfolios and discretionary management, supported by an internal Investment Consulting Group and programs licensing models to other RIAs.

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.

William Jenney is a CFP® professional with 11 years of industry experience, currently serving as an advisor at PNC Wealth Management. His prior experience includes roles at TMF Investments, Motley Fool Wealth Management, and Morgan Stanley. Outside of his financial career, he is the owner of Bill Jenney Photography, a non-investment related activity. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered as an invitation-only pilot. The firm uses algorithmic questionnaires to guide portfolio strategies involving mutual funds and ETFs, with portfolio implementation and oversight delegated to third-party providers.

Sean Foley is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63, 65, and 66 licenses and having 17 years of industry experience. His prior work includes positions at Edward Jones, Securities America, and Infinity Financial Group. In addition to advising, he works as a licensed life insurance agent and serves as a power of attorney for his mother. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, employing both discretionary and non-discretionary investment approaches.

David Plante is a CFP® professional with 24 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, John G. Ullman & Associates, and TD Ameritrade. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients by providing wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Tricia Tompkins is a Series 66-licensed financial advisor with 25 years of industry experience. She currently works at Empower Advisory Group and has held positions at several firms, including Wells Fargo Advisors and Raymond James Financial. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s integrated services focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivered through proprietary and third-party planning methodologies.

Brian Brassell is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Senior Advising Services since 2005. In addition to his advisory role, he is involved in insurance sales through a separate business activity. Brookstone Capital Management is an SEC-registered firm that provides fee-based asset management and financial planning services to a wide range of clients, including individuals, retirement plans, corporations, charities, sovereign wealth funds, and banking institutions. The firm supports a large advisor network through a turnkey asset management platform and offers various investment strategies, including discretionary model portfolios and unified managed accounts.

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.

Jacob Rokosz is a financial advisor at Empower Advisory Group with Series 63 and Series 65 designations and two years of industry experience. Before joining Empower in 2024, he worked at Trinity Wealth Securities, Florida Financial Advisors, Wyoming Valley Country Club, Domino's Pizza, Shippensburg University, Carbon Sales Co., and Holy Redeemer High School. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms that focus on long-term portfolio returns and client savings rates.

Sean Reading is a CFP® with 22 years of experience in the financial industry. He is affiliated with J. W. Cole Advisors, Inc. and has worked with North Star Financial Group and Infinity Financial Group of PA. In addition to his advisory roles, he is an independent insurance agent for various companies. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Jonathan Williams is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with Corient and has previously worked at Summit Trail Securities, Summit Trail Advisors, M & T Securities, and Wilmington Trust. Outside of his advisory work, he holds a non-investment role related to rental property ownership. Corient provides investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party solutions and utilizes risk management tools and alternative investments when appropriate.

Gavin Flatch is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Illgenfritz Financial Group and Jason M Flatch State Farm, as well as work outside the financial sector such as a private seller on eBay and at Silvi Materials. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion through standardized model portfolios and discretionary asset management strategies supported by a large advisor team and extensive platform services.

Jordan Harro is a Series 65-licensed advisor with J.W. Cole Advisors, Inc. He has been involved in investment-related activities through Harro Associates since 2016 and joined J.W. Cole Advisors in 2025. Outside of his advisory work, he is also engaged in selling fixed life insurance. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, retirement plans, and other entities through a network of more than 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

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.

Courtney Miller Findley is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing 13 years of industry experience. She has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing portfolio management through model and customized strategies, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.