Stephen Trask is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He previously worked at Vanderbilt Advisory Services and Vanderbilt Securities, LLC for 11 years. Trask also operates a separate business, Trask Financial Services. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of discretionary portfolio management and third-party investment advisor referrals, with an emphasis on non-high-net-worth individuals.

Kevin Curtis is a CFP® with 34 years of industry experience, currently serving as an advisor at Summit Trail Advisors, LLC. His prior roles include positions at Wilmington Trust, N.A. and M&T Securities, Inc. He serves on the board of the Susquehanna Art Museum. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, and institutional plans, offering portfolio management, financial planning, and family office services. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, tailoring solutions to client-specific objectives.

Ryan Gray is a financial advisor with MDRN Capital, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massmutual, Northwestern Mutual, and Giant Food Stores. He is also engaged in insurance sales as an individual business activity. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines fundamental and technical analysis with a primarily long-term investment approach and offers tailored financial plans and ongoing portfolio management.

Joseph Deitrich is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Foundations, he worked at Simplicity Wealth and Liberty Mutual Insurance. He is also a partner and retirement advisor at 1st Choice Financial Services Inc., where he is involved in the solicitation and sales of insurance and annuity products as well as staff oversight. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm serves individuals, trusts, estates, and registered investment companies, providing portfolio management, financial planning, retirement-plan support, and sub-advisory services through a network of local investment adviser representatives.

Jeffrey Nickum is a financial advisor with Merit Financial Advisors and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, Zimmermann Investment Management & Planning, and Professional Financial Advisors, Inc. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team and committee.

Zachary Weigl is an investment advisory representative at Vicus Capital, Inc. with three years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including Rosenblatt Securities and PGIM, Inc. He has also been involved in financial services through Clelan and Company and has experience in fixed insurance sales. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm’s investment approach integrates fundamental and technical analysis across various strategies and emphasizes retirement-plan consulting and fiduciary services.

Colin Bernd is a financial advisor with Thrivent Advisor Network, LLC, holding Series 66 and Series 63 credentials and six years of industry experience. He has worked at several Thrivent entities since 2020 and previously gained experience at LifeGuide Financial Advisors and Messiah College. Outside of advisory roles, he is involved in selling and servicing fixed insurance contracts. Thrivent Advisor Network serves individuals, families, trusts, businesses, and retirement plans, managing approximately $6.8 billion in client assets. The firm offers a range of portfolio management and financial planning services, emphasizing diversified investments and ongoing account monitoring.

Robert Eichinger is a CFP® with 42 years of industry experience, currently serving at On Investment Management CO. He has been associated with THE O.N. Equity Sales Company since 1992. Outside of his advisory role, he is president of Cumberland Financial Group, where he sells life, health, disability insurance, fixed annuities, and equity-indexed annuities. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of third-party and adviser-directed investment programs, with a significant portion of assets managed on a non-discretionary basis.

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 Series 66 licensed advisor with six years of industry experience. He is currently with Dakota Wealth, LLC and has previously worked at firms including JMG Wealth Management Group, Lincoln Financial Distributors, Raymond James Financial, Ascensus Investment Advisors, and MassMutual. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, pooled investment vehicles, and registered investment companies. The firm constructs customized portfolios using diversified allocations and employs a research process that combines fundamental, technical, cyclical, and charting analysis.

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 registrations and previously worked at Cetera Investment Services LLC and First National Bank of Pennsylvania. 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 through the CAIS platform. The firm operates primarily with non-discretionary assets and maintains extensive relationships with banks and credit unions to deliver customized financial solutions.

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.