Joshua Hogan is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and bringing five years of industry experience. His work history includes roles at Janney Montgomery Scott LLC since 2021, as well as positions at The Prudential Insurance Company of America and Pruco Securities LLC. 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 wide range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Storm Davison is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining AE Wealth Management, Davison held positions at Ilgenfritz Financial Group and Wells Fargo, and worked in various roles at companies including Best Buy and UNFI. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and offers comprehensive investment strategies supported by regular reporting and performance reviews.

Anthony Dellanoce is a financial advisor with Empower Advisory Group holding a Series 66 license. He has been in the industry since 2026 and has prior experience with Allstate Insurance, Century 21 A Better Way, the Pennsylvania House of Representatives CORE, Quigley Motors Inc., and Kearney & Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies with recordkeeping and administrative platforms, focusing on long-term portfolio returns and collaboration with affiliated Empower entities.

Alan Meminger is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and over 62 years of industry experience. He has been with Janney Montgomery Scott in various capacities since 2003. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a wide range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

James Schmitt is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience, having been affiliated with various Bankers Life entities since 2004. Outside of his advisory role, he manages a team of insurance agents focused on retirement planning products and is initiating a real estate investment business. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.

Matthew Levy is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and 36 years of industry experience. His career includes more than three decades at Merrill and seven years with Bank of America prior to joining Janney in 2021. 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 range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Holly Mayer is a CFP® with 28 years of industry experience, currently serving at Janney Montgomery Scott since 2009. She is based in York, PA. Outside of her advisory work, she holds leadership roles on investment and strategic committees for local charitable organizations, including the York County Community Foundation and the Misericordia Nursing & Rehabilitation Center. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base that includes individuals, families, trusts, corporate and retirement plans, and municipal clients. The firm offers a blend of in-house and third-party portfolio management, brokerage services, financial planning, and advisory programs.

Frederick Wise is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 1998. 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 charitable organizations, offering a range of brokerage services, financial planning, and advisory programs.

Jason Thorne is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2017. He has also been associated with Keystone Financial Strategies since 2009 and previously worked at Geneos Wealth Management, Inc. from 2008 to 2017. Outside of advisory work, he is a certified public accountant providing tax preparation services through Keystone Financial Strategies. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

Brian Swanson is a CFP® professional with 19 years of experience in financial services. He has worked at First Command Financial Services and its affiliates from 2006 to 2025 before joining Diamond Wealth and CWM, LLC in 2025. In addition to his advisory work, he holds a licensed insurance agent role, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and specialized investment solutions supported by an Investment Committee and partnerships with custodians and alternative investment providers.

Elizabeth Freeman is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds a Series 66 designation and has worked at Janney Montgomery Scott since 2017, following prior roles at PNC Investments. 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 broad client base including individuals, families, trusts, estates, corporations, and retirement plans, offering brokerage services, financial planning, consulting, and multiple advisory programs.

David Fullerton is a financial advisor with Janney Montgomery Scott in York, PA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Janney Montgomery Scott since 2001. 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 range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Barbara Miller is a financial advisor at PNC Wealth Management with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at PNC Investments LLC since 2015, following a prior role at Wells Fargo Advisors from 2002 to 2006. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account for employees that uses mutual funds and ETFs with annual rebalancing.

David Brosend is a financial advisor with Janney Montgomery Scott in York, PA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Janney Montgomery Scott since 2001. 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 clientele, including individuals, families, trusts, estates, and institutional clients, and provides a range of brokerage, financial planning, and advisory services.

Tyler Lerman is a CFP® and ChFC® at Janney Montgomery Scott with eight years of industry experience. He has been with Janney since 2018 and previously worked at Penn National Insurance Company. Lerman serves on the board of the York County SPCA and is a member of its Nominating and Governance Committee. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Christina Ward is a financial advisor with Carson Wealth holding Series 63 and Series 65 licenses and 25 years of industry experience. Her work history includes roles at Diamond Wealth Advisors, LPL Financial, Jacqueline L. Powell & Associates, Inc., and INVEST Financial Corp. She is also the sole member of CWard Financial, LLC, an active investment-related business. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios developed by an Investment Committee and providing tailored investment solutions.

Christopher Fedoriw is a CFP® professional with 26 years of industry experience, currently serving at Janney Montgomery Scott since 2008. He holds the Series 66 designation and is based in Lemoyne, PA. 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, and institutional clients, offering brokerage services, financial planning, and multiple advisory programs supported by a combination of in-house portfolio management and third-party managers.

Jonathan Mckinzie is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Penn Mutual Life Insurance since 2017 and previously at Metlife Securities from 2011 to 2017. Outside of his advisory role, he serves as a part-time firefighter and EMT with Blue Ridge Fire & Rescue and York Area Fire Rescue. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer and provides a range of advisory solutions supported by third-party asset managers and diverse fee arrangements.

Patrick Gorham is a CFP® with six years of experience in financial services, currently serving as an advisor at First Command Advisory Services. His prior work includes roles at Cummins Inc. and NTT Data Inc. before joining First Command in 2020. First Command Advisory Services is an SEC-registered investment adviser serving 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, managing portfolios through a centralized Investment Management Team using a range of mutual funds, ETFs, and third-party managers.

Heidi Duckworth is a financial advisor at TIAA-CREF with 25 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that utilizes affiliated funds.