Ryan Christensen is a CFP® professional with 18 years of industry experience, currently serving at GWN Securities Inc. since 2008. He is also a licensed insurance agent, selling life insurance, annuities, and long-term care products. GWN Securities is an SEC-registered investment adviser and broker-dealer with a network of approximately 423 advisors managing around $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, including a range of managed-account programs with both traditional and legacy technical strategies.

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.

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.

Joseph Pantozzi is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has held roles at multiple firms including Aero Wealth LLC and The Ascent Group, LLC. Pantozzi is also president of Alpha Omega Wealth, where he is licensed as an independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary advice through affiliated representatives. The firm utilizes model portfolios, third-party sub-advisers, and custom strategies, with a notable emphasis on retirement-plan consulting and a range of custodial and product affiliations.

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 Certified Financial Planner (CFP®) with 10 years of industry experience. He currently works at PNC Wealth Management and has held positions at TMF Investments, Motley Fool Wealth Management, and other firms. In addition to his advisory work, he owns Bill Jenney Photography, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic risk assessment and mutual fund and ETF investments managed by PNC or third-party strategists.

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® 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.

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 two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Trinity Wealth Securities, Florida Financial Advisors, and Empower. Prior to his advisory career, he held various roles outside of finance, such as at Wyoming Valley Country Club and Domino's Pizza. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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.

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.

Ryan Modzeleski is an advisor at J. W. Cole Advisors, Inc. with a Series 65 designation and one year of industry experience. Prior to joining J. W. Cole Advisors, he worked at RKL Private Wealth and EnergySage, among other firms. J. W. Cole Advisors operates through a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm employs a combination of fundamental and technical analysis, along with model- and manager-based strategies, and provides access to various digital advice platforms and third-party investment advisers.

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.

Sofia Kaldes is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 licenses and two years of industry experience. She has previously worked with Infinex Investments, Inc. and Mid Penn Bank/Mid Penn Financial Services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.