Gizem Folk is a financial advisor with Janney Montgomery Scott in Lancaster, PA, holding Series 63 and Series 65 credentials and 10 years of industry experience. Prior to joining Janney Montgomery Scott in 2026, she worked for various firms including Cetera and First National Bank of PA. She also serves as a relationship advisor for First National Bank, referring clients to appropriate channels within the bank. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Laura Pontz is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 2007. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Andrew Dover is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. He has worked with Ameritas entities since 2016, including Ameritas Investment Corp and Ameritas Life Insurance Corp, alongside his role at Ameritas Advisory Services since 2021. Outside of his advisory work, Dover serves as Corporate Secretary for Weaver Financial Inc. and assists with building management for Dover Hartranft Brownstown LLC. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs using both in-house and third-party managers, with specialized services for high-net-worth clients and integration with affiliated entities.

Erik Mitchell is a financial advisor with Principal Financial Services in Lancaster, PA, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked at Principal Securities INC and Principal Life Insurance Company since 2018 and previously spent 24 years at Markley Actuarial Services. Mitchell also serves as a designated bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through both adviser and promoter arrangements.

Eric Napp is a financial advisor with Empower Advisory Group in Lancaster, PA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at GWFS Equities, INC since 2012. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm utilizes an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jordan Mellinger is a financial advisor at Janney Montgomery Scott in Lancaster, PA, holding a Series 66 designation with four years of industry experience. He has been with Janney Montgomery Scott since 2022 and operates a tree service business on the side. 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, estates, and institutional sponsors, providing brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Amy Murray is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services LLC and Morgan Stanley. 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, and institutional clients, offering a range of brokerage, financial planning, and advisory services.

Carson Goff is a financial advisor at Savant Wealth Management with two years of industry experience. He holds a Series 65 designation and previously worked at Charles Schwab. Outside of finance, he has experience in the hospitality and retail sectors, including roles at Champs Sports Bar and Grill and All Star Pizza. Savant Wealth Management serves a wide range of clients, including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management and financial planning services, combining evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.

Michael Richardson is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 1994. 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 various wrap/advisory programs.

Duy Vo is a financial advisor with J.W. Cole Advisors, Inc. based in Lancaster, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Morgan Stanley, Morgan Stanley Private Bank, and Wells Fargo. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm provides a range of investment approaches, including discretionary and non-discretionary management, fundamental and technical analysis, and access to multiple third-party platforms.

Erik Laymon is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds the Series 66 designation and previously worked at Align Wealth Strategies for a decade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven portfolio recommendations and third-party portfolio implementation.

Felipe Castaneda is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2019. His prior experience includes roles at LPL Financial, TD Ameritrade Investment Management, and ScottTrade. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, providing portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs. The firm serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate clients, employing a range of investment strategies and extensive industry affiliations.

Joseph Marmorato is a CFP® and Series 65 licensed advisor with four years of industry experience. He is currently with Savant Wealth Management and has previously worked at Domani Wealth, LLC and Mariner Wealth Advisors. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm uses an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.

Louis Deering is a financial advisor with Commonwealth Financial Network based in Lancaster, PA. He holds the ChFC® designation and has 42 years of industry experience. Prior to joining Commonwealth in 2019, he spent 14 years with Janney Montgomery Scott. He is also the owner of Deering Wealth, LLC, a private entity that facilitates 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 operational support, allowing advisors discretion to build client portfolios using diverse securities and insurance products alongside managed model portfolios.

Mark Roda is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth since 2011, as well as at Sherman Werst Wealth Advisors and Align Wealth Strategies prior to founding Clear Wealth Partners. He is also the owner of Clear Wealth Partners, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized solutions, supported by operations, trading, technology, and compliance infrastructure.

Steven Marshall is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2008. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Kenneth Eshleman is a CFP® with 21 years of industry experience, currently serving at Savant Wealth Management since 2023. His prior experience includes roles at Domani Wealth, LLC, LPL Financial, and EHD Advisory Services, Inc. He is also a Vice-Chair and Supervisor on the Warwick Township Board of Supervisors. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and related services to individuals, families, institutions, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by integrated accounting, legal, and trust service affiliates.

Adam Runk is a CFA® charterholder with 13 years of industry experience. He is currently affiliated with Janney Montgomery Scott LLC and has held positions at the firm since 2026, following roles at First National Trust Company and F.N.B. Investment Advisors, Inc. 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, financial planning, consulting, and various advisory programs.

Angela Berkosky is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. She previously worked at Domani Wealth, LLC (formerly PBWM Holdings) from 2017 to 2023, and at PBWM Holdings from 2015 to 2017. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers a range of affiliated services such as accounting, legal, and trust management.

Grant Walker is a CFP®-credentialed financial advisor with 15 years of industry experience. He is currently with Truist Advisory Services and has held various roles within the SunTrust and BB&T organizations since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing discretionary and non-discretionary manager relationships alongside third-party platform partnerships.