Matthew Hornberger is a financial advisor at RKL Private Wealth with a Series 65 designation and one year of experience at the firm. He previously worked for Emerald Advisers LLC for 21 years. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high net worth clients, trusts, estates, and businesses. The firm integrates tax and accounting services through its affiliation with RKL LLP and uses a core-satellite investment approach with customized portfolios.

Jacqueline Keener is a financial advisor at Savant Wealth Management with 10 years of industry experience. She previously worked at Domani Wealth, LLC and PBWM Holdings, LLC before joining Savant. 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 offers comprehensive wealth management and financial planning using a blend of evidence-based asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Kevin Bradley is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He has been with Janney Montgomery Scott and its predecessor entities since 1990. He holds Series 63 and Series 65 designations. 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 a variety of wrap and advisory programs.

Scott George is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with The Leaders Group, Inc. for 10 years and Premier One Financial Company for 11 years, where he serves as president overseeing insurance sales and services. TLG Advisors, Inc. serves a diverse client base including individuals, trusts, institutions, and retirement plans, providing portfolio management, financial planning, and fiduciary services. The firm emphasizes manager selection and monitoring, utilizing fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, and offers a direct-to-consumer digital investment program called Starlight Portfolios.

Peter Costanzo Jr. is a CFP® with 31 years of industry experience and has been with Janney Montgomery Scott since 1997. He is based in Lancaster, PA. Outside of his advisory work, he owns a rental property in Long Beach Island, NJ. Janney Montgomery Scott is a large, dually registered broker-dealer and 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, charitable organizations, and municipalities, offering brokerage, financial planning, and advisory services.

Robert Oconnor is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with PNC Investments LLC since 2012. Outside of his advisory role, he is listed as the owner of a rental property, unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessment and implements portfolios via mutual funds and ETFs with annual rebalancing.

Alexandria Maldonado is a financial advisor at J. W. Cole Advisors, Inc. in Lancaster, PA, holding a Series 66 credential with four years of industry experience. Prior to joining J.W. Cole Advisors, she worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she has experience working in the brewing and hospitality industries. J. W. Cole Advisors operates through a large network of independent advisors, offering fee-based portfolio management, financial planning, retirement plan services, and access to third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm utilizes a range of investment strategies including discretionary and non-discretionary account management, combining fundamental and technical analysis along with model- or manager-based approaches.

David Whiting is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FNB Wealth Management and PFM Fund Distributors. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Paul Elfner is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior experience includes roles at Domani Wealth, LLC, Pbwm Holdings, and ParenteBeard Wealth Management LLC. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to a broad range of clients including individuals, families, pension plans, charitable organizations, and corporations. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and is supported by affiliated accounting, legal, and trust services.

Devin Frey is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 13 years of industry experience. He has been with PNC Investments LLC since 2015. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only pilot for employees. The program uses algorithm-driven risk assessment to recommend portfolios managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Eric Nissley is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Fulton Bank, N.A. He is also involved as an Investment Advisor Representative with Regal Wealth Advisors. J. W. Cole Advisors is a large enterprise serving individuals, high-net-worth clients, and institutional accounts through a network of over 480 advisors. The firm offers fee-based portfolio management, financial planning, retirement plan services, and access to various investment platforms and third-party managers.

Jay Bauer is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, and First Financial Group since 2001. Outside of his advisory role, he is involved in K & B Deck Building, Inc., a non-investment-related business. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services, alongside access to insurance products and alternative investments.

Renee Harrison is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 18 years of industry experience. She has been with Truist Advisory Services and Truist Investment Services since 2021 and previously worked at Bb&T Securities and Bbtis from 2015 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a proprietary manager-selection program for clients seeking third-party managers.

Janel Cross is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Commonwealth since 2012 and is also a co-owner of Align Wealth Strategies, where she has worked since 2011. Additionally, she co-owns Tomorrow Funded, LLC, a private holding company unrelated to investment activities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing advisory programs, technology, compliance, and operational support. The firm offers a variety of investment solutions, including discretionary model portfolios and customized advisory programs, while enabling advisors to maintain discretion over client portfolios.

Gregory Marco is a financial advisor at Janney Montgomery Scott LLC in Lancaster, PA, holding the Series 66 designation. He has a decade of industry experience, including ten years at First National Trust Company prior to joining Janney Montgomery Scott in 2026. 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 with brokerage, financial planning, consulting, and wrap/advisory programs, offering both in-house and third-party portfolio management along with custody and trustee services.

Sean Indiveri is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Truist Advisory Services and its affiliated broker-dealer since 2021, following previous roles at Bb&T Securities and Bbtis. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting. The firm integrates advanced research tools and multiple inter-affiliate resources in its manager selection and oversight processes.

Nicolas Lopez Erazo is a financial advisor at Commonwealth Financial Network with a Series 65 credential and one year of industry experience. His prior roles include work at Align Wealth Strategies and community involvement with the United Way of Lancaster County. He has also held positions in education and local business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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 and its affiliated entities since 2016. Outside of his advisory role, he serves as Corporate Secretary for Weaver Financial Inc., assisting with administrative and corporate governance functions, and is involved in managing property upkeep through an LLC formed for real estate purposes. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio construction methods and offers multiple program platforms, encompassing asset management, financial planning, and retirement plan advisory services.