Gavin Flatch is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Illgenfritz Financial Group and Jason M Flatch State Farm, as well as work outside the financial sector such as a private seller on eBay and at Silvi Materials. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion through standardized model portfolios and discretionary asset management strategies supported by a large advisor team and extensive platform services.

Nigel Stearns is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior experience includes roles at Merrill Lynch, Citizens Securities, Citizens Bank, Forthwright Wealth Planning, Cushman and Wakefield, and Niagara University. Outside of his advisory work, he is involved with West Shore Country Club as part of their grounds crew. 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 with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates point-in-time planning services from ongoing discretionary management and operates within a vertically integrated group that includes affiliated funds and donor-advised fund services.

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.

Ashli Lehman is a financial advisor with Carson Wealth, holding Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Wells Fargo Bank, J.P. Morgan Securities, and PNC Bank. Outside of finance, she works as a bartender and distributes nutritional products. Carson Wealth manages approximately $50.6 billion through over 650 advisors, offering services such as discretionary asset management, financial planning, and retirement plan services. The firm employs an Investment Committee to oversee model portfolios and provides tailored solutions including custom indexing and access to alternative investments.

Scott Rucki is a CFP® professional with 28 years of experience in the financial advisory industry. He is currently affiliated with Carson Wealth and has previously worked at firms including Cetera, Orrstown Bank, TIAA-CREF, and Vanguard Advisers. His career spans a range of roles across wealth management and advisory services. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors diverse model portfolios integrating fundamental and technical analysis.

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.

Brad Decker is a financial advisor with NewEdge Advisors in Harrisburg, PA, holding a Series 66 credential and 16 years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities Inc in 2024, he spent 14 years at Cuso Financial Services, LP. Outside of his advisory role, he is involved in community activities as chair of the capital campaign committee for Hummelstown United Church of Christ. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent advisors. The firm provides a wide range of portfolio management, financial planning, and retirement consulting services, utilizing multiple program structures and technology-driven tools to support diverse client needs.

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.

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.

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.

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.

Michael Zelko is a financial advisor at Integrated Wealth Concepts LLC with eight years of industry experience. He previously spent 29 years at BGM Financial Associates, Ltd. and has been associated with Boles, Grove and Metzger, P.C. for 30 years. Integrated Wealth Concepts LLC 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, employing customized portfolios with a long-term approach and oversight of third-party asset managers.

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.