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 at CWM, LLC with three years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Diamond Wealth Advisors, Wells Fargo, and J.P. Morgan Securities. Outside of finance, she has worked part-time as a bartender and as a distributor of nutritional products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm employs discretionary portfolio management using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customized investment tools.

Scott Rucki is a CFP® credentialed financial advisor with 28 years of industry experience. He is currently affiliated with CWM, LLC and Diamond Wealth Advisors, having previously worked at Wealth Enhancement Group, Cetera, and Orrstown Bank. CWM, LLC is an SEC-registered investment adviser serving a diverse range of clients including individuals, high-net-worth families, foundations, endowments, corporations, and institutional investors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, managing accounts primarily on a discretionary basis using model portfolios and a combination of 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 at Janney Montgomery Scott with 61 years of industry experience. He holds a Series 63 designation and has worked at Janney Montgomery Scott since 2003. 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 individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Robert Smalanskas is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at PNC Investments, Waddell & Reed, and various insurance carriers affiliated with W&R Insurance Agencies. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform with over 260 advisors serving a broad client base, offering both decentralized investment strategies and centralized asset management options, along with specialized retirement-plan advisory and pension consulting services.

Brad Decker is a financial advisor with NewEdge Advisors in Harrisburg, PA, holding a Series 66 designation and 16 years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities Inc in 2024, he worked at Cuso Financial Services, LP from 2010 to 2024. Outside of his advisory role, he chairs the capital campaign committee for the Hummelstown United Church of Christ. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting. The firm’s portfolios employ asset allocation across mutual funds, ETFs, and individual securities with regular rebalancing and reviews.

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® with 19 years of industry experience, currently affiliated with CWM, LLC. He previously worked at First Command Advisory Services and its related entities for nearly two decades. In addition to his advisory role, Swanson is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm focuses on discretionary portfolio management using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools to manage client assets.

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 with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with PNC Investments LLC since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering for employees that uses algorithm-driven risk assessment and discretionary management via approved model strategies with mutual funds and ETFs.

Christina Ward is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at firms including Diamond Wealth Advisors, LPL Financial, Jacqueline L. Powell & Associates, Inc., and INVEST Financial Corp. Outside her advisory roles, she is the sole member of CWard Financial, LLC, an investment-related limited liability company. CWM, LLC serves a diverse client base ranging from individuals to institutional investors, offering portfolio management, financial planning, and retirement-plan services. The firm utilizes discretionary account management with model portfolios supported by an in-house Investment Committee and incorporates multiple investment approaches, third-party sub-advisors, and customization tools.

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 at Hornor, Townsend & Kent, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Penn Mutual Life Insurance and Metlife Securities. Outside of his advisory role, Mckinzie 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 by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing clients with custody, execution, brokerage capabilities, and third-party asset manager relationships.

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 primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory approach separates one-time planning services from ongoing discretionary management and includes serving as adviser to a donor-advised fund.

Henry Stouffer is a financial advisor at Commonwealth Financial Network with a Series 66 designation and no prior industry experience. His work background includes roles at Four Arrows Financial Group, Mercersburg Academy, West Chester University, and other community organizations. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, retirement plan consulting, and back-office support. The firm offers a range of investment solutions including discretionary model portfolios and personalized indexing options.

Johnathan Geeting is a financial advisor at Empower Advisory Group with a Series 66 designation and three years of industry experience. His prior work history includes roles at Thrivent Financial and Pennsylvania State University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies to deliver point-in-time financial plans and optional managed account solutions.