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.

Steven Spong is a CFP® and ChFC® with 39 years of industry experience, currently serving as an Investment Advisor Representative with Kestra Advisory Services. His prior experience includes over a decade at OSAIC. Outside of advisory services, he owns businesses involved in selling life insurance, fixed annuities, and long-term care policies, and serves as president of the Northwood Office Condo Association board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment due diligence, managing approximately $79.8 billion in assets and serving diverse clients including sovereign wealth funds.

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 at Independent Financial Partners with 34 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at PNC Investments, Waddell & Reed, and various insurance carriers associated with W&R insurance agencies. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm manages over $12.5 billion in assets and supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients.

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.

Laurie Gnall is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. She has worked with Jonathan Roberts Advisory Group, Inc. since 2008 and Your Financial Community of PA, Inc. since 2005. Outside of advising, she is a founding partner of Infinity Financial Group, LLC. J. W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

George Huff is a financial advisor at SPC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parkland Securities since 2014. Outside of his advisory role, he holds various traditional appointments with other companies through Stone Mill Financial Services. SPC serves individual clients, charitable organizations, corporations, and retirement plans with a range of portfolio management and consulting services. The firm combines discretionary and nondiscretionary management approaches and supports complex retirement plan services, operating within a corporate structure that includes affiliated broker-dealers and insurance agencies.

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.

James Weaver is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has a longstanding career with Ameritas Life Insurance Corp and Ameritas Investment Corp beginning in 2001. Weaver is also president of Weaver Financial Services Inc., where he is licensed as an independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on plan sponsors and participants.

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.

Austin Albright 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 Reverent Asset Management LLC, Solaris Health Holdings LLC, Select Medical, and Penn State Harrisburg’s Center for Survey Research. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

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.

Henry Weaver is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 37 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with various Ameritas entities since 1997. Weaver is also president emeritus, CEO, and CFO of Weaver Financial Services Inc., an independent insurance agency he has led since 1963, selling and servicing life insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, fiduciary retirement plan advice, and uses a range of model portfolios, third-party sub-advisers, and custom strategies to serve its clients.

James Sprecher is a CFP® professional with 33 years of industry experience, currently serving at J.W. Cole Advisors, Inc. where he has worked since 2003. He previously worked at Infinity Financial Group from 2021 to 2023. Sprecher is also president and owner of Your Financial Community of PA, Inc., an insurance and estate planning business he has operated since 1983. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

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.

Keith Long is a CFP® with 13 years of industry experience, currently serving as an advisor at Kestra Advisory. Prior to joining Kestra in 2025, he spent 12 years at OSAIC. He also holds insurance agent appointments. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Jeffrey Krall is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. His work history includes roles at Mid Penn Bank, Infinex Investments, Riverview Bank, Cetera Investment Services, Private Advisor Group, and LPL Financial. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives, offering customized advisory services, financial planning, and access to alternative investments. The firm combines a hybrid adviser/broker-dealer structure with third-party asset manager referrals and a lending marketplace.