Sofia Kaldes is a financial advisor at OSAIC Institutions, INC. with two years of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience with Infinex Investments, Inc. and Mid Penn Bank/Mid Penn Financial Services. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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 and lending solutions, operating under a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account options.

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.

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 bringing 20 years of industry experience. She has been associated with Jonathan Roberts Advisory Group, Inc. since 2008 and Your Financial Community of PA, Inc. since 2005. Laurie is also a founding partner of Infinity Financial Group, LLC. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individual, high-net-worth, and institutional clients. The firm employs a combination of discretionary and non-discretionary management strategies with fundamental and technical analysis, model and manager-based approaches, as well as digital advice tools.

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 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.

James Weaver is a financial advisor at Ameritas Advisory Services, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has served in various roles including president of Weaver Financial Services Inc., an independent insurance agency specializing in fixed and life insurance products. Weaver has been associated with Ameritas entities since 2001. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services including asset management, financial planning, and retirement plan advisory, utilizing multiple program platforms and both firm-developed and third-party investment models.

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 Series 65-licensed advisor at AE Wealth Management, LLC with experience beginning in 2026. His prior roles include positions at Mid Penn Bank, Reverent Asset Management LLC, Solaris Health Holdings LLC, and Select Medical. Before entering the financial industry, he worked at the Center for Survey Research at Penn State Harrisburg and has a background as a student. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical analysis methods to implement investment strategies across a platform that serves a large client base.

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 over 38 years of industry experience. He has worked with various Ameritas entities since 1997 and serves as President Emeritus, CEO, and CFO of Weaver Financial Services Inc., a firm that provides life insurance products and financial direction to clients. Ameritas Advisory Services, LLC offers 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 range of investment strategies across multiple program platforms and leverages third-party technology and managers to customize portfolios.

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® and holds a Series 66 license with 14 years of industry experience. He is currently affiliated with Kestra Advisory Services LLC and Kestra Investment Services, having previously worked at OSAIC for 12 years. In addition to his advisory roles, he is also an insurance agent. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, including clients like sovereign wealth funds.

Jeffrey Krall is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and having 30 years of industry experience. His career includes roles at Mid Penn Bank, Infinex Investments, Riverview Bank, Cetera Investment Services, Private Advisor Group, LPL Financial, Calton & Associates, and Raymond James Financial. OSAIC Institutions, Inc. serves individuals, ERISA 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, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions, operating as a hybrid SEC-registered adviser and FINRA member.

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.

Kevin Curtis is a CFP® with 35 years of experience in the financial services industry. He currently works at Corient and previously held positions at Summit Trail Advisors, Wilmington Trust, and M&T Securities. Curtis serves on the board of the Susquehanna Art Museum. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.