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.

Kevin Smith is a CFP® and ChFC® affiliated with Janney Montgomery Scott in York, PA, where he has worked since 2009, bringing 24 years of industry experience. He serves on several local nonprofit boards, including Family First Health and the Women's Care Center, and is a steering committee member of Leave a Legacy York County. In 2023, he founded Kindness Worldwide, an initiative promoting kindness through various community activities. 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 municipalities, offering a range of brokerage, financial planning, and advisory services with a combination of in-house and third-party portfolio management.

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.

Kelly Conte is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2000. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Johnathan Geeting is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 66 designation and has worked at Empower Financial Services, Inc. and Thrivent Financial. Outside of finance, he was involved with Clean to the Max and Cocoa Cottages LLC for over a decade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Bryson Roof is a CFP® professional with 13 years of industry experience, currently serving at Focus Partners Wealth, LLC. His previous roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, and his own firm, Roof Advisory Group, Inc. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, corporate, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Derek Snider is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 credentials. He has 19 years of industry experience and has worked at Mass Mutual since 2007, including roles at MassMutual Life Insurance Co and The Appalachian Financial Group. He is also an instructor for Appalachian Financial Literacy Group, LLC, where he co-leads financial literacy seminars. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs using firm-approved analytical tools and structures planning as annual, collaborative engagements.

Todd Dietrich is a CFP® professional with 18 years of experience in the financial services industry. He is currently an advisor at Edward Jones, having joined the firm in 2023. Prior to Edward Jones, he worked at Specific Solutions, Fulton Financial Advisors, and Raymond James Financial Services Advisors Inc. Todd holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory services. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Katherine Lewis is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding a Series 66 license and 19 years of industry experience. She previously worked for Grove Point Investments, LLC for 15 years before joining MassMutual and its affiliate firms in 2021. Outside of her advisory role, she owns Blended Creations, a retail business, and works as a tax preparer with Jackson Hewitt; she also serves as a community ambassador helping plan local events in Hagerstown, MD. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers a range of programs including estate and employer-sponsored planning.

Maria Naylor is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has worked at PFS Investments Inc. since 2002 and Primerica Financial Services since 2001. In addition to her advisory role, Naylor is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients, operating primarily as a wrap-fee solution. The firm employs third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on tiered percentage-based fees and ongoing oversight of its investment models.

Austin Bush is a Series 66-licensed financial advisor with LPL Financial, based in Carlisle, PA, and has four years of industry experience. His prior roles include positions at J.P. Morgan Chase & Co. and Deloitte LLC, as well as involvement with Penn State University. He is also associated with Members 1st Credit Union through a related investment services entity. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives and a variety of portfolio management options.

Leigh Beshaw is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Wells Fargo in 2026, Leigh worked at Morgan Stanley for 13 years. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Elijah Manning is a Series 66 licensed financial advisor with LPL Financial, bringing one year of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Philip Gross III is a financial advisor with Edward Jones in York, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is a partner in an LLC formed to hold a rental property intended primarily for his son’s residence. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jennifer Conway is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Devon Roberson is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual and Nationwide Insurance. Outside of his advisory role, he is involved in soccer coaching with the Eagle FC Football Club and the JT Dorsey Foundation in Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a broad network of investment adviser representatives.

David Metz is a financial advisor with Morgan Stanley in Carlisle, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Metz serves on the investment committee for the United Way of Carlisle & Cumberland County and is a board member of the Carlisle Family YMCA, participating in their finance and fundraising efforts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

Jeffrey Zavoda is a Series 66 licensed financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2010, working in their Harrisburg, PA office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bradley Mentzer is a financial advisor with Osaic Wealth, holding the PFS™ designation and Series 63 and 65 licenses, with 27 years of industry experience. He has worked at Cetera and Avantax and has maintained his own financial advisory and CPA practices since 2011. He and his wife own the office building housing his tax and investment businesses and rent space to other professional tenants. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation, portfolio optimization, and a variety of investment programs, supported by a complex affiliate network and private-equity ownership.

Aleesha Moyer is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of her advisory role, she owns Aleesha Moyer Photography. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals managing a multi-billion dollar asset base.