Joseph Marmorato is a CFP® and Series 65 licensed advisor with four years of industry experience. He is currently with Savant Wealth Management and has previously worked at Domani Wealth, LLC and Mariner Wealth Advisors. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm uses an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.

Louis Deering is a financial advisor with Commonwealth Financial Network based in Lancaster, PA. He holds the ChFC® designation and has 42 years of industry experience. Prior to joining Commonwealth in 2019, he spent 14 years with Janney Montgomery Scott. He is also the owner of Deering Wealth, LLC, a private entity that facilitates securities, advisory, and insurance business. 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 operational support, allowing advisors discretion to build client portfolios using diverse securities and insurance products alongside managed model portfolios.

Mark Roda is a Series 66-licensed financial advisor with 20 years of industry experience. He has worked at Commonwealth Financial Network since 2011 and is the owner of Clear Wealth Partners, LLC. His prior experience includes roles at Align Wealth Strategies and Sherman Werst Wealth Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and custody services.

Steven Marshall is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2008. 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 range of clients including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Daniel Perrotti Jr. is a financial advisor at NewEdge Advisors with 24 years of industry experience. He holds the Series 66 designation and has worked at NewEdge Advisors since 2021 and at Mid Atlantic Capital Corp since 2009. Outside of his advisory roles, he serves as Vice President of Perrotti Partners, LLC, a financial consulting firm. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services and employs multiple program structures, combining in-house manager selection with third-party model portfolios and advisor discretion.

Kenneth Eshleman is a CFP® with 21 years of industry experience, currently serving at Savant Wealth Management since 2023. His prior experience includes roles at Domani Wealth, LLC, LPL Financial, and EHD Advisory Services, Inc. He is also a Vice-Chair and Supervisor on the Warwick Township Board of Supervisors. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and related services to individuals, families, institutions, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by integrated accounting, legal, and trust service affiliates.

Adam Runk is a CFA® charterholder with 13 years of industry experience. He is currently affiliated with Janney Montgomery Scott LLC and has held positions at the firm since 2026, following roles at First National Trust Company and F.N.B. Investment Advisors, Inc. 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, financial planning, consulting, and various advisory programs.

Angela Berkosky is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. She previously worked at Domani Wealth, LLC (formerly PBWM Holdings) from 2017 to 2023, and at PBWM Holdings from 2015 to 2017. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers a range of affiliated services such as accounting, legal, and trust management.

Grant Walker is a CFP®-credentialed financial advisor with 15 years of industry experience. He is currently with Truist Advisory Services and has held various roles within the SunTrust and BB&T organizations since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing discretionary and non-discretionary manager relationships alongside third-party platform partnerships.

Michael Zimmerman is a financial advisor with J. W. Cole Advisors, Inc. in Lancaster, PA, holding Series 63 and Series 65 designations and 18 years of industry experience. His prior work includes roles at Sequinox Wealth Advisors and Jonathan Roberts Advisory Group. Outside of his advisory duties, he serves as president of Regal Wealth Advisors, LLC, a securities and advisory business. J. W. Cole Advisors operates a large network of independent advisors, offering fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutions. The firm employs a mix of fundamental and technical analysis and utilizes various custodial platforms and third-party managers in client solutions.

Angela Stephenson is a CFP® and holds a Series 66 license with 23 years of experience in the financial services industry. She has worked at Savant Wealth Management since 2023 and previously held roles at Domani Wealth, LLC and Pbwm Holdings. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and operates affiliated accounting, legal, and trust service entities.

Matthew Pike is a financial advisor with Empower Advisory Group in Lancaster, PA, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has worked at GWFS Equities, Inc. since 2015 and is involved with the Penn Legacy Soccer Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, offering integrated services tied to Empower’s administrative platforms.

Andrew Morgan is a financial advisor at Janney Montgomery Scott with six years of industry experience and holds a Series 66 designation. His work history includes roles at Janney Montgomery Scott since 2019 and previous experience at Morgan Stanley Private Bank and Morgan Stanley. Outside of finance, he has been involved with Immaculate Landscape Specialists LLC and has experience in funeral home services and mortuary science. 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 financial planning, brokerage services, and advisory programs with a combination of in-house and third-party portfolio management.

Evan Horn is a financial advisor at Commonwealth Financial Network based in Lancaster, PA, holding a Series 66 credential with two years of industry experience. Prior to his current role, he worked with Founders Financial Securities LLC and Clear Wealth Partners. Outside of his financial advisory work, he serves as an assistant football coach in Lebanon, PA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Melocheck is a Series 66-licensed financial advisor with three years of industry experience, currently associated with Primerica Advisors. He has worked at Park Avenue Securities and Guardian Life Insurance Company, among other firms. He is also involved in selling insurance products beyond Guardian offerings. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides both brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting.

Ilona Brandt Tom is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has worked extensively with Guardian Life Insurance Company and Park Avenue Securities over the past decades. Outside of her advisory work, she is a ski instructor, teaching both children and adults. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Carol Brian is a financial advisor at Hornor, Townsend & Kent, LLC with 18 years of industry experience. She holds the ChFC® designation and the Series 63 license. Prior to joining Hornor, Townsend & Kent in 2017, she worked at Massachusetts Mutual Life Insurance Company. Outside of her advisory role, Carol manages a multi-line insurance brokerage under 1847 Financial, focusing on life, accident, health, disability, long-term care, and annuity products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a combination of advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, integrating custody, execution, and brokerage capabilities alongside investment advice.

Melissa Shade is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Truist and its affiliated entities since 2017, including prior roles at CITIZENS Bank and CCO Investment Services. Outside of her advisory work, she is involved with the Pennsylvania Association of Notaries, providing document notarization services. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to manage client portfolios and fiduciary support.

Hope Hoke is a financial advisor with Janney Montgomery Scott in Lancaster, PA, holding Series 63 and Series 66 licenses and 24 years of industry experience. Prior to joining Janney in 2025, she worked for 16 years at RBC Capital Markets. 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 municipal clients—offering brokerage services, financial planning, consulting, and multiple advisory programs.

Craig Wenger is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Primerica Advisors since 2016. He also has a background with Guardian Life Insurance Company. Wenger is involved in insurance services as a significant part of his professional activities. Primerica Advisors is part of Park Avenue Securities LLC, which serves a wide range of retail clients including individuals, high-net-worth investors, and charitable organizations. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports features such as lending solutions and tax harvesting.