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.

Christina Ward is a financial advisor with Carson Wealth holding Series 63 and Series 65 licenses and 25 years of industry experience. Her work history includes roles at Diamond Wealth Advisors, LPL Financial, Jacqueline L. Powell & Associates, Inc., and INVEST Financial Corp. She is also the sole member of CWard Financial, LLC, an active investment-related business. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios developed by an Investment Committee and providing tailored investment solutions.

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.

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.

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.

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.

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.

Alfred Varano Jr. is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He previously worked at OSAIC for 13 years before joining Kestra in 2025. Outside of his advisory role, he owns Crump Life Insurance, where he sells life insurance, annuities, and long-term care products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisory-managed accounts, supporting both discretionary and non-discretionary investment solutions.

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.

Bridget Casher is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She previously worked at Conrad Siegel Investment Advisers, Inc., BNY Mellon, and MBSC Securities Corporation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and a variety of investment options.

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.