Duy Vo is a financial advisor with J.W. Cole Advisors, Inc. based in Lancaster, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Morgan Stanley, Morgan Stanley Private Bank, and Wells Fargo. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm provides a range of investment approaches, including discretionary and non-discretionary management, fundamental and technical analysis, and access to multiple third-party platforms.

Erik Laymon is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds the Series 66 designation and previously worked at Align Wealth Strategies for a decade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven portfolio recommendations and third-party portfolio implementation.

Felipe Castaneda is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2019. His prior experience includes roles at LPL Financial, TD Ameritrade Investment Management, and ScottTrade. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, providing portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs. The firm serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate clients, employing a range of investment strategies and extensive industry affiliations.

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.

Tricia Tompkins is a Series 66-licensed financial advisor with 25 years of industry experience. She currently works at Empower Advisory Group and has held positions at several firms, including Wells Fargo Advisors and Raymond James Financial. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s integrated services focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivered through proprietary and third-party planning methodologies.

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.

Brian Brassell is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Senior Advising Services since 2005. In addition to his advisory role, he is involved in insurance sales through a separate business activity. Brookstone Capital Management is an SEC-registered firm that provides fee-based asset management and financial planning services to a wide range of clients, including individuals, retirement plans, corporations, charities, sovereign wealth funds, and banking institutions. The firm supports a large advisor network through a turnkey asset management platform and offers various investment strategies, including discretionary model portfolios and unified managed accounts.

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.

Jacob Rokosz is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Trinity Wealth Securities, Florida Financial Advisors, and Empower. Prior to his advisory career, he held various roles outside of finance, such as at Wyoming Valley Country Club and Domino's Pizza. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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.

Sean Reading is a CFP® with 22 years of experience in the financial industry. He is affiliated with J. W. Cole Advisors, Inc. and has worked with North Star Financial Group and Infinity Financial Group of PA. In addition to his advisory roles, he is an independent insurance agent for various companies. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

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.