Henry Weaver is a financial advisor at Ameritas Advisory Services, LLC with 38 years of industry experience. He holds the Series 63 designation and has been affiliated with several Ameritas entities since 1997, including Ameritas Investment Corp and Ameritas Life Insurance Corp. Weaver is also president emeritus, CEO, and CFO of Weaver Financial Services Inc, an independent insurance agency he has operated since 1963, specializing in fixed insurance products and financial direction for clients. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and integrations with multiple custodial platforms and third-party tools.

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.

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.

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.

Michael Hoskins is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Hummelstown, PA, and holds a Series 66 license. Outside of his advisory role, Michael is a board member for Pack 201 Cub Scouts in Hershey, PA. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Katherine Lewis is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and 18 years of industry experience. She previously worked at Grove Point Investments, LLC for 15 years before joining MassMutual Life Insurance Company and MML Investors Services in 2021. Outside of advising, she owns a retail design business called Blended Creations, assists clients with tax preparation at Jackson Hewitt, and serves as a community ambassador organizing events for Bester Community of Hope in Hagerstown. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals—including high-net-worth clients—business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning engagements using firm-approved software and offers specialized planning programs such as divorce and estate-settlement planning.

William Fogarty is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including The Vanguard Group, Mid Penn Bank, and MassMutual Life Insurance Company. His background also includes self-employment and experience in the entertainment industry. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management and model-based strategies tailored to client objectives.

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.

Scott Wilson is a financial advisor with Ameriprise in York, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliates since 1998. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations through a centralized consulting team.

Leigh Beshaw is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Morgan Stanley for 13 years before joining Wells Fargo in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

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.

Andre Campbell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Northwestern Mutual in various wealth management and investment service roles from 2018 to 2023. Outside of his advisory duties, he is the owner of MACC Management, a business entity for tax and investment purposes. 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, model portfolio programs, and institutional platforms, supported by a network of more than 22,800 advisors managing over $819 billion in discretionary assets.

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.