Chad Stauffer is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at RKL Private Wealth, Ambassador Advisors LLC/Faithward Capital, and Senior Wellness Services LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory and financial planning services. The firm employs a Modern Portfolio Theory-based investment approach with diversified, risk-appropriate portfolios implemented through various low-cost and specialized investment vehicles.

Craig Wenger is a CFP®-designated financial advisor with 20 years of industry experience. He has worked at Guardian Life and Guardian Life Insurance Company since 2016. Wenger is also involved in insurance services as an additional business activity. He is affiliated with Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers specialized tools including insurance products and alternative investments.

Erik Myers is a financial advisor at Private Advisor Group, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Pruco Securities LLC, and The Prudential Insurance Company of America. Myers also provides administrative support to Private Advisor Group through Sequential Wealth Management, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s advisory model is fiduciary-based, utilizing both proprietary and third-party strategies to meet client goals and risk tolerances.

Ryan Marshall is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds a Series 66 designation and has worked at Janney since 2018. Prior to joining Janney, he was employed at Apple Inc. for four years. Janney Montgomery Scott 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, and advisory programs.

Michael Strothers is a financial advisor with Guardian Life and holds the ChFC® designation and Series 63 license. He has 32 years of industry experience, including long-term roles at Park Avenue Securities and Guardian Life Insurance Company, spanning over two decades. His other business activities include providing insurance services outside of Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing tailored client solutions through proprietary programs and third-party platforms.

Kurt Schaffer is a financial advisor with Guardian Life and holds the PFS™ designation along with Series 63 and Series 66 licenses. He has 20 years of industry experience and has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2006. Outside of his advisory role, he provides CPA consulting and tax advice to a small client base and serves as president of a homeowners association. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management under Guardian Life, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, providing tailored client solutions that include financial planning, subscription consulting, and access to proprietary and third-party investment platforms.

Michael Spangler is a financial advisor at Savant Wealth Management with seven years of industry experience. He previously worked at Domani Wealth and The PFM Group. 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 employs a blended investment approach combining evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates.

Timothy Sokoloski is a Series 65-licensed financial advisor at Savant Wealth Management with four years of industry experience. He previously worked at Fulton Financial and has additional backgrounds including a role at Penn State Schuylkill and experience in the family restaurant business. Savant Wealth Management provides comprehensive wealth management services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blended investment approach combining evidence-based asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Heather Marcus is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. She began her career at LPL Financial and also operates TriHill Financial Advisors, where she has been active since 2013. Marcus is a commissioned notary in Pennsylvania. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions and advisory programs. The firm employs a fiduciary-based model that incorporates both discretionary and non-discretionary strategies, utilizing third-party managers and technology platforms such as Orion and Pontera.

Amanda Harris is a financial advisor with PNC Wealth Management in Lancaster, PA. She holds a Series 66 designation and has one year of industry experience. Prior to joining PNC Investments LLC, she worked at PNC Bank for eight years and has experience in both the staffing and brewing industries. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to PNC Bank employees. The firm utilizes algorithm-driven model strategies managed by PNC and third-party strategists, focusing on investments in mutual funds and ETFs with annual rebalancing.

Tyler Stief is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Commonwealth Financial Network, Align Wealth Strategies, Citizens Bank, and the Warwick School District. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.

David Mease is a financial advisor with PNC Wealth Management in Ephrata, PA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including over a decade with PNC. He has been affiliated with PNC Wealth Management since 2006. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven Portfolio Solutions Strategist Digital Offering designed for employees with existing PNC Bank online credentials. The program uses approved model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Jennifer Hill is a CFP® and PFS™ with 12 years of experience in the financial services industry. She has been with Savant Wealth Management since 2023 and previously worked at Domani Wealth, LLC and Pbwm Holdings. Jennifer is based in Lancaster, PA. 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 combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a large team of advisors and affiliated entities offering accounting, legal, and trust services.

Jesse Steffy is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. He has worked at both Commonwealth Financial Network and Align Wealth Strategies since 2010, alternating between the two firms over his career. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including wealth management and retirement plan consulting, and supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Jonathan Hill is a financial advisor with TLG Advisors, Inc. in Lancaster, PA, holding a Series 66 credential and eight years of industry experience. His career includes roles at Truist Investment Services and BB&T. TLG Advisors serves a diverse client base that includes individuals, high-net-worth clients, charitable organizations, corporations, and institutional investors. The firm specializes in investment supervisory services, portfolio management, and comprehensive financial planning, employing manager selection and fundamental analysis within a framework informed by Modern Portfolio Theory.

Thomas Ritchie is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at BB&T Investment Services and BB&T Securities before joining Truist in 2015, continuing through the firm's transition. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate service arrangements.

Michael Gaudino is a financial advisor with Hornor, Townsend & Kent, LLC, holding the Series 63 designation and bringing 42 years of industry experience. He has been with Hornor Townsend & Kent and Penn Mutual Life Insurance Co since 2016. Gaudino is also an agent at 1847 Financial, where he focuses on the sales and service of life, accident, health, disability, long-term care insurance, and annuities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, with a significant asset base managed through third-party asset manager relationships under both discretionary and non-discretionary arrangements.

Michael Kreider is a financial advisor with Empower Advisory Group in Lancaster, PA. He holds Series 63 and Series 65 licenses and has been with Empower since 2026. His prior experience includes self-employment and roles at Canthodel Holdings Inc and Millersville University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Sheryl Oswald is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. She holds the CFP® and Series 66 credentials and has worked at Janney since 2020. Prior to that, she was with Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2020. Outside of her advisory role, she owns a business called The Gold Gathering and serves as a board member of the Rotary Club of Paradise, in addition to participating in the Christian Women's Club in Lititz. Janney Montgomery Scott 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 and provides brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Kilie Smith is a financial advisor at Savant Wealth Management with three years of industry experience. Smith holds a Series 65 designation and has worked at Savant Wealth Management since 2023, previously employed at Domani Wealth. 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 combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated entities offering accounting, legal, and trust services.