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 financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience, including prior roles at Financial Growth Partners and First Financial Group. He is involved in selling insurance products outside of Guardian Life. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, offering a range of financial planning and investment management solutions including proprietary and third-party platforms.

Jordan Harro is a Series 65-licensed advisor with J.W. Cole Advisors, Inc. He has been involved in investment-related activities through Harro Associates since 2016 and joined J.W. Cole Advisors in 2025. Outside of his advisory work, he is also engaged in selling fixed life insurance. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, retirement plans, and other entities through a network of more than 400 independent investment adviser 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.

Ilona Brandt Tom is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her career includes long tenures at Guardian Life Insurance Company and Park Avenue Securities. Outside of her advisory role, she instructs children and adults in skiing. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and providing access to proprietary and third-party advisory programs.

Carol Brian is a Chartered Financial Consultant (ChFC®) with 19 years of industry experience. She has been with Hornor, Townsend & Kent, LLC since 2017 and also has experience with Penn Mutual Life Insurance and Massachusetts Mutual Life Insurance Company. In addition to her advisory role, she is active in multi-line insurance brokerage through her work as an agent at 1847 Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options, combining advisory and broker-dealer services, and reported approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Beverly Barr is a financial advisor with SPC in Lebanon, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Parkland Securities since 2014 and serves as president of Barr Associates, Inc. Barr is also a board member of Youth for Christ in Lebanon, PA, where she participates in fundraising activities to support local youth. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors, providing both discretionary and nondiscretionary solutions tailored to client needs.

Hope Hoke is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Janney in 2025, she worked at RBC Capital Markets for 16 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 clientele, including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, consulting, and various advisory programs.

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.

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.

Michael Valudes is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 29 years of industry experience. He has been associated with Yocum & Company and Commonwealth Financial Network since 2001. Valudes is a 49% owner of Yocum & Company, Inc., an entity that facilitates insurance and securities business, including fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Martin Yocum III is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Commonwealth since 2007. He is also vice president and co-owner of Yocum & Company, Inc., an entity facilitating securities and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm offers a wide range of managed-account programs, access to third-party asset managers, and comprehensive back-office support, managing over $212 billion in client assets.

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.