Hope Hoke is a financial advisor with Janney Montgomery Scott in Lancaster, PA, holding Series 63 and Series 66 licenses and 24 years of industry experience. Prior to joining Janney in 2025, she worked for 16 years at RBC Capital Markets. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients—offering brokerage services, financial planning, consulting, and multiple advisory programs.

Chad Stauffer is a CFA® charterholder and holds a Series 65 license, with three years of industry experience. He is currently an advisor at Mercer Global Advisors Inc. and previously worked at RKL Private Wealth and Ambassador Advisors LLC/Faithward Capital. Prior to entering the financial advisory field, he was involved with Senior Wellness Services LLC for six years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning and retirement consulting services.

Craig Wenger is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Primerica Advisors since 2016. He also has a background with Guardian Life Insurance Company. Wenger is involved in insurance services as a significant part of his professional activities. Primerica Advisors is part of Park Avenue Securities LLC, which serves a wide range of retail clients including individuals, high-net-worth investors, and charitable organizations. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports features such as lending solutions and tax harvesting.

Erik Myers is a financial advisor at Private Advisor Group, LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Pruco Securities LLC, and The Prudential Insurance Company of America. Myers also provides administrative support to Private Advisor Group through his involvement with Sequential Wealth Management, LLC. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, leveraging a network of investment adviser representatives and access to third-party asset managers and turnkey asset management platforms.

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 ChFC® credentialed advisor with 31 years of industry experience. He is currently with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2002. Outside of his advisory role, he is involved in insurance services other than Guardian products. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory relationships, utilizing proprietary and third-party investment strategies across various programs.

Kurt Schaffer is a financial advisor with Primerica Advisors based in Lancaster, PA, holding a PFS™ designation along with Series 63 and Series 66 licenses. He has 19 years of industry experience and has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2006. Outside of his advisory work, Schaffer provides consulting and tax advice as a CPA and serves as president of the Steeplechase Homeowners Association. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary model portfolios, third-party investment managers, and a digital advice platform to implement diversified investment strategies.

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 has worked at LPL Financial since 2013 and is also associated with TriHill Financial Advisors. Marcus is a commissioned notary public in Pennsylvania. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

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 Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with PNC Investments since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessments and invests via 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.