Frank Sabatucci is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 42 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Outside of his advisory work, Sabatucci is an associate broker with RE/MAX and president of North Temple Builders, Inc., a real estate development company. 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 a range of portfolio management and financial planning services with access to multiple third-party asset management programs.

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.

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.

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.

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.

Kelsea Rowan is a financial advisor at Transamerica Retirement Advisors, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Raymond James Associates. Outside of her advisory work, she has experience working in food delivery services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary investment guidance and education. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to inform its advice and oversees approximately 212,700 clients through a large advisor team.

George Saltzman is a financial advisor at Centaurus Financial, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2019, following a three-year tenure at ProEquities, Inc. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs both discretionary and non-discretionary portfolio management strategies and offers financial planning, retirement-plan consulting, and specialized advisory services through its CLASSIC Plus platform.

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.

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 two years of industry experience. She holds a Series 65 credential and has previously worked 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 and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by centralized resources and affiliated accounting, legal, and trust services.

Donald Haverstick is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Wells Fargo Advisors and M&T Bank. He is also part owner of Haverstick, Inc., a private entity managing a family-owned business property outside of his advisory work. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.

Jonathan Lipshutz is a CFP® professional with two years of industry experience, currently affiliated with Savant Wealth Management in Lancaster, PA. His prior experience includes roles at Relaxing Retirement Coach, Inc., Cambridge Bancorp, US Bancorp, and Ranstad. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by centralized resources and affiliated entities providing accounting, legal, and trust services.

Laura Jacobs is a financial advisor at Janney Montgomery Scott with six years of industry experience. She holds the Series 66 designation and has worked at Janney Montgomery Scott in various roles since 2017. Her background includes positions outside of finance, such as working at Shipt and Isaac's Famous Grilled Sandwiches. 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, offering brokerage services, financial planning, consulting, and multiple advisory programs, utilizing both in-house and third-party portfolio management.

Andrew Urban is a CFP® with five years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior experience includes roles at Buckingham Strategic Wealth, LLC, DeLoittle LLP, and RKL Wealth Management LLC. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, integrating fundamental and quantitative analysis, third-party managers, and a variety of investment strategies across public and alternative assets.

Melissa Whalen is a financial advisor at Wells Fargo Investment Institute, Inc. with three years of industry experience. She holds a Series 65 designation and has been with Wells Fargo Investment Institute since 2021, following a 13-year tenure at Wells Fargo. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm focuses on delivering research and model guidance without exercising investment discretion or holding custody of client assets.

Pamela Sutliff is a financial advisor with Commonwealth Financial Network in Wyomissing, PA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior roles include positions at National Planning Corporation and Spring Ridge Financial Group, where she has worked for extended periods. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, compliance, and investment management. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.