Joshua Weaknecht is a financial advisor with Truist Advisory Services who holds Series 66 and Series 63 licenses and has 19 years of industry experience. His career includes roles at Wells Fargo Advisors, Wachovia Bank, and multiple Truist-related entities since 2017. He serves on the Board of Trustees for the Historic Bethlehem Museums & Sites. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program supported by AI-enabled research and inter-affiliate resources.

Jonathan Moyer is a financial advisor with Principal Financial Services in Wyomissing, PA, holding the CFP® and ChFC® designations and the Series 63 license. He has 37 years of industry experience, including roles at Principal Securities since 2016 and ownership of Moyer Insurance and Financial Solutions since 2010. Outside of his advisory work, he is involved in insurance sales and owns MIFS, LLC, which handles insurance commissions and related office expenses. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, and military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Alan Fertel is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 32 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2013. Fertel also operates under the Red Oak Wealth Management name as part of his advisory activities. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Renee Harrison is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 18 years of industry experience. She has been with Truist Advisory Services and Truist Investment Services since 2021 and previously worked at Bb&T Securities and Bbtis from 2015 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a proprietary manager-selection program for clients seeking third-party managers.

Gregory Frank is a Certified Financial Planner (CFP®) with six years of industry experience. He is currently affiliated with Commonwealth Financial Network and is also a co-owner of Spring Ridge Financial Group LLC. Prior to his advisory roles, he worked at KPMG LLP for nine years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and retirement consulting services.

Cameron Leonard is a Series 66-licensed financial advisor at SPC with two years of industry experience. He previously worked at Equitable Advisors LLC and has held various roles including administrative support at Barr Associates Financial. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm offers tailored, discretionary advice through multiple account programs and maintains affiliations with broker-dealers and insurance agencies.

Janel Cross is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Commonwealth since 2012 and is also a co-owner of Align Wealth Strategies, where she has worked since 2011. Additionally, she co-owns Tomorrow Funded, LLC, a private holding company unrelated to investment activities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing advisory programs, technology, compliance, and operational support. The firm offers a variety of investment solutions, including discretionary model portfolios and customized advisory programs, while enabling advisors to maintain discretion over client portfolios.

Gregory Marco is a financial advisor at Janney Montgomery Scott LLC in Lancaster, PA, holding the Series 66 designation. He has a decade of industry experience, including ten years at First National Trust Company prior to joining Janney Montgomery Scott in 2026. 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 with brokerage, financial planning, consulting, and wrap/advisory programs, offering both in-house and third-party portfolio management along with custody and trustee services.

Sean Indiveri is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Truist Advisory Services and its affiliated broker-dealer since 2021, following previous roles at Bb&T Securities and Bbtis. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting. The firm integrates advanced research tools and multiple inter-affiliate resources in its manager selection and oversight processes.

Nicolas Lopez Erazo is a financial advisor at Commonwealth Financial Network with a Series 65 credential and one year of industry experience. His prior roles include work at Align Wealth Strategies and community involvement with the United Way of Lancaster County. He has also held positions in education and local business. 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 about $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Gizem Folk is a financial advisor with Janney Montgomery Scott in Lancaster, PA, holding Series 63 and Series 65 credentials and 10 years of industry experience. Prior to joining Janney Montgomery Scott in 2026, she worked for various firms including Cetera and First National Bank of PA. She also serves as a relationship advisor for First National Bank, referring clients to appropriate channels within the bank. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Kimberly Oswald is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. She has 16 years of industry experience and has worked with both Private Advisor Group since 2014 and LPL Financial since 2010. 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 portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Laura Pontz is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 2007. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Andrew Dover is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. He has worked with Ameritas entities since 2016, including Ameritas Investment Corp and Ameritas Life Insurance Corp, alongside his role at Ameritas Advisory Services since 2021. Outside of his advisory work, Dover serves as Corporate Secretary for Weaver Financial Inc. and assists with building management for Dover Hartranft Brownstown LLC. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs using both in-house and third-party managers, with specialized services for high-net-worth clients and integration with affiliated entities.

Sean Mcginn is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at Buckingham Strategic Wealth, LLC, Raymond James Financial Services, Inc., and Rockwood Wealth Management, among others. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm offers investment management, financial counseling, family office services, and various fiduciary and sub-advisory solutions, employing a long-term, tax- and fee-sensitive investment approach with a broad array of strategies and affiliated service companies.

Erik Mitchell is a financial advisor with Principal Financial Services in Lancaster, PA, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked at Principal Securities INC and Principal Life Insurance Company since 2018 and previously spent 24 years at Markley Actuarial Services. Mitchell also serves as a designated bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through both adviser and promoter arrangements.

Eric Napp is a financial advisor with Empower Advisory Group in Lancaster, PA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at GWFS Equities, INC since 2012. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm utilizes an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jordan Mellinger is a financial advisor at Janney Montgomery Scott in Lancaster, PA, holding a Series 66 designation with four years of industry experience. He has been with Janney Montgomery Scott since 2022 and operates a tree service business on the side. 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, and institutional sponsors, providing brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Amy Murray is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services LLC and Morgan Stanley. 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 broad client base including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services.

Carson Goff is a financial advisor at Savant Wealth Management with two years of industry experience. He holds a Series 65 designation and previously worked at Charles Schwab. Outside of finance, he has experience in the hospitality and retail sectors, including roles at Champs Sports Bar and Grill and All Star Pizza. Savant Wealth Management serves a wide range of clients, including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management and financial planning services, combining evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.