Michael Rowley is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He has held positions at The Colony Group, LLC and Buckingham Asset Management, LLC and has a long-standing association with Herbein and Company, Inc. Outside of advisory work, he is a partner in 2763 Century Blvd., LLC, a commercial rental property company. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a wide range of wealth management and advisory services.

Angela Berkosky is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. She previously worked at Domani Wealth, LLC (formerly PBWM Holdings) from 2017 to 2023, and at PBWM Holdings from 2015 to 2017. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers a range of affiliated services such as accounting, legal, and trust management.

Grant Walker is a CFP®-credentialed financial advisor with 15 years of industry experience. He is currently with Truist Advisory Services and has held various roles within the SunTrust and BB&T organizations since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing discretionary and non-discretionary manager relationships alongside third-party platform partnerships.

Michael Zimmerman is a financial advisor at J. W. Cole Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Sequinox Wealth Advisors and Jonathan Roberts Advisory Group. Outside of his advisory role, he serves as president of Regal Wealth Advisors, LLC. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Angela Stephenson is a CFP® and holds a Series 66 license with 23 years of experience in the financial services industry. She has worked at Savant Wealth Management since 2023 and previously held roles at Domani Wealth, LLC and Pbwm Holdings. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and operates affiliated accounting, legal, and trust service entities.

Matthew Pike is a financial advisor with Empower Advisory Group in Lancaster, PA, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has worked at GWFS Equities, Inc. since 2015 and is involved with the Penn Legacy Soccer Club. 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, offering integrated services tied to Empower’s administrative platforms.

Andrew Morgan is a financial advisor at Janney Montgomery Scott with six years of industry experience and holds a Series 66 designation. His work history includes roles at Janney Montgomery Scott since 2019 and previous experience at Morgan Stanley Private Bank and Morgan Stanley. Outside of finance, he has been involved with Immaculate Landscape Specialists LLC and has experience in funeral home services and mortuary science. 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, and institutional clients, offering financial planning, brokerage services, and advisory programs with a combination of in-house and third-party portfolio management.

Joshua Southwick is a financial advisor at &PARTNERS with four years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Wells Fargo Clearing, and JP Morgan Private Bank. &PARTNERS serves a diverse client base including individual and institutional investors, offering a range of investment advisory and brokerage services. The firm utilizes proprietary and third-party investment models through platforms such as Envestnet and is notable for its combined roles as a broker-dealer, registered investment adviser, and municipal advisor.

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 Dinan is a CFP® and holds a Series 65 license with 15 years of experience in financial advising. He has worked at Savant Wealth Management since 2023 and previously held positions at Domani Wealth, LLC and PBWM Holdings. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth 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 significant scale and integrated accounting, legal, and trust services.

Michael Melocheck is a Series 66-licensed financial advisor with three years of industry experience, currently associated with Primerica Advisors. He has worked at Park Avenue Securities and Guardian Life Insurance Company, among other firms. He is also involved in selling insurance products beyond Guardian offerings. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides both brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting.

Ilona Brandt Tom is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has worked extensively with Guardian Life Insurance Company and Park Avenue Securities over the past decades. Outside of her advisory work, she is a ski instructor, teaching both children and adults. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Carol Brian is a ChFC® credentialed financial advisor at Hornor, Townsend & Kent, LLC with 18 years of industry experience. She has worked at Hornor, Townsend & Kent since 2017 and has prior experience with Penn Mutual Life Insurance and Massachusetts Mutual Life Insurance Company. Outside of her advisory role, Brian is involved in a multi-line insurance brokerage business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, utilizing third-party asset managers and a range of account options to deliver tailored investment strategies.

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.

Melissa Shade is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Truist and its affiliated entities since 2017, including prior roles at CITIZENS Bank and CCO Investment Services. Outside of her advisory work, she is involved with the Pennsylvania Association of Notaries, providing document notarization services. Truist Advisory Services offers 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 third-party platforms and AI-enabled research tools, to manage client portfolios and fiduciary support.

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.

Ryan Marshall is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2018. Prior to his advisory career, he was employed at Apple Inc. from 2014 to 2018. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs, combining in-house portfolio management and third-party managers.

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.