Craig Velencia is a financial advisor at DVB Private Wealth in Harrisburg, PA, holding a Series 65 credential with one year of industry experience. Prior to joining DVB Private Wealth, he spent six years with LAXtastic and served six years in the U.S. Coast Guard. DVB Private Wealth is an SEC-registered investment adviser managing approximately $225.7 million for around 240 clients. The firm serves individuals, foundations, trusts, estates, corporations, and business owners, using a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a relative growth/value framework.

Jared Bowman is a financial advisor at Bowman Wealth Management Group in Hershey, PA, holding a Series 65 credential with one year of industry experience. Prior to his financial advisory career, he served with the Pennsylvania State Police for four years and worked at Fenicci's of Hershey for five years. He began his advisory career while transitioning his business from Stout Bowman & Associates. Bowman Wealth Management Group provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, businesses, and plan sponsors. The firm employs a mix of fundamental, technical, and charting analysis to manage approximately $96.3 million in discretionary assets across about 283 client relationships.

Kellie Field is a financial advisor with Synergy Asset Management, LLC in Palmyra, PA, holding a Series 65 designation and two years of industry experience. Her background includes roles at Messiah University and LifeGuide Financial Advisors. Synergy Asset Management provides comprehensive wealth management and financial planning services to individual and high-net-worth investors, business owners, trusts, retirement plans, and other investment advisers. The firm employs an active, adaptive investment approach that integrates tactical asset allocation mathematics with fundamental and quantitative analysis.

Christopher Cassel is a financial advisor at Apollon Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at SevenBridge Financial Group, LLC and Kuntz Lesher Capital LLC. Outside of his advisory role, he is involved in community and business activities, including serving on the finance and investment committees of United Way of the Capital Region and serving as a board member and finance committee member at Vista School for Autism. He also owns interests in a distillery/restaurant and a bowling alley/restaurant. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and sub-advisory services through a combination of centrally managed strategies and locally managed portfolios.

Thomas Gerhart is a CFP® professional with 26 years of industry experience, currently serving at Founders Financial Securities LLC since 2006. He is based in Lebanon, PA. Outside of his advisory role, Gerhart is president and director of The Anne Fund, Inc., a nonprofit focused on raising funds for cancer research and supporting local families, and he participates in youth football camps as a former NFL player to share his experiences with young athletes. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a large network of advisors managing approximately $4.1 billion in client assets. The firm offers diverse advisory platforms and delegates investment decisions to its representatives, supporting a range of services including financial planning, managed portfolios, and specialty consulting such as 1031 exchanges.

Gregory Richards is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Merit Financial Advisors. His prior experience includes roles at Purshe Kaplan Sterling Investments, OSAIC, Triad Hybrid Solutions, Triad Advisors, Inc., and First Financial Group, Inc. Outside of his advisory work, Richards serves as Judge Advocate for the Hershey American Legion Post 386 and is an attorney consulting on estate planning matters. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm provides asset management, financial planning, retirement plan consulting, and employee financial wellness programs through a network of investment adviser representatives, emphasizing long-term, diversified asset allocation supported by internal and third-party investment management.

Scott Lumbatis is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds the Series 63 and Series 66 credentials. His career includes positions at Scottrade, Inc., Triad Advisors, Inc., Osaic Advisory Services, OSAIC, and Purshe Kaplan Sterling Investment. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy overseen by an internal investment committee and offers customizable model portfolios, third-party managers, and various account service options.

Aaron Barr is a financial advisor with SPC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience and has worked at Parkland Securities and SPC since 2014, as well as operating Barr Associates Inc. since 2001. Outside of his advisory work, he serves as team director of a youth mountain bike racing team and is vice president and board member of a youth mountain bike nonprofit. SPC serves individual clients, charitable organizations, corporations, and retirement plans through over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies typically through discretionary management with options for nondiscretionary arrangements.

Michael Waverka is a financial advisor with Valic Financial Advisors in Hershey, PA, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Valic Financial Advisors since 2012 and also serves as an agent at Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

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.

Stephen Myers is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at AE Wealth Management since 2021 and is also co-founder of Reverent Asset Management, where he sells fixed life insurance, annuities, and long-term care products. Additionally, he sells home and auto insurance to friends and family. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, employing a variety of investment strategies and serving a large client base through standardized model and platform services.

Phillip Palanzo is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 39 years of industry experience. He has worked with Ameritas in various capacities since 1997 and has operated Palanzo Financial Services, Inc. since 1976. He is licensed as an independent insurance agent specializing in fixed life insurance and annuity products. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management and consulting solutions across discretionary and non-discretionary programs.

Christopher Wenger is a ChFC® and Series 66 licensed advisor with Guardian Life, where he has worked since 2010. He has 23 years of industry experience and is based in Myerstown, PA. Outside of his primary role, he is involved in insurance products and services beyond Guardian through a separate business activity. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to a diverse client base, including individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party programs, supporting tailored client solutions.

Dylan Warfield is a Series 66-licensed financial advisor with six years of industry experience. He is currently associated with AE Wealth Management, LLC and Reverent Asset Management, LLC, where he also serves as co-founder involved in insurance sales. His prior experience includes roles at ProEquities Inc, KCA Wealth Management, LLC, and Basildon Financial, LLC. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining multiple model portfolios and discretionary management, supported by an internal Investment Consulting Group and programs licensing models to other RIAs.

William Jenney is a financial advisor at PNC Wealth Management with 11 years of industry experience. He holds the CFP® designation as well as Series 66 and Series 65 licenses. His prior experience includes roles at TMF Investments, Motley Fool Wealth Management, and Morgan Stanley. Outside of financial advising, he owns Bill Jenney Photography, a non-investment business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that employs algorithm-driven risk assessments and utilizes mutual funds and ETFs with annual rebalancing.

Sean Foley is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63, 65, and 66 licenses and having 17 years of industry experience. His prior work includes positions at Edward Jones, Securities America, and Infinity Financial Group. In addition to advising, he works as a licensed life insurance agent and serves as a power of attorney for his mother. 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 representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, employing both discretionary and non-discretionary investment approaches.

Tricia Tompkins is a Series 66-licensed financial advisor with 25 years of industry experience. She currently works at Empower Advisory Group and has held positions at several firms, including Wells Fargo Advisors and Raymond James Financial. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s integrated services focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivered through proprietary and third-party planning methodologies.

Brian Brassell is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Senior Advising Services since 2005. In addition to his advisory role, he is involved in insurance sales through a separate business activity. Brookstone Capital Management is an SEC-registered firm that provides fee-based asset management and financial planning services to a wide range of clients, including individuals, retirement plans, corporations, charities, sovereign wealth funds, and banking institutions. The firm supports a large advisor network through a turnkey asset management platform and offers various investment strategies, including discretionary model portfolios and unified managed accounts.

Jacob Rokosz is a financial advisor at Empower Advisory Group with Series 63 and Series 65 designations and two years of industry experience. Before joining Empower in 2024, he worked at Trinity Wealth Securities, Florida Financial Advisors, Wyoming Valley Country Club, Domino's Pizza, Shippensburg University, Carbon Sales Co., and Holy Redeemer High School. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms that focus on long-term portfolio returns and client savings rates.

Sean Reading is a CFP® professional with 23 years of industry experience, currently affiliated with J. W. Cole Advisors, Inc. He has worked at firms including Infinity Financial Group of PA, North Star Financial Group, Cambridge Investment Research Advisors, and Hornor, Townsend & Kent, LLC. In addition to his advisory role, he is an independent insurance agent for various companies. J. W. Cole Advisors operates a large network of independent investment adviser representatives and provides fee-based portfolio management, financial planning, and retirement plan services for individual, high-net-worth, and institutional clients. The firm utilizes a mix of investment strategies and offers access to multiple third-party platforms.