Jacob Rokosz is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Trinity Wealth Securities, Florida Financial Advisors, and Empower. Prior to his advisory career, he held various roles outside of finance, such as at Wyoming Valley Country Club and Domino's Pizza. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Sean Reading is a CFP® with 22 years of experience in the financial industry. He is affiliated with J. W. Cole Advisors, Inc. and has worked with North Star Financial Group and Infinity Financial Group of PA. In addition to his advisory roles, he is an independent insurance agent for various companies. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Jordan Harro is a Series 65-licensed advisor with J.W. Cole Advisors, Inc. He has been involved in investment-related activities through Harro Associates since 2016 and joined J.W. Cole Advisors in 2025. Outside of his advisory work, he is also engaged in selling fixed life insurance. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, retirement plans, and other entities through a network of more than 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

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.

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.

Michael Valudes is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 28 years of industry experience. He has been with Yocum & Company and Commonwealth Financial Network since 2001. Valudes is a partial owner of Yocum & Company, a firm involved in insurance and securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by extensive back-office operations, technology, and compliance resources.

Martin Yocum III is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Commonwealth since 2007 and is also vice president and co-owner of Yocum & Company, Inc., which facilitates securities and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management services.

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.

Laurie Gnall is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. She has worked with Jonathan Roberts Advisory Group, Inc. since 2008 and Your Financial Community of PA, Inc. since 2005. Outside of advising, she is a founding partner of Infinity Financial Group, LLC. J. W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

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.

Lindsay Mills is a financial advisor at Hightower Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill from 2010 to 2017 before joining Hightower in 2017. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, employing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

James Sprecher is a CFP® professional with 33 years of industry experience, currently serving at J.W. Cole Advisors, Inc. where he has worked since 2003. He previously worked at Infinity Financial Group from 2021 to 2023. Sprecher is also president and owner of Your Financial Community of PA, Inc., an insurance and estate planning business he has operated since 1983. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Scott Biltz is a financial advisor with United Planners' Financial Services of America, holding the ChFC® designation and Series 63 license, and has 31 years of industry experience. His prior work includes operating Grandsons Gameland LLC, a family-owned hunting land business, since 2001. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm’s advisory services are delivered through independent representatives and implemented via a mix of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Jeffrey Krall is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. His work history includes roles at Mid Penn Bank, Infinex Investments, Riverview Bank, Cetera Investment Services, Private Advisor Group, and LPL Financial. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives, offering customized advisory services, financial planning, and access to alternative investments. The firm combines a hybrid adviser/broker-dealer structure with third-party asset manager referrals and a lending marketplace.

Michael Hoskins is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Hummelstown, PA, and holds a Series 66 license. Outside of his advisory role, Michael is a board member for Pack 201 Cub Scouts in Hershey, PA. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

James Gill is a financial advisor with Thrivent Investment Management in Annville, PA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory role, he serves as chair of the endowment fund committee at Zion's Evangelical Lutheran Church, overseeing grant approvals in a volunteer capacity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority, and offers options to combine planning with managed accounts under separate engagements.

Abram Shaffner is a financial advisor with Ameriprise who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves in various leadership positions with local Masonic organizations, including as a trustee and board member. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Brett Holland is a CFP® with 25 years of industry experience, currently serving at Stifel since 2007. He is based in Lebanon, PA, and holds a Series 66 designation. Outside of his advisory role, he serves on the boards of Lebanon Rescue Mission, a homeless and poverty rescue mission, and Lebanon Valley Bible Church. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services that include fee-based financial planning and model-driven investment analysis developed by its Investment Strategy Group.

Daniel Finnegan is a CFP®-certified financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Deployed Date Solutions from 2014 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors and branch offices.

Nathan Smith is a financial advisor with Ameriprise in Harrisburg, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Johnson Controls Security Solutions and TE Connectivity. Outside of his advisory role, he coaches at the Hershey Aquatic Club. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm provides written, non-discretionary recommendation reports combining research, modeling, and tax-efficiency analysis, and supports a broad range of advisory, brokerage, and insurance solutions.