Michael Summers is a CFP® with 42 years of industry experience. He is affiliated with Investment Research Corp and has worked at World Capital Brokerage, Inc. since 2008. Summers also owns Summers Financial Planning and Investments, where he is involved in investment and insurance sales. Investment Research Corp provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as various institutional clients. The firm employs a fundamental approach to security analysis and offers both discretionary and non-discretionary management along with financial planning options.

Charles Wise III is a financial advisor at Invariant Investment Management with 16 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Invariant Investment Management in 2017, he worked at Pure Capital Management Limited for seven years. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans, offering portfolio management, financial planning, subadvisory services, and platform consulting. The firm uses a disciplined investment approach combining fundamental, technical, and cyclical analysis with modern portfolio theory, managing diverse asset classes on a discretionary basis with regular monitoring.

Jamie Roth is a financial advisor with Solyco Wealth LLC in Hanover, PA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Solyco Wealth, Roth worked at AE Wealth Management and Encompass More Asset Management, among other firms. Roth also operates independently as a life insurance agent, assisting clients with retirement planning including annuities and life insurance. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and written financial planning services. The firm constructs portfolios using a combination of mutual funds, ETFs, stocks, bonds, options, and alternative investments, employing fundamental and technical analysis with a primarily long-term focus.

David Heiges is a financial advisor with Global Brokerage Services, Inc. in Gettysburg, PA, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Global Brokerage Services since 1996. Outside of his advisory role, he is an independent insurance agent specializing in life and disability insurance sales and also provides federal, state, and local income tax preparation services. Global Brokerage Services serves individual investors, retirement accounts, employee benefit plans, and trusts through advisor-led wrap-fee programs and separately managed account offerings. The firm operates on a non-discretionary basis and combines third-party sub-managers and model portfolios, supported by a team of six advisors and custodial relationships with Hilltop Securities and Envestnet.

Kristine Witherow is an investment advisor representative at Harvest Investment Services, LLC with 29 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at ProEquities, Inc. from 2016 to 2018. Outside of her advisory role, she serves on the board of the Gettysburg Community Theatre and acts as fundraising chairperson for the Biglerville High School Band Boosters. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management and financial planning. The firm employs active tactical strategies combining fundamental, technical, and quantitative analyses and serves as an ERISA investment manager when engaged.

Robert Boehner is a CFP® professional with nine years of industry experience, currently serving as an advisor at The Financial Consulate since 2015. He previously operated an accounting practice, from which he receives trailing revenue through a non-operating entity. The Financial Consulate provides comprehensive financial planning and investment management services to individuals, corporate retirement plans, and institutional clients. The firm combines active tactical asset allocation with fundamental, macroeconomic, and technical analysis within a Risk Opportunity Investing framework, and integrates tax and accounting services alongside its advisory offerings.

Donna Gurreri is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and two years of industry experience. She has previously worked at AMZ Manufacturing and has over a decade of experience with Mutual of Omaha Insurance Company as an insurance agent. Outside of her advisory role, she is also involved in insurance sales, specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates a platform-based managed solution model, collaborating with third-party money managers and using Pershing as its custodian and broker-dealer.

James Dunlop is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked with Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments, among other roles. Dunlop serves as a trustee for Susquehanna University and as board president of Ruth's Harvest Gettysburg, a weekend meal program for food-insecure children in the Gettysburg area. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, typically constructing diversified portfolios using low-cost mutual funds, ETFs, and other investment options.

Donald Oates is a financial advisor with Lombard Advisers Incorporated, holding the ChFC® designation and Series 63 license, and has 43 years of industry experience. He has worked at Castle Realty since 1999 and Lombard Securities Incorporated since 1992. Outside of advising, he is involved in insurance sales, tax preparation, and serves as a FINRA arbitrator. Lombard Advisers provides personalized investment management and retirement plan consulting to individuals, trusts, charitable organizations, and small businesses, employing both discretionary and non-discretionary portfolio strategies through multiple platform custodial arrangements.

Justin Pierce is a financial advisor at AlphaStar Capital Management with eight years of industry experience. He holds Series 63 and 65 licenses and has worked at several firms including Terra Wealth Management and PFS Investments Inc. Outside of his advisory role, he owns THAT Guy's Graphics, a business involving design and photography services, and is also involved as a mortgage loan originator. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and participant account management. The firm employs a range of model portfolios and strategic approaches, supports subadvisory relationships, and provides ERISA-related plan services.

Holly Rosensteel is a financial advisor with Thrivent Advisor Network, LLC, holding Series 65 and Series 63 licenses, and has four years of industry experience. She previously worked at Freeburn & Hamilton for sixteen years before joining Thrivent Advisor Network in 2020. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm typically constructs long-term, diversified portfolios using low-cost mutual funds and ETFs, while also incorporating other investments as appropriate.

Jeffrey Farrell is a financial advisor at Sound Income Strategies, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Wunderlich Securities, Inc. and FTB Advisors, Inc. He also serves as a Strategic Wealth Advisor and Client Service Advisor at McAdams Group LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized managed portfolios with an emphasis on fixed-income analysis and equity review, utilizing both discretionary and non-discretionary strategies.

Sean Clark is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining Royal Fund Management, he worked at AE Wealth Management, LLC and Brokers International Financial Services, LLC. Clark is also an adjunct professor at the University of Arizona, Grand Canyon University, and Southern New Hampshire University. Additionally, he serves as CEO of York Independents, Inc., an insurance sales business. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm provides portfolio management, financial planning, and pension consulting, applying fundamental, technical, and cyclical analysis to develop tailored investment strategies with regular monitoring tied to clients’ risk tolerances.

Bryan Myers is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Redwood Private Wealth LLC, Sera Capital Management, LLC, H. Beck, Inc., Strategic Asset Management, Ltd., and Raymond James Financial Services, Inc. Myers is also involved in insurance sales, serving as president of Strategic Asset Management’s insurance business since 2015 and managing director of Redwood Tax Specialists, an insurance agency, since 2020. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a blend of passive, active, and tactical strategies and offers both discretionary and non-discretionary management, incorporating a range of investment instruments and third-party solutions as appropriate.

Nathan Hockley is a financial advisor with Lifemark Securities Corp. and holds a Series 66 designation. He has 25 years of industry experience, including prior roles at Cambridge Investment Research Advisors and his own firm, Hockley & O'Donnell Financial Services. Outside of his advisory work, he volunteers with the Center for Youth and Community Development, serving on various nonprofit committees. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven and tailored through risk assessments, with both discretionary and non-discretionary account management.

Larry Forbes is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Global View Capital Advisors, LLC and Global View Capital Management, LLC since 2015 and previously worked at Asset & Retirement Protectors LLC and Money Concepts Capital Corp. He also serves as an independent contractor for Global View Capital Advisors, focusing on marketing, education, and sales of advisory and insurance services. Global View Capital Management provides investment advisory and financial planning to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach emphasizing momentum, relative strength, and trend-following, supported by proprietary research and execution infrastructure.

Roben Hoffman is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 13 years of industry experience. Prior to joining Empower in 2026, he worked at T. Rowe Price for 12 years and Edward Jones for one year. 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’s integrated approach combines proprietary and third-party planning methodologies with recordkeeping and administrative platforms to deliver point-in-time financial plans and optional managed account solutions.

Richard Alexander is a financial advisor with PNC Wealth Management in Gettysburg, PA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include six years at Cetera and over two decades at Alexander Investment Management Services. Outside of his advisory work, he serves as CEO and board member of Trumpet and Torch Ministries. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account for employees. The firm utilizes algorithmic risk assessments and delegates portfolio implementation to approved strategists and third parties.

Garrett Rohrbaugh is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Osaic Wealth, Triad Advisors, and Wealthcare Advisory Partners. Outside of his advisory role, Garrett serves as a board member of the Rotary Club of Gettysburg and as secretary for the Thurmont Historical Society, where he assists with communications and event promotion. Osaic Advisory Services is an SEC-registered enterprise firm serving a broad client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a diverse range of investment programs and financial planning services, utilizing both fundamental and technical strategies across discretionary and non-discretionary accounts.

Kirk Cowden is a financial advisor with PNC Wealth Management in Gettysburg, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with PNC Investments since 2007. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, online discretionary model account pilot for employees that employs algorithm-driven risk assessment and investment implementation via mutual funds and ETFs.