Robert Zimmer is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His prior roles include positions at Benjamin F. Edwards & Co., Camden Planning Group, LLC, and New York Life Insurance Company. Outside of his advisory work, Zimmer serves as President and Chairman of the Board of Trustees for Wicomico Day School, a not-for-profit private school, and is the managing member of a drive-thru coffee franchise. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing various advisory platforms and sub-advisory relationships to deliver tailored investment 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.

Richard Ellenberger is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with Savant Wealth Management and previously worked at Domani Wealth, PBWM Holdings, and ParenteBeard Wealth Management. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, offering wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust service affiliates.

Andrew Melo is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with PNC Wealth Management and previously worked at Bank of America and Merrill. Melo serves as a power of attorney for family-related fiduciary matters. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Platform Solutions Strategist program for employees, which utilizes algorithmic risk assessment and third-party-managed portfolios primarily composed of mutual funds and ETFs.

Makayla Stonesifer is a Series 66-licensed financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. Her background includes roles at Merrill and FINRA before joining Voya. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary investment management, utilizing model portfolios, third-party managers, and technology-driven tools.

Daniel Syron is a financial advisor with PNC Wealth Management in Hanover, PA, holding a Series 66 designation and 12 years of industry experience. He has worked with PNC Investments and PNC Bank since 2016, and previously with Wells Fargo Clearing and Merrill. Syron serves on the board of The Arc of York & Adams Counties. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital portfolio solution that utilizes algorithm-driven risk assessment and model strategies managed by PNC and third-party strategists.

Nathan Fuchs is a financial advisor at Empower Advisory Group with two years of industry experience and holds the Series 66 designation. Prior to joining Empower, he worked at T. Rowe Price for six years. He also has experience at AVI Foodsystems and Menchey Music Service, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and clients' savings rates through point-in-time financial plans and optional managed account solutions.

Veronica Malone is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Transamerica Investors Securities Corporation, VOYA Financial Advisors, and Principal Securities Inc. Outside of finance, she has worked with Visiting Angels, a non-financial organization. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed and non-discretionary advice supported by Morningstar Investment Management’s proprietary portfolio models and software. The firm focuses on asset allocation and retirement planning guidance, operating at scale with a large client base and a high client-to-advisor ratio.

Scott Raab is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, Cadaret, Grant & Co., Inc., and PNC Wealth Management. Outside of his advisory duties, he owns Raab Financial LLC, an entity used for tax filing purposes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, delivering services such as fiduciary consulting, plan design, and investment due diligence. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Connor Smith is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. He previously worked at Kampstra Wealth Management and Triad Advisors, among other roles. He is also a shareholder and financial advisor at Kampstra Enterprises, where he participates in business management and oversight. Osaic Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm employs a mix of fundamental and technical analysis, tactical trading, direct indexing, and structured products, offering a range of investment solutions through both discretionary and non-discretionary account management.

Heather Baer is a financial advisor with PNC Wealth Management in Hanover, PA, holding a Series 66 designation and 11 years of industry experience. She has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithm-driven risk assessments and managed model strategies executed via mutual funds and ETFs.

David Polischeck is a CFP® professional with 27 years of experience in financial advisory. He has worked at Creative Planning since 2018 and previously spent three years with Raymond James & Associates. Creative Planning offers investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Kevin Byers is a financial advisor with PNC Wealth Management in Hanover, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with PNC Investments since 2008. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital discretionary model account that uses algorithmic risk assessment and approved model strategies implemented via mutual funds and ETFs.

Matthew Warfield is a financial advisor at T. Rowe Price Advisory Services, Inc. with 21 years of industry experience. He has been with T. Rowe Price Investment Services, Inc. since 2009. He holds Series 63 and Series 66 licenses. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs and employs a goals-based approach supported by online planning tools and ongoing reviews.

Russell Jensen is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party managed investment models.

Matthew Sherlock is a financial advisor with Empower Advisory Group, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at GWFS Equities, Inc., Bank of America, N.A., and Merrill. Outside of his advisory work, he serves as a ruling elder for Covenant of Grace PCA, a charitable organization in Maryland. 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 clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Hattie Evans is a financial advisor with Commonwealth Financial Network in Hanover, PA, holding the ChFC® and Series 63 designations and possessing 39 years of industry experience. She has worked with both Commonwealth Financial Network and Benchmark Investments & Insurance since 2009. Evans is a 50% owner of Evans Financial Services, LLC, an entity created for securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients, managing roughly $212.7 billion in assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Cory Lansinger is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds a Series 66 designation and has worked at Truist and its predecessor firms since 2004. Prior to his current role, he was associated with Bb&T Securities and Bb&T Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business 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 deliver its investment solutions.