James Dunlop is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been associated with Thrivent-affiliated firms since 2003 and previously worked at Purshe Kaplan Sterling Investments. Dunlop serves as a trustee for Susquehanna University and is board president of Ruth's Harvest Gettysburg, a weekend meal program for food-insecure children. He also holds leadership roles with the Adams County Community Foundation and the Ortenzio Charitable Trust of Susquehanna University. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm focuses on long-term investment strategies, utilizing customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, and operates as part of the broader Thrivent group.

Holly Rosensteel is a financial advisor with Thrivent Advisor Network, LLC, holding Series 65 and Series 63 licenses and possessing four years of industry experience. She has been with Thrivent Advisor Network since 2020 and previously worked at Freeburn & Hamilton for sixteen years. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement-plan advisory, and access to various investment programs and independent managers.

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.

Steven Aquino is a financial advisor with Founders Financial Securities LLC and holds a Series 66 designation. He has 23 years of industry experience, including his current role at Founders Financial Securities since 2009 and operating Aquino Financial Group since 1998. In addition to his advisory work, he serves on the boards of the Boys and Girls Clubs of Westminster and the Carroll Community College Foundation, where he is board president, and participates in his local church finance committee. Founders Financial Securities serves a broad range of clients, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, retirement consulting, and affiliated brokerage and insurance services. The firm utilizes multiple advisory platforms and combines advisory, broker-dealer, and insurance capabilities within its enterprise model.

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 at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera, Raymond James & Associates, and operated Alexander Investment Management Services. Alexander serves as CEO and board member of Trumpet and Torch Ministries and owns Seeds for the Harvest. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven Portfolio Solutions Strategist Digital Offering. This program uses approved model strategies implemented with mutual funds and ETFs, featuring annual rebalancing without individual security trading or margin use.

Scott Ford is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott since 2013. 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 individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs with both in-house and third-party portfolio management.

Garrett Rohrbaugh is a financial advisor at OSAIC Advisory Services, LLC with seven years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Triad Advisors and Wealthcare Advisory Partners. Outside of his advisory work, he serves as a board member and chair of the Public Relations Committee for the Rotary Club of Gettysburg and is secretary of the Thurmont Historical Society. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a wide range of clients, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers diverse advisory services through multiple program models, integrating proprietary guidance and third-party platforms to manage client portfolios.

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 CFP® and holds a Series 65 license with 11 years of industry experience. He has worked at Savant Wealth Management since 2023, following six years at Domani Wealth, LLC and two years at Pbwm Holdings. Ellenberger is based in Hanover, PA. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and financial planning services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee and supports its services with integrated accounting, legal, and trust affiliates.

Bryan Carney is a CFP® and Series 66 registered advisor with 18 years of industry experience. He has been with Janney Montgomery Scott since 2014. 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, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Claudette Boudreaux is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2016, following an 11-year tenure at Chapin, Davis. Outside of her advisory work, she owns and breeds standard poodles under the name 5 Sisters Standard Poodles. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and multiple advisory programs that combine in-house and third-party portfolio management.

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 financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Finra. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice through various program structures, primarily using non-discretionary recommendations, and operates as both an SEC-registered investment adviser and a broker-dealer.

Daniel Syron is a financial advisor at PNC Wealth Management with 11 years of industry experience. He holds a Series 66 designation and has worked with various PNC entities since 2016. Outside of his advisory role, he serves on the board of The Arc of York & Adams Counties. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including a digital offering that uses algorithm-driven model selection and executes through mutual funds and ETFs with annual rebalancing.

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.

Brandon Monahan is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Janney Montgomery Scott, where he has worked in various capacities since 2019. Before joining Janney, he was employed at Bank of America and Merrill and has experience working with the Commonwealth of Pennsylvania and Salisbury University. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

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, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior experience includes roles at Lincoln Financial Advisors Corporation, Cadaret, Grant & Co., Inc., and his own firm, Smolins & Raab Financial Group. Outside of Kestra, he is involved as a registered representative with COASTLINE WEALTH, providing financial advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional clients, and individuals. The firm provides a broad range of services from fiduciary consulting to plan design and investment management, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Connor Smith is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. He has held roles at Kampstra Wealth Management and Triad Advisors, among others. Smith is also a shareholder and financial advisor at Kampstra Enterprises, where he provides investment advice and business management services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and proprietary and third-party platforms.