Joseph Leon is a financial advisor with Silver Oak Securities, Inc. holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Ambassador Advisors, LLC, American Portfolios Financial Services, Inc., and Massmutual. He also owns Leon Insurance Group, which focuses on life insurance and fixed annuity sales, and operates as a Medicare agent through Leon Financial Group. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, and other entities through a network of financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances.

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.

Renee Harrison is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 18 years of industry experience. She has been with Truist Advisory Services and Truist Investment Services since 2021 and previously worked at Bb&T Securities and Bbtis from 2015 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a proprietary manager-selection program for clients seeking third-party managers.

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.

Sean Indiveri is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Truist Advisory Services and its affiliated broker-dealer since 2021, following previous roles at Bb&T Securities and Bbtis. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting. The firm integrates advanced research tools and multiple inter-affiliate resources in its manager selection and oversight processes.

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.

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.

Daniel Perrotti Jr. is a financial advisor at NewEdge Advisors with 24 years of industry experience. He holds the Series 66 designation and has worked at NewEdge Advisors since 2021 and at Mid Atlantic Capital Corp since 2009. Outside of his advisory roles, he serves as Vice President of Perrotti Partners, LLC, a financial consulting firm. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services and employs multiple program structures, combining in-house manager selection with third-party model portfolios and advisor discretion.

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.

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.