Pamela Sutliff is a financial advisor with Commonwealth Financial Network in Wyomissing, PA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior roles include positions at National Planning Corporation and Spring Ridge Financial Group, where she has worked for extended periods. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, compliance, and investment management. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.

Scott Worley is a CFP® with 19 years of experience in the financial services industry. He currently works at Focus Partners Wealth, LLC and previously spent eight years at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse clientele including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment strategy that combines fundamental and quantitative analysis, consultant-derived capital market assumptions, and third-party managers, while also offering a broad range of wealth management and advisory services.

Kevin Worm is a financial advisor with Truist Advisory Services, holding Series 66, Series 63, and Series 65 licenses and four years of industry experience. His prior work includes roles at Truist Bank and Citizens Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs technology-driven research alongside supervisory oversight for manager selection and portfolio reviews.

Jessica Malone is a Series 66-licensed financial advisor with five years of industry experience. She is currently with TLG Advisors, Inc. and has held roles at The Leaders Group Inc., Raymond James Financial Services Advisors, Inc., and Fulton Insurance Group. Malone also serves as a Senior Vice President Wealth Advisor at Fulton Bank and Fulton Insurance Services Group. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, providing investment supervisory and portfolio management, financial and estate planning, and ERISA fiduciary 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.

Thomas Semanek is a financial advisor with PNC Wealth Management in Lancaster, PA, holding a Series 66 designation and 15 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital discretionary account that uses algorithm-driven risk assessment and invests via approved model strategies managed by PNC or third-party strategists.

Lori Brennan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Commonwealth since 2017 and previously at National Planning Corporation from 2014 to 2017. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and operational support, including discretionary model portfolios managed by its Investment Management and Research team.

Scott Biltz is a financial advisor with United Planners' Financial Services of America, holding the ChFC® and Series 63 designations and possessing 30 years of industry experience. He has been involved with his family-owned hunting land business, Grandsons Gameland LLC, since 2001. Prior to his current firm, he has worked in related capacities since 1995. United Planners Financial Services is a national wealth-management enterprise serving a diverse range of clients, including individual investors, retirement plans, corporations, and trusts. The firm operates with a large network of independent advisors and offers a mix of custodians, third-party managers, and platform programs to implement client-directed investment strategies.

Justin Kratzer is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and seven years of industry experience. He has operated Kratzer Advisory Group, LLC since 2017 and serves as a Reserve Artillery Officer in the United States Marine Corps. Integrity Alliance supports a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio strategies and custodial platforms.

Brett Cloak is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with Private Advisor Group since 2014 and has also been associated with LPL Financial since 2011. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, leveraging multiple platforms and third-party managers to tailor investment solutions.

Trysten George is a financial advisor with Commonwealth Financial Network in Lancaster, PA. He holds the Series 66 designation and has two years of industry experience. His prior work includes roles at The Vanguard Group, Inc., LPL Enterprise, LLC, and The Prudential Insurance Company of America. Outside of finance, he has experience operating a lawn care business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, and custodial services, with portfolios implemented through both in-house and outsourced strategies.

William Mc Canney is a CFP® with 10 years of experience in financial advising. He currently works at Hightower Advisors and has previously been associated with firms including Northwestern Mutual and Semus Wealth Partners. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that incorporates both affiliated and third-party managers, with offerings spanning mutual funds, ETFs, alternative investments, and custom indexing.

Jean Good is a financial advisor with Janney Montgomery Scott in Lancaster, PA, holding a Series 66 license and 18 years of industry experience. She has been with Janney Montgomery Scott since 2007. Outside of her advisory role, she manages rental properties through an LLC. Janney Montgomery Scott 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, corporate and retirement plans, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and a variety of advisory programs.

Hugh Hoke III is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets Corporation and City National Bank prior to joining Janney Montgomery Scott in 2026. Janney Montgomery Scott LLC is a 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 plan sponsors, charitable organizations, and municipal clients through a range of brokerage services, financial planning, consulting, and advisory programs.

Michael Herman is a financial advisor at Commonwealth Financial Network with a Series 66 designation and no prior industry experience. His background includes roles at Spring Ridge Financial Group, DeSales University, Reading Technologies Inc., and several educational institutions. 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 support services, including wealth management, retirement plan consulting, and access to discretionary model portfolios managed by its Investment Management and Research team.

Paul Mulholland is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. His prior experience includes a 25-year tenure at The Vanguard Group and a period at LPL Financial. In addition to his advisory role, he is an assistant professor teaching accounting, economics, corporate finance, and personal finance at Lancaster Bible College. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a variety of investment strategies and supports access to third-party asset managers and technology platforms.

Kayla Kalisa is a financial advisor at J. W. Cole Advisors, Inc. with one year of industry experience. She holds a Series 66 designation and has worked previously at MassMutual Life Insurance Company and MML Investors Services LLC. Outside of financial services, she has experience working in a small business, Inna's Pierogi Shop. J. W. Cole Advisors operates through a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs various investment strategies and provides both discretionary and non-discretionary account management.

Donald Thomas is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He has held his current position since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the oversight committee of National Ambucs, Inc., a nonprofit supporting physical and occupational therapy. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering brokerage, financial planning, consulting, and various advisory programs.

Christopher Whitcombe is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in areas including college education planning, personal retirement planning, and retirement income. Christopher applies a disciplined, analytical approach to financial advising, emphasizing personalized strategies tailored to each client's unique situation. Christopher holds a Bachelor's and a Master's degree from Lehigh University. He has earned professional designations including the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor (CRPC™), and Personal Investment Advisor (PIA). His approach involves thoroughly understanding clients' financial circumstances and goals, analyzing data, and identifying opportunities to improve financial projections and tax strategies. Outside of his professional work, Christopher enjoys music, reading, and spending time with his family. He is committed to educating clients to help them become better stewards of their financial resources through comprehensive, individualized financial planning.

John Lauer II is a financial advisor with Equitable Advisors in Lancaster, PA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Equitable Advisors since 1999 and previously spent 11 years at Karr Barth Financial Planning, Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.