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.

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.

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.

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.

Scott Michael is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. Prior to joining Savant, he worked at Domani Wealth, LLC and Pbwm Holdings. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with a range of actively managed investment strategies, supported by in-house accounting, legal, and trust service affiliates.

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 Gavel is a CFA® charterholder and holds a Series 65 license, with 12 years of industry experience. He has worked at Savant Wealth Management since 2023 and previously spent six years at Domani Wealth, LLC (formerly Pbwm Holdings). Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement consulting, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and sub-advised mandates, supported by its scale and integrated accounting, legal, and trust services.

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.

Kyle Shenk is a financial advisor with Independent Financial Partners and holds a Series 66 designation. He has five years of industry experience and has previously worked with Realta Investment Advisors, Inc. and Realta Equities, Inc. Shenk's background also includes roles at Springified Co., Hampden-Sydney, Incapital, and Safari Club International. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model, allowing advisors to set their own investment strategies, and offers specialized retirement-plan advisory and pension consulting services.

Glen Dryden is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His career includes roles at Nationwide Investment Services Corporation from 2010 to 2022 and positions at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2022. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, offering both implemented managed portfolios and non-discretionary recommendations to a large client base.

Jack Armstrong is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 26 years of industry experience. He has worked at Commonwealth since 2017 and has been associated with Keystone Financial Strategies since 2009, also serving as a CPA there. Armstrong is a partner at SN Advisors, LLP, which operates as Keystone Financial Strategies, and spends part of his time engaged in CPA work unrelated to investments. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering various advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors, who deliver investment advice under Commonwealth’s supervision.

Kelly Kampstra is a CFP® professional with 14 years of industry experience, currently with Osaic Advisory Services, LLC. She previously worked with Triad Hybrid Solutions, Triad Advisors, Geneos Wealth Management Inc, and Ferrara Kampstra. Kampstra serves as treasurer for the Adams County Library System, a local nonprofit organization. Osaic Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of managed programs, retirement plan consulting, financial planning, and access to alternative investments through an integrated platform model.

Baron Springfield is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. He has been with Truist and its affiliated entities since 2014 in various roles. Outside of his advisory work, he serves as a resident agent for a family-owned Domino’s Pizza franchise business in Maryland in an unpaid capacity. 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 supported by third-party platforms and AI-enabled research tools.

Matthew Wilson is a financial advisor with Commonwealth Financial Network in Hanover, PA. He holds Series 66 and Series 65 licenses and has 17 years of industry experience, including his current role at Benchmark Investments & Insurance since 2009. He is also a co-owner of Evans Financial Services, LLC, a private entity facilitating securities, advisory, and insurance 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 managing about $212.7 billion in client assets. The firm provides a broad range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Gina Kiefer is a CFP® professional at Beacon Pointe Advisors, LLC with one year of industry experience. Her background includes six years at The Family Firm and prior roles in both education and advisory settings. Beacon Pointe Advisors, LLC serves a diverse client base including individuals, corporations, and institutional clients, offering wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions. The firm utilizes a combination of asset-allocation modeling and third-party Independent Managers, applying both active and passive strategies across public and private asset classes.