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.

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.

Justin Brillhart is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Benchmark Investments & Insurance, H&R Block, and Cadaret Grant & Co., Inc. He is also the owner of Brillhart Consultants, which provides tax preparation and general accounting services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm offers discretionary model portfolios, customized investment programs, and comprehensive back-office support, including trading, compliance, and technology solutions.

Daniel Craig is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and possessing nine years of industry experience. He has worked at T. Rowe Price since 2018 and previously held roles at Northwestern Mutual and Towson University. Outside of his advisory work, he is a 33.34% owner of Tell Tale Coffee Company, a coffee sales business in Westminster, MD. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily to individual investors and households. The firm utilizes proprietary mutual funds and ETFs with a goals-based approach supported by an interactive online planning tool.

Kara Shaffer is a CFP® professional with 14 years of industry experience. She is currently with Empower Advisory Group and Empower Financial Services, Inc., having previously worked at Personal Capital Advisors Corporation, Lincoln Financial Advisors, and Heritage Financial Consultants. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions tailored to long-term portfolio returns and client savings rates.

Lee Fortenberry is a CFP® and ChFC® with 34 years of industry experience, currently serving as a financial advisor at Guardian Life and Park Avenue Securities in Gettysburg, PA. He has an extensive background including nearly three decades at Northwestern Mutual. Outside of his advisory role, he is an adjunct professor at Shippensburg University, a leadership coach, and works as a golf course starter. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plans, and nonprofits. The firm offers a combination of advisor-led discretionary management and model-based strategies, with tailored client relationships and access to insurance products and alternative investments.

Kyle Cox is a Series 66-licensed advisor with PNC Wealth Management, based in Hanover, PA. He joined PNC Wealth Management in 2025 after nine years with PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio management and proxy voting to third parties.

Joseph Gagliardi Jr is a financial advisor at PNC Wealth Management with 22 years of industry experience. He holds the Series 66 designation and has been with PNC Investments since 2016. Prior to that, he worked at Grove Point Investments, LLC for eight years. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Gillian Hopkins is a financial advisor with Eagle Strategies (New York Life) based in Westminster, MD, holding a Series 66 designation and 26 years of industry experience. She has worked at Harbor Financial Group since 2009 and has been associated with New York Life Insurance Company since 2002. She is also appointed with various insurance carriers for brokering non-registered insurance products through Harbor Financial Group. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christopher Stock is a financial advisor at Savant Wealth Management with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Domani Wealth, LLC from 2015 to 2023. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm utilizes a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by integrated accounting, legal, and trust services.

Charlene Bridger is a financial advisor at Osaic Advisory Services, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Triad Hybrid Solutions and Epic Wealth Management, LLC. Bridger also serves as a consultant for Gray Pilgrim & Associates, an accounting and business consulting firm. Osaic Advisory Services is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing both fundamental and technical strategies, and operates within an integrated platform ecosystem that supports access to alternative investments and institutional client solutions.

Joshua Hoffman is a Series 66-licensed financial advisor at PNC Wealth Management with three years of industry experience. He has held roles at several firms, including Merrill, Morgan Stanley, and Bank of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments and implements investments via mutual funds and ETFs with annual rebalancing, delegating portfolio management and proxy voting to third parties.

Christopher Wilson is a financial advisor with PNC Wealth Management who holds Series 63, 65, and 66 licenses and has 19 years of industry experience. He has worked at PNC Investments since 2017 and previously at M&T Securities, Inc. from 2015 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to employees with PNC Bank online credentials. The firm relies on algorithm-driven risk assessments to implement portfolios using approved model strategies managed by PNC or third-party strategists.

Annie Morrison is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. She has 27 years of industry experience and is also the owner of Zuma Financial Advisors, a firm she established in 2013 to facilitate securities, advisory, and insurance services. Her prior work includes positions at LPL Financial and TIAA-CREF. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custodial services.

James Kampstra is a CFP® professional with 17 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Triad Advisors and Geneos Wealth Management, Inc. Kampstra serves as a board member for Totem Pole Playhouse, a nonprofit summer theatre, and is involved with the Adams County Community Foundation in a board role. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser 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 and investment strategies, combining fundamental and technical analysis with access to alternative investments through integrated platform relationships.

Kathleen Becker is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing for 10 years. Becker co-owns an investment-related business with her spouse, although she does not actively work in that capacity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients various options for implementation through brokerage or advisory programs.

Daniel Ramos is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2021, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2014 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.