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® with 13 years of industry experience. She is currently with Osaic Advisory Services, LLC and has held prior roles at 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 investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and related services delivered through multiple program models with custody primarily through Schwab and Fidelity.

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, holding Series 65 and Series 66 designations and 17 years of industry experience. He has been affiliated with both Benchmark Investments & Insurance and Commonwealth Financial Network since 2009. He is also co-owner of Evans Financial Services, LLC, a private entity involved in 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 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Gina Kiefer is a CFP® professional at Beacon Pointe Advisors, LLC with experience spanning several roles since 2012, including positions at The Family Firm and Hooman & Associates. She is currently based in Gettysburg, PA. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to a diverse client base including individuals, corporations, and institutional investors, utilizing a combination of asset-allocation modeling and third-party independent managers across active and passive strategies.

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.

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 financial advisor at Guardian Life with 34 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Northwestern Mutual and Park Avenue Securities. Outside of his advisory role, he serves as an adjunct professor at Shippensburg University and works as a golf course starter in Gettysburg, PA. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment programs including proprietary and third-party strategies, with advisory options that can be discretionary or non-discretionary.

Joseph Gagliardi Jr is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs. Its Portfolio Solutions Strategist Digital Offering is an invitation-only, discretionary model account that uses algorithmic risk assessments to recommend investment strategies implemented via mutual funds and ETFs.

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 with Osaic Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Triad Hybrid Solutions, Epic Wealth Management, Gray-Pilgrim & Associates, and Edward Jones. She also works as a consultant in accounting and business services outside of investment advising. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a mix of proprietary and third-party platforms.

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 in Hampstead, MD, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has been with Commonwealth and her own firm, Zuma Financial Advisors, LLC, since 2013 and 2016 respectively, and previously worked at LPL Financial, LLC from 2011 to 2016. Morrison is the owner of Zuma Financial Advisors, an entity facilitating securities, advisory, and insurance businesses. 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 operational support, allowing affiliated advisors discretion in portfolio construction and access to managed model portfolios and various customized investment solutions.

James Kampstra is a CFP® professional with 17 years of industry experience, currently serving at Osaic Advisory Services, LLC. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, Ferrara Kampstra, and Geneos Wealth Management, Inc. He is involved in several outside activities, including serving on the boards of the Totem Pole Playhouse, a nonprofit summer theatre, and the Adams County Community Foundation. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms for portfolio management.

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.

Brent Clabaugh is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 19 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2013. Outside of his advisory role, he serves on the finance committee at Delone Catholic High School. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and consulting services, overseeing more than $256 billion in assets.

Patrick Logue is a financial advisor with Wells Fargo Advisors in Hanover, PA, holding a Series 63 designation and over 42 years of industry experience. He previously worked at Lincoln Investment Planning, Inc. for 33 years and at A.L. Williams for 40 years. Outside of his advisory role, he is involved in managing commercial rental property and holds majority ownership in PLOGUE GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, providing diverse planning options including specialized areas such as business-owner transition and special-needs planning.

Jason Duvall is a financial advisor with LPL Financial in Westminster, MD, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has worked at LPL Financial since 2021 and has concurrently been with M&T Securities and M&T Bank since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by various model portfolios, research resources, and advanced portfolio management technologies.