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.

William Allison III is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. His career includes roles in annuity and insurance sales, as well as positions at Ilgenfritz Financial Group and Patterson Companies. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes the use of discretionary model portfolios and offers a broad platform of investment strategies and services to support its large client and advisor network.

Curtis Ilgenfritz is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and two years of industry experience. He is also involved with Ilgenfritz Financial Group, where he provides insurance sales and client service advisory. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and plan services, supported by an internal Investment Consulting Group and various licensing programs.

James Shenk is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include nine years with Realta Investment Advisors, Inc. and Realta Equities, Inc. Outside of finance, he is an investor in Shenk Distribution, a company involved in the distribution of shotgun ammunition. Independent Financial Partners is a nationwide enterprise advisory firm with over $12.5 billion in assets under management and approximately 261 advisors. The firm offers a decentralized advisory model that supports individual investment strategies alongside centralized asset management options and is notable for its comprehensive retirement-plan advisory and pension consulting services.

Hannah Rouse is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and eight years of industry experience. Her career includes roles at T. Rowe Price, Morgan Stanley, Fis, and Cambridge Associates. Outside of her advisory work, she volunteers as a game helper, running the scoreboard for high school sports at Susquehannock High School. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining goals-based financial planning, retirement income projections, and discretionary investment management primarily using proprietary mutual funds and ETFs. The service targets individual investors and households with substantial investable assets, employing model allocations and tax-aware strategies delivered through an online planning platform and telephone access to advisors.

Jason Thorne is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2017. He has also been associated with Keystone Financial Strategies since 2009 and previously worked at Geneos Wealth Management, Inc. from 2008 to 2017. Outside of advisory work, he is a certified public accountant providing tax preparation services through Keystone Financial Strategies. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

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.

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.

Marisa Boyle is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. She has worked at several firms including PeoplesBank and LPL Financial, and currently serves as a financial advisor at Orrstown Bank dba Orrstown Financial Advisors. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to multiple program structures and third-party money managers.

James Romig is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Thrivent Financial from 2015 to 2019 and held various roles with other financial and insurance firms. He is also associated with Life's Journey Financial, a DBA related to his LPL business. 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 wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Renee Pretorius is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. She previously worked with Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products via an integrated platform.

Emily Weaver is a CFP®-certified financial advisor with 20 years of industry experience, currently practicing at LPL Financial since 2021. Her prior roles include founding Life's Journey Financial LLC and experience with Waddell & Reed, Inc. She has been involved in entrepreneurial ventures through multiple business entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both internal and third-party sources.

Ibrahim Al Naber is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Waddell & Reed Inc. and managing his own business, Naber Interactive. He is involved in entrepreneurial activities through Modern Life Group, Inc., a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and services, including financial planning, retirement consulting, and brokerage, supported by research and model portfolios.

Jason Salvino is a financial advisor with Fidelity who holds Series 63 and Series 66 credentials and has six years of industry experience. His prior roles include work at T. Rowe Price from 2019 to 2021 and multiple positions associated with Pacific Lutheran University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Russell Allen is a financial advisor at Edward Jones in York, PA, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he owns and maintains an apartment rental business in York. 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 with a nationwide network of nearly 24,000 advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment options.

Richard Brown is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked with Avantax Investment Services, 1st Global Advisors, and Avantax Insurance Services. Outside of his advisory work, he plays baritone horn in a German band that performs for church events. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios as well as customizable investment strategies.

Kara Reisser is a Series 66 licensed financial advisor with Edward Jones in York, PA, where she has worked since 2019. She has four years of industry experience and previously worked at Heritage Hills Athletic Club, Real Estate Education Center, CR Consulting, and Morex Ribbon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large national network of advisors and branch offices.

Paul Taber is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and PFS™ designations and possessing 23 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2017, previously affiliated with National Planning Corporation and operating Taber Financial Services, LLC since 2002. Outside of his advisory roles, he serves as a scoutmaster for a local Boy Scout troop in Jarrettsville, MD. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides various investment solutions, including proprietary and third-party model strategies, delivered via multiple platforms with discretionary and non-discretionary options.

F. Joseph Feeney Jr. is a CFP® professional with 27 years of experience, currently affiliated with Cetera since 2025. His prior experience includes long-term roles at Avantax Advisory Services and related entities, as well as his own Gunpowder Financial Services LLC, where he provides tax preparation and accounting services. Outside of finance, he serves as treasurer for the Old Wharf Condominium Association and is a member of the Optimist Club of Timonium, MD. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management services and operates a multi-manager platform, providing access to affiliated and third-party managers with a broad range of program options.