Timothy White is a CFP® professional with 37 years of industry experience, currently serving at Johnson & White Wealth Management LLC. He has been with the firm since 2014 and also has experience with Purshe Kaplan Sterling Investments. Outside of his financial advisory work, he co-owns Guidon, LLC, a leadership training business focused on lessons from Civil War battlefields. Johnson & White Wealth Management advises individuals, trusts, foundations, pensions, and corporate clients, offering personalized financial planning and investment management. The firm develops individualized asset-allocation guidelines, continuously monitors portfolios, and incorporates multigenerational engagement and artificial intelligence tools into its planning process.

James Shaffer is a financial advisor at Integrated Wealth Solutions, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at Cape Securities, Terra Wealth Management, and Primerica. Outside of advisory work, he serves as a project manager for Kinsley Construction, Inc. and is involved in insurance sales and life insurance review through the Financial Independence Group. Integrated Wealth Solutions, LLC is an SEC-registered adviser providing discretionary asset management and financial planning to individuals, small businesses, trusts, estates, and charities. The firm uses a combination of fundamental and technical analysis to develop investment programs tailored to clients’ goals and risk tolerance, and it offers public seminars focused on general investment education.

Arthur Gallo is a CFP® professional with seven years of industry experience, currently serving at Lombard Advisers Incorporated. His career includes roles at Lombard Securities Incorporated and NYLIFE Securities LLC, as well as New York Life Insurance Co. Outside of advisory work, he is involved with Corto Financial Group, where he focuses primarily on insurance sales and also participates in a partnership that refers clients for student loan refinancing. Lombard Advisers provides personalized investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management using a variety of analytical methods and manages approximately $670 million in assets, with an operational emphasis on non-discretionary accounts.

Donna Gurreri is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and two years of industry experience. She has previously worked at AMZ Manufacturing and has over a decade of experience with Mutual of Omaha Insurance Company as an insurance agent. Outside of her advisory role, she is also involved in insurance sales, specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates a platform-based managed solution model, collaborating with third-party money managers and using Pershing as its custodian and broker-dealer.

Donald Oates is a financial advisor with Lombard Advisers Incorporated, holding the ChFC® designation and Series 63 license, and has 43 years of industry experience. He has worked at Castle Realty since 1999 and Lombard Securities Incorporated since 1992. Outside of advising, he is involved in insurance sales, tax preparation, and serves as a FINRA arbitrator. Lombard Advisers provides personalized investment management and retirement plan consulting to individuals, trusts, charitable organizations, and small businesses, employing both discretionary and non-discretionary portfolio strategies through multiple platform custodial arrangements.

John Frick is a financial advisor at Realta Investment Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at Realta Equities, Fulton Financial Advisors, and Raymond James Financial Services Advisors Inc. Frick is involved in building a marketing platform under the New Era Wealth Management brand. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension plans, and institutional clients. The firm employs a personalized approach to asset allocation and offers access to third-party money managers, retirement-plan consulting, and estate planning services.

Justin Pierce is a financial advisor at AlphaStar Capital Management with eight years of industry experience. He holds Series 63 and 65 licenses and has worked at several firms including Terra Wealth Management and PFS Investments Inc. Outside of his advisory role, he owns THAT Guy's Graphics, a business involving design and photography services, and is also involved as a mortgage loan originator. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and participant account management. The firm employs a range of model portfolios and strategic approaches, supports subadvisory relationships, and provides ERISA-related plan services.

Lyndsey Michelsen is a financial advisor at Lombard Advisers Incorporated with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Vanguard Group, Inc. Outside of finance, she has worked in hospitality roles, including at Sheraton Hotel and Bonefish Grill. Lombard Advisers provides personalized investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management using a variety of analytical methods and serves approximately $670 million in assets, primarily on a non-discretionary basis.

Frank Corto is a financial advisor with Lombard Advisers Incorporated in York, PA, holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with Lombard Securities Incorporated since 2017 and previously worked at IFS Securities. Outside of his advisory role, he is the managing partner of Corto Financial Group, which serves physicians by providing disability and life insurance products, and he owns a financial interest in the Central Pennsylvania Lacrosse Club. Lombard Advisers provides personalized investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a multi-team approach. The firm offers both discretionary and non-discretionary portfolio management solutions, employing various analytical methods and managing approximately $670 million in assets under management as of 2025.

Jeffrey Farrell is a financial advisor at Sound Income Strategies, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Wunderlich Securities, Inc. and FTB Advisors, Inc. He also serves as a Strategic Wealth Advisor and Client Service Advisor at McAdams Group LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized managed portfolios with an emphasis on fixed-income analysis and equity review, utilizing both discretionary and non-discretionary strategies.

Sean Clark is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining Royal Fund Management, he worked at AE Wealth Management, LLC and Brokers International Financial Services, LLC. Clark is also an adjunct professor at the University of Arizona, Grand Canyon University, and Southern New Hampshire University. Additionally, he serves as CEO of York Independents, Inc., an insurance sales business. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm provides portfolio management, financial planning, and pension consulting, applying fundamental, technical, and cyclical analysis to develop tailored investment strategies with regular monitoring tied to clients’ risk tolerances.

Stephen Prindle is an advisor at Lombard Advisers Incorporated with 11 years of industry experience. He has held positions at Lombard Advisers and Lombard Securities since 2017, with prior roles at IFS and Summit Financial Group. In addition to his advisory work, he is involved with Corto Financial, focusing on insurance products and medical student loan refinancing. Lombard Advisers provides personalized investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management, employing a variety of analytical approaches and servicing approximately $670 million in assets under management as of the end of 2025.

Bryan Myers is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Redwood Private Wealth LLC, Sera Capital Management, LLC, H. Beck, Inc., Strategic Asset Management, Ltd., and Raymond James Financial Services, Inc. Myers is also involved in insurance sales, serving as president of Strategic Asset Management’s insurance business since 2015 and managing director of Redwood Tax Specialists, an insurance agency, since 2020. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a blend of passive, active, and tactical strategies and offers both discretionary and non-discretionary management, incorporating a range of investment instruments and third-party solutions as appropriate.

Jeffrey Rogers is a Series 66-licensed advisor with BFC Planning, Inc., where he has worked since 2014. He has 16 years of industry experience and also serves as a Shrewsbury Township Supervisor, overseeing local management and infrastructure. Outside of his advisory role, he operates Rogers My CFO, LLC, providing outsourced CFO and controllership services along with insurance sales. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through about 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing various platforms and sub-advisors, and employs investment strategies involving stocks, bonds, mutual funds, and ETFs.

Larry Forbes is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Global View Capital Advisors, LLC and Global View Capital Management, LLC since 2015 and previously worked at Asset & Retirement Protectors LLC and Money Concepts Capital Corp. He also serves as an independent contractor for Global View Capital Advisors, focusing on marketing, education, and sales of advisory and insurance services. Global View Capital Management provides investment advisory and financial planning to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach emphasizing momentum, relative strength, and trend-following, supported by proprietary research and execution infrastructure.

Roben Hoffman is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 13 years of industry experience. Prior to joining Empower in 2026, he worked at T. Rowe Price for 12 years and Edward Jones for one year. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach combines proprietary and third-party planning methodologies with recordkeeping and administrative platforms to deliver point-in-time financial plans and optional managed account solutions.

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.

Brittany Coburn is a financial advisor with Truist Advisory Services, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Truist Bank and Truist Investment Services, as well as positions in the hospitality sector. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

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.