Michael Waverka is a financial advisor with Valic Financial Advisors in Hershey, PA, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Valic Financial Advisors since 2012 and also serves as an agent at Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Stephen Landersman is a CFP®-certified financial advisor with 37 years of industry experience, currently with NewEdge Advisors since 2021. His prior experience includes 15 years at CUSO Financial Services and roles at NewEdge Securities. Outside of his advisory work, Landersman is involved in several business ventures, including serving as President of Unifi Advisors LLC and as Secretary/Treasurer of Blue Ridge Medical Spa, a medical spa providing Botox injections and other esthetic services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and access to third-party managers through multiple program structures, emphasizing centralized due diligence and technology-supported advisor solutions.

Renee Harrison is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 18 years of industry experience. She has been with Truist Advisory Services and Truist Investment Services since 2021 and previously worked at Bb&T Securities and Bbtis from 2015 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a proprietary manager-selection program for clients seeking third-party managers.

Cameron Leonard is a Series 66-licensed financial advisor at SPC with two years of industry experience. He previously worked at Equitable Advisors LLC and has held various roles including administrative support at Barr Associates Financial. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm offers tailored, discretionary advice through multiple account programs and maintains affiliations with broker-dealers and insurance agencies.

Julie Bramlitt is a CFP® with 20 years of experience in the financial industry. She currently works with OSAIC Institutions, INC. and has previously held roles at firms including Infinex Investments, Inc., Mid Penn Bank, and LPL Financial. Bramlitt is also involved as a licensed agent with MediPlan Connect, conducting joint seminars related to Medicare plans. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model that combines discretionary and non-discretionary management with third-party and lending platform solutions.

Stephen Myers is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 designations and 23 years of industry experience. He has worked at several firms, including Reverent Asset Management, ProEquities, Inc., KCA Wealth Management, and 1847 Financial. Outside of his advisory roles, Myers is a co-founder of Reverent Asset Management, where he is involved in the sale of fixed life insurance, annuities, and long-term care products, and he also sells home and auto insurance to friends and family. 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 that combines model portfolio solutions, discretionary asset management, financial planning, and consulting services, supported by an internal Investment Consulting Group and programs licensing models to other RIAs.

Phillip Palanzo is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 39 years of industry experience. He has worked with Ameritas in various capacities since 1997 and has operated Palanzo Financial Services, Inc. since 1976. He is licensed as an independent insurance agent specializing in fixed life insurance and annuity products. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management and consulting solutions across discretionary and non-discretionary programs.

Dylan Warfield is a Series 66-licensed financial advisor with six years of industry experience. He is currently associated with AE Wealth Management, LLC and Reverent Asset Management, LLC, where he also serves as co-founder involved in insurance sales. His prior experience includes roles at ProEquities Inc, KCA Wealth Management, LLC, and Basildon Financial, LLC. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining multiple model portfolios and discretionary management, supported by an internal Investment Consulting Group and programs licensing models to other RIAs.

Joseph Pantozzi is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has held roles at multiple firms including Ameritas and Alpha Omega Wealth, where he is president. Outside of his advisory work, he is a part owner of Aero Wealth LLC, which sells fixed insurance products, and occasionally speaks for agent training through the National Association of Insurance & Financial Advisors in Nevada. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers various investment management and consulting programs, leveraging both firm-developed and third-party model portfolios across discretionary and non-discretionary platforms.

William Jenney is a CFP® professional with 11 years of industry experience, currently serving as an advisor at PNC Wealth Management. His prior experience includes roles at TMF Investments, Motley Fool Wealth Management, and Morgan Stanley. Outside of his financial career, he is the owner of Bill Jenney Photography, a non-investment related activity. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered as an invitation-only pilot. The firm uses algorithmic questionnaires to guide portfolio strategies involving mutual funds and ETFs, with portfolio implementation and oversight delegated to third-party providers.

Sean Foley is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63, 65, and 66 licenses and having 17 years of industry experience. His prior work includes positions at Edward Jones, Securities America, and Infinity Financial Group. In addition to advising, he works as a licensed life insurance agent and serves as a power of attorney for his mother. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, employing both discretionary and non-discretionary investment approaches.

Tricia Tompkins is a Series 66-licensed financial advisor with 25 years of industry experience. She currently works at Empower Advisory Group and has held positions at several firms, including Wells Fargo Advisors and Raymond James Financial. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s integrated services focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivered through proprietary and third-party planning methodologies.

Brian Brassell is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Senior Advising Services since 2005. In addition to his advisory role, he is involved in insurance sales through a separate business activity. Brookstone Capital Management is an SEC-registered firm that provides fee-based asset management and financial planning services to a wide range of clients, including individuals, retirement plans, corporations, charities, sovereign wealth funds, and banking institutions. The firm supports a large advisor network through a turnkey asset management platform and offers various investment strategies, including discretionary model portfolios and unified managed accounts.

Jacob Rokosz is a financial advisor at Empower Advisory Group with Series 63 and Series 65 designations and two years of industry experience. Before joining Empower in 2024, he worked at Trinity Wealth Securities, Florida Financial Advisors, Wyoming Valley Country Club, Domino's Pizza, Shippensburg University, Carbon Sales Co., and Holy Redeemer High School. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms that focus on long-term portfolio returns and client savings rates.

Sean Reading is a CFP® professional with 23 years of industry experience, currently affiliated with J. W. Cole Advisors, Inc. He has worked at firms including Infinity Financial Group of PA, North Star Financial Group, Cambridge Investment Research Advisors, and Hornor, Townsend & Kent, LLC. In addition to his advisory role, he is an independent insurance agent for various companies. J. W. Cole Advisors operates a large network of independent investment adviser representatives and provides fee-based portfolio management, financial planning, and retirement plan services for individual, high-net-worth, and institutional clients. The firm utilizes a mix of investment strategies and offers access to multiple third-party platforms.

Jordan Harro is a Series 65-licensed advisor with J.W. Cole Advisors, Inc. He has been involved in investment-related activities through Harro Associates since 2016 and joined J.W. Cole Advisors in 2025. Outside of his advisory work, he is also engaged in selling fixed life insurance. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, retirement plans, and other entities through a network of more than 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Sofia Kaldes is a financial advisor at OSAIC Institutions, INC. with two years of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience with Infinex Investments, Inc. and Mid Penn Bank/Mid Penn Financial Services. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account options.

Beverly Barr is a financial advisor with SPC in Lebanon, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Parkland Securities since 2014 and serves as president of Barr Associates, Inc. Barr is also a board member of Youth for Christ in Lebanon, PA, where she participates in fundraising activities to support local youth. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors, providing both discretionary and nondiscretionary solutions tailored to client needs.

Steven Spong is a CFP® and ChFC® with 39 years of industry experience, currently serving as an Investment Advisor Representative with Kestra Advisory Services. His prior experience includes over a decade at OSAIC. Outside of advisory services, he owns businesses involved in selling life insurance, fixed annuities, and long-term care policies, and serves as president of the Northwood Office Condo Association board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment due diligence, managing approximately $79.8 billion in assets and serving diverse clients including sovereign wealth funds.

Michael Valudes is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 29 years of industry experience. He has been associated with Yocum & Company and Commonwealth Financial Network since 2001. Valudes is a 49% owner of Yocum & Company, Inc., an entity that facilitates insurance and securities business, including fixed insurance sales. 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 roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.