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.

Craig Wenger is a CFP®-designated financial advisor with 20 years of industry experience. He has worked at Guardian Life and Guardian Life Insurance Company since 2016. Wenger is also involved in insurance services as an additional business activity. He is affiliated with Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers specialized tools including insurance products and alternative investments.

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.

Martin Yocum III is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Commonwealth since 2007. He is also vice president and co-owner of Yocum & Company, Inc., an entity facilitating securities 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 a broad client base. The firm offers a wide range of managed-account programs, access to third-party asset managers, and comprehensive back-office support, managing over $212 billion in client assets.

Laurie Gnall is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and bringing 20 years of industry experience. She has been associated with Jonathan Roberts Advisory Group, Inc. since 2008 and Your Financial Community of PA, Inc. since 2005. Laurie is also a founding partner of Infinity Financial Group, LLC. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individual, high-net-worth, and institutional clients. The firm employs a combination of discretionary and non-discretionary management strategies with fundamental and technical analysis, model and manager-based approaches, as well as digital advice tools.

Lindsay Mills is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Hightower Advisors and HighTower Securities, LLC since 2017, and previously at Merrill from 2010 to 2017. Based in Lebanon, PA, Mills has experience with both advisory and securities firms. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions using both affiliated and third-party managers, leveraging proprietary research and a range of investment vehicles including mutual funds, ETFs, alternative investments, and custom indexing.

James Sprecher is a CFP® professional with 33 years of industry experience, currently serving at J.W. Cole Advisors, Inc. where he has worked since 2003. He previously worked at Infinity Financial Group from 2021 to 2023. Sprecher is also president and owner of Your Financial Community of PA, Inc., an insurance and estate planning business he has operated since 1983. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Scott Biltz is a financial advisor with United Planners' Financial Services of America, holding the ChFC® designation and Series 63 license, and has 31 years of industry experience. His prior work includes operating Grandsons Gameland LLC, a family-owned hunting land business, since 2001. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm’s advisory services are delivered through independent representatives and implemented via a mix of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Jeffrey Krall is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and having 30 years of industry experience. His career includes roles at Mid Penn Bank, Infinex Investments, Riverview Bank, Cetera Investment Services, Private Advisor Group, LPL Financial, Calton & Associates, and Raymond James Financial. OSAIC Institutions, Inc. serves 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, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions, operating as a hybrid SEC-registered adviser and FINRA member.

Michael Hoskins is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Hummelstown, PA, and holds a Series 66 license. Outside of his advisory role, Michael is a board member for Pack 201 Cub Scouts in Hershey, PA. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

James Gill is a financial advisor with Thrivent Investment Management in Annville, PA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory role, he serves as chair of the endowment fund committee at Zion's Evangelical Lutheran Church, overseeing grant approvals in a volunteer capacity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority, and offers options to combine planning with managed accounts under separate engagements.

Abram Shaffner is a financial advisor with Ameriprise who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves in various leadership positions with local Masonic organizations, including as a trustee and board member. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Brett Holland is a CFP® with 25 years of industry experience, currently serving at Stifel since 2007. He is based in Lebanon, PA, and holds a Series 66 designation. Outside of his advisory role, he serves on the boards of Lebanon Rescue Mission, a homeless and poverty rescue mission, and Lebanon Valley Bible Church. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services that include fee-based financial planning and model-driven investment analysis developed by its Investment Strategy Group.

Daniel Finnegan is a CFP®-certified financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Deployed Date Solutions from 2014 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors and branch offices.

Nathan Smith is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2024, he worked at Johnson Controls Security Solutions and TE Connectivity. Outside of his advisory role, he serves as a swim coach for a local aquatic club in Hershey, PA. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning focused on income sources and tax-aware withdrawal strategies.

Thomas Garlic is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He has worked with Benchmark Advisor Networks and Cetera Wealth Services, LLC since 2014 and joined Cetera in 2023. Outside of his advisory role, he serves as vice president of the Swatara Action Team, a civic organization focused on community outreach and event planning. Cetera Investment Advisers LLC is a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, allowing advisors to utilize affiliated and third-party managers or create bespoke strategies.

Frederick Blair is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 37 years of industry experience. He is the founder of Commonwealth Financial Associates, Ltd., where he has served as president since 1986, and he operates Blair Financial Services. Outside of his advisory work, he is involved as a co-trustee of a private family trust and has served in executor roles for family estates. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and a range of customizable strategies delivered via affiliated broker-dealer and RIA relationships.

Heath Greene is a financial advisor with Edward Jones in Hershey, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Hope Community Church and Gardner-Webb University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Claudia Whiston is a financial advisor with Primerica Advisors in Hummelstown, PA, holding Series 63 and Series 65 licenses and having 25 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1999. In addition to her advisory role, she is involved in sales of investment-related products and refers home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Kevin Kleinfelter is a financial advisor with LPL Enterprise and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he serves as a board member for the Lebanon Rescue Mission, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment approaches developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.