Brian Kennedy is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at CONCOURSE Financial Group Securities and Lincoln Financial Advisors. Outside of his advisory work, Kennedy is involved in several business activities including ownership of a tax services firm, serving on the board of Shamrocks Football, and ownership of a sports franchise. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation options across various platforms and employs both proprietary and third-party model strategies tailored to client objectives.

Sandra Curlee is a financial advisor with LPL Financial in Lemoyne, PA, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has worked with LPL Financial since 2018 and concurrently operates Heritage Wealth Advisers, LLC, which she established in 2009. Outside of her advisory roles, she is involved in insurance product sales, including long-term care, Medicare supplement, life, and health insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by research and model portfolios.

Russel Urffer Jr. is a financial advisor at Cetera with 51 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Cetera in 2025, he spent over 17 years with Concourse Financial Group Securities Inc. Outside of his advisory role, he serves as president of MidAtlantic Insurance Consultants Ltd, a wholesale distributor of life, disability, annuity, and long-term care insurance products, and is treasurer of the Harrisburg Forest #43 Tall Cedars of Lebanon International. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Gerald Stefanelli is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance Associates, Inc. and Investment Advisors Asset Management, LLC. Outside of his advisor role, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios, third-party subadvisors, and advanced investment technologies.

Howard Ammons Jr. is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliates since 2009 and holds Series 63 and Series 65 designations. Outside of advising, Ammons is involved in real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Phillip Miles is a CFP® professional with 27 years of experience in the financial services industry. He is affiliated with Pennsylvania Advisory Services, Inc., where he has worked since 1991. Miles is also president and owner of Harrisburg Insurance Services, Inc., an insurance products and fixed annuities sales firm. Pennsylvania Advisory Services provides investment advisory and financial planning services primarily to individual clients, as well as pension plans, charitable organizations, and insurance company clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and pension consulting, with an emphasis on client education through workshops and seminars.