Grace Roland is a financial advisor at Personal Wealth Advisory, LLC with a Series 66 designation and two years of industry experience. She previously worked at THRIVENT Financial and Hershey Wealth Advisors. Roland is also an independent representative for fixed insurance sales. Personal Wealth Advisory, LLC provides financial planning and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, with a focus on Pennsylvania educators through its TeachersRetire program. The firm offers a collaborative, multi-step planning process emphasizing strategic asset allocation without managing client assets or charging percentage-based fees.

Steven Bell is a financial advisor with Geneos Wealth Management, Inc. in Lancaster, PA, holding CFP® and ChFC® designations and possessing 28 years of industry experience. He has been associated with Personal Wealth Advisory LLC and Geneos Wealth Management since 2006. Bell serves as a board member for both the Rotary Club of Lancaster Sunrise and Lititz Springs Park. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and customizable investment strategies.

Stefan Striffler is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Capital Analysts since 2018 and has concurrent experience with Lincoln Investment and Signator Investors, Inc. Outside of finance, he is the owner of a health care consulting and management company that is currently inactive. Capital Analysts serves a wide range of clients, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a combination of in-house discretionary investment management and non-discretionary advisor-managed solutions.

Thomas Gerhart is a CFP® professional with 26 years of industry experience, currently serving at Founders Financial Securities LLC since 2006. He is based in Lebanon, PA. Outside of his advisory role, Gerhart is president and director of The Anne Fund, Inc., a nonprofit focused on raising funds for cancer research and supporting local families, and he participates in youth football camps as a former NFL player to share his experiences with young athletes. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a large network of advisors managing approximately $4.1 billion in client assets. The firm offers diverse advisory platforms and delegates investment decisions to its representatives, supporting a range of services including financial planning, managed portfolios, and specialty consulting such as 1031 exchanges.

Christopher Miller is a financial advisor with Geneos Wealth Management, Inc. in Lancaster, PA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Geneos Wealth Management since 2004 and also operates Personal Wealth Advisory, LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority and access to both in-house and third-party portfolio management.

Jeffrey Swope is a CFP® and ChFC® professional with 38 years of industry experience, currently serving at Mutual of Omaha Investor Services, Inc. He has been with Mutual of Omaha and Kirkpatrick, Pettis, Smith, Polian Inc. since 1987. In addition to his advisory role, he is involved in insurance sales across multiple lines including life, fixed annuities, accident and health, and property and casualty. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans. The firm offers a range of managed account programs and retirement plan consulting, primarily delivering solutions through platform relationships with Envestnet and Pershing.

Gregory Richards is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Merit Financial Advisors. His prior experience includes roles at Purshe Kaplan Sterling Investments, OSAIC, Triad Hybrid Solutions, Triad Advisors, Inc., and First Financial Group, Inc. Outside of his advisory work, Richards serves as Judge Advocate for the Hershey American Legion Post 386 and is an attorney consulting on estate planning matters. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm provides asset management, financial planning, retirement plan consulting, and employee financial wellness programs through a network of investment adviser representatives, emphasizing long-term, diversified asset allocation supported by internal and third-party investment management.

Richard Braverman is a CFP® with 44 years of experience in the financial services industry. He has been with Geneos Wealth Management, Inc. since 2008 and previously operated Braverman Financial Associates from 1983 until 2026. He is also an author. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, including high-net-worth clients, trusts, estates, corporations, and institutional plans. The firm offers financial planning, portfolio management, and third-party money manager referrals, using a variety of investment strategies and platforms tailored to client needs.

Christopher Simon is a financial advisor with Regal Investment Advisors LLC, holding a Series 63 designation and bringing 33 years of industry experience. His prior firms include Woodbury Financial Services, Inc. and Questar Asset Management. He is also the owner of Simon Financial Services, a business focused on life insurance sales and planning. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management primarily to unaffiliated registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, offering day-to-day trading discretion within selected models while Primary Advisors retain client-facing responsibilities.

Aaron Fisher is a financial advisor with Bison Wealth, LLC in Lancaster, PA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior roles include positions at American Global Wealth Management, CAPE Securities, Terra Wealth Management, PFS Investments, and Primerica Financial Services. Outside of his advisory work, he is involved with ConnectMyBiz as a referral partner for the Employee Retention Credit process. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and institutional entities, offering financial planning, portfolio management, model portfolios, and ERISA retirement plan services. The firm’s investment approach combines outcome-focused, multi-manager portfolios with tactical and strategic allocations across liquid and private-market strategies, including alternative investments and an options-based Overlay strategy.

Scott Lumbatis is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds the Series 63 and Series 66 credentials. His career includes positions at Scottrade, Inc., Triad Advisors, Inc., Osaic Advisory Services, OSAIC, and Purshe Kaplan Sterling Investment. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy overseen by an internal investment committee and offers customizable model portfolios, third-party managers, and various account service options.

Andrew Barninger is a CFP® professional with 14 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. and Personal Wealth Advisory LLC. He previously worked at J. W. Cole Advisors, Inc. for one year. Outside of his advisory roles, he serves as a board member of the Lancaster Building Industry Association. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and access to third-party money managers for individuals, trusts, estates, corporations, and institutional clients. The firm employs a variety of analytical approaches and offers customizable investment programs, managing over $5.5 billion in client assets.

Brian Shank is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has worked with Phillips Financial Services, Inc. and Lincoln Investment Planning Inc. for nearly two decades. Shank is also President of BCS Annuity and Insurance Benefits Company, Inc., focusing on fixed annuities and insurance products. Capital Analysts serves a diverse client base including retail and institutional investors, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors. The firm employs both discretionary and non-discretionary investment approaches, supported by an in-house Investment Management & Research team and proprietary mutual fund screening.

Aaron Barr is a financial advisor with SPC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience and has worked at Parkland Securities and SPC since 2014, as well as operating Barr Associates Inc. since 2001. Outside of his advisory work, he serves as team director of a youth mountain bike racing team and is vice president and board member of a youth mountain bike nonprofit. SPC serves individual clients, charitable organizations, corporations, and retirement plans through over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies typically through discretionary management with options for nondiscretionary arrangements.

Scott Rucci is a financial advisor at Guardian Life with a Series 66 designation. He has one year of industry experience, including prior roles at Financial Growth Partners and PayPal. Guardian Life’s subsidiary, Park Avenue Securities, offers brokerage and advisory services to individuals, retirement plans, and businesses. The firm provides a range of investment and financial planning solutions, combining advisor-led management with model-based strategies and access to insurance and alternative investments.

Song Shim is a financial advisor with OSAIC Institutions, Inc. in Harrisburg, PA, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Cetera Investment Services, First National Bank of PA, CUSO Financial Services, L.P., and J.P. Morgan Securities. Shim is also an owner of a rental property, which is unrelated to his client services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, including discretionary and non-discretionary management, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer model.

Matthew Gunter is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience and has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2019. Outside of his advisory role, he is involved in selling non-Guardian products on a limited basis. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, 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 a range of financial planning and consulting services tailored to client needs.

Robert Oconnor is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with PNC Investments LLC since 2012. Outside of his advisory role, he is listed as the owner of a rental property, unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessment and implements portfolios via mutual funds and ETFs with annual rebalancing.

John Obrock is a financial advisor with Integrated Wealth Concepts LLC in Harrisburg, PA. He holds over eight years of experience in the industry and has been associated with Integrated Wealth Concepts since 2026. He also has a long-standing career at WildeMan and Obrock, CPA's, where he has worked since 1985. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors wrap-fee programs with a focus on customized portfolios and a combination of internal and third-party asset management.

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.