Eric Beittel is a Certified Financial Planner® with 26 years of industry experience. He is currently with Silver Oak Securities, Inc., where he has been since 2023. Prior to that, he held positions at Ambassador Advisors, LLC, American Portfolios Financial Services, Inc., and Enders Insurance Associates. He also owns Beittel Consulting LLC, providing consulting on employee benefits and health coverage options. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals managing about $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives and employs a primarily discretionary investment approach using individual securities, ETFs, mutual funds, and independent strategist models.

Christopher Cassel is a financial advisor at Apollon Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at SevenBridge Financial Group, LLC and Kuntz Lesher Capital LLC. Outside of his advisory role, he is involved in community and business activities, including serving on the finance and investment committees of United Way of the Capital Region and serving as a board member and finance committee member at Vista School for Autism. He also owns interests in a distillery/restaurant and a bowling alley/restaurant. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and sub-advisory services through a combination of centrally managed strategies and locally managed portfolios.

Douglas Charney is a financial advisor with Prospera Financial Services, Inc. in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Prospera in 2016, he spent 21 years at Wells Fargo Clearing. Outside of his advisory role, he owns an aircraft leasing business and serves on the board that advises the Chancellor of Penn State Harrisburg. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

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.

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.

Michael Ross is a financial advisor at Prospera Financial Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, Members 1st FCU, and INVEST Financial Corporation. Prospera Financial Services, Inc. is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm offers financial planning, portfolio management, and access to multiple advisory programs and platforms, with a dual registration as an SEC-registered investment adviser and a FINRA member broker-dealer.

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.

Tony Tolene is a financial advisor at Infinity Financial Services Advisory with 16 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Infinity Financial Services Advisory, his career included roles at LPL Financial, PNC Wealth Management, and Chase Investment Services Corp. Outside of finance, he owns and oversees an elderly home care business focused on managing care for his mother. Infinity Financial Services Advisory is a multi-advisor firm serving individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting. The firm employs a multi-method investment approach and utilizes a range of strategies including options and complex products as part of portfolio construction and risk management.

Ralph Fetrow is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes prior roles at PURSHE KAPLAN STERLING INVESTMENTS, InsightAdvisors, Kovack Advisors, and Invest Financial Corporation. Outside of advising, he is involved in horse care and leisure riding and serves as president of a non-investment-related real estate entity. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves a diverse client base, including individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Michael Johnson, Jr. is a financial advisor at Ethos Financial Group, LLC in Harrisburg, PA. He holds a Series 65 designation and has experience in financial services since 2026, following five years at Fulton Bank and prior work at Comcast. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations, providing investment management, financial planning, estate planning, and consulting services. The firm emphasizes diversified, risk-conscious portfolios using model allocations and multiple investment vehicles, supplemented by third-party research and operational AI tools.

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.

Joseph Deitrich is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Simplicity Wealth and Liberty Mutual Insurance. In addition to his advisory role, he is a licensed independent insurance agent and partner at 1st Choice Financial Services, where he is involved in insurance and annuity sales as well as business oversight. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach and offers services through a large network of affiliated offices and investment adviser representatives.

Timothy Boyd is a financial advisor with Prospera Financial Services, Inc. in Harrisburg, PA, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at State Farm Investment Management Corporation and Northwestern Mutual Investment Management, as well as operating his own insurance agency. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

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.

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.

William Gammon is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® and Series 63 designations. He has 11 years of industry experience, currently serving clients in Harrisburg, PA. His career includes roles at Nylife Securities LLC and New York Life Insurance Company since 2014. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and operates primarily with a non-discretionary asset base.

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.