Eric Beittel is a CFP®-credentialed financial advisor with 26 years of industry experience, currently serving at Silver Oak Securities, Incorporated since 2023. He previously worked at Ambassador Advisors, LLC, American Portfolios Financial Services, Inc., and Enders Insurance Associates. Outside of investment advising, Beittel owns Beittel Consulting LLC, which provides employee benefits and health coverage consulting primarily for self-employed individuals and employer groups. Silver Oak Securities serves individuals, pension plans, corporations, trusts, and other entities through a team of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers customized advisory programs and emphasizes operational features such as ongoing model monitoring and an automatic investment process tailored to client objectives and risk tolerances.

Christopher Cassel is a financial advisor at Apollon Wealth Management, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at SevenBridge Financial Group, LLC and Kuntz Lesher Capital LLC. Outside of his advisory role, Cassel is involved in several business ventures, including ownership interests in a distillery, a bowling alley restaurant, and a commercial real estate property. He also serves on the finance and investment committees of the United Way of the Capital Region and is a board member of the Vista School for Autism. Apollon Wealth Management is a multi-team SEC-registered advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers financial planning and portfolio management services, utilizing a combination of centrally managed strategies and locally managed portfolios, and invests across a range of asset classes including ESG models and alternative vehicles.

Douglas Charney is a financial advisor at Prospera Financial Services, Inc. with 38 years of industry experience. He has been with Prospera since 2016 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is the owner of an aircraft leasing business and serves on the board that advises the Chancellor of Penn State Harrisburg. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion across about 207 advisors. The firm offers diversified investment advisory and financial planning services through various platforms, combining firm models, third-party sub-advisers, and customizable allocations.

Lawrence Knolle is a financial advisor at Belpointe Asset Management LLC with eight years of industry experience and holds a Series 66 designation. His prior experience includes roles at Wealthcare Advisory Partners LLC dba Haven Advisory Partners, American Portfolios Financial Services, Inc., and Ambassador Advisors. Outside of his advisory work, he is a part owner of a specialty construction company. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors and manages more than $7.5 billion for individuals, corporations, trusts, and other investment advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting with customized portfolio strategies and several affiliated services.

Jonathan Williams is a financial advisor at Summit Trail Advisors, LLC in Harrisburg, PA, holding a Series 66 designation with 16 years of industry experience. His prior work includes roles at M & T Securities, Inc. and Wilmington Trust, N.A. Outside of his advisory role, he is involved as a landlord of a residential rental property. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, and institutional retirement plans. The firm employs an open-architecture investment process focused on asset allocation, investment selection, and portfolio construction, utilizing a range of investment vehicles and ongoing manager due diligence.

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® with 26 years of industry experience, currently advising at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, Triad Advisors, and operating his own firm, Gregory Richards, LLC. Outside of financial advising, he serves as an attorney specializing in estate planning and holds leadership roles in nonprofit organizations, including as Judge Advocate for the Hershey American Legion Post 386 and Treasurer for the Valle del Sol Phase 6 Homeowners Association. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and nonprofit organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios overseen by a central Investment Management team and emphasizes specialized fiduciary and financial wellness services.

Michael Ross is a financial advisor at Prospera Financial Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Members 1st FCU, and INVEST Financial Corporation. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors across about 140 offices, offering a range of investment advisory and financial planning services through multiple platforms and model portfolios.

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 with Infinity Financial Services Advisory in Harrisburg, PA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes three years at LPL Financial LLC. Outside of advising, he owns and manages an elderly home care business focused on overseeing care for his mother. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm serves individual and high-net-worth clients using a multi-method investment approach that includes portfolio management, financial planning, adviser selection, and pension consulting.

Ralph Fetrow is a financial advisor at Prospera Financial Services, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including PURSHE KAPLAN STERLING Investments, InsightAdvisors, and Kovack Advisors. Outside of his advisory role, he pursues horse-related leisure activities and serves as president of a non-investment real estate entity. Prospera Financial Services is a multi-team firm that provides investment advisory and financial planning services to individuals, high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across multiple platforms, offering customizable portfolio solutions with both discretionary and non-discretionary management.

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.

Kevin Curtis is a CFP® with 34 years of industry experience, currently serving as an advisor at Summit Trail Advisors, LLC. His prior roles include positions at Wilmington Trust, N.A. and M&T Securities, Inc. He serves on the board of the Susquehanna Art Museum. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, and institutional plans, offering portfolio management, financial planning, and family office services. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, tailoring solutions to client-specific objectives.

Scott Lumbatis is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Scottrade, Inc., Triad Advisors, Inc., and OSAIC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across 144 advisors. The firm serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a long-term, diversified investment approach implemented through model portfolios and customizable strategies.

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 at Prospera Financial Services, Inc. with 15 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Prospera in 2022, he worked at State Farm Investment Management Corp and State Farm VP Management Corp, and he is also involved with the Timothy Boyd Insurance Agency. Prospera Financial Services, Inc. is a multi-team firm that serves individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services through various platforms and customizable portfolio solutions.

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 with Guardian Life and holds a Series 66 credential. He has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to entering the financial sector, he worked in various positions including at PayPal and Commonwealth University of Bloomsburg. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement plan consulting, and investment advisory programs.

Song Shim is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cetera Investment Services LLC and First National Bank of PA. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of advisers. The firm offers customized advisory services, financial planning, and access to alternative investments while operating a hybrid adviser/broker-dealer structure.

Matthew Gunter is a financial advisor with Guardian Life and holds a Series 66 credential. He has four years of industry experience, including prior roles at Altria Group Distribution Company and Penn State University. Park Avenue Securities LLC, where he operates, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.