Sean Indiveri is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Truist Advisory Services and its affiliated broker-dealer since 2021, following previous roles at Bb&T Securities and Bbtis. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting. The firm integrates advanced research tools and multiple inter-affiliate resources in its manager selection and oversight processes.

Stephen Myers is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at AE Wealth Management since 2021 and is also co-founder of Reverent Asset Management, where he sells fixed life insurance, annuities, and long-term care products. Additionally, he sells home and auto insurance to friends and family. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, employing a variety of investment strategies and serving a large client base through standardized model and platform services.

Phillip Palanzo is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 39 years of industry experience. He has worked with Ameritas in various capacities since 1997 and has operated Palanzo Financial Services, Inc. since 1976. He is licensed as an independent insurance agent specializing in fixed life insurance and annuity products. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management and consulting solutions across discretionary and non-discretionary programs.

Dylan Warfield is a Series 66-licensed financial advisor with six years of industry experience. He is currently associated with AE Wealth Management, LLC and Reverent Asset Management, LLC, where he also serves as co-founder involved in insurance sales. His prior experience includes roles at ProEquities Inc, KCA Wealth Management, LLC, and Basildon Financial, LLC. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining multiple model portfolios and discretionary management, supported by an internal Investment Consulting Group and programs licensing models to other RIAs.

William Jenney is a financial advisor at PNC Wealth Management with 11 years of industry experience. He holds the CFP® designation as well as Series 66 and Series 65 licenses. His prior experience includes roles at TMF Investments, Motley Fool Wealth Management, and Morgan Stanley. Outside of financial advising, he owns Bill Jenney Photography, a non-investment business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that employs algorithm-driven risk assessments and utilizes mutual funds and ETFs with annual rebalancing.

Sean Foley is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63, 65, and 66 licenses and having 17 years of industry experience. His prior work includes positions at Edward Jones, Securities America, and Infinity Financial Group. In addition to advising, he works as a licensed life insurance agent and serves as a power of attorney for his mother. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, employing both discretionary and non-discretionary investment approaches.

Tricia Tompkins is a Series 66-licensed financial advisor with 25 years of industry experience. She currently works at Empower Advisory Group and has held positions at several firms, including Wells Fargo Advisors and Raymond James Financial. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s integrated services focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivered through proprietary and third-party planning methodologies.

Daniel Perrotti Jr. is a financial advisor at NewEdge Advisors with 24 years of industry experience. He holds the Series 66 designation and has worked at NewEdge Advisors since 2021 and at Mid Atlantic Capital Corp since 2009. Outside of his advisory roles, he serves as Vice President of Perrotti Partners, LLC, a financial consulting firm. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services and employs multiple program structures, combining in-house manager selection with third-party model portfolios and advisor discretion.

Brian Brassell is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Senior Advising Services since 2005. In addition to his advisory role, he is involved in insurance sales through a separate business activity. Brookstone Capital Management is an SEC-registered firm that provides fee-based asset management and financial planning services to a wide range of clients, including individuals, retirement plans, corporations, charities, sovereign wealth funds, and banking institutions. The firm supports a large advisor network through a turnkey asset management platform and offers various investment strategies, including discretionary model portfolios and unified managed accounts.

Jacob Rokosz is a financial advisor at Empower Advisory Group with Series 63 and Series 65 designations and two years of industry experience. Before joining Empower in 2024, he worked at Trinity Wealth Securities, Florida Financial Advisors, Wyoming Valley Country Club, Domino's Pizza, Shippensburg University, Carbon Sales Co., and Holy Redeemer High School. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms that focus on long-term portfolio returns and client savings rates.

Sean Reading is a CFP® professional with 23 years of industry experience, currently affiliated with J. W. Cole Advisors, Inc. He has worked at firms including Infinity Financial Group of PA, North Star Financial Group, Cambridge Investment Research Advisors, and Hornor, Townsend & Kent, LLC. In addition to his advisory role, he is an independent insurance agent for various companies. J. W. Cole Advisors operates a large network of independent investment adviser representatives and provides fee-based portfolio management, financial planning, and retirement plan services for individual, high-net-worth, and institutional clients. The firm utilizes a mix of investment strategies and offers access to multiple third-party platforms.

Jordan Harro is a Series 65-licensed advisor with J.W. Cole Advisors, Inc. He has been involved in investment-related activities through Harro Associates since 2016 and joined J.W. Cole Advisors in 2025. Outside of his advisory work, he is also engaged in selling fixed life insurance. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, retirement plans, and other entities through a network of more than 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Sofia Kaldes is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 65 licenses and has two years of industry experience. Her prior work includes roles at Infinex Investments, Inc. and Mid Penn Bank/Mid Penn Financial Services. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services and financial planning, operating with a hybrid adviser/broker-dealer model that combines discretionary and non-discretionary management alongside access to alternative investments and lending solutions.

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.

Steven Spong is a CFP® and ChFC® with 39 years of industry experience, currently serving as an Investment Advisor Representative with Kestra Advisory Services. His prior experience includes over a decade at OSAIC. Outside of advisory services, he owns businesses involved in selling life insurance, fixed annuities, and long-term care policies, and serves as president of the Northwood Office Condo Association board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment due diligence, managing approximately $79.8 billion in assets and serving diverse clients including sovereign wealth funds.

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.

George Huff is a financial advisor at SPC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parkland Securities since 2014. Outside of his advisory role, he holds various traditional appointments with other companies through Stone Mill Financial Services. SPC serves individual clients, charitable organizations, corporations, and retirement plans with a range of portfolio management and consulting services. The firm combines discretionary and nondiscretionary management approaches and supports complex retirement plan services, operating within a corporate structure that includes affiliated broker-dealers and insurance agencies.