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.

Roben Hoffman is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 13 years of industry experience. Prior to joining Empower in 2026, he worked at T. Rowe Price for 12 years and Edward Jones for one year. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach combines proprietary and third-party planning methodologies with recordkeeping and administrative platforms to deliver point-in-time financial plans and optional managed account solutions.

Richard Shuster is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2013 and was previously with VOYA Financial Advisors, Inc. from 2006 to 2013. Outside of finance, he has a background as a musician, specifically as a drummer. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model and utilizes multiple investment strategies, often implementing advice through third-party managers and technology platforms.

Brittany Coburn is a financial advisor with Truist Advisory Services, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Truist Bank and Truist Investment Services, as well as positions in the hospitality sector. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Thomas Baldwin is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America and Merrill from 2016 to 2023. Baldwin is also associated with Ilgenfritz Financial Group, where he engages in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining model portfolios managed internally and by third parties, discretionary asset management, and financial planning services.

Brian Betz is a financial advisor with PNC Wealth Management in Manchester, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with PNC Investments since 2019 and previously held roles at PNC Bank and First Commonwealth Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees with PNC Bank online credentials. The firm utilizes approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Matthew Rakerd is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 designations and has 30 years of industry experience. Prior to joining Independent Financial Partners in 2024, he worked at Realta Investment Advisors, Inc. and Realta Equities, Inc. for over a decade. He is also the owner of Wealth Solutions LLC, where he provides fixed insurance products to clients as needed. Independent Financial Partners delivers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Alyssum Keefer is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house management and third-party solutions.

Kyle Lingg is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 12 years of industry experience. He previously worked at RBC Capital Markets from 2014 to 2021 before joining Janney Montgomery Scott, where he has been since 2021. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Warren Metzger is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, Cetera, and PNC Wealth Management. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a range of discretionary and non-discretionary solutions supported by third-party platform and manager arrangements.

Andrew Carrolus is a CFP®-certified financial advisor with 21 years of industry experience. He has been with Janney Montgomery Scott since 2004. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Scott Michael is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. Prior to joining Savant, he worked at Domani Wealth, LLC and Pbwm Holdings. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with a range of actively managed investment strategies, supported by in-house accounting, legal, and trust service affiliates.

Matthew Gavel is a CFA® charterholder and holds a Series 65 license, with 12 years of industry experience. He has worked at Savant Wealth Management since 2023 and previously spent six years at Domani Wealth, LLC (formerly Pbwm Holdings). Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement consulting, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and sub-advised mandates, supported by its scale and integrated accounting, legal, and trust services.

Crhistian Vasquez is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill Lynch, and Ilgenfritz Financial Group. Outside of his advisory role, he is the owner of Golf Lovers, LLC, a business focused on research and development. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs, managing approximately $49.8 billion for over 127,000 clients across more than 440 advisors.

Kyle Shenk is a financial advisor with Independent Financial Partners and holds a Series 66 designation. He has five years of industry experience and has previously worked with Realta Investment Advisors, Inc. and Realta Equities, Inc. Shenk's background also includes roles at Springified Co., Hampden-Sydney, Incapital, and Safari Club International. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model, allowing advisors to set their own investment strategies, and offers specialized retirement-plan advisory and pension consulting services.

Jack Armstrong is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 26 years of industry experience. He has worked at Commonwealth since 2017 and has been associated with Keystone Financial Strategies since 2009, also serving as a CPA there. Armstrong is a partner at SN Advisors, LLP, which operates as Keystone Financial Strategies, and spends part of his time engaged in CPA work unrelated to investments. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering various advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors, who deliver investment advice under Commonwealth’s supervision.

William Allison III is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. His career includes roles in annuity and insurance sales, as well as positions at Ilgenfritz Financial Group and Patterson Companies. 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 the use of discretionary model portfolios and offers a broad platform of investment strategies and services to support its large client and advisor network.

Oona Raffensberger is a financial advisor with Janney Montgomery Scott in York, PA, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Janney Montgomery Scott since 1998 and is also involved in the Weeusables Consignment Event since 2023. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Jacob Ilgenfritz is a financial advisor at AE Wealth Management, LLC with Series 65 credentials and three years of industry experience. Prior to joining AE Wealth Management in 2026, he worked at Ilgenfritz Financial Group and spent over a decade at Graham Architectural Products. Outside of his advisory role, he is involved in insurance sales through Ilgenfritz Financial Group. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, along with financial planning, plan services, and brokerage support.

Joshua Hogan is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and bringing five years of industry experience. His work history includes roles at Janney Montgomery Scott LLC since 2021, as well as positions at The Prudential Insurance Company of America and Pruco Securities LLC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.