Gina Kiefer is a CFP® professional at Beacon Pointe Advisors, LLC with experience spanning several roles since 2012, including positions at The Family Firm and Hooman & Associates. She is currently based in Gettysburg, PA. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to a diverse client base including individuals, corporations, and institutional investors, utilizing a combination of asset-allocation modeling and third-party independent managers across active and passive strategies.

Justin Brillhart is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Benchmark Investments & Insurance, H&R Block, and Cadaret Grant & Co., Inc. He is also the owner of Brillhart Consultants, which provides tax preparation and general accounting services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm offers discretionary model portfolios, customized investment programs, and comprehensive back-office support, including trading, compliance, and technology solutions.

James Shenk is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include nine years with Realta Investment Advisors, Inc. and Realta Equities, Inc. Outside of finance, he is an investor in Shenk Distribution, a company involved in the distribution of shotgun ammunition. Independent Financial Partners is a nationwide enterprise advisory firm with over $12.5 billion in assets under management and approximately 261 advisors. The firm offers a decentralized advisory model that supports individual investment strategies alongside centralized asset management options and is notable for its comprehensive retirement-plan advisory and pension consulting services.

Jason Thorne is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2017. He has also been associated with Keystone Financial Strategies since 2009 and previously worked at Geneos Wealth Management, Inc. from 2008 to 2017. Outside of advisory work, he is a certified public accountant providing tax preparation services through Keystone Financial Strategies. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

Lee Fortenberry is a financial advisor at Guardian Life with 34 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Northwestern Mutual and Park Avenue Securities. Outside of his advisory role, he serves as an adjunct professor at Shippensburg University and works as a golf course starter in Gettysburg, PA. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment programs including proprietary and third-party strategies, with advisory options that can be discretionary or non-discretionary.

Joseph Gagliardi Jr is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs. Its Portfolio Solutions Strategist Digital Offering is an invitation-only, discretionary model account that uses algorithmic risk assessments to recommend investment strategies implemented via mutual funds and ETFs.

Gillian Hopkins is a financial advisor with Eagle Strategies (New York Life) based in Westminster, MD, holding a Series 66 designation and 26 years of industry experience. She has worked at Harbor Financial Group since 2009 and has been associated with New York Life Insurance Company since 2002. She is also appointed with various insurance carriers for brokering non-registered insurance products through Harbor Financial Group. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christopher Stock is a financial advisor at Savant Wealth Management with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Domani Wealth, LLC from 2015 to 2023. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm utilizes a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by integrated accounting, legal, and trust services.

Charlene Bridger is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Triad Hybrid Solutions, Epic Wealth Management, Gray-Pilgrim & Associates, and Edward Jones. She also works as a consultant in accounting and business services outside of investment advising. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a mix of proprietary and third-party platforms.

Christopher Wilson is a financial advisor with PNC Wealth Management who holds Series 63, 65, and 66 licenses and has 19 years of industry experience. He has worked at PNC Investments since 2017 and previously at M&T Securities, Inc. from 2015 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to employees with PNC Bank online credentials. The firm relies on algorithm-driven risk assessments to implement portfolios using approved model strategies managed by PNC or third-party strategists.

James Kampstra is a CFP® professional with 17 years of industry experience, currently serving at Osaic Advisory Services, LLC. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, Ferrara Kampstra, and Geneos Wealth Management, Inc. He is involved in several outside activities, including serving on the boards of the Totem Pole Playhouse, a nonprofit summer theatre, and the Adams County Community Foundation. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms for portfolio management.

Erin St Jacques is a financial advisor with Morgan Stanley in York, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at Merrill and has professional experience in compliance and the food and beverage industry. She also has a background that includes a role at Stony Run Brew House. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning arrangements.

Marisa Boyle is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. She has worked at several firms including PeoplesBank and LPL Financial, and currently serves as a financial advisor at Orrstown Bank dba Orrstown Financial Advisors. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to multiple program structures and third-party money managers.

Kathleen Becker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Philip Gross III is a financial advisor with Edward Jones in York, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is a partner in an LLC formed to hold a rental property intended primarily for his son’s residence. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Daniel Ramos is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2021, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2014 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Brent Clabaugh is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 19 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2013. Outside of his advisory role, he serves on the finance committee at Delone Catholic High School. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and consulting services, overseeing more than $256 billion in assets.

Patrick Logue is a financial advisor with Wells Fargo Advisors in Hanover, PA, holding a Series 63 designation and over 42 years of industry experience. He previously worked at Lincoln Investment Planning, Inc. for 33 years and at A.L. Williams for 40 years. Outside of his advisory role, he is involved in managing commercial rental property and holds majority ownership in PLOGUE GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, providing diverse planning options including specialized areas such as business-owner transition and special-needs planning.

Thomas Zielinski is a financial advisor with RBC Capital Markets in York, PA, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously spent eight years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized strategies implemented through a combination of in-house and third-party managers, providing portfolio management, financial planning, custody, and brokerage services.

Michael Juiliano is a financial advisor with Wells Fargo Clearing in York, PA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Wells Fargo Advisors LLC from 2010 to 2016 before joining Wells Fargo Clearing. Outside of his advisory work, he plays guitar as a personal interest. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.