Donna Gurreri is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and two years of industry experience. She has worked at Mutual of Omaha Investor Services since 2024 and previously at AMZ Manufacturing. In addition to her advisory role, she is an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm delivers solutions primarily through Envestnet and acts as the client contact for third‑party managers, operating alongside broker‑dealer and insurance businesses within the Mutual of Omaha group.

John Frick is a financial advisor at Realta Investment Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at Realta Equities, Fulton Financial Advisors, and Raymond James Financial Services Advisors Inc. Frick is involved in building a marketing platform under the New Era Wealth Management brand. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension plans, and institutional clients. The firm employs a personalized approach to asset allocation and offers access to third-party money managers, retirement-plan consulting, and estate planning services.

Justin Pierce is a financial advisor at AlphaStar Capital Management with eight years of industry experience. He holds Series 63 and 65 licenses and has worked at several firms including Terra Wealth Management and PFS Investments Inc. Outside of his advisory role, he owns THAT Guy's Graphics, a business involving design and photography services, and is also involved as a mortgage loan originator. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and participant account management. The firm employs a range of model portfolios and strategic approaches, supports subadvisory relationships, and provides ERISA-related plan services.

Lyndsey Michelsen is a financial advisor at Lombard Advisers Incorporated in York, PA, holding Series 65 and Series 63 licenses with four years of industry experience. Her prior roles include positions at The Vanguard Group, Inc., and Lombard Securities Incorporated. Lombard Advisers provides personalized investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a multi-team structure. The firm employs a range of analytical methods to construct portfolios and offers both discretionary and non-discretionary solutions, managing approximately $670 million in assets.

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.

Stefan Striffler is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Capital Analysts, Lincoln Investment, and Signator Investors, and previously served with the Red Lion Area School District. Outside of his advisory work, he is the owner of a healthcare consulting and management company, although it is currently inactive. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment and research team, with access to custom portfolios, third-party managers, and various advisory services.

Jeffrey Swope is a CFP® and ChFC® professional with 38 years of industry experience, currently serving at Mutual of Omaha Investor Services, Inc. He has been with Mutual of Omaha and Kirkpatrick, Pettis, Smith, Polian Inc. since 1987. In addition to his advisory role, he is involved in insurance sales across multiple lines including life, fixed annuities, accident and health, and property and casualty. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans. The firm offers a range of managed account programs and retirement plan consulting, primarily delivering solutions through platform relationships with Envestnet and Pershing.

Frank Corto is a financial advisor with Lombard Advisers Incorporated in York, PA, holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with Lombard Securities Incorporated since 2017 and previously worked at IFS Securities. Outside of his advisory role, he is the managing partner of Corto Financial Group, which serves physicians by providing disability and life insurance products, and he owns a financial interest in the Central Pennsylvania Lacrosse Club. Lombard Advisers provides personalized investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a multi-team approach. The firm offers both discretionary and non-discretionary portfolio management solutions, employing various analytical methods and managing approximately $670 million in assets under management as of 2025.

Jeffrey Farrell is a financial advisor at Sound Income Strategies, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Wunderlich Securities, Inc. and FTB Advisors, Inc. He also serves as a Strategic Wealth Advisor and Client Service Advisor at McAdams Group LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized managed portfolios with an emphasis on fixed-income analysis and equity review, utilizing both discretionary and non-discretionary strategies.

Sean Clark is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining Royal Fund Management, he worked at AE Wealth Management, LLC and Brokers International Financial Services, LLC. Clark is also an adjunct professor at the University of Arizona, Grand Canyon University, and Southern New Hampshire University. Additionally, he serves as CEO of York Independents, Inc., an insurance sales business. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm provides portfolio management, financial planning, and pension consulting, applying fundamental, technical, and cyclical analysis to develop tailored investment strategies with regular monitoring tied to clients’ risk tolerances.

Stephen Prindle is a financial advisor at Lombard Advisers Incorporated with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lombard Advisers and its affiliated entity, Lombard Securities, since 2017. Prior to that, he worked at Ifs for one year. Outside of his advisory role, Prindle is involved with Corto Financial, where he serves as an agent offering insurance products, and participates in a referral partnership with Splash Financial to assist clients with medical student loan refinancing. Lombard Advisers provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a team-based approach. The firm offers both discretionary and non-discretionary portfolio management using a variety of analytical methods and manages approximately $670 million in assets, with a notable focus on non-discretionary accounts.

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.

Constance Craig Mason is a financial advisor at Altitude Capital Management LLC with three years of industry experience. She holds a Series 65 credential and has worked at several firms including Forthright Capital Partners and Money Concepts Capital Corp. Outside of advisory services, Mason is CEO of Concierge Financial Advisory, where she provides financial literacy and leadership content through speaking engagements and collaborative book projects. Altitude Capital Management LLC offers investment advisory and financial planning services to individuals and high net worth clients. The firm provides tailored portfolio management and consulting with an emphasis on long-term purchasing power, managing accounts primarily on a discretionary basis.

Larry Forbes is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Global View Capital Advisors, LLC and Global View Capital Management, LLC since 2015. His additional role as an independent contractor involves marketing, education, and sales of advisory and insurance services within affiliated entities. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans, emphasizing model-driven strategies based on technical and quantitative research. The firm operates its own research subsidiary, AdvisorGuide, LLC, which supports its algorithmic approach to investment selection and alert systems.

Brian Shank is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked with Phillips Financial Services, Inc. and Lincoln Investment Planning Inc. since 2007 and 2008, respectively. Shank is president of BCS Annuity and Insurance Benefits Company, Inc., focusing on fixed annuity and insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and foundations, offering discretionary and non-discretionary portfolio management through various programs and custom portfolios. The firm’s investment decisions are overseen by an in-house research team and incorporate proprietary screening processes and multiple advisor-managed options.

Roben Hoffman is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds a Series 66 designation and previously worked at T. Rowe Price for 12 years before joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Richard Shuster is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. Outside of his advisory work, he is also a musician who plays the drums. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

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.