Richard Ellenberger is a CFP® and holds a Series 65 license with 11 years of industry experience. He has worked at Savant Wealth Management since 2023, following six years at Domani Wealth, LLC and two years at Pbwm Holdings. Ellenberger is based in Hanover, PA. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and financial planning services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee and supports its services with integrated accounting, legal, and trust affiliates.

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.

Makayla Stonesifer is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Finra. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice through various program structures, primarily using non-discretionary recommendations, and operates as both an SEC-registered investment adviser and a broker-dealer.

Daniel Syron is a financial advisor at PNC Wealth Management with 11 years of industry experience. He holds a Series 66 designation and has worked with various PNC entities since 2016. Outside of his advisory role, he serves on the board of The Arc of York & Adams Counties. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including a digital offering that uses algorithm-driven model selection and executes through mutual funds and ETFs with annual rebalancing.

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.

Veronica Malone is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Transamerica Investors Securities Corporation, VOYA Financial Advisors, and Principal Securities Inc. Outside of finance, she has worked with Visiting Angels, a non-financial organization. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed and non-discretionary advice supported by Morningstar Investment Management’s proprietary portfolio models and software. The firm focuses on asset allocation and retirement planning guidance, operating at scale with a large client base and a high client-to-advisor ratio.

Scott Raab is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior experience includes roles at Lincoln Financial Advisors Corporation, Cadaret, Grant & Co., Inc., and his own firm, Smolins & Raab Financial Group. Outside of Kestra, he is involved as a registered representative with COASTLINE WEALTH, providing financial advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional clients, and individuals. The firm provides a broad range of services from fiduciary consulting to plan design and investment management, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

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.

Heather Baer is a financial advisor with PNC Wealth Management in Hanover, PA, holding a Series 66 designation and 11 years of industry experience. She has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithm-driven risk assessments and managed model strategies executed via mutual funds and ETFs.

Kyle Lingg is a financial advisor with Janney Montgomery Scott in York, PA, holding a Series 66 designation and bringing 11 years of industry experience. He worked at RBC Capital Markets from 2014 to 2021 before joining Janney Montgomery Scott, where he has been since 2021. Janney Montgomery Scott 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, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Kevin Byers is a financial advisor with PNC Wealth Management in Hanover, PA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with PNC Investments since 2008. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot for employees that utilizes algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Warren Metzger is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Truist Advisory Services and Truist Investment Services since 2021, following prior roles at BB&T Securities and BB&T Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, utilizing third-party platforms and manager arrangements, supported by AI-enabled research tools and integrated affiliate services.

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 Warfield is a financial advisor at T. Rowe Price Advisory Services, Inc. with 21 years of industry experience. He has been with T. Rowe Price Investment Services, Inc. since 2009. He holds Series 63 and Series 66 licenses. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs and employs a goals-based approach supported by online planning tools and ongoing reviews.

Matthew Gavel is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. He previously worked at Domani Wealth, LLC and PBWM Holdings before joining Savant. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and retirement plan consulting services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

Crhistian Vasquez is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds the Series 66 designation and has prior experience at Bank of America, Merrill Lynch, and Ilgenfritz Financial Group. Outside of his advisory work, Vasquez 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 diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical investment approaches across various strategies.

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.