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.

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.

Ross Fronk is a financial advisor at Ashton Thomas Securities, LLC with 14 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Realta Equities, Inc., Coastal Insurance Services, and Realta Investment Advisors, Inc. Outside of his advisory role, he serves as a board member for Northern York Football & Cheer and co-owns a baseball and softball training facility in Dillsburg, PA. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers various investment programs, retirement plan consulting, and fiduciary services, managing approximately $1.86 billion across six offices with a team of 18 advisors.

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.

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.

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.

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.