Lee Fortenberry is a CFP® and ChFC® with 34 years of industry experience, currently serving as a financial advisor at Guardian Life and Park Avenue Securities in Gettysburg, PA. He has an extensive background including nearly three decades at Northwestern Mutual. Outside of his advisory role, he is an adjunct professor at Shippensburg University, a leadership coach, and works as a golf course starter. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plans, and nonprofits. The firm offers a combination of advisor-led discretionary management and model-based strategies, with tailored client relationships and access to insurance products and alternative investments.

Kyle Cox is a Series 66-licensed advisor with PNC Wealth Management, based in Hanover, PA. He joined PNC Wealth Management in 2025 after nine years with PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio management and proxy voting to third parties.

Joseph Gagliardi Jr is a financial advisor at PNC Wealth Management with 22 years of industry experience. He holds the Series 66 designation and has been with PNC Investments since 2016. Prior to that, he worked at Grove Point Investments, LLC for eight years. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

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 at Osaic Advisory Services, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Triad Hybrid Solutions and Epic Wealth Management, LLC. Bridger also serves as a consultant for Gray Pilgrim & Associates, an accounting and business consulting firm. Osaic Advisory Services is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing both fundamental and technical strategies, and operates within an integrated platform ecosystem that supports access to alternative investments and institutional client solutions.

Devin Velnoskey is a CFP®-credentialed financial advisor with 14 years of industry experience, currently with Janney Montgomery Scott. He previously spent a decade at Janus Management Holdings Corp and Janus Distributors LLC before joining Janney. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, corporate sponsors, and municipal clients through a variety of advisory, brokerage, and asset management services.

Joshua Hoffman is a Series 66-licensed financial advisor at PNC Wealth Management with three years of industry experience. He has held roles at several firms, including Merrill, Morgan Stanley, and Bank of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments and implements investments via mutual funds and ETFs with annual rebalancing, delegating portfolio management and proxy voting to third parties.

James Kampstra is a CFP® professional with 17 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Triad Advisors and Geneos Wealth Management, Inc. Kampstra serves as a board member for Totem Pole Playhouse, a nonprofit summer theatre, and is involved with the Adams County Community Foundation in a board role. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of managed programs and investment strategies, combining fundamental and technical analysis with access to alternative investments through integrated platform relationships.

Kathleen Becker is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing for 10 years. Becker co-owns an investment-related business with her spouse, although she does not actively work in that capacity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients various options for implementation through brokerage or advisory programs.

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.

Jason Duvall is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2019. Prior to joining LPL, he was with M&T Bank and M&T Securities for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services and supports its advisors with various investment platforms and technology tools.

Blane Wright is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and 26 years of industry experience. His career includes roles at Scottrade and TD Ameritrade prior to joining Raymond James in 2018. Raymond James & Associates is a large brokerage and investment advisory firm managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Courtney Carberry is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. Her prior roles include positions at WatersEdge Wealth Management and Honeywell. She is based in Woodsboro, MD. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and delivers written recommendations in collaborative annual planning relationships.

Lisa Goretsas is a financial advisor at Raymond James & Associates with 19 years of industry experience. She has worked at Raymond James since 2009 and previously at Citigroup Global Markets from 2007 to 2009. Outside of her advisory role, she serves as an officer and secretary of Evergreen Builders, Inc., and is a board member for nonprofit organizations including the Human Services Program of Carroll County, Inc. and YES!. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a broad portfolio of management styles and affiliated research.

Erik Hendricks is a financial advisor at Edward Jones with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

Douglas Becker is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with Cetera since 2019 and has held roles at several related firms including Hcm Wealth Advisory Group, LLC, and Hanover Capital Management Inc. Beyond advising, Becker is a registered tax preparer and serves as a trustee and finance committee member for the nonprofit Homewood Retirement Centers Inc. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and over $256 billion in assets under management across more than 10,000 advisors.

Brad Gauldin is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank NA, and Merrill. He operates from Hanover, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.