Devin Born is a financial advisor with Lifemark Securities Corp., holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at Lifemark Securities since 2016 and previously spent 20 years at B&D Financial Services. In addition to his advisory work, he has been an independent insurance agent since 1996, focusing on the marketing, sales, and servicing of various insurance products. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and utilizes platform tools to tailor investment strategies based on client suitability and risk assessments.

Susan Hall is a financial advisor at ValMark Advisers, Inc. with 48 years of industry experience. She holds the ChFC® and Series 66 designations and has been with ValMark since 2014. Outside of her advisory role, she serves as a Judge of Elections in Maidencreek Township, Berks County, Pennsylvania. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios utilizing mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and sub-advisory services.

Terry Morris is an investment advisor representative with Dakota Wealth, LLC, holding six years of industry experience. He previously worked at Lindenwold Advisors Inc., Truist Financial Corp, and Branch Banking and Trust Company. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm provides wealth management and investment advisory services, building customized, primarily long-term portfolios with a range of asset classes while maintaining active oversight and due diligence.

Ian Imbody is a financial advisor at ValMark Advisers, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at several firms including SEI Investments and Velekei Giles Financial Advisors. His background also includes positions outside the financial sector, such as roles at Dick's Sporting Goods and Valvoline Inc. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based model portfolios primarily implemented through mutual funds, ETFs, and separate-account managers, and offers access to proprietary platforms and third-party manager programs.

Dianne Lutz is a financial advisor at Sowell Management with 38 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked previously at LaBrunerie Financial, Concert Wealth Management, and the Institute for Wealth Management. Outside of her advisory role, she is co-owner of Pappy G’s, a fine dining establishment, and serves as a member of the Council of Trustees at Kutztown State University of Pennsylvania. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management and financial planning services. The firm employs various management styles and offers model portfolios and third-party manager solutions through an independent-contractor model with over 100 investment adviser representatives.

Christopher Needs is a CFA® charterholder with 10 years of industry experience. He is currently with Good Life Advisors, LLC and has previously worked at LPL Financial, Park Avenue Securities, Guardian Life Insurance, and CUNA Brokerage Services. Good Life Advisors is an enterprise-scale registered investment adviser serving individuals, business entities, trusts, estates, and charitable organizations. The firm emphasizes tailored portfolios through a combination of fundamental, technical, and cyclical analysis, using a mix of direct management, model portfolios, and technology-enabled platforms.

J Ehst is a CFP® professional with 18 years of industry experience, currently with Geneos Wealth Management, Inc. since 2008 and Life Financial Group since 2007. He holds the Series 66 designation and is involved in family counseling through The Legacy/Life Institute for Financial Excellence. Additionally, he owns a separate wealth management entity and engages in eBay sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies supported by continuous account monitoring, discretionary trading, and access to third-party money managers.

James King is a Series 63–registered advisor at Dakota Wealth, LLC with six years of industry experience. He previously worked at Lindenwold Advisors, Inc. and BB&T Institutional Advisers. Outside of his advisory role, he serves as treasurer and chair of finance for Historic Highfield Hall and Gardens, a charitable organization. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and businesses with customized, primarily long-term portfolios using a range of investment vehicles. The firm provides wealth management, investment management, financial planning, retirement plan advisory services, and acts as an advisor to pooled vehicles and registered investment companies.

Jaden Bookser is a financial advisor at The Partners Wealth Management with one year of industry experience. He holds the Series 66 designation and previously worked at OSAIC and CoActive Wealth Strategies. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, combining internally developed and third-party models through a platform that supports discretionary account management and plan services.

Brad Small is a financial advisor at The Partners Wealth Management with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at OSAIC and American Portfolios Financial Services, Inc. Brad is involved with the Boy Scouts of America Hawk Mountain Council as a volunteer and serves as a board member. He also founded the Small Steps Scholarship Fund, a program supporting outstanding high school students pursuing higher education. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm provides customized and model-based portfolio management, utilizing both internal and third-party models and managers, with a focus on discretionary accounts.

Laurie Peer is a CFP® and Series 66-licensed advisor with 23 years of industry experience. She is currently a partner at RKL LLP and has been with RKL Wealth Management LLC since 2016. Laurie serves as President of the Berks County Estate Planning Council, a nonprofit organization. RKL Wealth Management LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, trusts, and charitable organizations. The firm integrates tax and accounting consulting through its parent company, RKL LLP, and employs a core-satellite approach to constructing customized portfolios.

Timothy Russell is a CFP® with 22 years of industry experience, currently serving at Geneos Wealth Management, Inc. He has been affiliated with The Life Financial Group and Geneos Wealth Management since 2006. Outside of his advisory work, he is an author and involved with The Legacy/Life Institute for Financial Excellence, providing family counseling for a church. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, using a range of analytic approaches and investment strategies tailored to client needs.

Regina Rinehimer is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and 65 credentials and 23 years of industry experience. She has worked at Kingsview Partners since 2021, following five years with Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. She also serves as a power of attorney for family members in investment-related matters. Kingsview Wealth Management is a multi-advisor firm that serves individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and asset management services combining in-house strategies, third-party managers, and alternative investments across various asset classes.

Connor Quesenberry is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Velekei Giles Financial Advisors and Vanguard-related entities. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by an investment committee.

William Krause is a financial advisor at The Partners Wealth Management with 48 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at American Portfolios Financial Services, Inc. and Massmutual Life Insurance Company. In addition to advisory services, he operates as a financial consultant specializing in life, property and casualty, and health insurance. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm provides both customized portfolios and model-based management using internal and third-party models, with assets managed directly or allocated to outsourced managers.

Lisa Ashcroft is a financial advisor with Girard Advisory Services, LLC, holding a Series 65 designation and five years of industry experience. She has worked at Univest Bank and Trust Co. and Orrstown Bank prior to her current role. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a proprietary research process and an Investment Committee to guide asset allocation and diversification, offering a range of discretionary and non-discretionary management services along with specialized strategies and affiliated financial services through its parent company, Univest Financial Corporation.

Cheryl Gysi is a financial advisor with Geneos Wealth Management, Inc. She holds a Series 66 designation and has seven years of industry experience. Gysi has been affiliated with Geneos Wealth Management and Life Financial Group since 2015. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers through traditional and wrap-fee programs, employing a variety of investment strategies including fundamental, technical, and tactical asset allocation.

Bryan Minner is a financial advisor at Ausdal Financial Partners, Inc. with 24 years of industry experience. He holds the PFS™ and Series 63 designations and has been with Ausdal since 2009. In addition to his advisory work, he owns and operates Minner & Company, P.C., a CPA firm, and serves as treasurer on the Kenhorst Condo Association board. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of discretionary and non-discretionary portfolio options.

Jack Causa is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 63 designation and bringing 44 years of industry experience. He has been with Ausdal Financial Partners since 2009. Outside of advisory work, he is involved in life and equity-indexed annuity sales and serves as president of a family LLC that manages a hunting camp property. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services including in-house and third-party investment programs, retirement plan services, and licensed insurance products.

Andrew Heifer is a financial advisor at Creativeone Wealth, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Virtue Capital Management, LLC and Pinnacle Capital Advisors, LLC. Outside of his advisory role, he is a 50% owner of Still Shining, LLC, a distillery of moonshine. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a mix of proprietary ETF-based models, third-party managers, and option strategies, supported by quantitative and fundamental analysis.