Warren Metzger is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, Cetera, and PNC Wealth Management. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a range of discretionary and non-discretionary solutions supported by third-party platform and manager arrangements.

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 and holds a Series 65 license, with 12 years of industry experience. He has worked at Savant Wealth Management since 2023 and previously spent six years at Domani Wealth, LLC (formerly Pbwm Holdings). Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement consulting, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and sub-advised mandates, supported by its scale and integrated accounting, legal, and trust services.

Crhistian Vasquez is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill Lynch, and Ilgenfritz Financial Group. Outside of his advisory role, he 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 broad range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs, managing approximately $49.8 billion for over 127,000 clients across more than 440 advisors.

Hattie Evans is a financial advisor with Commonwealth Financial Network in Hanover, PA, holding the ChFC® and Series 63 designations and possessing 39 years of industry experience. She has worked with both Commonwealth Financial Network and Benchmark Investments & Insurance since 2009. Evans is a 50% owner of Evans Financial Services, LLC, an entity created for securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients, managing roughly $212.7 billion in assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

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.

Jack Armstrong is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 26 years of industry experience. He has worked at Commonwealth since 2017 and has been associated with Keystone Financial Strategies since 2009, also serving as a CPA there. Armstrong is a partner at SN Advisors, LLP, which operates as Keystone Financial Strategies, and spends part of his time engaged in CPA work unrelated to investments. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering various advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors, who deliver investment advice under Commonwealth’s supervision.

William Allison III is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. His career includes roles in annuity and insurance sales, as well as positions at Ilgenfritz Financial Group and Patterson Companies. 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 emphasizes the use of discretionary model portfolios and offers a broad platform of investment strategies and services to support its large client and advisor network.

Oona Raffensberger is a financial advisor with Janney Montgomery Scott in York, PA, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Janney Montgomery Scott since 1998 and is also involved in the Weeusables Consignment Event since 2023. 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, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Matthew Wilson is a financial advisor with Commonwealth Financial Network in Hanover, PA. He holds Series 66 and Series 65 licenses and has 17 years of industry experience, including his current role at Benchmark Investments & Insurance since 2009. He is also a co-owner of Evans Financial Services, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Jacob Ilgenfritz is a financial advisor at AE Wealth Management, LLC with Series 65 credentials and three years of industry experience. Prior to joining AE Wealth Management in 2026, he worked at Ilgenfritz Financial Group and spent over a decade at Graham Architectural Products. Outside of his advisory role, he is involved in insurance sales through Ilgenfritz Financial Group. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, along with financial planning, plan services, and brokerage support.

Joshua Hogan is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and bringing five years of industry experience. His work history includes roles at Janney Montgomery Scott LLC since 2021, as well as positions at The Prudential Insurance Company of America and Pruco Securities LLC. 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 wide range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Erik Myers is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and six years of industry experience. His prior work includes roles at LPL Financial, Pruco Securities, and The Prudential Insurance Company of America. He also provides administrative support to Private Advisor Group through Sequential Wealth Management, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs and managed account solutions. The firm uses a fiduciary-based advisory model that incorporates a range of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Storm Davison is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining AE Wealth Management, Davison held positions at Ilgenfritz Financial Group and Wells Fargo, and worked in various roles at companies including Best Buy and UNFI. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and offers comprehensive investment strategies supported by regular reporting and performance reviews.

Justin Brillhart is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Benchmark Investments & Insurance, H&R Block, and Cadaret Grant & Co., Inc. He is also the owner of Brillhart Consultants, which provides tax preparation and general accounting services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm offers discretionary model portfolios, customized investment programs, and comprehensive back-office support, including trading, compliance, and technology solutions.

Heather Marcus is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. She began her career at LPL Financial and also operates TriHill Financial Advisors, where she has been active since 2013. Marcus is a commissioned notary in Pennsylvania. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions and advisory programs. The firm employs a fiduciary-based model that incorporates both discretionary and non-discretionary strategies, utilizing third-party managers and technology platforms such as Orion and Pontera.

Curtis Ilgenfritz is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and two years of industry experience. He is also involved with Ilgenfritz Financial Group, where he provides insurance sales and client service advisory. 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 offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and plan services, supported by an internal Investment Consulting Group and various licensing programs.

James Shenk is a financial advisor at Independent Financial Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Realta Investment Advisors, Inc. and Realta Equities, Inc. for nine years. Outside of his advisory work, he is an investor in Shenk Distribution, a company involved in the distribution of shot shell ammunition. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, offering investment advisory, financial planning, trust, and retirement-plan services. The firm manages over $12.5 billion in assets and supports a multi-advisor platform catering to individual, charitable, corporate, and high-net-worth clients, with a notable focus on formal retirement-plan advisory and pension consulting services.