Kevin Bradley is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He has been with Janney Montgomery Scott and its predecessor entities since 1990. He holds Series 63 and Series 65 designations. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and a variety of wrap and advisory programs.

Shane Martin is a financial advisor with Empower Advisory Group holding Series 63 and Series 65 licenses, and has six years of industry experience. His prior work includes roles at Thrivent Financial, Transamerica Financial Advisors, and United Financial Service. Outside of advising, he works as an independent contractor runner for Rock Lititz, supporting production teams in a music tour stage construction facility. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, offering both point-in-time financial plans and optional managed account solutions.

Peter Costanzo Jr. is a CFP® with 31 years of industry experience and has been with Janney Montgomery Scott since 1997. He is based in Lancaster, PA. Outside of his advisory work, he owns a rental property in Long Beach Island, NJ. Janney Montgomery Scott is a large, dually registered broker-dealer and 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 municipalities, offering brokerage, financial planning, and advisory services.

David Whiting is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FNB Wealth Management and PFM Fund Distributors. 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, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Duane Cabrera is a financial advisor at Oppenheimer with 27 years of industry experience. He holds the CFP® and ChFC® designations and has been with Oppenheimer since 2016. Cabrera has also owned a Medicare insurance brokerage since 1996, though he no longer actively solicits business in that area. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a diverse range of programs and advisory services spanning equities, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Julianna Devonshire is a financial advisor with \u0026Partners, holding a Series 66 designation and 17 years of industry experience. Her prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing, where she spent a combined 14 years. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning through a combination of proprietary and third-party strategies, utilizing both discretionary and non-discretionary approaches.

Paul Elfner is a CFP®-certified financial advisor with 11 years of industry experience, currently serving at Savant Wealth Management since 2023. His prior roles include six years at Domani Wealth, LLC and two years at Pbwm Holdings. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement consulting to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Devin Frey is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 13 years of industry experience. He has been with PNC Investments LLC since 2015. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only pilot for employees. The program uses algorithm-driven risk assessment to recommend portfolios managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Steven Miller is a financial advisor at Kestra Advisory with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cadaret, Grant & Co., Inc., and Mid Atlantic Retirement Planning Specialists. Miller is also involved with multiple business activities related to employee benefits and retirement plan services through various entities, including his own sole proprietorship. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, vendor benchmarking, and access to multiple management platforms, serving a broad range of clients including large institutional investors.

Jay Bauer is a financial advisor with Primerica Advisors based in Lancaster, PA, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been affiliated with Park Avenue Securities, Guardian Life Insurance Company, and First Financial Group since 2001. Outside of his advisory role, he is involved with a deck-building business, K & B Deck Building, Inc. Park Avenue Securities serves a diverse retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios, supporting discretionary and non-discretionary account management.

Ian Kahil is a financial advisor at Kestra Advisory Services, LLC with 12 years of experience in the financial industry. He holds the CFP® certification and Series 66 license. Prior to joining Kestra in 2025, he spent nine years at Commonwealth Financial Network and has experience in mortgage services through Absolute Home Mortgage Corporation. Outside of his advisory role, he is involved in managing rental property investments through third-party property management companies. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors with approximately $79.8 billion in assets under management.

Janel Cross is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Commonwealth since 2012 and is also a co-owner of Align Wealth Strategies, where she has worked since 2011. Additionally, she co-owns Tomorrow Funded, LLC, a private holding company unrelated to investment activities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing advisory programs, technology, compliance, and operational support. The firm offers a variety of investment solutions, including discretionary model portfolios and customized advisory programs, while enabling advisors to maintain discretion over client portfolios.

Gregory Marco is a financial advisor at Janney Montgomery Scott LLC in Lancaster, PA, holding the Series 66 designation. He has a decade of industry experience, including ten years at First National Trust Company prior to joining Janney Montgomery Scott in 2026. 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 with brokerage, financial planning, consulting, and wrap/advisory programs, offering both in-house and third-party portfolio management along with custody and trustee services.

Nicolas Lopez Erazo is a financial advisor at Commonwealth Financial Network with a Series 65 credential and one year of industry experience. His prior roles include work at Align Wealth Strategies and community involvement with the United Way of Lancaster County. He has also held positions in education and local business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Gizem Folk is a financial advisor with Janney Montgomery Scott in Lancaster, PA, holding Series 63 and Series 65 credentials and 10 years of industry experience. Prior to joining Janney Montgomery Scott in 2026, she worked for various firms including Cetera and First National Bank of PA. She also serves as a relationship advisor for First National Bank, referring clients to appropriate channels within the bank. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Laura Pontz is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 2007. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Andrew Dover is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has nine years of industry experience, including roles at Ameritas Investment Corp, Ameritas Life Insurance Corp, and Weaver Financial Inc. Outside of his advisory work, he serves as a corporate secretary and provides office support duties at Weaver Financial Inc. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by multiple custodial platforms and third-party tools.

Jordan Mellinger is a financial advisor at Janney Montgomery Scott in Lancaster, PA, holding a Series 66 designation with four years of industry experience. He has been with Janney Montgomery Scott since 2022 and operates a tree service business on the side. 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, estates, and institutional sponsors, providing brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Amy Murray is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services LLC and Morgan Stanley. 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 broad client base including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services.

Carson Goff is a financial advisor at Savant Wealth Management with two years of industry experience. He holds a Series 65 designation and previously worked at Charles Schwab. Outside of finance, he has experience in the hospitality and retail sectors, including roles at Champs Sports Bar and Grill and All Star Pizza. Savant Wealth Management serves a wide range of clients, including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management and financial planning services, combining evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.