Ryan Gray is a financial advisor with MDRN Capital, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massmutual, Northwestern Mutual, and Giant Food Stores. He is also engaged in insurance sales as an individual business activity. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines fundamental and technical analysis with a primarily long-term investment approach and offers tailored financial plans and ongoing portfolio management.

Brian Wayne is a CFP® certificant and holds a Series 65 license with four years of industry experience. He has worked at LifeGuide Financial Advisors, LLC since 2021. Prior to his financial advisory career, he spent ten years with the Diocese of Harrisburg. LifeGuide Financial Advisors is an SEC-registered firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $563 million for about 766 clients through a 17-advisor team using a long-term, strategic asset allocation approach with in-house model portfolios primarily composed of low-cost, diversified mutual funds and ETFs.

Joseph Marrazzo Jr. is an investment advisor representative at Guardian Asset Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Asset Advisors since 2007, with prior experience at National Planning Corporation and Securities America, Inc. He is also president and owner of Marrazzo and Associates Financial Group, where he provides insurance, annuity sales, planning, and income tax preparation services. Additionally, Marrazzo serves as treasurer of NAIFA-PA. Guardian Asset Advisors, LLC serves individuals, trusts, estates, and business entities, managing approximately $278 million in assets for about 1,196 clients through a team of eight advisors. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party money managers, emphasizing fiduciary duty and diversified, asset-allocation-driven portfolios.

Kenneth Fry is a CFP® professional with 32 years of industry experience, currently serving as an advisor at IFS Group. Prior to joining IFS Group, he worked at Bridgeport Wealth Management for 12 years and has been affiliated with LPL Financial for 17 years. He also provides limited accounting, tax preparation, and estate planning services to select clients. IFS Group is a team of six advisors managing approximately $210 million for individuals, corporations, and municipal/governmental plans. The firm employs a disciplined investment approach incorporating multiple analytical methods and offers discretionary portfolio management alongside financial planning and pension consulting services.

James Good is a CFP® and ChFC® with 32 years of experience in the financial services industry. He currently serves at Turning Point Financial and has worked previously with firms including WDC Advisors, Harvest Investment Services, and ProEquities. Outside of his advisory role, he is active as a musician specializing in bluegrass music and holds board positions with the Home Mission Council and the Cumberland County Affordable Housing Trust Fund Board. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and retirement plans through a team-based fiduciary planning process that blends customized and model portfolio solutions. The firm integrates financial planning, discretionary investment management, tax and accounting services, and business valuation, utilizing third-party sub-advisers and custodial platforms.

Michael Good is a financial advisor with Turning Point Financial holding a Series 66 designation and 12 years of industry experience. He has worked at several firms, including WDC Advisors, Harvest Investment Services, and ProEquities. Outside of his advisory role, he provides independent software contracting for a nonprofit organization. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and retirement plan clients by offering financial planning, discretionary investment management, and model-based asset management. The firm integrates in-house tax and accounting services with investment management through a team-based fiduciary process.

Christian Johndro is a financial advisor at Inspire Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Harrington Hoists Inc, TE Connectivity, and Sherwin-Williams. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, institutions, charitable organizations, broker-dealers, and other investment advisers. The firm integrates Biblically Responsible Investing using proprietary tools and employs a mix of fundamental, technical, quantitative analysis, and modern portfolio theory to construct portfolios.

Jodi Bowman is a Series 65 licensed financial advisor with nine years of experience, currently with The Burney Company in Carlisle, PA. She has been with the firm since 2014. The Burney Company serves individual investors, including high net worth clients, as well as small businesses, pension plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets and employs proprietary fundamental and quantitative models to provide discretionary equity portfolio management and financial planning, with additional tax preparation services through an affiliated CPA firm.

George Kegerreis Jr. is a financial advisor at Merit Financial Advisors with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Zimmerman Investment Management and Planning, LLC, and Professional Financial Advisors, Inc. Outside of his advisory role, he serves on the auditing committee of Faith Immanuel Presbyterian Church. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, high-net-worth clients, retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation through centrally managed portfolios overseen by an internal investment team and investment committee, offering both discretionary and non-discretionary services.

Richard Matthews is a CFP® certificant with 38 years of industry experience. He currently serves at Arkadios Wealth Advisors and Arkadios Capital, having previously worked at Ameriprise Financial Services, Inc. and several other firms. Matthews is also the secretary of the East Pennsboro Lions Club, a nonprofit service organization involved in community programs. Arkadios Wealth Advisors is a multi-team SEC-registered firm that provides portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, businesses, and corporations. The firm uses customized investment plans that integrate fundamental, technical, and cyclical analysis, and offers a range of internally managed and third-party investment solutions.

Stephen Kuhn is a financial advisor with OnePoint BFG Wealth Partners, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Bleakley Financial Group, LLC since 2022 and previously spent seven years with Private Advisor Group and two years with LPL Financial. OnePoint BFG provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm uses a combination of proprietary models and third-party managers to implement portfolios, with a majority of client assets managed on a discretionary basis.

John Daley is a financial advisor with The Burney Company in Carlisle, PA, holding Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with The Burney Company since 1984. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team advisory platform that incorporates proprietary fundamental and quantitative investment models, offers actively managed ETFs, and provides discretionary equity portfolio management and financial planning.

Ralph Thrush III is a financial advisor at Arkadios Wealth Advisors with 27 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Ameriprise Financial Advisors Inc. and Triad Advisors. Outside of his advisory role, he serves on the board of directors for the Bob Craig Youth Foundation, a nonprofit supporting youth activities in central Pennsylvania. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans delivered through various account structures and integrates fundamental, technical, and cyclical analysis in its investment approach.

Clinton Smith III is a CFP® designated financial advisor with eight years of industry experience. He is currently with Apollon Wealth Management, LLC, where he has worked since 2021. Prior to this, he was employed at SevenBridge Financial Group, LLC and BDO USA LLP. Outside of his advisory role, he serves on the board of the Boys and Girls Club of Harrisburg and owns a commercial distillery and a family entertainment center. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, businesses, and other entities, employing a combination of centrally managed strategies and locally managed portfolios supported by an Investment Committee.

Albert Dagostino is a financial advisor with Vicus Capital, Inc. in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Vicus Capital (formerly PFG Financial Advisors) since 2001 and also has experience with Cetera Wealth Services, LLC since 2013. Outside of advisory work, he operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Vicus Capital serves a broad client base, including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies, providing tailored advisory services through multiple platforms and maintaining specialized programs such as ERISA fiduciary consulting and fee-based annuity offerings.

Ernie Irwin is a CFP® and holds a Series 66 license with eight years of experience in the financial services industry. He is currently with JFS Wealth Advisors, LLC, where he has worked since 2023. Prior to joining JFS, he held positions at Peoplesbank Wealth Management, Wheatland Advisors, Inc., and PNC Investments. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm’s approach involves a written Financial Goal Plan and an internal Investment Committee that uses Modern Portfolio Theory to guide portfolio allocations, with services including continuous investment management, financial planning, tax preparation, and fiduciary retirement plan services.

Derek Mauldin is a financial advisor with Inspire Advisors, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Thrivent Financial and In Him Christian Wellness. Outside of his advisory work, he volunteers as Treasurer for Mechanicsburg Brethren in Christ Church and serves as a board member for a Christian counseling nonprofit focused on mental health. Inspire Advisors, LLC manages over $1.3 billion in discretionary client assets and serves individual, high-net-worth, institutional, and charitable clients. The firm incorporates Biblically Responsible Investing through proprietary tools and employs diverse investment methods while frequently utilizing sub-advisors and offering tax-mitigation services.

Jeanna Montes is a financial advisor at Dakota Wealth, LLC with 22 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Raymond James Financial Services, LPL Financial, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of her advisory role, she operates a clothing resale business selling used clothing on eBay. Dakota Wealth, LLC serves a broad range of clients such as individuals, trusts, foundations, retirement plans, and business enterprises, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs a long-term, customized investment approach utilizing a mix of mutual funds, ETFs, individual equities, fixed income, and alternative instruments, and is actively involved in managing pooled funds and serving as a sub-advisor to an ETF.

Jeffrey Goyette Jr. is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC since 2023. Prior to joining Dakota Wealth, he worked for seven years at Raymond James Financial Services. Dakota Wealth, LLC advises a diverse range of clients including individuals, trusts, foundations, retirement plans, and business enterprises. The firm employs a primarily long-term and customized investment approach, utilizing fundamental, technical, and quantitative analysis to manage diversified portfolios and also serves as an investment manager and sub-advisor to various pooled vehicles and registered ETFs.

Paul Dubendorf is a CFP®-certified financial advisor with 21 years of industry experience. He is currently registered with Thrivent Advisor Network, LLC and Northeastern Star Asset Management, Inc., with a work history that includes roles at Northeastern Star Asset Management, Penn Investment Advisors, and AMP Asset Management. Outside of advisory services, he serves as president of Dube's Tax and Payroll Services Inc., providing tax preparation and payroll services. Thrivent Advisor Network, LLC offers discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on long-term, diversified portfolio construction using low-cost mutual funds and ETFs, supported by ongoing portfolio management and access to independent managers.