Michael Valudes is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 29 years of industry experience. He has been associated with Yocum & Company and Commonwealth Financial Network since 2001. Valudes is a 49% owner of Yocum & Company, Inc., an entity that facilitates insurance and securities business, including fixed insurance sales. 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 roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Martin Yocum III is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Commonwealth since 2007. He is also vice president and co-owner of Yocum & Company, Inc., an entity facilitating securities 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 advisors and a broad client base. The firm offers a wide range of managed-account programs, access to third-party asset managers, and comprehensive back-office support, managing over $212 billion in client assets.

Brad Decker is a financial advisor with NewEdge Advisors in Harrisburg, PA, holding a Series 66 credential and 16 years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities Inc in 2024, he spent 14 years at Cuso Financial Services, LP. Outside of his advisory role, he is involved in community activities as chair of the capital campaign committee for Hummelstown United Church of Christ. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent advisors. The firm provides a wide range of portfolio management, financial planning, and retirement consulting services, utilizing multiple program structures and technology-driven tools to support diverse client needs.

Laurie Gnall is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and bringing 20 years of industry experience. She has been associated with Jonathan Roberts Advisory Group, Inc. since 2008 and Your Financial Community of PA, Inc. since 2005. Laurie is also a founding partner of Infinity Financial Group, LLC. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individual, high-net-worth, and institutional clients. The firm employs a combination of discretionary and non-discretionary management strategies with fundamental and technical analysis, model and manager-based approaches, as well as digital advice tools.

George Huff is a financial advisor at SPC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parkland Securities since 2014. Outside of his advisory role, he holds various traditional appointments with other companies through Stone Mill Financial Services. SPC serves individual clients, charitable organizations, corporations, and retirement plans with a range of portfolio management and consulting services. The firm combines discretionary and nondiscretionary management approaches and supports complex retirement plan services, operating within a corporate structure that includes affiliated broker-dealers and insurance agencies.

Thomas Ritchie 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 BB&T Investment Services and BB&T Securities before joining Truist in 2015, continuing through the firm's transition. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate service arrangements.

James Weaver is a financial advisor at Ameritas Advisory Services, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has served in various roles including president of Weaver Financial Services Inc., an independent insurance agency specializing in fixed and life insurance products. Weaver has been associated with Ameritas entities since 2001. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services including asset management, financial planning, and retirement plan advisory, utilizing multiple program platforms and both firm-developed and third-party investment models.

Austin Albright is a Series 65-licensed advisor at AE Wealth Management, LLC with experience beginning in 2026. His prior roles include positions at Mid Penn Bank, Reverent Asset Management LLC, Solaris Health Holdings LLC, and Select Medical. Before entering the financial industry, he worked at the Center for Survey Research at Penn State Harrisburg and has a background as a student. 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 combines fundamental, technical, and cyclical analysis methods to implement investment strategies across a platform that serves a large client base.

Henry Weaver is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 38 years of industry experience. He has worked with various Ameritas entities since 1997 and serves as President Emeritus, CEO, and CFO of Weaver Financial Services Inc., a firm that provides life insurance products and financial direction to clients. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies across multiple program platforms and leverages third-party technology and managers to customize portfolios.

Kevin Worm is a financial advisor with Truist Advisory Services, holding Series 66, Series 63, and Series 65 licenses. He has four years of industry experience, including roles at Truist Investment Services, Truist Bank, Citizens Bank, and Morgan Stanley. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager‑selection programs, utilizing a combination of discretionary manager relationships and non‑discretionary consulting supported by third‑party platforms and AI-enabled research tools.

Lindsay Mills is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Hightower Advisors and HighTower Securities, LLC since 2017, and previously at Merrill from 2010 to 2017. Based in Lebanon, PA, Mills has experience with both advisory and securities firms. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions using both affiliated and third-party managers, leveraging proprietary research and a range of investment vehicles including mutual funds, ETFs, alternative investments, and custom indexing.

Thomas Semanek is a financial advisor with PNC Wealth Management in Lancaster, PA, holding a Series 66 designation and 15 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital discretionary account that uses algorithm-driven risk assessment and invests via approved model strategies managed by PNC or third-party strategists.

James Sprecher is a CFP® professional with 33 years of industry experience, currently serving at J.W. Cole Advisors, Inc. where he has worked since 2003. He previously worked at Infinity Financial Group from 2021 to 2023. Sprecher is also president and owner of Your Financial Community of PA, Inc., an insurance and estate planning business he has operated since 1983. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Scott Biltz is a financial advisor with United Planners' Financial Services of America, holding the ChFC® designation and Series 63 license, and has 31 years of industry experience. His prior work includes operating Grandsons Gameland LLC, a family-owned hunting land business, since 2001. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm’s advisory services are delivered through independent representatives and implemented via a mix of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Keith Long is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently affiliated with Kestra Advisory Services LLC and Kestra Investment Services, having previously worked at OSAIC for 12 years. In addition to his advisory roles, he is also an insurance agent. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, including clients like sovereign wealth funds.

Jeffrey Krall is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and having 30 years of industry experience. His career includes roles at Mid Penn Bank, Infinex Investments, Riverview Bank, Cetera Investment Services, Private Advisor Group, LPL Financial, Calton & Associates, and Raymond James Financial. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions, operating as a hybrid SEC-registered adviser and FINRA member.

Alfred Varano Jr. is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He previously worked at OSAIC for 13 years before joining Kestra in 2025. Outside of his advisory role, he owns Crump Life Insurance, where he sells life insurance, annuities, and long-term care products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisory-managed accounts, supporting both discretionary and non-discretionary investment solutions.

John Lauer II is a financial advisor with Equitable Advisors in Lancaster, PA, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Equitable Advisors since 1999 and was also affiliated with AXA Advisors, LLC for 21 years. From 2010 to 2021, he was associated with Karr Barth Financial Planning, Inc. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party investment solutions delivered through a network of Investment Adviser Representatives.

Michael Hoskins is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Hummelstown, PA, and holds a Series 66 license. Outside of his advisory role, Michael is a board member for Pack 201 Cub Scouts in Hershey, PA. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

William Fogarty is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including The Vanguard Group and Mid Penn Bank. His background also includes experience in the entertainment industry and self-employment. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and provides multi-platform account implementation alongside proprietary and third-party investment strategies.