Sofia Kaldes is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 licenses and two years of industry experience. She has previously worked with Infinex Investments, Inc. and Mid Penn Bank/Mid Penn Financial Services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, 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, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Beverly Barr is a financial advisor with SPC in Lebanon, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Parkland Securities since 2014 and serves as president of Barr Associates, Inc. Barr is also a board member of Youth for Christ in Lebanon, PA, where she participates in fundraising activities to support local youth. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors, providing both discretionary and nondiscretionary solutions tailored to client needs.

Steven Spong is a CFP® and ChFC® with 39 years of industry experience, currently serving as an Investment Advisor Representative with Kestra Advisory Services. His prior experience includes over a decade at OSAIC. Outside of advisory services, he owns businesses involved in selling life insurance, fixed annuities, and long-term care policies, and serves as president of the Northwood Office Condo Association board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment due diligence, managing approximately $79.8 billion in assets and serving diverse clients including sovereign wealth funds.

Michael Valudes is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 28 years of industry experience. He has been with Yocum & Company and Commonwealth Financial Network since 2001. Valudes is a partial owner of Yocum & Company, a firm involved in insurance and securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by extensive back-office operations, technology, and compliance resources.

Martin Yocum III is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Commonwealth since 2007 and is also vice president and co-owner of Yocum & Company, Inc., which facilitates securities and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management services.

Brad Decker is a financial advisor with NewEdge Advisors in Harrisburg, PA, holding a Series 66 designation and 16 years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities Inc in 2024, he worked at Cuso Financial Services, LP from 2010 to 2024. Outside of his advisory role, he chairs the capital campaign committee for the Hummelstown United Church of Christ. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting. The firm’s portfolios employ asset allocation across mutual funds, ETFs, and individual securities with regular rebalancing and reviews.

Laurie Gnall is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. She has worked with Jonathan Roberts Advisory Group, Inc. since 2008 and Your Financial Community of PA, Inc. since 2005. Outside of advising, she is a founding partner of Infinity Financial Group, LLC. J. W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

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 at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Truist and its predecessor firms since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

James Weaver is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has a longstanding career with Ameritas Life Insurance Corp and Ameritas Investment Corp beginning in 2001. Weaver is also president of Weaver Financial Services Inc., where he is licensed as an independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on plan sponsors and participants.

Austin Albright is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Reverent Asset Management LLC, Solaris Health Holdings LLC, Select Medical, and Penn State Harrisburg’s Center for Survey Research. 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 uses discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Henry Weaver is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 37 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with various Ameritas entities since 1997. Weaver is also president emeritus, CEO, and CFO of Weaver Financial Services Inc., an independent insurance agency he has led since 1963, selling and servicing life insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, fiduciary retirement plan advice, and uses a range of model portfolios, third-party sub-advisers, and custom strategies to serve its clients.

Lindsay Mills is a financial advisor at Hightower Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill from 2010 to 2017 before joining Hightower in 2017. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, employing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

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.

Michael Zelko is a financial advisor at Integrated Wealth Concepts LLC with eight years of industry experience. He previously spent 29 years at BGM Financial Associates, Ltd. and has been associated with Boles, Grove and Metzger, P.C. for 30 years. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach and oversight of third-party asset managers.

Scott Biltz is a financial advisor with United Planners' Financial Services of America, holding the ChFC® and Series 63 designations and possessing 30 years of industry experience. He has been involved with his family-owned hunting land business, Grandsons Gameland LLC, since 2001. Prior to his current firm, he has worked in related capacities since 1995. United Planners Financial Services is a national wealth-management enterprise serving a diverse range of clients, including individual investors, retirement plans, corporations, and trusts. The firm operates with a large network of independent advisors and offers a mix of custodians, third-party managers, and platform programs to implement client-directed investment strategies.

Keith Long is a CFP® with 13 years of industry experience, currently serving as an advisor at Kestra Advisory. Prior to joining Kestra in 2025, he spent 12 years at OSAIC. He also holds insurance agent appointments. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Jeffrey Krall is a financial advisor at OSAIC Institutions, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Mid Penn Bank, Riverview Bank, Cetera Investment Services, Private Advisor Group, and LPL Financial. OSAIC Institutions, Inc. serves a diverse client base including 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, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary accounts.

Alfred Varano Jr. is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services in 2025, he worked at OSAIC for 13 years. Outside of his advisory roles, he owns Crump Life Insurance, where he is involved in selling life insurance, annuities, and long-term care products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, and investment services supported by due diligence, serving large institutional investors and managing approximately $79.8 billion in assets.

Johnathan Geeting is a financial advisor at Empower Advisory Group with a Series 66 designation and three years of industry experience. His prior work history includes roles at Thrivent Financial and Pennsylvania State University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies to deliver point-in-time financial plans and optional managed account solutions.