Stephen Rau is a financial advisor at Tucker Asset Management LLC with six years of industry experience. He holds Series 65 and Series 63 designations and previously worked at PFS Investments Inc. and Primerica Financial Services. Outside of finance, he is involved with BlueGate Musicals LLC. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management and financial planning through a network of independent investment adviser representatives. The firm uses a top-down, macroeconomic asset-allocation approach and offers a range of strategies including growth, fixed income, direct indexing, and alternative investments.

Reed O’Brien is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Realta Investment Advisors since 2013, concurrently serving Realta Equities, Inc. during that time. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutional clients such as corporations and trusts. The firm employs an individualized investment approach using asset allocation across various investment vehicles and offers services including portfolio management, retirement-plan consulting, and estate planning.

Stephen Target is a financial advisor with M Holdings Securities, Inc. He holds a ChFC® designation and has 34 years of industry experience. Prior to joining M Holdings in 2016, he was involved with Newton One Investments, LLC. Outside of his advisory work, he serves on the advisory board of Pete’s Sake Cancer Respite and is a board member of the nonprofit Founding Forward. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, with investment management delivered both by in-house portfolio managers and selected third-party sub-advisors.

Constance Craig Mason is a financial advisor at Altitude Capital Management LLC with three years of industry experience. She holds a Series 65 credential and has worked at several firms including Forthright Capital Partners and Money Concepts Capital Corp. Outside of advisory services, Mason is CEO of Concierge Financial Advisory, where she provides financial literacy and leadership content through speaking engagements and collaborative book projects. Altitude Capital Management LLC offers investment advisory and financial planning services to individuals and high net worth clients. The firm provides tailored portfolio management and consulting with an emphasis on long-term purchasing power, managing accounts primarily on a discretionary basis.

Beverly Bankus is a financial advisor with AssuredPartners Investment Advisors in Lancaster, PA, holding a Series 65 designation and nine years of industry experience. She has been with Murray Securus Wealth Management since 2015. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

George Zook is a Series 66-licensed financial advisor at Silver Oak Securities, Inc. with 24 years of industry experience. He previously worked at Ambassador Advisors, LLC and American Portfolios Financial Services, Inc., and operated GHZ, Inc. for over two decades. Zook also serves as an executive committee member of the Willow Valley Memory Care Committee. Silver Oak Securities, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals, managing around $2.4 billion in discretionary assets. The firm offers multiple advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Brian Shank is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked with Phillips Financial Services, Inc. and Lincoln Investment Planning Inc. since 2007 and 2008, respectively. Shank is president of BCS Annuity and Insurance Benefits Company, Inc., focusing on fixed annuity and insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and foundations, offering discretionary and non-discretionary portfolio management through various programs and custom portfolios. The firm’s investment decisions are overseen by an in-house research team and incorporate proprietary screening processes and multiple advisor-managed options.

Jacqueline Keener is a financial advisor at Savant Wealth Management with 10 years of industry experience. She previously worked at Domani Wealth, LLC and PBWM Holdings, LLC before joining Savant in 2023. 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, and retirement plan consulting. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers specialized services including accounting, legal, and trust services through affiliated entities.

Robert Oconnor is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with PNC Investments LLC since 2012. Outside of his advisory role, he is listed as the owner of a rental property, unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessment and implements portfolios via mutual funds and ETFs with annual rebalancing.

Richard Shuster is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. Outside of his advisory work, he is also a musician who plays the drums. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Virginia Woods is a Series 66 licensed financial advisor with 11 years of industry experience. She has worked at Truist Advisory Services since 2021 and has prior experience with BB&T Investment Services and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver investment solutions.

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.

Brittany Coburn is a financial advisor with Truist Advisory Services, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Truist Bank and Truist Investment Services, as well as positions in the hospitality sector. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

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.

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.

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.

Thomas Baldwin is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America and Merrill from 2016 to 2023. Baldwin is also associated with Ilgenfritz Financial Group, where he engages in insurance sales and services. 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 employs a platform-centered approach combining model portfolios managed internally and by third parties, discretionary asset management, and financial planning services.

Erik Mitchell is a financial advisor with Principal Financial Services in Lancaster, PA, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked at Principal Securities INC and Principal Life Insurance Company since 2018 and previously spent 24 years at Markley Actuarial Services. Mitchell also serves as a designated bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through both adviser and promoter arrangements.

Eric Napp is a financial advisor with Empower Advisory Group in Lancaster, PA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at GWFS Equities, INC since 2012. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm utilizes an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.