Michael Miller II is a CFP® professional with nine years of industry experience, currently serving as an advisor at RKL Private Wealth in Lancaster, PA. His career includes roles at Charles Schwab from 2019 to 2026 and Northwestern Mutual between 2016 and 2018. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high net worth clients, trusts, estates, and small businesses. The firm integrates tax, accounting, and consulting services through its affiliation with RKL LLP and employs a core-satellite investment approach tailored to client needs.

Matthew Hornberger is a financial advisor at RKL Private Wealth with a Series 65 designation and one year of experience at the firm. He previously worked for Emerald Advisers LLC for 21 years. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high net worth clients, trusts, estates, and businesses. The firm integrates tax and accounting services through its affiliation with RKL LLP and uses a core-satellite investment approach with customized portfolios.

Roben Hoffman is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 13 years of industry experience. Prior to joining Empower in 2026, he worked at T. Rowe Price for 12 years and Edward Jones for one year. 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’s integrated approach combines proprietary and third-party planning methodologies with recordkeeping and administrative platforms to deliver point-in-time financial plans and optional managed account solutions.

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.

Alexandria Maldonado is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. She holds a Series 66 designation and has prior experience with The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she serves as a licensed assistant for Regal Wealth Advisors. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm utilizes a range of investment strategies and platforms, including discretionary and non-discretionary management, digital advice, and third-party managers.

Richard Shuster is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2013 and was previously with VOYA Financial Advisors, Inc. from 2006 to 2013. Outside of finance, he has a background as a musician, specifically as a drummer. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model and utilizes multiple investment strategies, often implementing advice through third-party managers and technology platforms.

Eric Nissley is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Fulton Bank, N.A. He is also involved as an Investment Advisor Representative with Regal Wealth Advisors. J. W. Cole Advisors is a large enterprise serving individuals, high-net-worth clients, and institutional accounts through a network of over 480 advisors. The firm offers fee-based portfolio management, financial planning, retirement plan services, and access to various investment platforms and third-party managers.

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.

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.

Brian Betz is a financial advisor with PNC Wealth Management in Manchester, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with PNC Investments since 2019 and previously held roles at PNC Bank and First Commonwealth Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees with PNC Bank online credentials. The firm utilizes approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Matthew Rakerd is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 designations and has 30 years of industry experience. Prior to joining Independent Financial Partners in 2024, he worked at Realta Investment Advisors, Inc. and Realta Equities, Inc. for over a decade. He is also the owner of Wealth Solutions LLC, where he provides fixed insurance products to clients as needed. Independent Financial Partners delivers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Alyssum Keefer is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2009. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house management and third-party solutions.

Kyle Lingg is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 12 years of industry experience. He previously worked at RBC Capital Markets from 2014 to 2021 before joining Janney Montgomery Scott, where he has been since 2021. 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 various advisory programs.

Duy Vo is a financial advisor at J. W. Cole Advisors, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Wells Fargo Clearing Services, and Ambassador Advisors. J. W. Cole Advisors serves individuals, high-net-worth clients, and institutional accounts by offering fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm operates through a large network of independent advisors and employs a range of investment strategies, including discretionary and non-discretionary management alongside digital advice solutions.

Felipe Castaneda is a financial advisor with Private Advisor Group, LLC and holds the CFP® designation, along with Series 63 and Series 66 licenses. He has 15 years of industry experience, including prior roles at LPL Financial, TD Ameritrade Investment Management, and ScottTrade. He provides investment advisory services primarily through Private Advisor Group, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, offering both discretionary and non-discretionary services, utilizing proprietary and third-party investment platforms and strategies.

Warren Metzger 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 Truist Investment Services, BB&T Securities, Cetera, and PNC Wealth Management. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a range of discretionary and non-discretionary solutions supported by third-party platform and manager arrangements.

Andrew Carrolus is a CFP®-certified financial advisor with 21 years of industry experience. He has been with Janney Montgomery Scott since 2004. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Scott Michael is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. Prior to joining Savant, he worked at Domani Wealth, LLC and Pbwm Holdings. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with a range of actively managed investment strategies, supported by in-house accounting, legal, and trust service affiliates.

Matthew Gavel is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. He previously worked at Domani Wealth, LLC and PBWM Holdings before joining Savant. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and retirement plan consulting services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

Crhistian Vasquez is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill Lynch, and Ilgenfritz Financial Group. Outside of his advisory role, he is the owner of Golf Lovers, LLC, a business focused on research and development. 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 utilizes discretionary model portfolios and supports third-party RIAs, managing approximately $49.8 billion for over 127,000 clients across more than 440 advisors.