Kurt Schaffer is a financial advisor with Guardian Life and Park Avenue Securities, holding the PFS™ designation and Series 63 and 66 licenses. He has 20 years of industry experience, having worked at both firms since 2006. Outside of his advisory role, he provides consulting and tax advice through a small CPA client base and serves as president of the Steeplechase Homeowners Association. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, and retirement consulting services.

Michael Spangler is a financial advisor at Savant Wealth Management with seven years of industry experience. He previously worked at Domani Wealth and The PFM Group. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blended investment approach combining evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates.

Timothy Sokoloski is a Series 65-licensed financial advisor at Savant Wealth Management with four years of industry experience. He previously worked at Fulton Financial and has additional backgrounds including a role at Penn State Schuylkill and experience in the family restaurant business. Savant Wealth Management provides comprehensive wealth management services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blended investment approach combining evidence-based asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Timothy Curry is a financial advisor with VOYA Financial Advisors, Inc. He holds the ChFC® designation and has 33 years of industry experience, including 12 years at VOYA. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves a diverse client base, including individuals, institutions, and retirement plan sponsors. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, emphasizing recommendation-based, non-discretionary advice.

Tyler Stief is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Commonwealth Financial Network, Align Wealth Strategies, Citizens Bank, and the Warwick School District. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.

David Mease is a financial advisor with PNC Wealth Management in Ephrata, PA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including over a decade with PNC. He has been affiliated with PNC Wealth Management since 2006. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven Portfolio Solutions Strategist Digital Offering designed for employees with existing PNC Bank online credentials. The program uses approved model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Jennifer Hill is a CFP® and PFS™ with 12 years of experience in the financial services industry. She has been with Savant Wealth Management since 2023 and previously worked at Domani Wealth, LLC and Pbwm Holdings. Jennifer is based in Lancaster, PA. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a large team of advisors and affiliated entities offering accounting, legal, and trust services.

Kelsea Rowan is a financial advisor at Transamerica Retirement Advisors, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Raymond James Associates. Outside of her advisory work, she has experience working in food delivery services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary investment guidance and education. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to inform its advice and oversees approximately 212,700 clients through a large advisor team.

Jesse Steffy is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. He has worked at both Commonwealth Financial Network and Align Wealth Strategies since 2010, alternating between the two firms over his career. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including wealth management and retirement plan consulting, and supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Sheryl Oswald is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. She holds the CFP® and Series 66 credentials and has worked at Janney since 2020. Prior to that, she was with Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2020. Outside of her advisory role, she owns a business called The Gold Gathering and serves as a board member of the Rotary Club of Paradise, in addition to participating in the Christian Women's Club in Lititz. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients and provides brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Kilie Smith is a financial advisor at Savant Wealth Management with three years of industry experience. Smith holds a Series 65 designation and has worked at Savant Wealth Management since 2023, previously employed at Domani Wealth. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated entities offering accounting, legal, and trust services.

Jonathan Lipshutz is a CFP® professional with two years of industry experience, currently affiliated with Savant Wealth Management in Lancaster, PA. His prior experience includes roles at Relaxing Retirement Coach, Inc., Cambridge Bancorp, US Bancorp, and Ranstad. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by centralized resources and affiliated entities providing accounting, legal, and trust services.

Laura Jacobs is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and six years of industry experience. She has worked at Janney Montgomery Scott in multiple periods since 2017 and has prior work experience at firms including Stifel Nicolaus and various roles outside the financial sector. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, and institutional sponsors, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Trysten George is a financial advisor with Commonwealth Financial Network in Lancaster, PA. He holds the Series 66 designation and has two years of industry experience. His prior work includes roles at The Vanguard Group, Inc., LPL Enterprise, LLC, and The Prudential Insurance Company of America. Outside of finance, he has experience operating a lawn care business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, and custodial services, with portfolios implemented through both in-house and outsourced strategies.

William Mc Canney is a CFP® with 10 years of experience in financial advising. He currently works at Hightower Advisors and has previously been associated with firms including Northwestern Mutual and Semus Wealth Partners. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that incorporates both affiliated and third-party managers, with offerings spanning mutual funds, ETFs, alternative investments, and custom indexing.

Jean Good is a financial advisor with Janney Montgomery Scott in Lancaster, PA, holding a Series 66 license and 18 years of industry experience. She has been with Janney Montgomery Scott since 2007. Outside of her advisory role, she manages rental properties through an LLC. Janney Montgomery Scott is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and a variety of advisory programs.

Hugh Hoke III is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets Corporation and City National Bank prior to joining Janney Montgomery Scott in 2026. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage services, financial planning, consulting, and advisory programs.

Tyler Cotten is a financial advisor at Kestra Advisory with a Series 66 designation and several years of experience that include roles in both educational institutions and advisory services. His background spans positions at Saint Peters University, Paul D. Camp Community College, George Mason University, the University of North Carolina at Charlotte, and Grafton High School before joining Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Donald Thomas is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He has held his current position since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the oversight committee of National Ambucs, Inc., a nonprofit supporting physical and occupational therapy. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering brokerage, financial planning, consulting, and various advisory programs.

Christopher Whitcombe is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in areas including college education planning, personal retirement planning, and retirement income. Christopher applies a disciplined, analytical approach to financial advising, emphasizing personalized strategies tailored to each client's unique situation. Christopher holds a Bachelor's and a Master's degree from Lehigh University. He has earned professional designations including the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor (CRPC™), and Personal Investment Advisor (PIA). His approach involves thoroughly understanding clients' financial circumstances and goals, analyzing data, and identifying opportunities to improve financial projections and tax strategies. Outside of his professional work, Christopher enjoys music, reading, and spending time with his family. He is committed to educating clients to help them become better stewards of their financial resources through comprehensive, individualized financial planning.