Stephen Trask is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He previously worked at Vanderbilt Advisory Services and Vanderbilt Securities, LLC for 11 years. Trask also operates a separate business, Trask Financial Services. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of discretionary portfolio management and third-party investment advisor referrals, with an emphasis on non-high-net-worth individuals.

Jeffrey Nickum is a financial advisor with Merit Financial Advisors and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, Zimmermann Investment Management & Planning, and Professional Financial Advisors, Inc. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team and committee.

Zachary Weigl is an investment advisory representative at Vicus Capital, Inc. with three years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including Rosenblatt Securities and PGIM, Inc. He has also been involved in financial services through Clelan and Company and has experience in fixed insurance sales. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm’s investment approach integrates fundamental and technical analysis across various strategies and emphasizes retirement-plan consulting and fiduciary services.

Colin Bernd is a financial advisor with Thrivent Advisor Network, LLC, holding Series 66 and Series 63 credentials and six years of industry experience. He has worked at several Thrivent entities since 2020 and previously gained experience at LifeGuide Financial Advisors and Messiah College. Outside of advisory roles, he is involved in selling and servicing fixed insurance contracts. Thrivent Advisor Network serves individuals, families, trusts, businesses, and retirement plans, managing approximately $6.8 billion in client assets. The firm offers a range of portfolio management and financial planning services, emphasizing diversified investments and ongoing account monitoring.

Robert Eichinger is a financial advisor with ON Investment Management CO in Camp Hill, PA, holding the CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including over three decades at The O.N. Equity Sales Company. Outside of advising, he serves as president of Cumberland Financial Group, where he sells insurance products. ON Investment Management Company (ONIMCO), a subsidiary of The O.N. Equity Sales Company, provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services, including comprehensive and modular financial plans and access to third-party investment programs, with a client base primarily managed through a combination of discretionary and non-discretionary advisory relationships.

Jonathan Stough is a financial advisor with Ethos Financial Group, LLC, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ethos in 2026, he worked at City National Bank and RBC Capital Markets. He serves on the board of directors for both the Witney Ridge Homeowner's Association and the Midwest Food Bank in Pennsylvania. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management, financial planning, and consulting services. The firm uses model portfolios and a Core Allocation strategy focusing on diversified, risk-conscious investments implemented through various vehicle types.

Laura Pesek is a financial advisor with Gibbs Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Rose Financial Management, Woodbury Financial Services, and Questar Asset Management. She is also an insurance agent involved in sales of fixed annuities, disability, health, life, property and casualty insurance, and employee benefits through her sole proprietorship, LP Financial Associates. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a mix of analytical approaches to guide investment allocations.

Christopher Van Hart is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked with Thrivent Investment Management Inc and Thrivent Financial for Lutherans since 2008. Van Hart serves as Board President of Family Promise of Harrisburg Capital Region, a nonprofit organization supporting homeless families in the local community. He also holds the position of Board Secretary for the Estate Planning Council of Central Pennsylvania. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $6.8 billion in client assets. The firm offers customized asset allocation and long-term investment strategies, emphasizing low-cost diversified mutual funds and ETFs, alongside individual equities, bonds, and alternative investments.

John Goyette is a financial advisor at Dakota Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including JMG Wealth Management Group, Inc., Lincoln Financial Distributors, Raymond James Financial, Ascensus Investment Advisors, LLC, and MassMutual. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, and business enterprises, offering wealth management, investment management, financial planning, and advisory services. The firm constructs primarily long-term, customized portfolios using a range of investment vehicles and maintains active roles in private funds and registered investment companies.

Justin Taillon is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and nine years of industry experience. He has worked at Zimmerman Investment Management and Planning and Purshe Kaplan Sterling Investments since 2020, and previously at M&M Bedding. Taillon is also a licensed insurance agent and registered representative, occasionally offering commissionable insurance and investment products to clients. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across a diverse client base, including individuals, businesses, retirement plan sponsors, and nonprofit organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, overseen by a central Investment Management team and Investment Committee.

Derek Shaffer is a financial advisor with TIAA-CREF, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade Investment Management. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering both model and customized portfolio options.

Dennis Browne is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been co-owner of Capital View Wealth Management, LLC since 2010 and has worked at Cambridge Investment Research Advisors, Inc. for 15 years prior to his current role. Browne also serves as a FINRA arbitrator in Lemoyne, PA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors. The firm offers a broad range of managed account programs, access to third-party asset managers, and custody and clearing services, supporting both individual and institutional clients across diverse investment platforms.

James De Gaetano Jr. is a CFP® professional with 19 years of industry experience, currently serving at CWM, LLC. His career includes roles at Diamond Wealth Advisors and LPL Financial, among others. Outside of advisory services, he is an author through JD Media LLC and serves as a board member at Shippensburg University. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers discretionary portfolio management using model portfolios, financial planning, and retirement-plan services, emphasizing fiduciary processes, centralized custody, and a combination of fundamental and technical investment approaches.

Martin Chronister is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and possessing 57 years of industry experience. He has been with Janney Montgomery Scott since 1978. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities through various advisory and brokerage services.

Edward Frome is a CFP® professional with 29 years of experience in the financial services industry. He is currently with PNC Wealth Management and has previously worked at Wells Fargo Clearing Services LLC and Ameriprise Financial Services, Inc. since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and implements portfolios via approved model strategies managed by PNC or third-party strategists.

Seth Gray is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at PA Options for Wellness and NewRez, and has been with Empower in various roles since 2023. 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 select retail brokerage clients. The firm uses an integrated service model linked to Empower’s recordkeeping systems, offering point-in-time financial plans and optional managed account solutions.

Eugene Anastasio Jr. is a financial advisor at Janney Montgomery Scott with 37 years of experience in the industry. He holds the Series 63 designation and has been with Janney Montgomery Scott since 2008. Outside of his advisory role, he is the owner and president of METANO, LLC and serves as a committee member of Owl Hollow Associates, 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 a diverse clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Debra Sherman is a financial advisor at Mariner with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Mariner Wealth Advisors since 2021, previously serving at Domani Wealth, LLC and PBWM Holdings, LLC. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm uses a discretionary, customized portfolio approach supported by in-house research and third-party managers, with an emphasis on integrating tax and accounting services alongside traditional portfolio management.

William Lupi is a financial advisor at Truist Advisory Services with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His career includes roles at Truist Advisory Services, SunTrust Advisory Services, BB&T, and PNC Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches.

Colton Comstock is a financial advisor with Empower Advisory Group in Camp Hill, PA, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Efs, Inc and GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.