Kyle Shenk is a financial advisor with Independent Financial Partners and holds a Series 66 designation. He has five years of industry experience and has previously worked with Realta Investment Advisors, Inc. and Realta Equities, Inc. Shenk's background also includes roles at Springified Co., Hampden-Sydney, Incapital, and Safari Club International. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model, allowing advisors to set their own investment strategies, and offers specialized retirement-plan advisory and pension consulting services.

Michael Zimmerman is a financial advisor with J. W. Cole Advisors, Inc. in Lancaster, PA, holding Series 63 and Series 65 designations and 18 years of industry experience. His prior work includes roles at Sequinox Wealth Advisors and Jonathan Roberts Advisory Group. Outside of his advisory duties, he serves as president of Regal Wealth Advisors, LLC, a securities and advisory business. J. W. Cole Advisors operates a large network of independent advisors, offering fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutions. The firm employs a mix of fundamental and technical analysis and utilizes various custodial platforms and third-party managers in client solutions.

Jack Armstrong is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 26 years of industry experience. He has worked at Commonwealth since 2017 and has been associated with Keystone Financial Strategies since 2009, also serving as a CPA there. Armstrong is a partner at SN Advisors, LLP, which operates as Keystone Financial Strategies, and spends part of his time engaged in CPA work unrelated to investments. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering various advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors, who deliver investment advice under Commonwealth’s supervision.

William Allison III is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. His career includes roles in annuity and insurance sales, as well as positions at Ilgenfritz Financial Group and Patterson Companies. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes the use of discretionary model portfolios and offers a broad platform of investment strategies and services to support its large client and advisor network.

Oona Raffensberger is a financial advisor with Janney Montgomery Scott in York, PA, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Janney Montgomery Scott since 1998 and is also involved in the Weeusables Consignment Event since 2023. 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, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Carol Brian is a financial advisor at Hornor, Townsend & Kent, LLC with 18 years of industry experience. She holds the ChFC® designation and the Series 63 license. Prior to joining Hornor, Townsend & Kent in 2017, she worked at Massachusetts Mutual Life Insurance Company. Outside of her advisory role, Carol manages a multi-line insurance brokerage under 1847 Financial, focusing on life, accident, health, disability, long-term care, and annuity products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a combination of advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, integrating custody, execution, and brokerage capabilities alongside investment advice.

Jacob Ilgenfritz is a financial advisor at AE Wealth Management, LLC with Series 65 credentials and three years of industry experience. Prior to joining AE Wealth Management in 2026, he worked at Ilgenfritz Financial Group and spent over a decade at Graham Architectural Products. Outside of his advisory role, he is involved in insurance sales through Ilgenfritz Financial Group. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, along with financial planning, plan services, and brokerage support.

Joshua Hogan is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and bringing five years of industry experience. His work history includes roles at Janney Montgomery Scott LLC since 2021, as well as positions at The Prudential Insurance Company of America and Pruco Securities LLC. 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 wide range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Erik Myers is a financial advisor at Private Advisor Group, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Pruco Securities LLC, and The Prudential Insurance Company of America. Myers also provides administrative support to Private Advisor Group through Sequential Wealth Management, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s advisory model is fiduciary-based, utilizing both proprietary and third-party strategies to meet client goals and risk tolerances.

Storm Davison is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining AE Wealth Management, Davison held positions at Ilgenfritz Financial Group and Wells Fargo, and worked in various roles at companies including Best Buy and UNFI. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and offers comprehensive investment strategies supported by regular reporting and performance reviews.

Heather Marcus is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. She began her career at LPL Financial and also operates TriHill Financial Advisors, where she has been active since 2013. Marcus is a commissioned notary in Pennsylvania. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions and advisory programs. The firm employs a fiduciary-based model that incorporates both discretionary and non-discretionary strategies, utilizing third-party managers and technology platforms such as Orion and Pontera.

Amanda Harris is a financial advisor with PNC Wealth Management in Lancaster, PA. She holds a Series 66 designation and has one year of industry experience. Prior to joining PNC Investments LLC, she worked at PNC Bank for eight years and has experience in both the staffing and brewing industries. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to PNC Bank employees. The firm utilizes algorithm-driven model strategies managed by PNC and third-party strategists, focusing on investments in mutual funds and ETFs with annual rebalancing.

Curtis Ilgenfritz is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and two years of industry experience. He is also involved with Ilgenfritz Financial Group, where he provides insurance sales and client service advisory. 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 offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and plan services, supported by an internal Investment Consulting Group and various licensing programs.

James Shenk is a financial advisor at Independent Financial Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Realta Investment Advisors, Inc. and Realta Equities, Inc. for nine years. Outside of his advisory work, he is an investor in Shenk Distribution, a company involved in the distribution of shot shell ammunition. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, offering investment advisory, financial planning, trust, and retirement-plan services. The firm manages over $12.5 billion in assets and supports a multi-advisor platform catering to individual, charitable, corporate, and high-net-worth clients, with a notable focus on formal retirement-plan advisory and pension consulting services.

Hannah Rouse is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her prior roles include positions at Morgan Stanley, Fis, and Cambridge Associates. Outside of her advisory work, she volunteers running the scoreboard for high school sports at Susquehannock High School. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, which combines goals-based financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households focused on retirement. The firm uses model portfolios invested in proprietary T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and delivering financial plans and reviews supported by an interactive online planning tool.

Matthew Levy is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and 36 years of industry experience. His career includes more than three decades at Merrill and seven years with Bank of America prior to joining Janney in 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 range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Holly Mayer is a CFP® with 28 years of industry experience, currently serving at Janney Montgomery Scott since 2009. She is based in York, PA. Outside of her advisory work, she holds leadership roles on investment and strategic committees for local charitable organizations, including the York County Community Foundation and the Misericordia Nursing & Rehabilitation Center. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base that includes individuals, families, trusts, corporate and retirement plans, and municipal clients. The firm offers a blend of in-house and third-party portfolio management, brokerage services, financial planning, and advisory programs.

Frederick Wise is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 1998. 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 client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage services, financial planning, and advisory programs.

Jason Thorne is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2017. He has also been associated with Keystone Financial Strategies since 2009 and previously worked at Geneos Wealth Management, Inc. from 2008 to 2017. Outside of advisory work, he is a certified public accountant providing tax preparation services through Keystone Financial Strategies. Commonwealth Financial Network is a registered investment adviser supporting 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 discretionary model portfolios and personalized investment solutions, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

David Fullerton is a financial advisor with Janney Montgomery Scott in York, PA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Janney Montgomery Scott since 2001. 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 range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.