Albert Dagostino is a financial advisor with Vicus Capital, Inc. in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Vicus Capital (formerly PFG Financial Advisors) since 2001 and also has experience with Cetera Wealth Services, LLC since 2013. Outside of advisory work, he operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Vicus Capital serves a broad client base, including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies, providing tailored advisory services through multiple platforms and maintaining specialized programs such as ERISA fiduciary consulting and fee-based annuity offerings.

Ernie Irwin is a CFP® and holds a Series 66 license with eight years of experience in the financial services industry. He is currently with JFS Wealth Advisors, LLC, where he has worked since 2023. Prior to joining JFS, he held positions at Peoplesbank Wealth Management, Wheatland Advisors, Inc., and PNC Investments. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm’s approach involves a written Financial Goal Plan and an internal Investment Committee that uses Modern Portfolio Theory to guide portfolio allocations, with services including continuous investment management, financial planning, tax preparation, and fiduciary retirement plan services.

David Stofflet is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been associated with Coppell Advisory Solutions and its related entities in various roles since 2014 and has operated Stofflet Financial since 2001. Outside of advisory services, Mr. Stofflet works as an insurance agent, offering life, disability, and health insurance products. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporate clients. The firm provides discretionary portfolio management and financial planning using a combination of tailor-made asset allocation models, fundamental and technical analysis, and an open-architecture platform that includes a wide range of investment options.

Eric Beittel is a CFP®-designated financial advisor with 26 years of industry experience, currently serving clients at Silver Oak Securities, Inc. He has held roles at Ambassador Advisors, LLC, American Portfolios Financial Services, Inc., and Enders Insurance Associates. In addition to his advisory work, he owns Beittel Consulting LLC, which provides employee benefits and health coverage consulting for self-employed individuals and business owners. Silver Oak Securities, Inc. supports a diverse client base, including high-net-worth individuals, pension plans, corporations, trusts, and estates, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs tailored to client objectives, with an emphasis on customized, primarily discretionary investment management delivered through a network of over 100 financial professionals.

Jeanna Montes is a financial advisor at Dakota Wealth, LLC with 22 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. from 2016 to 2023. Outside of finance, she operates a clothing resale business selling used clothing on eBay. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, and business enterprises, offering wealth management, investment management, financial planning, and retirement plan advisory services. The firm focuses on building customized, primarily long-term portfolios and actively manages private funds and registered investment products.

Jeffrey Goyette Jr. is a CFP® professional affiliated with Dakota Wealth, LLC, with 12 years of experience in the financial services industry. Prior to joining Dakota Wealth in 2023, he spent seven years with Raymond James Financial Services Advisors INC. and Raymond James Financial Services Inc. Dakota Wealth, LLC serves a diverse clientele including high net worth individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm offers a range of wealth management and investment advisory services, focusing on customized, primarily long-term portfolios that include mutual funds, ETFs, individual equities, fixed income, and alternative investments, with most client assets managed on a discretionary basis.

Keegan Carl is a financial advisor at Arkadios Wealth Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Berenberg Capital Markets LLC, Wolfe Research Advisors, and Osaic Wealth. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various managed accounts and third-party managers.

Andrew Spuhler is a CFP® with four years of industry experience currently affiliated with Vicus Capital, Inc. His prior roles include positions at Cetera Wealth Services, Securities America Advisors, and OSAIC. He also operates Spuhler Enterprises LLC. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various model and separately managed strategies, with a particular focus on retirement-plan consulting and fiduciary services.

Christopher Cassel is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at SevenBridge Financial Group, LLC and Kuntz Lesher Capital LLC. Outside of his advisory work, he serves on the finance and investment committees for the United Way of the Capital Region and is a board member and finance committee member at the Vista School for Autism; he also owns and assists with financial matters for a distillery and a bowling alley/restaurant. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, charitable organizations, and institutional investors. The firm employs a combination of centrally managed model strategies and locally managed portfolios, investing across various asset classes while offering specialized services such as ESG models, Direct Indexing, and sub-advisory roles.

Andrew Kern is a CFP® and ChFC® with 21 years of industry experience. He is an investment advisory representative at Vicus Capital, Inc., and previously worked at Cetera Wealth Services, LLC, Integrated Wealth Concepts LLC, and LPL Financial. Kern serves as vice president of the Michael J Santanna Jr. Achievement Foundation and is a board member of the Financial Planning Association of Central Pennsylvania. He also volunteers as a youth sports coach. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a combined fundamental and technical analysis approach, offering a range of model and separately managed strategies along with specialized retirement-plan consulting and fiduciary services.

Douglas Clelan is a financial advisor with Vicus Capital, Inc., holding the ChFC® designation and a Series 63 license, with 51 years of industry experience. He has worked at Vicus Capital (formerly PFG Financial Advisors) since 1994 and previously at Cetera Wealth Services for 12 years. In addition to his advisory roles, Clelan is an independent insurance agent involved in disability, life, accident, health, and long-term care insurance, and he also participates in a life settlement business. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a variety of fundamental and technical strategies, offers retirement-plan consulting and fiduciary support, and utilizes both discretionary and non-discretionary investment approaches, including access to third-party money managers and digital-advice portfolios.

Douglas Charney is a financial advisor with Prospera Financial Services, Inc. in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Prospera in 2016, he spent 21 years at Wells Fargo Clearing. Outside of his advisory role, he owns an aircraft leasing business and serves on the board that advises the Chancellor of Penn State Harrisburg. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Lawrence Knolle is a financial advisor at Belpointe Asset Management LLC with eight years of industry experience and holds a Series 66 designation. His prior experience includes roles at Wealthcare Advisory Partners LLC dba Haven Advisory Partners, American Portfolios Financial Services, Inc., and Ambassador Advisors. Outside of his advisory work, he is a part owner of a specialty construction company. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors and manages more than $7.5 billion for individuals, corporations, trusts, and other investment advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting with customized portfolio strategies and several affiliated services.

Michael Saracino is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with The O.N. Equity Sales Company since 2005 and Ohio National Financial Services since 2004. Saracino is also president of Choice Financial Services LLC, where he sells life, health, long-term care, disability insurance, group health, and annuities. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of service options and access to third-party investment programs, operating a dual-registration model that includes both advisory and broker-dealer activities.

Liana Freeland is a financial advisor at Vicus Capital, Inc. with three years of industry experience. She holds a Series 65 designation and has previously worked at Clelan and Company, Pronto, and Kay LLC. Outside of financial advising, she is a board member of the Michael J. Santanna Jr Achievement Foundation, where she communicates with schools and distributes scholarships, and owns Freeland Ventures, LLC, a business focused on reselling vinyl records and vintage items. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis with a variety of strategies and provides specialized services such as ERISA fiduciary consulting and dedicated program features like faith-based and ESG investment paths.

Ryan Roy is a financial advisor with Girard Advisory Services, LLC in Mechanicsburg, PA, holding Series 63 and Series 66 registrations and 22 years of industry experience. He has been with Girard Advisory Services since 2011 and previously worked at FTJOL, LLC for seven years. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification, using a proprietary research process and a committee-approved list of large-cap stocks, and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.

Lillian Crusan is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has previously worked at Northeastern Star Asset Management, Inc., Penn Investment Advisors, Inc., and other firms. Outside of advisory work, she supervises telephone interviewers at Pennsylvania State University’s Survey Research Center. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on long-term, diversified portfolios using a range of investment products and offers both internal management and access to independent managers.

Gretchen Duda is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and bringing eight years of industry experience. She has worked with various Thrivent entities since 2017 and has prior experience at Members 1st Federal Credit Union. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm typically constructs diversified portfolios using low-cost mutual funds and ETFs, while also supporting internal portfolio management and the oversight of third-party managers.

Kimberly Swope is a financial advisor at Merit Financial Advisors with 20 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at multiple firms including Purshe Kaplan Sterling Investments, Zimmermann Investment Management & Planning, and Professional Tax Advisors, where she also serves as a tax preparer. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices with approximately $23.9 billion in assets under management. The firm focuses on long-term, diversified portfolios supported by a centrally managed investment process and offers services such as financial planning, retirement plan advice, and employee financial wellness programs.

Curt Zimmermann is a financial advisor at Merit Financial Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Purshe Kaplan Sterling Investments, Zimmermann Investment Management & Planning, and Professional Financial Advisors. Outside of his advisory work, he is involved as a partner in Around the Post Pickleball LLC and serves as a director for the PA State Police Camp Cadet Troop H, where he reviews and discusses financial statements. Merit Financial Advisors is a multi-team registered investment adviser with more than 260 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by an internal Investment Committee, providing both discretionary and non-discretionary account management.