George Kegerreis Jr. is a financial advisor at Merit Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Zimmerman Investment Management and Planning, LLC, and Professional Financial Advisors, Inc. Outside of his financial advisory role, he serves on the auditing committee for Faith Immanuel Presbyterian Church. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a long-term, diversified investment approach with customizable model portfolios and offers a range of services such as asset management, financial planning, retirement advice, and employee financial wellness programs.

Richard Matthews is a CFP® certificant with 38 years of industry experience. He currently serves at Arkadios Wealth Advisors and Arkadios Capital, having previously worked at Ameriprise Financial Services, Inc. and several other firms. Matthews is also the secretary of the East Pennsboro Lions Club, a nonprofit service organization involved in community programs. Arkadios Wealth Advisors is a multi-team SEC-registered firm that provides portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, businesses, and corporations. The firm uses customized investment plans that integrate fundamental, technical, and cyclical analysis, and offers a range of internally managed and third-party investment solutions.

Stephen Kuhn is a financial advisor with OnePoint BFG Wealth Partners, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Bleakley Financial Group, LLC since 2022 and previously spent seven years with Private Advisor Group and two years with LPL Financial. OnePoint BFG provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm uses a combination of proprietary models and third-party managers to implement portfolios, with a majority of client assets managed on a discretionary basis.

John Daley is a financial advisor with The Burney Company in Carlisle, PA, holding Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with The Burney Company since 1984. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team advisory platform that incorporates proprietary fundamental and quantitative investment models, offers actively managed ETFs, and provides discretionary equity portfolio management and financial planning.

Ralph Thrush III is a financial advisor at Arkadios Wealth Advisors with 27 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Ameriprise Financial Advisors Inc. and Triad Advisors. Outside of his advisory role, he serves on the board of directors for the Bob Craig Youth Foundation, a nonprofit supporting youth activities in central Pennsylvania. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans delivered through various account structures and integrates fundamental, technical, and cyclical analysis in its investment approach.

Clinton Smith III is a CFP® and Series 65 credentialed advisor with eight years of industry experience. He has worked at Apollon Wealth Management, LLC since 2021, following roles at SevenBridge Financial Group, LLC and BDO USA LLP. He serves as a board member for the Boys and Girls Club of Harrisburg, a nonprofit organization. Additionally, he is an owner of Hidden Still Spirits Inc., a commercial distiller and distributor, and Midway Berkeley Springs LLC, a family entertainment center. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, and various institutional clients. The firm combines centrally managed model strategies with locally managed portfolios, investing across multiple asset classes and offering specialized services including ESG models, Direct Indexing, and portfolio management for pooled and insurance-dedicated funds.

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.

Andrew Ogle is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at 1st Choice Financial Services, Milton Hershey School, Zander Insurance, and Northwestern Mutual. In addition to his advisory role, he is involved as a financial planning assistant at 1st Choice Financial Services, where he meets with clients and creates financial plans utilizing insurance products. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a blend of fundamental, technical, and cyclical analysis and offers tailored advice through model portfolios and discretionary or non-discretionary authority assignments.

Eric Beittel is a CFP®-credentialed financial advisor with 26 years of industry experience, currently serving at Silver Oak Securities, Incorporated since 2023. He previously worked at Ambassador Advisors, LLC, American Portfolios Financial Services, Inc., and Enders Insurance Associates. Outside of investment advising, Beittel owns Beittel Consulting LLC, which provides employee benefits and health coverage consulting primarily for self-employed individuals and employer groups. Silver Oak Securities serves individuals, pension plans, corporations, trusts, and other entities through a team of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers customized advisory programs and emphasizes operational features such as ongoing model monitoring and an automatic investment process tailored to client objectives and risk tolerances.

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.

Paul Dubendorf is a CFP® with 20 years of industry experience, currently serving as an investment advisor representative at Thrivent Advisor Network, LLC and Northeastern Star Asset Management, Inc. He has been with Northeastern Star since 2014 and joined Thrivent Advisor Network in 2025. Outside of advisory services, he is president of Dube's Tax and Payroll Services Inc., a tax preparation and payroll company, and is a licensed insurance agent. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations through a network of advisory persons. The firm emphasizes a long-term investment approach with customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by ongoing client monitoring and formal annual reviews.

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.

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 Series 63 license. He has 50 years of industry experience, including over three decades at Vicus Capital (formerly PFG Financial Advisors) and Clelan and Company. His prior experience includes 12 years at Cetera Wealth Services, LLC. Outside of his advisory roles, he is an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance, and is involved 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 combines fundamental and technical analysis with various model and separately managed strategies, emphasizing retirement-plan consulting and fiduciary services.

Douglas Charney is a financial advisor at Prospera Financial Services, Inc. with 38 years of industry experience. He has been with Prospera since 2016 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is the owner of an aircraft leasing business and serves on the board that advises the Chancellor of Penn State Harrisburg. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion across about 207 advisors. The firm offers diversified investment advisory and financial planning services through various platforms, combining firm models, third-party sub-advisers, and customizable allocations.

Michael Saracino is a financial advisor at On Investment Management Company with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at THE O.N. Equity Sales Company and Ohio National Financial Services since the mid-2000s. Outside of his advisory role, he is president of Choice Financial Services LLC, where he sells various insurance products. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of third-party investment programs alongside adviser-directed managed accounts, serving both discretionary and non-discretionary client relationships.

Jonathan Williams is a financial advisor at Summit Trail Advisors, LLC in Harrisburg, PA, holding a Series 66 designation with 16 years of industry experience. His prior work includes roles at M & T Securities, Inc. and Wilmington Trust, N.A. Outside of his advisory role, he is involved as a landlord of a residential rental property. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, and institutional retirement plans. The firm employs an open-architecture investment process focused on asset allocation, investment selection, and portfolio construction, utilizing a range of investment vehicles and ongoing manager due diligence.