Gretchen Duda is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 credential and eight years of industry experience. She has been affiliated with various entities within the Thrivent Financial group since 2017, including Thrivent Investment Management Inc and Thrivent Financial. Thrivent Advisor Network serves individuals, families, trusts, estates, businesses, and retirement plans with a focus on customized asset allocations and long-term investment strategies, utilizing a combination of low-cost diversified mutual funds, ETFs, and other investment options. The firm offers both discretionary and non-discretionary portfolio management, as well as access to independent managers and fee-based products.

Kimberly Swope is a financial advisor with Merit Financial Advisors, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Zimmermann Investment Management & Planning, and Professional Tax Advisors, where she also serves as a tax preparer. Merit Financial Group, LLC manages approximately $10.6 billion for a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, supported by an internal Investment Management team and committee.

Curt Zimmermann is a financial advisor with Merit Financial Advisors, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His career includes roles at several firms such as Purshe Kaplan Sterling Investments and Zimmermann Investment Management & Planning. Outside of his advisory work, he is a partner in a pickleball events business and serves as a director at 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 264 advisors serving over 20,000 clients across 66 offices. The firm provides coordinated wealth-management services and employs a long-term, diversified investment approach with customizable portfolio models overseen by an internal Investment Management team and committee.

Gregory Richards is a CFP® with 26 years of industry experience, currently advising at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, Triad Advisors, and operating his own firm, Gregory Richards, LLC. Outside of financial advising, he serves as an attorney specializing in estate planning and holds leadership roles in nonprofit organizations, including as Judge Advocate for the Hershey American Legion Post 386 and Treasurer for the Valle del Sol Phase 6 Homeowners Association. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and nonprofit organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios overseen by a central Investment Management team and emphasizes specialized fiduciary and financial wellness services.

Jessica Elscheid is a financial advisor at Dakota Wealth, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked previously at JMG Wealth Management Group, Inc. and Raymond James Financial Services Advisors Inc. Elscheid serves as Treasurer and Secretary on the board of New Cumberland Federal Credit Union in a volunteer capacity. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm offers wealth management, investment management, financial planning, and retirement plan advisory services, utilizing customized, primarily long-term portfolios composed of mutual funds, ETFs, individual equities, fixed income, and other asset classes.

Jamie French is a Series 66-licensed financial advisor with 19 years of industry experience, currently serving at Thrivent Advisor Network, LLC. His prior roles include positions at Thrivent Investment Management and Purshe Kaplan Sterling Investments. He also serves as a governing board member at Daybreak Church, contributing to corporate decision-making and spiritual leadership. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm focuses on long-term investment strategies using customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by integration within the broader Thrivent group.

Terence Gibbons is a financial advisor at Merit Financial Advisors with five years of industry experience. He has worked at various firms including Nancy S. Daoud & Associates, LLC, Granite Group Advisors, LLC, and Purshe Kaplan Sterling Investments. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth management services and employs a long-term, diversified investment approach with both discretionary and non-discretionary account management.

Kenneth Ferrone is a CFA® charterholder with 23 years of industry experience. He is currently affiliated with Thrivent Advisor Network, LLC and Northeastern Star Asset Management, Inc., serving clients from Camp Hill, PA. Outside of his advisory roles, he owns KRF Consulting, a business focused on mortgage tracking for private loans, 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 using customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by third-party custodians such as Fidelity and Schwab.

Anthony Briselli Jr. is a financial advisor at Vicus Capital, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Vicus Capital since 2001 and Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he is an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. 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 uses a blend of fundamental and technical analysis with various strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory offerings.

Jackson Stough is a financial advisor at Ethos Financial Group, LLC with Series 65 and Series 66 licenses. He has been in the industry since 2024, with prior experience at RBC Wealth Management and a background in education at Liberty University and the high school level. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations with discretionary and non-discretionary investment management, financial planning, and related consulting. The firm uses model portfolios and diversified, risk-conscious strategies combining index-based exposures implemented through various investment vehicles.

Michael Ross is a financial advisor at Prospera Financial Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Members 1st FCU, and INVEST Financial Corporation. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors across about 140 offices, offering a range of investment advisory and financial planning services through multiple platforms and model portfolios.

Christopher Simon is a financial advisor with Regal Investment Advisors LLC, holding a Series 63 designation and bringing 33 years of industry experience. His prior firms include Woodbury Financial Services, Inc. and Questar Asset Management. He is also the owner of Simon Financial Services, a business focused on life insurance sales and planning. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management primarily to unaffiliated registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, offering day-to-day trading discretion within selected models while Primary Advisors retain client-facing responsibilities.

Tony Tolene is a financial advisor with Infinity Financial Services Advisory in Harrisburg, PA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes three years at LPL Financial LLC. Outside of advising, he owns and manages an elderly home care business focused on overseeing care for his mother. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm serves individual and high-net-worth clients using a multi-method investment approach that includes portfolio management, financial planning, adviser selection, and pension consulting.

Ralph Fetrow is a financial advisor at Prospera Financial Services, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including PURSHE KAPLAN STERLING Investments, InsightAdvisors, and Kovack Advisors. Outside of his advisory role, he pursues horse-related leisure activities and serves as president of a non-investment real estate entity. Prospera Financial Services is a multi-team firm that provides investment advisory and financial planning services to individuals, high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across multiple platforms, offering customizable portfolio solutions with both discretionary and non-discretionary management.

Michael Johnson, Jr. is a financial advisor at Ethos Financial Group, LLC in Harrisburg, PA. He holds a Series 65 designation and has experience in financial services since 2026, following five years at Fulton Bank and prior work at Comcast. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations, providing investment management, financial planning, estate planning, and consulting services. The firm emphasizes diversified, risk-conscious portfolios using model allocations and multiple investment vehicles, supplemented by third-party research and operational AI tools.

Kevin Curtis is a CFP® with 34 years of industry experience, currently serving as an advisor at Summit Trail Advisors, LLC. His prior roles include positions at Wilmington Trust, N.A. and M&T Securities, Inc. He serves on the board of the Susquehanna Art Museum. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, and institutional plans, offering portfolio management, financial planning, and family office services. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, tailoring solutions to client-specific objectives.

Scott Lumbatis is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Scottrade, Inc., Triad Advisors, Inc., and OSAIC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across 144 advisors. The firm serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a long-term, diversified investment approach implemented through model portfolios and customizable strategies.

Joseph Deitrich is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Simplicity Wealth and Liberty Mutual Insurance. In addition to his advisory role, he is a licensed independent insurance agent and partner at 1st Choice Financial Services, where he is involved in insurance and annuity sales as well as business oversight. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach and offers services through a large network of affiliated offices and investment adviser representatives.

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.