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.

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 an investment advisor representative with Thrivent Advisor Network, LLC and Northeastern Star Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Northeastern Star since 2016 and joined Thrivent Advisor Network in 2025. Outside of her advisory roles, she supervises telephone interviewers for the Survey Research Center at Pennsylvania State University. 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 allocations and long-term investment strategies, utilizing a range of investment vehicles and both discretionary and non-discretionary portfolio management approaches.

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.