Aaron Barr is a financial advisor with SPC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience and has worked at Parkland Securities and SPC since 2014, as well as operating Barr Associates Inc. since 2001. Outside of his advisory work, he serves as team director of a youth mountain bike racing team and is vice president and board member of a youth mountain bike nonprofit. SPC serves individual clients, charitable organizations, corporations, and retirement plans through over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies typically through discretionary management with options for nondiscretionary arrangements.

Kevin Bradley is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He has been with Janney Montgomery Scott and its predecessor entities since 1990. He holds Series 63 and Series 65 designations. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and a variety of wrap and advisory programs.

Scott George is a financial advisor with TLG Advisors, Inc. based in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with The Leaders Group, Inc. since 2016 and serves as president of Premier One Financial Company, where he is involved in insurance sales and services. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm offers investment supervisory services, portfolio management, and financial planning, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory, and providing both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

Peter Costanzo Jr. is a CFP® with 31 years of industry experience and has been with Janney Montgomery Scott since 1997. He is based in Lancaster, PA. Outside of his advisory work, he owns a rental property in Long Beach Island, NJ. Janney Montgomery Scott is a large, dually registered broker-dealer and 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, charitable organizations, and municipalities, offering brokerage, financial planning, and advisory services.

Alexandria Maldonado is a financial advisor at J. W. Cole Advisors, Inc. in Lancaster, PA, holding a Series 66 credential with four years of industry experience. Prior to joining J.W. Cole Advisors, she worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she has experience working in the brewing and hospitality industries. J. W. Cole Advisors operates through a large network of independent advisors, offering fee-based portfolio management, financial planning, retirement plan services, and access to third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm utilizes a range of investment strategies including discretionary and non-discretionary account management, combining fundamental and technical analysis along with model- or manager-based approaches.

David Whiting is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FNB Wealth Management and PFM Fund Distributors. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Eric Nissley is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Fulton Bank, N.A. He is also involved as an Investment Advisor Representative with Regal Wealth Advisors. J. W. Cole Advisors is a large enterprise serving individuals, high-net-worth clients, and institutional accounts through a network of over 480 advisors. The firm offers fee-based portfolio management, financial planning, retirement plan services, and access to various investment platforms and third-party managers.

Michael Waverka is a financial advisor with Valic Financial Advisors in Hershey, PA, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Valic Financial Advisors since 2012 and also serves as an agent at Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Renee Harrison is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 18 years of industry experience. She has been with Truist Advisory Services and Truist Investment Services since 2021 and previously worked at Bb&T Securities and Bbtis from 2015 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a proprietary manager-selection program for clients seeking third-party managers.

Brian Fisher is a financial advisor with Commonwealth Financial Network, holding the Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked at Commonwealth since 2018 and previously was affiliated with Wells Fargo Advisors Financial Network LLC from 2010 to 2018 while also operating Fisher Financial Associates since 2010. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad adviser-support platform including managed account programs, access to third-party asset managers, and custody services.

Cameron Leonard is a Series 66-licensed financial advisor at SPC with two years of industry experience. He previously worked at Equitable Advisors LLC and has held various roles including administrative support at Barr Associates Financial. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm offers tailored, discretionary advice through multiple account programs and maintains affiliations with broker-dealers and insurance agencies.

Gregory Marco is a financial advisor at Janney Montgomery Scott LLC in Lancaster, PA, holding the Series 66 designation. He has a decade of industry experience, including ten years at First National Trust Company prior to joining Janney Montgomery Scott in 2026. 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 with brokerage, financial planning, consulting, and wrap/advisory programs, offering both in-house and third-party portfolio management along with custody and trustee services.

Sean Indiveri is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Truist Advisory Services and its affiliated broker-dealer since 2021, following previous roles at Bb&T Securities and Bbtis. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting. The firm integrates advanced research tools and multiple inter-affiliate resources in its manager selection and oversight processes.

Gizem Folk is a financial advisor with Janney Montgomery Scott in Lancaster, PA, holding Series 63 and Series 65 credentials and 10 years of industry experience. Prior to joining Janney Montgomery Scott in 2026, she worked for various firms including Cetera and First National Bank of PA. She also serves as a relationship advisor for First National Bank, referring clients to appropriate channels within the bank. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Phillip Palanzo is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 39 years of industry experience. He has worked with Ameritas in various capacities since 1997 and has operated Palanzo Financial Services, Inc. since 1976. He is licensed as an independent insurance agent specializing in fixed life insurance and annuity products. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management and consulting solutions across discretionary and non-discretionary programs.

Laura Pontz is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 2007. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Andrew Dover is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. He has worked with Ameritas and its affiliated entities since 2016. Outside of his advisory role, he serves as Corporate Secretary for Weaver Financial Inc., assisting with administrative and corporate governance functions, and is involved in managing property upkeep through an LLC formed for real estate purposes. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio construction methods and offers multiple program platforms, encompassing asset management, financial planning, and retirement plan advisory services.

Christopher Wenger is a ChFC® and Series 66 licensed advisor with Guardian Life, where he has worked since 2010. He has 23 years of industry experience and is based in Myerstown, PA. Outside of his primary role, he is involved in insurance products and services beyond Guardian through a separate business activity. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to a diverse client base, including individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party programs, supporting tailored client solutions.

Jordan Mellinger is a financial advisor at Janney Montgomery Scott in Lancaster, PA, holding a Series 66 designation with four years of industry experience. He has been with Janney Montgomery Scott since 2022 and operates a tree service business on the side. 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, estates, and institutional sponsors, providing brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Amy Murray is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services LLC and Morgan Stanley. 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 broad client base including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services.