Ryan Christensen is a CFP® professional with 18 years of industry experience, currently serving at GWN Securities Inc. since 2008. He is also a licensed insurance agent, selling life insurance, annuities, and long-term care products. GWN Securities is an SEC-registered investment adviser and broker-dealer with a network of approximately 423 advisors managing around $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, including a range of managed-account programs with both traditional and legacy technical strategies.

Joseph Pantozzi is a financial advisor at Ameritas Advisory Services, LLC with over 43 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His career includes roles at Ameritas Life Insurance and investment affiliates since 2006, as well as leadership at Alpha Omega Wealth, where he serves as president. Pantozzi is also licensed as an independent insurance agent focusing on fixed insurance products and is a member of the National Association of Insurance & Financial Advisors, occasionally speaking at agent training sessions. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and advisory solutions supported by a team and third-party partners, integrating multiple custodial platforms and emphasizing risk alignment and portfolio monitoring.

Sean Pendrak is a financial advisor with LPL Financial based in Halifax, PA, holding a Series 66 license and 12 years of industry experience. He previously worked at Mass Mutual Investors Services and Metlife Securities. Pendrak is also involved with Ameritas Mutual Holding Company, an insurance agency where he dedicates a portion of his time. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kristin Tobin is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to this, she was employed at Rodan and Fields and Nationwide Insurance Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Scott Thompson is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 44 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services, Inc. He operates a non-variable insurance business alongside his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory and brokerage services through a large network of investment adviser representatives.

Austin Cook is a financial advisor with Edward Jones in Halifax, PA, holding a Series 66 designation and having three years of industry experience. He has also been involved in agricultural work at Penman Farms for over ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Chad Levan is a financial advisor with Edward Jones in Millersburg, PA, holding a Series 66 designation and three years of industry experience. He previously worked at Your Part-Time Controller, LLC and Boyer & Ritter, LLC, where he gained eight years of experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.