Kevin Serensits is a financial advisor at Truist Advisory Services with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Truist and its predecessor entities since 2016. Outside of his advisory role, he serves as a licensed tour guide providing historical tours in Gettysburg, Pennsylvania. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, utilizes third-party platforms and AI-enabled research tools, and maintains integrated service arrangements within the Truist affiliate network.

Thomas Charmley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Matthew Beagle is a CFP® with 19 years of industry experience, currently serving at LPL Financial and First Columbia Bank & Trust since 2006. He holds the roles of Senior Vice President and Chief Wealth Management Officer at First Columbia Bank and is also an instructor of finance, marketing, and management at Bloomsburg University of Pennsylvania. Outside of his advisory work, he contributes to a fantasy baseball website and occasionally umpires for Bloomsburg Little League. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory solutions including financial planning and model portfolio programs, supported by a large network of advisors and integrated technology tools.

Jared Cromley is a Series 66 licensed financial advisor with LPL Financial, based in Benton, PA, and has three years of industry experience. His prior work includes roles at MC Federal Credit Union and First Columbia Bank & Trust Co. He is also involved with OneJourney Investment Center, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, leveraging model portfolios, third-party subadvisors, and advisory technology tools.

Robert Cragle is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes roles at Cambridge Investment Research, Royal Alliance Associates, and Signator Investors. He also operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.