Tari Trowbridge is a financial advisor with Commonwealth Financial Network and Trowbridge & Co Wealth Management Group, holding the CFP® designation with 34 years of industry experience. He has been with both firms since 2014. Outside of advising, he owns real estate properties leased for gas royalties in Pennsylvania. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Christopher Roupp is a financial advisor with LPL Financial based in Towanda, PA. He holds a Series 66 designation and has been working in the financial industry since 2023. Prior to his current role, he gained experience at Principle Enterprises and Angi Leads, and spent 17 years at Matthews Motor Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and technologies such as machine learning.

Jenny Payne is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and over 26 years of industry experience. She has worked with Raymond James since 2004 and previously with Richard A. Pascoe Financial Services. Outside of advisory work, Payne is the owner and proprietor of Brenchley's Lake CampGround in Rome, PA, and serves in a political role with Rome Township. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with tools that incorporate risk profiling and probabilistic modeling.

Courtney Steckiel is a CFP® with 15 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2017. Prior to this, Steckiel worked at LPL Financial and First Citizens National Bank. Outside of financial advising, Steckiel is involved with doTERRA International, a role held since 2014, and supports client activities and compliance at JP Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and advanced analytical tools to support client goals and offers specialized programs including municipal and public-finance advisory services.