Austin Cook

Stephen Hetrick is a financial advisor at Retirement Collaborative LLC in Harrisburg, PA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Retirement Collaborative since 2008. In addition to advisory services, he acts as an independent agent providing non-variable life and health insurance through various life insurance companies. Retirement Collaborative advises individuals, retirement plan sponsors, and institutional clients, offering retirement plan consulting, fiduciary reviews, participant education, and investment management. The firm employs a Fiduciary Quality Management System and utilizes technology platforms to support reporting and wealth aggregation, with a particular focus on institutional pension consulting and formal fiduciary review services.

Steven Economopoulos is a CFP® and ChFC® with 20 years of experience in financial advising. He is a principal at ECON Wealth Management, where he has worked since 2015. Outside of advising, he serves as president of ECON PROPERTIES, LLC, a real estate investment-related business. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts typically around $250,000 or more. The firm offers personalized financial planning and in-house asset management, employing both fundamental and technical analysis within a disciplined, active, team-based investment process, and manages all client assets internally.

Kyle Nickler is a financial advisor with RWM Asset Management, LLC and holds a Series 65 designation. He has been with RWM Asset Management since 2025 and has prior experience in tax preparation and accounting, including a role as Client Tax & Accounting Manager at RWM & Company. He also formed Nickler Research & Analytics LLC, which is currently inactive. RWM Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $30.5 million across about 200 accounts. The firm employs a variety of investment approaches and maintains a close affiliation with an accounting practice that also offers tax and accounting services.

Anna Santini is a financial advisor at RWM Asset Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Kitchen Table Consultants. Outside of her advisory role, Santini is a member-owner of Tuscarora Training Center LLC, a Jiu Jitsu gym where she handles administration and accounting tasks. RWM Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a variety of investment strategies and offers access to model portfolios and tax-management tools, supported by a small advisory team and an affiliated accounting practice.

Jacob Artz is a financial advisor at ECON Wealth Management with a Series 65 credential and three years of industry experience. He has worked at ECON Wealth Management since 2020 and previously held roles at Comprehensive Financial Associates and Explosive Sports Performance. Artz also has an ongoing affiliation with Saint Joseph's University. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts of approximately $250,000 or more. The firm provides personalized financial planning and in-house asset management using a disciplined, active, team-based investment process that incorporates both fundamental and technical analysis.

Robert Morris is a financial advisor at RWM Asset Management, LLC with 19 years of industry experience. He holds a Series 63 designation and has served as a director of the First National Bank of Newport since 1993. Morris has been with RWM Asset Management since 2006 and has over four decades of experience as a self-employed CPA. RWM Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a combination of fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term strategies, offering tailored portfolio solutions and access to third-party model portfolios.