Benjamin Michael Burkhart

Jake is a financial planner and investment advisor at Harvest Rock Advisors, an independent financial services firm serving the greater Susquehanna Valley region. He works with clients 50+ to help them plan confidently and keep more of what they’ve built through smart tax, investment, and retirement planning. He is a CERTIFIED FINANCIAL PLANNER® practitioner and holds the Series 65, Series 7, and Series 63 securities licenses. Jake lives in Lancaster County, PA with his wife, kids, one dog, and one cat. When he's not at youth sporting events, he enjoys running and cycling. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Harvest Rock Advisors, LLC and Cambridge are not affiliated. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC.

Scott Ford is the sole advisor at Ford Investment & Retirement Management LLC in York, PA, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to founding his firm in 2021, he worked at Primerica Advisors and Primerica Financial Services for two years. He also works as an engineer at Graham Packaging Company. Ford Investment & Retirement Management LLC provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm constructs customized portfolios primarily with individual stocks and ETFs, employing a mix of fundamental, technical, and charting analysis with a primarily short-term focus.

Shawn Minnich is a financial advisor with Lifetime Financial Foundations, LLC in York, PA, holding a Series 65 designation and seven years of industry experience. He has worked at Lifetime Financial Foundations since 2019 and also maintains a role as an independent insurance agent since 2017. Lifetime Financial Foundations is a state-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary and occasional non-discretionary investment management and financial planning, utilizing a blend of fundamental, proprietary, and technical strategies to develop customized portfolios.

Adam Saubel is a CFP® and ChFC® with seven years of industry experience. He is the principal of Saubel Financial Group in York, PA, and has prior experience with Northwestern Mutual Wealth Management Company. He serves as adjunct faculty at Elizabethtown College and holds several nonprofit roles, including assistant treasurer for a cerebral palsy home and vice chair of the Children’s Aid Society. Saubel Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, using a variety of investment strategies including fundamental and quantitative analysis and modern portfolio theory. The firm typically manages accounts on a discretionary basis and offers educational seminars and workshops.

Brian Bordenkircher is a financial advisor at BDB Wealth Advisors LLC in Red Lion, PA, holding Series 65 and Series 66 licenses with four years of industry experience. His prior work includes roles at Edward Jones and academic positions at Penn State and Roosevelt University. He is also a licensed insurance agent. BDB Wealth Advisors LLC provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, and corporate entities. The firm utilizes a combination of cyclical, fundamental, and technical analysis alongside modern portfolio theory to tailor investment strategies, including defined-outcome ETFs and ESG overlays.

Matthew Espina is a financial advisor at Myrmidon Private Capital in York, PA, holding a Series 65 designation and bringing seven years of industry experience. Prior to founding Myrmidon Private Capital, he worked at PowerTrain, Inc., Gap Solutions, Inc., and DSFederal, Inc. Myrmidon Private Capital is an independent advisory firm that provides fee-only investment management services to individuals, small and mid-size groups, and institutional clients, including retirement plans. The firm emphasizes discretionary portfolio management using a range of strategies and instruments such as options, derivatives, and fixed-income products, and maintains operational controls including proxy voting and detailed client reporting.