Brian Donald Betz

Benjamin Burkhart is a CFP® professional with three years of experience in financial advising, currently with The Financial Advisory Group in York, PA. His prior experience includes roles at LPL Financial LLC and Concentus Wealth Advisors. Outside of his advisory work, he is a partner and CFO of Mid Atlantic Car Fest LLC and pursues photography as a part-time activity. The Financial Advisory Group provides fee-based financial planning primarily to individuals and families, focusing on comprehensive plans covering asset and liability analysis, tax and estate considerations, retirement, education, and cash flow. The firm emphasizes planning and consulting services without managing client assets or offering asset-based fees.

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 a financial advisor at Ford Investment & Retirement Management LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Primerica Advisors and Primerica Financial Services. Outside of his advisory role, he is also an engineer at Graham Packaging. Ford Investment & Retirement Management LLC provides discretionary investment management and financial planning services to individuals and high-net-worth clients, focusing on customized portfolios primarily composed of individual stocks and ETFs. The firm employs a mix of fundamental, technical, and charting analysis with a primarily short-term investment approach.

Jeffrey Stouffer is a CFP® professional with 16 years of industry experience and has been the sole advisor at Mercantile Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses. Mercantile Advisors, LLC provides personalized financial planning and investment management to individuals, other advisors, and small businesses, operating a registered commodity trading advisory program as well. The firm offers customized portfolios that include traditional securities and a broad range of alternative and complex instruments, supporting both discretionary advisory accounts and a client-centric hedging program under its NFA/CFTC Commodity Trading Advisor registration.

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.