Christopher Wilson

Joseph Wildasin is a financial advisor at Element Wealth Advisors with seven years of industry experience and holds the Series 65 designation. Prior to joining Element Wealth Advisors, he worked at Barrick Financial Inc. and Barrick & Associates, Inc. He is also the owner of Joe's Golf Shop, where he provides golf lessons and club repair services, and serves as a golf coach for the Southwestern School District. Element Wealth Advisors offers discretionary asset management, comprehensive financial planning, and retirement-plan services to individuals, trusts, plan sponsors, and other entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios based on client goals, time horizons, and risk tolerance, and provides ERISA retirement-plan support including fiduciary assistance and participant education.

Jordan Kreiner is the principal of Kreiner Financial Wealth Management, Inc. in Spring Grove, PA, with 39 years of industry experience. He holds Series 63 and Series 65 designations and has operated his own financial advisory and insurance businesses since 1994. Kreiner also serves as president of Kreiner Financial Group, Inc., which offers life and long-term care insurance as well as fixed annuities and estate inventory booklets. Kreiner Financial Wealth Management provides fee-based financial planning and consulting to individual clients, delivering tailored reports and bundled planning products. The firm does not manage client assets directly but supports implementation through third-party managers and conducts educational seminars and workshops at no charge.

Travis Scott is a financial advisor with Scott Financial Resources LLC, holding a Series 65 designation and 10 years of industry experience. Prior to founding his firm, he worked at Lehman Financial Resources, Inc. from 2015 to 2023 and is also associated with EP Wealth. In addition to his advisory practice, he prepares tax returns for clients through Scott Tax Resources LLC, offering tax preparation services to his advisory clients at no additional cost. Scott Financial Resources LLC provides ongoing portfolio management and financial planning to individual and high-net-worth clients, managing a variety of investments including mutual funds, ETFs, equities, fixed income, real estate funds, annuities, and private placements. The firm uses multiple analytical methods and maintains a long-term trading orientation, with accounts typically managed on a discretionary basis and reviewed at least annually.

Robert Shoemaker is the sole advisor at Robert William Shoemaker, III, an independent firm based in Gettysburg, PA. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with his current firm since 2014. The firm provides continuous portfolio management and financial planning services to individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. Its investment process combines fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation, typically utilizing mutual funds and ETFs supported by Morningstar research.

Sean Huston is a Chartered Financial Consultant (ChFC®) with 20 years of experience in the financial advisory industry. He has been with Financial Advisory Services, LLC since 2005. Financial Advisory Services, LLC provides discretionary investment management and financial planning to families, individuals including high-net-worth clients, trusts, businesses, and charitable foundations. The firm uses fundamental, quantitative, and qualitative analysis to build and monitor portfolios primarily composed of mutual funds, ETFs, individual equities, and bonds, managing accounts on a discretionary basis with client-imposed investment restrictions as needed.

Ryan Fox is a financial advisor with Financial Advisory Services, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with the firm since 2015 and serves as an adjunct professor of economics and finance at Elizabethtown College and Eastern University. Financial Advisory Services, LLC provides discretionary investment management and financial planning to families, individuals, trusts, businesses, and charitable foundations. The firm employs fundamental, quantitative, and qualitative analysis to manage portfolios of mutual funds, ETFs, and individual securities, with an emphasis on aligning investments with clients’ financial situations and risk tolerances.