Frederic Cassivi

Robert Parks is a CFP® professional with 30 years of experience in financial advising. He is a partner at Parks & Company, a CPA firm, where he dedicates significant time alongside his role at WealthQuest, Ltd., an independent financial planning firm he has been associated with since 1995. WealthQuest, Ltd. provides fee-only financial planning primarily to individuals and businesses, focusing on retirement and investment planning without selling commission-based products. The firm’s approach integrates tax considerations through its close affiliation with Parks’s CPA practice and emphasizes personalized advice delivered on an hourly basis without managing client assets directly.

John Richards is the founder of Richards Financial, an independent investment advisory firm based in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 14 years leading his own firm. Richards Financial serves individual investors, trusts, estates, businesses, pension and profit-sharing plans, and charitable foundations. The firm offers portfolio management and personalized financial advice using a combination of fundamental value analysis, trend-following, fixed-income strategies, and option-based approaches, primarily managing accounts on a non-discretionary basis with client trade approval.

Dennis Grier is a financial advisor at Csa Financial Management, Inc. in Hummelstown, PA, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has led Csa Financial Management since 2003, following a year at Csa Financial Group, LLC. Csa Financial Management provides asset management and financial planning services to individuals, including high-net-worth clients, as well as trusts and estates. The firm manages approximately $33.2 million in assets for about 70 clients, emphasizing strategic asset allocation, a long-term buy-and-hold approach, and non-discretionary account management that requires client approval for trades.

Stephen Wingert is the sole advisor at Wingert Investment Management, LLC, an independent firm based in Hummelstown, PA. He holds Series 63 and Series 65 credentials and has 24 years of industry experience, having led his firm since 2001. Wingert Investment Management provides portfolio management services to individual clients, offering both discretionary and non-discretionary management for taxable and retirement accounts. The firm employs a value-oriented investment approach with a focus on listed equities, options, ETFs, and fixed income, managing a small client base with approximately $2.47 million in assets under management.

Erik Schoener is a financial advisor at BrightPath Financial Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at McClure Company for eight years. Outside of advising, he is the CEO and owner of FTF Holdings, LLC, where he focuses on day trading of personal securities using probability-based strategies. BrightPath Financial Advisors, LLC is an independent registered investment adviser providing personalized financial planning and portfolio management to individuals, trusts, charitable organizations, corporations, and other entities. The firm uses diversified asset-allocation models combined with fundamental, technical, and cyclical analysis, and incorporates insurance analysis and vendor disclosures in its planning process, serving a varied client base including employer-sponsored plans and institutional-type accounts.

Thomas Poltersdorf is a financial advisor at Beyond Your Exit Wealth Management in Lebanon, PA, with 15 years of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services and MassMutual. Beyond Your Exit Wealth Management serves individual clients, focusing on business owners and employer plan sponsors. The firm provides financial planning, tailored portfolio management, and employee benefit plan advisory services, using a Modern Portfolio Theory-based approach with primarily passive, asset-class portfolios complemented by third-party managers when appropriate.