Jamie Alan Dunn

Joel Gish Jr. is a financial advisor at Solid Rock Financial Solutions LLC in Hummelstown, PA. He holds the Series 66 designation and began his career in the financial industry in 2026. Prior to joining the firm, he worked in various roles including positions at Cambridge Investment Research Inc and Lifeway Church Inc. Solid Rock Financial Solutions offers portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes tailored asset allocations guided by fundamental analysis and modern portfolio theory, with a focus on long-term trading and discretionary trade execution.

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.

Jeffrey Yoffe is the principal of Yoffe Investment Management, LLC, an independent firm based in Lemoyne, PA. He holds legal credentials and has 11 years of experience in investment management, alongside over three decades as an attorney operating his own law firm, Yoffe & Yoffe, P.C. His legal practice is a notable aspect of his professional background. Yoffe Investment Management, LLC provides investment management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers integrated tax and financial planning, estate planning, and family philanthropy services.

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.

Andrew Haley is a financial advisor at Ando Arashi with two years of industry experience. He holds a Series 65 designation and served in the US Navy for 20 years before joining Ando Arashi. Ando Arashi provides financial planning and advisory services to individual and high-net-worth clients through consultations, project-based plans, and ongoing subscriptions. The firm combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory to emphasize diversified, long-term allocation, and offers tax preparation as an ancillary service.

Ryan Canfield is a financial advisor at Victus Wealth Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at LPL Financial and Waddell & Reed, Inc. Canfield serves on the board of directors for West Shore Young Professionals, a nonprofit organization. Victus Wealth Management provides asset management, financial planning, and consulting services to individual, high-net-worth, and institutional clients. The firm uses a combination of third-party model portfolios and in-house oversight, offers public seminars, and conducts account reviews at least annually.