Joseph Pantozzi

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.

Stephen Hetrick is a financial advisor at Retirement Collaborative LLC in Harrisburg, PA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Retirement Collaborative since 2008. In addition to advisory services, he acts as an independent agent providing non-variable life and health insurance through various life insurance companies. Retirement Collaborative advises individuals, retirement plan sponsors, and institutional clients, offering retirement plan consulting, fiduciary reviews, participant education, and investment management. The firm employs a Fiduciary Quality Management System and utilizes technology platforms to support reporting and wealth aggregation, with a particular focus on institutional pension consulting and formal fiduciary review services.

Steven Economopoulos is a CFP® and ChFC® with 20 years of experience in financial advising. He is a principal at ECON Wealth Management, where he has worked since 2015. Outside of advising, he serves as president of ECON PROPERTIES, LLC, a real estate investment-related business. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts typically around $250,000 or more. The firm offers personalized financial planning and in-house asset management, employing both fundamental and technical analysis within a disciplined, active, team-based investment process, and manages all client assets internally.

Jacob Artz is a financial advisor at ECON Wealth Management with a Series 65 credential and three years of industry experience. He has worked at ECON Wealth Management since 2020 and previously held roles at Comprehensive Financial Associates and Explosive Sports Performance. Artz also has an ongoing affiliation with Saint Joseph's University. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts of approximately $250,000 or more. The firm provides personalized financial planning and in-house asset management using a disciplined, active, team-based investment process that incorporates both fundamental and technical analysis.

Adam Koser is a CFA® charterholder with one year of industry experience. He has worked at Grandview Asset Management LLC since 2024 and previously spent 14 years at Federated Hermes. Outside of his advisory role, he is a passive member of two multifamily real estate investment entities. Grandview Asset Management provides personalized investment management and financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm manages approximately $340 million through a team-based model and employs a defined security-selection process focusing on companies with strong balance sheets, liquidity, and earnings growth.

Thomas Parker is an associate advisor at Grandview Asset Management LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Grandview Asset Management and Purshe Kaplan Sterling Investments. Parker has also held roles outside the financial sector, including positions at Hershey Entertainment and Resorts and Temple University. Grandview Asset Management provides personalized investment management and financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm manages approximately $340 million through a team-based model, combining individualized financial planning with a defined security-selection process focused on companies with strong balance sheets, liquidity, and earnings growth.