Adam Koser is a CFA® charterholder with 2 years of experience at Grandview Asset Management LLC and 14 years previously at Federated Hermes. He is based in Harrisburg, PA. Outside of his advisory work, he is a passive member in multifamily real estate ventures through Bulldawg Property Investments, LLC and FSI Property Investments, LLC. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm employs a structured four-step security selection process and manages portfolios using a range of securities including stocks, bonds, ETFs, and mutual funds, offering both discretionary and non-discretionary account management.

Thomas Parker is an associate advisor at Grandview Asset Management LLC with three years of industry experience. He has worked at Grandview Asset Management and Purshe Kaplan Sterling Investments since 2022, and has prior experience at Hershey Entertainment and Resorts. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm employs a detailed security selection process and manages approximately $411.7 million in assets across over 600 client relationships.

Gary Kephart is a financial advisor at Grandview Asset Management LLC with Series 63 and Series 65 credentials and 64 years of industry experience. He has worked at Grandview since 2020 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2020. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm manages approximately $411.7 million in assets, utilizing a structured security selection process and offering both discretionary and non-discretionary portfolio management.

Bruce Smith is a financial advisor with Grandview Asset Management LLC in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to joining Grandview in 2018, he worked at F&M Trust from 2014 to 2018. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm employs a disciplined security selection process and manages approximately $411.7 million in assets across over 600 client relationships.