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.

Rebecca Noss is a CFP® and ChFC® credentialed advisor with over a decade of professional experience, currently serving as the owner of Healthy Wealth. Her career includes roles at Apforia, RWS, and SFL TAP, as well as nearly a decade of self-employment prior to founding her firm. Outside of financial advising, she operates a separate bookkeeping and accounts payable business that does not serve her investment clients. Healthy Wealth is an independent advisory firm that provides investment management and financial planning to individual and high-net-worth clients. The firm focuses on passive, asset-allocation-driven portfolios primarily using mutual funds and ETFs, and employs a fee-only billing model based on fixed recurring plans and hourly engagements rather than assets under management.

Huyen Nguyen is a CFP® and holds a Series 65 license, with three years of experience in financial advising. She is the sole advisor at Inclusive Wealth Financial Planning LLC and previously worked at Guiding Wealth LLC and LifeGuide Financial Advisors. Prior to her advisory career, she spent eight years at HM Health Solution - United Concordia. Inclusive Wealth Financial Planning LLC serves individual clients by offering comprehensive financial plans, project-based reviews, subscription-style planning services, and discretionary investment management. The firm employs long-term, low-cost passive investment strategies and provides regular portfolio reviews and rebalancing, with a service model that includes scheduled client check-ins during implementation support periods.

Thomas Hendrix III is the sole advisor at Hendrix Financial Planning in Boiling Springs, PA. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he worked at Sherwin-Williams and spent several years as a stay-at-home parent. Hendrix Financial Planning offers comprehensive financial planning services to individuals and high-net-worth clients, focusing on written plans that cover areas such as retirement, tax planning, and estate document review. The firm emphasizes Modern Portfolio Theory in its investment guidance, uses fixed and hourly fees rather than asset-based billing, and does not provide ongoing portfolio management or custody of client assets.

Michael Uehlein is a financial advisor at WealthU Advisors LLC with six years of industry experience. He holds a Series 66 designation and has worked at Summit Advisory since 2022, where he is an Associate Vice President. Prior to that, he was employed at Pruco Securities LLC and Cerner Corporation. WealthU Advisors LLC serves individual and high-net-worth clients, providing investment management and comprehensive financial planning, including services related to digital assets. The firm emphasizes passive portfolio construction with low-cost index funds and ETFs, supplemented by fundamental and cyclical analysis, and manages accounts on a discretionary basis following client-specific investment policies.

Allison Kramer is a financial advisor at Seaside Wealth Advisors LLC with four years of industry experience. She holds the ChFC® designation and a Series 63 license. Prior to joining Seaside Wealth Advisors, Allison worked at Northwestern Mutual Wealth Management Company and Brad Nelson. Outside of finance, she is an IFBB Pro League bodybuilder and operates an online fitness coaching business. Seaside Wealth Advisors manages approximately $102.6 million in assets and serves individual clients, including high-net-worth individuals, as well as small business owners. The firm employs an active, tailored asset-management approach based on Modern Portfolio Theory and offers services such as discretionary portfolio management, financial planning, due-diligence consulting for private placements, and bookkeeping/tax support.

Wade Hoffman is a financial advisor at Avantra Family Wealth, Inc. in Mechanicsburg, PA, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Purshe Kaplan Sterling Investments since 2017. Hoffman is also a founding partner of Miacomet Partners LLC, where he supervises compliance support and consulting. Avantra Family Wealth provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized investment management, financial planning, and divorce-related financial planning, managing portfolios primarily with mutual funds, ETFs, equities, and fixed-income securities on a generally long-term basis.

Lindsey Ciarrocca is a financial advisor at Providers & Families Wealth Management with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Hornor Townsend & Kent Inc and Penn Mutual Life Insurance. Outside of her advisory role, Lindsey operates The Exuberant Elephant, a money coaching business. Providers & Families Wealth Management serves individuals, families, trusts, estates, businesses, and charitable organizations by providing financial planning and discretionary investment management. The firm offers customized portfolios using strategic asset allocation and integrates tax-aware and estate coordination within its financial planning services.

Joshua Jenkins is a financial advisor at Seaside Wealth Advisors LLC with 12 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Seaside Wealth Advisors, Jenkins worked at Northwestern Mutual in various roles from 2012 to 2023. Outside of his advisory work, he is involved in investment-related activities including serving as VP of Investor Relations at Opes Capital Manager LLC. Seaside Wealth Advisors is a registered investment adviser managing approximately $102.6 million in assets for individual clients, including high-net-worth individuals, and small business owners. The firm employs an active, tailored asset-management approach using Modern Portfolio Theory and multiple asset-allocation models, and offers discretionary portfolio management, financial planning, due-diligence consulting for private placements, and bookkeeping/tax services.

David Rudy is a Series 65 licensed advisor at Stout Bowman with one year of industry experience. He has been involved in various entrepreneurial and nonprofit activities, including managing Rudy Athletics Management since 2019 and participating in Firehawk, a nonprofit organization, since 2023. Stout Bowman serves individual and high-net-worth clients through a team of five advisors managing approximately $103 million across 340 relationships. The firm offers discretionary and non-discretionary asset management, standalone financial planning, and consulting, utilizing a combination of fundamental and technical analysis to create tailored portfolios.

Stacy Heistand is a CFP® professional with 23 years of industry experience, currently serving as a Senior Consultant at Asset Strategy Retirement Plan Consultants, LLC. She has worked at Asset Strategy Retirement Plan Consultants since 2009 and has been with Asset Strategy Consultants, LLC since 2016. Asset Strategy Retirement Plan Consultants is a registered investment adviser focusing on ERISA retirement plan consulting for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes long-term, buy-and-hold investment strategies with a primarily non-discretionary approach and extensive plan-level services.

Keaton Macut is a Series 65-licensed financial advisor at Asset Strategy Retirement Plan Consultants, LLC with seven years of industry experience. He previously worked at USI Insurance Services for seven years before joining his current firm in 2018. Asset Strategy Retirement Plan Consultants serves individual and high-net-worth clients as well as pension and profit-sharing plans, focusing on ERISA retirement plan consulting. The firm employs long-term, buy-and-hold investment strategies with an emphasis on plan-level services such as investment policy development, manager selection, and performance monitoring.

Drew Keller is the sole advisor at Keller Financial Group in Camp Hill, PA, holding a Series 65 designation. The firm serves individual and high-net-worth clients as well as pension and charitable plans, providing portfolio management, financial planning, and pension consulting. Keller Financial Group develops written Investment Policy Statements for clients and offers discretionary portfolio management tailored to their goals, tax considerations, and risk tolerances. Keller Financial Group uses a long-term, fundamental analysis-based investment approach that includes model allocations and bespoke recommendations, with access to third-party managers through a sub-advisory relationship. The firm offers a range of investment options including mutual funds, fixed income, ETFs, REITs, annuities, and alternative/private offerings while maintaining responsibility for manager selection.

Steven Thompson is a financial advisor at Avantra Family Wealth, Inc. with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch Pierce Fenner and Smith. Thompson is a founding partner at Avantra Family Wealth and also serves as a partner at Miacomet Partners LLC, where he is involved in operations, billing, and compliance consulting. Avantra Family Wealth provides comprehensive wealth management and investment advisory services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed-income securities, with a generally long-term investment focus and additional financial planning services including divorce-related planning and mediation.

Colin is the founder of Zizzi Investments. Investing and athletics have always been two of Colin’s biggest passions. He began playing soccer at age five and was introduced to the stock market in middle school through a mock stock-picking competition. Colin studied finance and accounting at American University, where he played on the NCAA Division 1 soccer team. After college, he moved to Spain for 16 months to pursue his dream of playing professional soccer. He returned home to play professional soccer in Central PA for the next three years. While still playing soccer, he joined a local advisory firm in Harrisburg, where he spent the next 10 years. During this time, Colin earned his CFP®, AIF®, and CEPA® designations, while helping to oversee both qualified retirement plan assets and individual wealth management relationships. Colin resides in Mechanicsburg, PA with his wife Molly, his sons Carter, Julian, and Leo, and his dog Sage. He’s a member of the West Shore Free Church in Mechanicsburg. He continues to stay involved in soccer through coaching and volunteering with the JT Dorsey Foundation, a local non-profit dedicated to positively impacting youth through the sport of soccer. Colin’s other hobbies include golfing, travel, playing guitar, reading, and working out.

Scot Whiskeyman is a CFP® with 14 years of industry experience, currently serving at Providers & Families Wealth Management. His prior experience includes roles at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and MetLife Securities. Outside of his advisory work, he is the author of "The Retiree's Complete Annuity Handbook," tutors candidates for FINRA licensing and CFP certification, and serves as board member and treasurer for Carlisle Young Professionals. Providers & Families Wealth Management serves individuals, high-net-worth clients, families, trusts, estates, businesses, and charitable organizations with financial planning and discretionary investment management. The firm offers customized portfolios using strategic asset allocation and integrates tax-aware and estate coordination into its planning, distinguishing itself with a structured subscription model and inclusion of insurance and risk-management reviews.

Matthew Stout is a financial advisor at Stout Bowman with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stout Bowman & Associates, LLC since 2012. Outside of advisory work, Stout is involved with Padron Property Group as a consultant and co-owner. Stout Bowman serves individual and high-net-worth clients through a team of five advisors managing approximately $103 million across about 340 relationships. The firm offers discretionary and non-discretionary asset management, standalone financial planning, and consulting, using a combination of fundamental and technical analysis to construct tailored portfolios.

Paul Macnamara is a financial advisor at Redwood Financial Planning, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked previously at PVG Asset Management Corporation and Strategic Investment Partners. Outside of finance, he owns and operates a farm in Carlisle, PA, and is a partner in a cattle sales business. Redwood Financial Planning, LLC provides portfolio management and financial planning services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm manages approximately $213 million, employing a combination of fundamental analysis and tactical overlay strategies, and offers both discretionary and non-discretionary mandates.

Michael Cox is a financial advisor at Seaside Wealth Advisors LLC with four years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Northwestern Mutual Wealth Management Company and Brad Nelson. Outside of his advisory role, he serves as a coaches coordinator for the Red Land Midget Football Organization, a nonprofit youth football group. Seaside Wealth Advisors manages approximately $102.6 million in assets for individual clients and small business owners, offering discretionary portfolio management, financial planning, due-diligence consulting for private placements, and bookkeeping/tax services. The firm employs an active, tailored asset-management approach using Modern Portfolio Theory and multiple asset-allocation models, with ongoing client reviews and oversight.

Paul Vollmar is a financial advisor at Stout Bowman with 21 years of industry experience. He holds a Series 66 designation and has been with Stout Bowman & Associates, LLC since 2012. Prior to that, he was involved with PVC Software for nearly four decades. Stout Bowman serves individual and high-net-worth clients through a team of five advisors managing approximately $103 million across about 340 client relationships. The firm offers discretionary and non-discretionary asset management, standalone financial planning, and consulting, employing a combined fundamental and technical analysis approach to build tailored portfolios.