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.

Jeffrey Guindon is a financial advisor at Carriage Hill Investment Associates LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Carriage Hill since 2019, following roles at RKL Wealth Management LLC and ParenteBeard Wealth Management LLC. He serves on the board and chairs the investment committee of the Lancaster County Community Foundation. Carriage Hill Investment Associates LLC is an independent registered investment adviser that provides discretionary portfolio management and hourly financial planning to individuals, charitable organizations, and some corporate clients. The firm manages approximately $41.3 million in assets, using a combination of economic and fundamental analysis along with Modern Portfolio Theory to create model and customized portfolios.

John Burns is a financial advisor at Growth Point Financial LLC in Lancaster, PA, holding a Series 66 designation with 10 years of industry experience. He previously worked at Good Life Advisors, LPL Financial, Waddell & Reed, and various insurance carriers. Burns is also the principal owner and a licensed agent of Growth Point Retirement Services LLC, an insurance agency offering life insurance, Medicare supplement plans, and fixed annuities. Growth Point Financial LLC provides investment advisory and financial planning services to individual clients, focusing on low-cost ETFs and a buy-and-hold investment approach based on modern portfolio theory and quantitative analysis. The firm manages portfolios with discretionary authority when appropriate and offers educational seminars and workshops at no additional charge.

Isaac Eisenhauer is a financial advisor at CedarLine Capital with five years of industry experience. He holds Series 63, 65, and 66 licenses and is also the managing member and owner of IvyLine Capital Advisors and IvyLine Capital Group. CedarLine Capital provides portfolio management and limited pension consulting for individual, high-net-worth, corporate, and pooled investment clients. The firm uses a mix of fundamental, quantitative, technical, and modern portfolio theory analyses, and offers discretionary account management with strategies that may include leverage, options, and both long- and short-term trading.

Dennis Grier is a financial advisor with Csa Financial Management, Inc. in Hummelstown, PA, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with Csa Financial Management, Inc. since 2003 and Csa Financial Group, LLC since 2002. Csa Financial Management provides asset management and financial planning services to individuals, including high-net-worth clients, trusts, and estates, managing approximately $33.2 million in assets for about 70 clients. The firm focuses on strategic asset allocation using mutual funds and ETFs, maintaining a long-term buy-and-hold approach with non-discretionary account management that requires client approval for transactions.

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 two years of industry experience. He holds the Series 65 designation and previously worked at McClure Company for eight years. Outside of advising, he is CEO and owner of FTF Holdings, LLC, where he actively engages in day trading and market analysis. BrightPath Financial Advisors, LLC provides personalized financial planning and portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs diversified asset-allocation models and integrates insurance analysis within its financial planning services, serving a client base that includes employer-sponsored plans and held-away institutional accounts.

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.

William Peeples is a financial advisor with Peeples Wealth Management LLC in Hummelstown, PA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at PNC Investments, Edward Jones, and JP Morgan Securities LLC. Peeples Wealth Management LLC provides ongoing portfolio management and investment advice to individuals, high-net-worth clients, and business entities. The firm manages predominantly non-discretionary accounts, utilizes a variety of analytical methods, and maintains a small client base with a focus on long-term trading and regular account reviews.

Edward Thomas is a financial advisor with Watchtower Wealth Management, Inc. in Elizabethtown, PA, holding Series 63 and 66 licenses and bringing 19 years of industry experience. He previously worked at Waddell & Reed for 12 years and serves as a junior high wrestling coach for the Elizabethtown Area School District. Watchtower Wealth Management is an independent, single-advisor firm providing portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a variety of analytic methods and trading strategies, emphasizing diversified portfolios with regular monitoring and client reporting.

The driving force behind my work as a financial planner is empowering clients to build a meaningful financial plan, one that aligns with their core values and purpose. My Journey: After receiving entry-level training from a large brokerage firm back in 2012, I ultimately decided that an independent firm was more in alignment with my values as a planner. After dedicating nine years to a mid-sized firm in central Pennsylvania, I leveraged my invaluable experience and expertise to embark on a new journey by founding my own firm, First Light Wealth, LLC in 2023. Professional Growth: Throughout my career, I've embraced continuous learning and professional growth to stay at the forefront of the ever-evolving financial landscape. In 2021, I embarked upon the challenging journey of earning the CERTIFIED FINANCIAL PLANNER™ mark, a designation held by less than 30% of financial advisors. Who I Work WIth: I specialize in delivering comprehensive financial planning services tailored to the unique needs of attorneys, small business owners, and families. By understanding the distinct financial challenges and opportunities each group faces, I help them navigate their financial journey with confidence, ensuring a secure and prosperous future. Areas of Expertise: - Retirement planning - Investment management - Debt strategies - Insurance planning - Estate planning - Tax optimization Let's Connect: I'm excited to connect with professionals who share my passion for finance, whether you're an attorney, business owner, or an individual looking to secure your financial future.

Frank Collins is a CFP® with 40 years of industry experience and currently serves as an advisor at Harmony Road Advisors in Elizabethtown, PA. Prior to joining Harmony Road Advisors in 2020, he held positions at firms including Avantra Family Wealth, Purshe Kaplan Sterling Investments, and Bank of America. He is also principal of Altius Learning Inc., a company that provides training and coaching for financial professionals. Harmony Road Advisors manages approximately $30.8 million in discretionary assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, and consulting services, using a mix of fundamental, technical, and cyclical analysis with a focus on low-cost mutual funds and ETFs alongside other investment vehicles.

Sharon England is a financial advisor at Mangolds Investment Advisors Inc. with a Series 65 credential and one year of industry experience. She has been involved in tax services through Mangolds Tax Service Inc. since 2012. Mangolds Investment Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers discretionary portfolio management, written financial planning, and educational workshops, using a combination of fundamental, technical, and economic analysis to guide investment decisions.

Ross Burnam is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He has been with Omicron Advisors, LLC since 2012 and also operates a CPA firm, Ross W. Burnam, CPA, PA, where he works as a staff accountant. Omicron Advisors, LLC provides investment supervisory services, financial planning, and pension consulting to individuals, partnerships, trusts, and non-profit plans. The firm manages discretionary portfolios using a research-based, passive investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.

Ross Burnam is a CFP® and PFS™ with 25 years of industry experience. He is a principal at Omicron Advisors, LLC, where he has worked since 2012, and he also owns and operates Ross W. Burnam, CPA, PA, a separate accounting practice established in 1989. Burnam serves as successor trustee for a testamentary education trust. Omicron Advisors, LLC provides investment supervisory services, financial planning, and pension consulting to individuals, trusts, partnerships, and non-profit plans. The firm manages discretionary portfolios for a small client base using an investment approach based on academic research, emphasizing diversification and passive strategies through mutual funds and ETFs.

Zachary Buterbaugh is a financial advisor with Mangolds Investment Advisors Inc. in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Primerica Advisors and PFS Investments Inc., as well as operating Mangold's Tax Service Inc., a tax preparation business. Mangolds Investment Advisors serves individual and institutional clients, offering discretionary portfolio management, written financial planning, and educational workshops. The firm uses a combination of fundamental, technical, charting, and economic analysis to build portfolios aligned with client goals and risk tolerances, managing a notably high client load relative to its small advisory team.

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.

Geoffrey Finch is a financial advisor at Harmony Road Advisors with five years of industry experience and holds a Series 65 designation. He has worked at Harmony Road Advisors and The Wenger Group since 2020 and previously spent over two decades at Wenger Feeds. Outside of his advisory role, he serves as a project manager at The Wenger Group, overseeing strategic projects related to a new ingredient and a health care model for employees. Harmony Road Advisors manages approximately $30.8 million in discretionary assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, and consulting services, utilizing a combination of fundamental, technical, and cyclical analysis with a long-term investment approach that includes a variety of asset classes.

Marc Bowman is a financial advisor at Stout Bowman with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fortune Financial Services and Purshe Kaplan Sterling Investments. Outside of advisory work, he is also an independent insurance agent specializing in various life insurance products. 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 as well as standalone financial planning and consulting, utilizing a combined fundamental and technical investment approach tailored to each client.

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.