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.

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.

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.

Shawn Mullarkey is a financial advisor with Taylor Securities Services, Inc. He holds Series 65 and Series 66 licenses and has 14 years of industry experience. Prior to joining Taylor Securities Services in 2020, he worked at Brookstone Capital Management and was involved with Tap N' Atk Games. He is also engaged in insurance sales through Taylor Retirement Services, Inc. Taylor Securities Services, Inc. provides discretionary investment management primarily to individual and high-net-worth clients through a sponsored wrap fee program. The firm emphasizes mutual funds, ETFs, hedged equity funds, and long-term investing strategies, while actively using derivatives and offering customized portfolio oversight.

Kyle Nickler is a financial advisor with RWM Asset Management, LLC and holds a Series 65 designation. He has been with RWM Asset Management since 2025 and has prior experience in tax preparation and accounting, including a role as Client Tax & Accounting Manager at RWM & Company. He also formed Nickler Research & Analytics LLC, which is currently inactive. RWM Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $30.5 million across about 200 accounts. The firm employs a variety of investment approaches and maintains a close affiliation with an accounting practice that also offers tax and accounting services.

Matthew Taylor is a CFP® with 18 years of industry experience, currently serving at Taylor Securities Services, Inc. since 2020. He previously worked at Brookstone Capital Management LLC for 13 years and has been president and owner of Taylor Retirement Services, Inc. since 2003, where he dedicates time to insurance education and sales. Taylor Securities Services, Inc. provides discretionary investment management primarily to individual and high-net-worth clients through a sponsored wrap fee program, focusing on mutual funds, ETFs, and hedged equity funds with a long-term investment approach. The firm also employs options and derivatives in client accounts and manages roughly $153 million in discretionary assets.

Anna Santini is a financial advisor at RWM Asset Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Kitchen Table Consultants. Outside of her advisory role, Santini is a member-owner of Tuscarora Training Center LLC, a Jiu Jitsu gym where she handles administration and accounting tasks. RWM Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a variety of investment strategies and offers access to model portfolios and tax-management tools, supported by a small advisory team and an affiliated accounting practice.

Janet Lowe is a financial advisor with Taylor Securities Services, Inc. in Harrisburg, PA, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at LPL Financial LLC, Members 1st Federal Credit Union, and INVEST Financial Corp. She also devotes a significant portion of her time to insurance education and sales as a licensed insurance agent through Taylor Retirement Services, Inc. Taylor Securities Services, Inc. provides discretionary investment management primarily to individual and high-net-worth clients via a sponsored wrap fee program, focusing on mutual funds, ETFs, and a long-term investing approach that incorporates derivatives and third-party managers. The firm manages approximately $153 million in discretionary assets and integrates insurance sales, including annuities, into its financial planning services.

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.

Robert Morris is a financial advisor at RWM Asset Management, LLC with 19 years of industry experience. He holds a Series 63 designation and has served as a director of the First National Bank of Newport since 1993. Morris has been with RWM Asset Management since 2006 and has over four decades of experience as a self-employed CPA. RWM Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a combination of fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term strategies, offering tailored portfolio solutions and access to third-party model portfolios.

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.

Adam Korhut is a financial advisor at Taylor Securities Services, Inc. with one year of industry experience. He holds a Series 65 credential and has prior experience at State Farm Agency from 2014 to 2019. In addition to his advisory role, Korhut provides insurance-related financial services through Taylor Retirement Services, focusing on indexed annuities and insurance investment vehicles. Taylor Securities Services, Inc. offers discretionary investment management primarily to individual and high-net-worth clients through a sponsored wrap fee program. The firm emphasizes mutual funds and ETFs, including the use of derivatives, and manages approximately $153 million in assets across its client base.

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.

Ryan Troup is a financial advisor with ECON Wealth Management, holding a Series 65 designation and three years of industry experience. Prior to joining ECON Wealth Management in 2021, he was involved with Multiply Ink and operated Press Yourself Tees. Outside of finance, he is a partner at Big Hitter Sports, LLC, a company that designs and sells sports uniforms. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on managing accounts of $250,000 or more. The firm offers personalized financial planning and in-house asset management using fundamental and technical analysis within a disciplined, active, team-based process.

Robert Morris III is a financial advisor at RWM Asset Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RWM Asset Management since 2004. In addition to his advisory role, he is employed by Robert W. Morris & Co., PC, a certified public accounting firm where he provides tax preparation, audits, and consulting services. RWM Asset Management primarily serves individual and high-net-worth clients, managing approximately $30.5 million across about 200 accounts. The firm offers discretionary portfolio management and financial planning, utilizing a combination of fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term strategies, supported by custom and third-party model portfolios and tax-management tools.

Brian Zellers is a CFP® with six years of industry experience, currently serving as a financial advisor at ECON Wealth Management since 2019. Prior to his advisory role, he worked for ten years with the Central Dauphin School District. Outside of his professional duties, he volunteers as a baseball coach for the Central Dauphin Knights. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts of roughly $250,000 or more. The firm provides personalized financial planning and in-house asset management, applying both fundamental and technical analysis within a disciplined, active, team-based process.

Gary Kephart is a financial advisor at Grandview Asset Management LLC with 63 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 approach, combining individualized financial planning with a defined security-selection process focused on companies with strong balance sheets, liquidity, and earnings growth.

Bruce Smith is a financial advisor with Grandview Asset Management LLC in Harrisburg, PA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Grandview since 2018 and previously at F&M Trust from 2014 to 2018. 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 using a team-based model and combines individualized financial planning with a defined security-selection process focused on companies with strong balance sheets, liquidity, and earnings growth.

William Angino is a financial advisor at Fischer Financial Services Inc in Harrisburg, PA, holding a Series 65 designation with 25 years of industry experience. He has been with Fischer Financial Services since 1989. Fischer Financial Services provides discretionary investment management to individual and institutional clients, employing a bottom-up, buy-and-hold equity approach focused on large-cap growth at reasonable prices. The firm manages over $500 million with a small team while serving several hundred client relationships across various account types.

Thomas Baldwin is a CFP® and Series 65-registered financial advisor with Fischer Financial Services Inc in Harrisburg, PA. He has 16 years of industry experience and has been with Fischer Financial Services since 2004. Fischer Financial Services provides discretionary investment management to individual and institutional clients across a variety of account types. The firm employs a bottom-up, buy-and-hold equity strategy focused on large-cap growth at reasonable prices, managing over $500 million with a small team while serving several hundred client relationships.