Thomas Poltersdorf is a financial advisor at Beyond Your Exit Wealth Management in Lebanon, PA, with 15 years of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services and MassMutual. Beyond Your Exit Wealth Management serves individual clients, focusing on business owners and employer plan sponsors. The firm provides financial planning, tailored portfolio management, and employee benefit plan advisory services, using a Modern Portfolio Theory-based approach with primarily passive, asset-class portfolios complemented by third-party managers when appropriate.

Ruston Wolfe is a CFP® professional with two years of industry experience, currently serving as an advisor at Apricus Wealth LLC. Prior to joining Apricus Wealth, he spent 12 years at Bryn Mawr Trust. Apricus Wealth LLC is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary investment process that integrates fundamental and technical analysis with long-term strategies, delivering personalized portfolio management and integrated financial planning through a four-advisor team.

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.

Jared Bowman is a financial advisor at Stout Bowman with a Series 65 designation and one year of industry experience. Prior to entering the financial sector, he served with the Pennsylvania State Police for four years and worked in the hospitality industry. Stout Bowman is a team of five advisors managing approximately $103 million for around 340 individual and high-net-worth clients. The firm offers discretionary and non-discretionary asset management, financial planning, and consulting, utilizing a combination of fundamental and technical analysis to create tailored investment portfolios.

Dianne Lutz is a financial advisor with Sowell Management, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at several firms including LaBrunerie Financial, Inc. and Dinosaur Financial Group, LLC. Outside of her advisory role, she is a co-owner of Pappy G's Inc., a licensed fine dining establishment, and serves as a member of the Council of Trustees at Kutztown State University of Pennsylvania. Sowell Management provides investment advisory and related services to a diverse client base including individuals, retirement plans, corporations, and institutions. The firm operates through an independent contractor model, offering portfolio management, financial planning, and sub-advisory services using model portfolios and third-party platforms.

Thomas Levy is a financial advisor at Good Life Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Private Advisor Group, LLC and LPL Financial. Levy is based in Denver, PA. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple analysis methods to deliver tailored advice, offering a range of portfolio management options, educational seminars, and ongoing planning services.

Jaden Bookser is a financial advisor at The Partners Wealth Management with a Series 66 designation and one year of industry experience. Prior to joining The Partners Wealth Management, he worked at Osaic Wealth, Inc. and CoActive Wealth Strategies. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing comprehensive investment management, financial planning, consulting, and retirement-plan advisory services through a multi-team advisor structure. The firm uses customized portfolio strategies and various model approaches, typically implementing mutual funds, ETFs, individual equities, and fixed-income securities.

Brad Small is a financial advisor with ThePARTNERS Wealth Management in Sinking Spring, PA, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at OSAIC Wealth, Inc. and American Portfolios Financial Services, Inc. Outside of advising, he is a board member of the Boy Scouts of America Hawk Mountain Council and founder of the Small Steps Scholarship Fund, which supports outstanding high school students pursuing higher education. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing comprehensive investment management, financial planning, and consulting through a multi-team advisor structure. The firm employs customized portfolio strategies using internal and third-party models and typically holds discretionary authority to implement these strategies on behalf of clients.

Christopher Cassel is a financial advisor at Apollon Wealth Management, LLC, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at SevenBridge Financial Group, LLC and Kuntz Lesher Capital LLC. Outside of his advisory work, he serves on finance and investment committees for nonprofit organizations including the United Way of the Capital Region and Vista School for Autism, and he is involved in ownership and occasional financial consulting for several hospitality businesses. Apollon Wealth Management serves a diverse client base including individuals, families, businesses, and charitable organizations, offering comprehensive advisory services such as portfolio management, financial planning, and retirement-plan consulting. The firm employs a multi-layered investment process combining centrally managed strategies with local portfolio oversight, utilizing both fundamental and tactical approaches alongside tax-aware tools and independent sub-managers.

Edward Sep is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with Good Life Advisors since 2017 and has prior experience at Private Advisor Group and LPL Financial. Good Life Advisors provides investment advisory, financial planning, retirement plan consulting, and related services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to tailor advice and continuously supervise accounts, offering access to a variety of programmatic solutions and educational resources.

William Krause is a financial advisor at The Partners Wealth Management with 48 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Osaic Wealth, Inc., American Portfolios Financial Services, Inc., and Massmutual Life Insurance Company. Outside of his advisory work, he serves as a financial consultant in the insurance sector. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing comprehensive investment management, financial planning, consulting, and retirement-plan advisory services through a multi-team advisor structure. The firm employs customized portfolio strategies using a range of investment vehicles and typically has discretionary authority to implement client strategies.

Gene Levengood is a financial advisor at Good Life Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Good Life Advisors since 2017, with prior experience at LPL Financial and Private Advisor Group. Good Life Advisors provides investment advisory, financial planning, retirement plan consulting, and related services to a diverse client base including individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach with independent research and multiple analytical methods to tailor advice and manage portfolios aligned with clients’ objectives and risk tolerances.

Thomas Gerhart is a CFP® with 25 years of industry experience, currently serving at Founders Financial Securities LLC since 2006. He is involved in several outside activities, including serving as president and director of The Anne Fund, a nonprofit focused on cancer research and local family aid, and participating in youth football camps through Pro Sports Experience, sharing his former NFL player insights. Founders Financial Securities serves a diverse client base including individual, high-net-worth, retirement plan, charitable, and corporate clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple advisory platforms and combining advisory, broker-dealer, and insurance capabilities.

Thomas Mc Crea is a financial advisor with Good Life Advisors, LLC in Denver, PA. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining Good Life Advisors, Mc Crea worked in various roles including at LPL Financial and United Parcel Service. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach and multiple methods of analysis to tailor advice and offers access to a variety of programmatic solutions, educational seminars, and ongoing planning services.

Aaron Barr is a financial advisor with SPC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience and has worked at Parkland Securities and SPC since 2014, as well as operating Barr Associates Inc. since 2001. Outside of his advisory work, he serves as team director of a youth mountain bike racing team and is vice president and board member of a youth mountain bike nonprofit. SPC serves individual clients, charitable organizations, corporations, and retirement plans through over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies typically through discretionary management with options for nondiscretionary arrangements.

Scott Bilheimer is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, Inc. and PFM Fund Distributors, Inc. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and savings rates in its planning approach.

Brian Fisher is a financial advisor with Commonwealth Financial Network in Lititz, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Commonwealth since 2018 and previously at Wells Fargo Advisors Financial Network LLC from 2010 to 2018. Fisher also operates Fisher Financial Associates, established in 2010. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports its affiliated advisors with operations, trading, technology, compliance, and practice-management services while offering access to discretionary model portfolios and various investment program structures.

Cameron Leonard is a financial advisor at SPC with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors LLC and as a self-employed professional. Leonard also provides administrative support at Barr Associates Financial in Lebanon, PA. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisers.

Christopher Wenger is a ChFC® and holds a Series 66 license, with 22 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2010. Outside of his advisory role, he is involved in providing insurance products and services beyond Guardian and has an ownership interest in Main Ave, LLC. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary and third-party platforms.

Jacob Rokosz is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Empower, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through its proprietary and third-party planning methodologies.