Shaun Blakeslee is a financial advisor at Alton Point Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and PNC Investments. Outside of advising, he hosts an educational and entertainment podcast covering topics such as money, business, entrepreneurship, and finance. Alton Point Advisors, LLC is a small, independent firm founded in 2022 that provides discretionary asset management and hourly financial planning primarily for individual clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to develop tailored investment strategies and conducts quarterly reviews for rebalancing and tax-loss harvesting.

Gregory Rhines is a financial advisor with Wealth Builders Financial Group LLC in Westminster, MD. He holds a Series 65 designation and has 21 years of experience in the industry. He has been with Wealth Builders Financial Group since 2005 and has operated Wealth Builders, Inc. since 1992. Outside of his advisory role, he serves as president of Wealth Builders CPA & Consultants, a management position he has held since 1992. Wealth Builders Financial Group is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts and estates, and corporate/business entities. The firm uses fundamental security analysis and primarily recommends mutual funds for diversification, managing approximately $38 million in assets for nearly 500 clients.

Joseph Wildasin is a financial advisor at Element Wealth Advisors with seven years of industry experience and holds the Series 65 designation. Prior to joining Element Wealth Advisors, he worked at Barrick Financial Inc. and Barrick & Associates, Inc. He is also the owner of Joe's Golf Shop, where he provides golf lessons and club repair services, and serves as a golf coach for the Southwestern School District. Element Wealth Advisors offers discretionary asset management, comprehensive financial planning, and retirement-plan services to individuals, trusts, plan sponsors, and other entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios based on client goals, time horizons, and risk tolerance, and provides ERISA retirement-plan support including fiduciary assistance and participant education.

Jordan Kreiner is the principal of Kreiner Financial Wealth Management, Inc. in Spring Grove, PA, with 39 years of industry experience. He holds Series 63 and Series 65 designations and has operated his own financial advisory and insurance businesses since 1994. Kreiner also serves as president of Kreiner Financial Group, Inc., which offers life and long-term care insurance as well as fixed annuities and estate inventory booklets. Kreiner Financial Wealth Management provides fee-based financial planning and consulting to individual clients, delivering tailored reports and bundled planning products. The firm does not manage client assets directly but supports implementation through third-party managers and conducts educational seminars and workshops at no charge.

Travis Scott is a financial advisor with Scott Financial Resources LLC, holding a Series 65 designation and 10 years of industry experience. Prior to founding his firm, he worked at Lehman Financial Resources, Inc. from 2015 to 2023 and is also associated with EP Wealth. In addition to his advisory practice, he prepares tax returns for clients through Scott Tax Resources LLC, offering tax preparation services to his advisory clients at no additional cost. Scott Financial Resources LLC provides ongoing portfolio management and financial planning to individual and high-net-worth clients, managing a variety of investments including mutual funds, ETFs, equities, fixed income, real estate funds, annuities, and private placements. The firm uses multiple analytical methods and maintains a long-term trading orientation, with accounts typically managed on a discretionary basis and reviewed at least annually.

Andrew Cecil is a CFP® professional with eight years of industry experience. He is the sole advisor at Cecil Wealth, where he has worked since 2025, following roles at LPL Financial and Worthington Financial Partners. Outside of Cecil Wealth, he serves as a registered representative and investment adviser representative of LPL Financial. Cecil Wealth provides discretionary portfolio management and standalone financial planning to individuals, high-net-worth clients, and business entities. The firm’s investment approach incorporates technical and market-timing tools and manages accounts on a discretionary basis using a specified custodian.

Robert Shoemaker is the sole advisor at Robert William Shoemaker, III, an independent firm based in Gettysburg, PA. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with his current firm since 2014. The firm provides continuous portfolio management and financial planning services to individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. Its investment process combines fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation, typically utilizing mutual funds and ETFs supported by Morningstar research.

Joseph Worthy is the principal advisor at Worthy Financial Services in Westminster, MD, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has led Worthy Asset Management LLC since 2007. Outside of investment advising, he is licensed to sell life and health insurance products in Maryland and Pennsylvania and operates a tax preparation service for individual returns. Worthy Financial Services is an independent, single-advisor registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities. The firm provides fee-based discretionary portfolio management and financial planning services, employing a combination of charting, fundamental, technical, and cyclical analysis alongside long- and short-term trading and option-writing strategies.

Sean Huston is a Chartered Financial Consultant (ChFC®) with 20 years of experience in the financial advisory industry. He has been with Financial Advisory Services, LLC since 2005. Financial Advisory Services, LLC provides discretionary investment management and financial planning to families, individuals including high-net-worth clients, trusts, businesses, and charitable foundations. The firm uses fundamental, quantitative, and qualitative analysis to build and monitor portfolios primarily composed of mutual funds, ETFs, individual equities, and bonds, managing accounts on a discretionary basis with client-imposed investment restrictions as needed.

Ryan Fox is a financial advisor with Financial Advisory Services, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with the firm since 2015 and serves as an adjunct professor of economics and finance at Elizabethtown College and Eastern University. Financial Advisory Services, LLC provides discretionary investment management and financial planning to families, individuals, trusts, businesses, and charitable foundations. The firm employs fundamental, quantitative, and qualitative analysis to manage portfolios of mutual funds, ETFs, and individual securities, with an emphasis on aligning investments with clients’ financial situations and risk tolerances.

David Peloquin is a CFP® professional with 26 years of industry experience, serving as the sole advisor at Main Street Advisors, LLC since 1999. He holds a Series 63 license and operates out of Westminster, MD. Main Street Advisors provides discretionary investment management and financial planning primarily for individual clients, including high-net-worth individuals, as well as certain businesses. The firm emphasizes asset allocation and fundamental analysis, manages accounts on a discretionary basis, and offers model portfolio management alongside various financial planning products.

Michael Wissel is a financial advisor at Howard Capital Management Group, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Howard Capital entities since 2001. Howard Capital Management Group provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals and institutional clients. The firm employs fundamental, technical, and cyclical analysis in managing portfolios that typically include equities, fixed income, and ETFs, and operates as an indirect subsidiary of Focus Financial Partners.

Jamie Roth is a financial advisor at Solyco Wealth LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AE Wealth Management, Encompass More Asset Management, and Primerica Financial Services. Roth also operates as an independent life insurance agent through Alto Financial Group, assisting clients with retirement planning including annuities and life insurance. Solyco Wealth provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using fundamental and technical analysis and offers additional tax preparation and accounting services through an affiliated entity.

David Heiges is a financial advisor with Global Brokerage Services, Inc. in Gettysburg, PA, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Global Brokerage Services since 1996. Outside of his advisory role, Heiges works as an independent insurance agent specializing in life and disability insurance sales and provides federal, state, and local income tax preparation services. Global Brokerage Services, Inc. offers wrap-fee advisory programs and portfolio management primarily for individual clients, including high-net-worth individuals, as well as retirement accounts, trusts, and employee benefit plans. The firm serves a diverse client base that includes institutional and governmental entities and manages approximately $137 million on a non-discretionary basis across about 386 client relationships.

Kristine Witherow is an investment advisor representative at Harvest Investment Services, LLC with 28 years of industry experience. She holds Series 63, 65, and 66 credentials and previously worked at ProEquities, Inc. from 2016 to 2018. Outside of her advisory role, she serves on the board of the Gettysburg Community Theatre and acts as fundraising chairperson for the Biglerville High School Band Boosters. Harvest Investment Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting to individual clients, retirement plans, trusts, and other entities. The firm employs a multi-advisor team structure and uses a range of strategies including tactical active management, fundamental and technical analysis, and offers specialized services such as ERISA 3(38) investment management and held-away 401(k) account oversight.

Roger Bair III is a Certified Financial Planner® with 26 years of industry experience. He has been with Financial Consulate since 2008. Financial Consulate serves individuals, corporate retirement plans, and institutional clients with financial planning and investment management. The firm integrates tax and accounting services with its advisory work and follows a Risk Opportunity Investing framework that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis.

Robert Boehner is a CFP® professional with nine years of industry experience, currently serving as an advisor at The Financial Consulate since 2015. He previously operated an accounting practice, from which he receives trailing revenue through a non-operating entity. The Financial Consulate provides comprehensive financial planning and investment management services to individuals, corporate retirement plans, and institutional clients. The firm combines active tactical asset allocation with fundamental, macroeconomic, and technical analysis within a Risk Opportunity Investing framework, and integrates tax and accounting services alongside its advisory offerings.

Brian Gardiner is a CFP® with 25 years of industry experience, currently serving as an advisor at Vanderbilt Advisory Services. His prior roles include positions at Coastal Investment Advisors, Elite Estate Planners LLC, and Cabot Lodge Securities. Outside of advisory work, he is involved in selling life insurance and fixed annuities and provides tax preparation services. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services, employing a strategic investment approach that integrates fundamental, technical, and charting analysis, and is noted for its formal integration with retirement-plan and benefits firms.

Carol Chaney is a financial advisor with Geneos Wealth Management, Inc. in Union Bridge, MD, holding a Series 66 designation and 24 years of industry experience. She has been with Geneos Wealth Management since 2006. Outside of her advisory role, she is involved in 4H livestock income activities. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, offering both managed accounts and model portfolios tailored to client needs.

James Dunlop is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been associated with Thrivent-affiliated firms since 2003 and previously worked at Purshe Kaplan Sterling Investments. Dunlop serves as a trustee for Susquehanna University and is board president of Ruth's Harvest Gettysburg, a weekend meal program for food-insecure children. He also holds leadership roles with the Adams County Community Foundation and the Ortenzio Charitable Trust of Susquehanna University. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm focuses on long-term investment strategies, utilizing customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, and operates as part of the broader Thrivent group.