John Amos is a financial advisor with McClelland Wesley Wealth Management in Parkton, MD. He holds Series 63, 65, and 66 licenses and has 22 years of industry experience. He has been with McClelland Wesley Wealth Management since 2014. Outside of his advisory role, he plans to establish an insurance agency separate from his RIA. McClelland Wesley Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of charting, fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework and serves both retail and institutional clients, including pension consulting.

Brian Bordenkircher is a financial advisor at BDB Wealth Advisors LLC in Red Lion, PA, holding Series 65 and Series 66 credentials with three years of industry experience. He previously worked at Edward Jones and has experience with Borden Creations LLC. He is also a licensed insurance agent. BDB Wealth Advisors provides portfolio management, financial planning, and pension consulting to individuals and employer-sponsored plans. The firm combines cyclical, fundamental, and technical analysis with modern portfolio theory and offers discretionary trading authority to implement client-specific allocations.

Kathleen Houseman is the principal advisor at Houseman Financial LLC and holds a Series 65 designation. She has over 28 years of experience, including a long tenure at McCormick & Company, Inc., and currently also works as a financial consultant and tax professional at William T Houseman CPA. Houseman Financial LLC provides investment supervisory services primarily through discretionary money-manager arrangements for institutional accounts, pooled vehicles, and retirement plans, while also supporting 401(k) programs with third-party administration. The firm employs a value-driven, fundamental analysis investment approach and offers financial planning and consulting services alongside public educational seminars.

Thomas Bonvissuto is the principal of Intero Financial Planning, LLC in Parkton, MD, with 29 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 65 designations. Prior to founding Intero Financial Planning in 2019, he worked at The Financial Consulate Inc. and held roles at Lyft and Uber. He serves as a trustee for Sheppard Pratt Investment Inc., where he reviews investments monthly. Intero Financial Planning is an independent registered investment adviser serving individuals, including high-net-worth clients, as well as institutional entities such as pension plans, nonprofits, and corporations. The firm offers financial-planning-driven investment management, public educational seminars, annuity placement, and uses a multi-allocation strategy focused on ETFs, mutual funds, and a combination of passive and active management.

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.

Steven Masel is a financial advisor at Wellington Adams Investment Advisory, LLC in York, PA, with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Thrivent Investment Management Inc and Vanguard Advisers, Inc. Outside of advisory roles, he is involved with Elevate Networking, LLC. Wellington Adams is a small team advisory firm serving individual and high-net-worth clients with discretionary portfolio management, financial and retirement planning, and access to third-party money managers. The firm customizes strategies based on clients' goals and risk tolerance, utilizing various analytical methods and offering alternative investments alongside traditional portfolios.

Damien Lynch is a CFP®-designated financial advisor with LPL Financial in York, PA, bringing 25 years of industry experience. He has operated The Financial Advisory Group, an independent registered investment advisory firm, since 2003. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Simon Hilliard is a financial advisor at Wellington Adams Investment Advisory, LLC with 17 years of industry experience. He holds a Series 65 designation and has been with Wellington Adams since 2017. Prior to this, he worked at Gradient Advisors, LLC and is a partner in Wellington Adams Financial Group, Inc. Outside of his advisory role, he is a 50% owner of a real estate holding company, 7 Rathton Road, LLC. Wellington Adams serves individual and high-net-worth clients, providing discretionary portfolio management, financial and retirement planning, and access to third-party money managers. The firm uses a combination of fundamental, technical, cyclical, and quantitative analysis to tailor investment strategies and offers various portfolio implementation options, including in-house management and alternative investments.

Brad Stein is a CFP®-certified financial advisor with The Financial Advisory Group in York, PA, bringing 33 years of industry experience. He has been associated with LPL Financial and The Financial Advisory Group since 2000. The Financial Advisory Group provides fee-based financial planning primarily to individuals and families, focusing on comprehensive plans that address asset and liability analysis, tax and estate considerations, retirement and education planning, and cash flow management. The firm emphasizes planning and consulting services without taking custody or discretion over client assets.

James Lyter is a Series 65-licensed advisor with 11 years of industry experience, currently serving at Wellington Adams Investment Advisory, LLC since 2019. He has prior experience at Virtue Capital Management, Horter Investment Management, and operates Lyter Group, Inc., where he is president and involved in insurance sales. Wellington Adams Investment Advisory is a small team managing approximately $67.6 million for individual and high-net-worth clients. The firm offers tailored wealth management and investment advisory services, utilizing a variety of analytical approaches and providing access to third-party managers and alternative investments.

Mary Winand is a CFP® with nine years of experience in financial advising. She is currently with The Financial Advisory Group, where she has worked since 2016, and also holds the Series 66 designation. Prior to her advisory career, she worked at York College of Pennsylvania and Uncle Jim's Worm Farm. The Financial Advisory Group provides fee-based financial planning primarily to individuals and families, focusing on comprehensive and segmented plans that address areas such as asset/liability analysis, tax and estate considerations, retirement and education planning, and cash flow management. The firm emphasizes planning and consulting services rather than portfolio management and does not take discretionary control or custody of client funds.

Barron Fitz Gerald is a financial advisor with Wellington Adams Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Wellington Adams since 2017 and previously worked at Gradient Advisors, LLC. Outside of his advisory role, he is a partner and insurance agent at Wellington Adams Financial Group, Inc. Wellington Adams serves individual and high-net-worth clients by providing discretionary portfolio management, financial and retirement planning, and access to third-party managers. The firm employs a tailored investment approach using fundamental, technical, cyclical, and quantitative analysis, and offers a variety of portfolio implementation options including in-house management and alternative investments.

Benjamin Burkhart is a CFP® professional with three years of experience in financial advising, currently with The Financial Advisory Group in York, PA. His prior experience includes roles at LPL Financial LLC and Concentus Wealth Advisors. Outside of his advisory work, he is a partner and CFO of Mid Atlantic Car Fest LLC and pursues photography as a part-time activity. The Financial Advisory Group provides fee-based financial planning primarily to individuals and families, focusing on comprehensive plans covering asset and liability analysis, tax and estate considerations, retirement, education, and cash flow. The firm emphasizes planning and consulting services without managing client assets or offering asset-based fees.

Jordan Abell is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Johnson & White Wealth Management LLC, where he has worked since 2021. Prior to joining the firm, he was associated with Mercari Consultants and Washington & Finnegan, Inc. Johnson & White Wealth Management LLC serves individuals, trusts, foundations, pensions, and corporations, managing approximately $484.6 million in client assets. The firm provides personalized financial planning and investment management, utilizing AI tools for data aggregation and offering unique estate-planning services alongside a range of higher-complexity investment strategies.

Sara Brackett is a financial advisor at Johnson & White Wealth Management LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at PeopleBank and Browns Orchards & Farm Market. Johnson & White Wealth Management serves individuals, trusts, foundations, pensions, and corporations, managing approximately $484.6 million in client assets. The firm offers personalized financial planning and investment management, utilizing artificial intelligence tools for data aggregation and providing access to estate-planning software, alongside a range of complex investment strategies.

Michael Summers is a CFP® with 41 years of industry experience, currently serving at Investment Research Corp. He has been affiliated with World Capital Brokerage, Inc. since 2008. Summers is also the owner of Summers Financial Planning and Investments, where he focuses on investment and insurance sales. Investment Research Corp provides investment supervisory services, portfolio management, and financial planning to both individual and institutional clients. The firm employs a fundamental approach to security analysis and offers a broad product range, including equities, debt securities, and mutual funds.

Trevor Kasulen is a financial advisor at Collective Family Office, LLC with Series 65 credentials and several years of experience spanning roles in engineering, hospitality, and education prior to joining the firm. He has been with Collective Family Office since 2025. Collective Family Office, LLC manages approximately $446 million in discretionary assets and serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach integrates fundamental, technical, and cyclical analysis, employing strategies that may include derivatives and structured products, with a focus on tailored portfolio management and comprehensive client service.

Jacob Little is a financial advisor at Johnson & White Wealth Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Johnson & White Wealth Management, he held roles at Burkentine Builders and Northwestern Mutual, among others. Johnson & White Wealth Management serves individuals, trusts, foundations, pensions, and corporations, managing approximately $484.6 million in client assets. The firm provides personalized financial planning and investment management, utilizing AI tools for data aggregation and offering complex investment strategies alongside estate-planning services.

Christopher Johnson is a CFP® professional with 26 years of experience in the financial industry. He has been with Johnson & White Wealth Management LLC since 2014 and previously worked at Purshe Kaplan Sterling Investments. Johnson is a managing director and co-owner of his firm. Johnson & White Wealth Management, LLC serves individuals, trusts, foundations, pensions, and corporations, managing approximately $484.6 million in client assets. The firm provides personalized financial planning and investment management, using both discretionary and non-discretionary strategies, and employs artificial intelligence tools to assist with meeting notes and data aggregation.

David Sivel is a CFP® with 21 years of industry experience, currently serving at Collective Family Office, LLC since 2019. Prior to this, he worked at BNY Mellon Wealth Management for four years. Collective Family Office, LLC advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $446 million in discretionary assets and employs a tailored investment process that integrates fundamental, technical, and cyclical analysis, with portfolios that may include derivative strategies and structured products.