Patricia Bush is a CFP® and Series 65 credentialed advisor with six years of industry experience. She is the principal of AAA Advisory LLC and also serves as a tax consultant at Bestgate Tax & Accounting Advisors, LLC, where she is involved in tax review and income tax preparation. Her prior work includes roles at Squire, Lemkin + Company, LLP and Bestgate Wealth Advisors, LLC. AAA Advisory LLC provides fee-only comprehensive and project-based financial planning and tax preparation services primarily to individual clients, including high-net-worth individuals, through virtual meetings. The firm offers non-discretionary investment recommendations based on Modern Portfolio Theory and a long-term, passive investment approach focused on asset allocation.

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.

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.

Emily Mascio is a financial advisor at Founders Financial Securities LLC with 11 years of industry experience. She holds the CFP® designation and Series 63 license. Mascio has been with Founders Financial Securities and Darrell Financial since 2013. She is also involved in life and health insurance sales through Darrell Financial Services. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, retirement consulting, and affiliated brokerage and insurance services, employing various advisory platforms and co-advisory programs.

Mark Darrell is a CFP® with 40 years of experience in the financial services industry. He has been with Founders Financial Securities LLC since 2006 and also owns Darrell Financial Services, which he has operated since 1989. Outside of advising, he is an owner and insurance agent at Darrell Financial Services, focusing on life and health insurance. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement consulting. The firm employs multiple investment programs and combines advisory, brokerage, and insurance services, with a notable emphasis on subscription-based retirement education and co-advised private wealth solutions.

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.