Jeffrey Guindon is a financial advisor at Carriage Hill Investment Associates LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Carriage Hill since 2019, following roles at RKL Wealth Management LLC and ParenteBeard Wealth Management LLC. He serves on the board and chairs the investment committee of the Lancaster County Community Foundation. Carriage Hill Investment Associates LLC is an independent registered investment adviser that provides discretionary portfolio management and hourly financial planning to individuals, charitable organizations, and some corporate clients. The firm manages approximately $41.3 million in assets, using a combination of economic and fundamental analysis along with Modern Portfolio Theory to create model and customized portfolios.

Scott Ford is the principal of Ford Investment & Retirement Management LLC and holds Series 63 and Series 65 licenses. He has five years of experience in financial advising, including prior roles at Primerica Advisors and Primerica Financial Services. In addition to his advisory work, Ford maintains a full-time engineering position at Graham Packaging. Ford Investment & Retirement Management LLC provides discretionary investment management and financial planning services to individual clients, including both non-high-net-worth and high-net-worth investors. The firm focuses on actively managed, short-term strategies utilizing stocks, ETFs, mutual funds, bonds, and specialized ETF exposures, and combines portfolio management with ongoing financial planning and consulting.

Shawn Minnich is a financial advisor at Lifetime Financial Foundations, LLC with six years of industry experience. He holds a Series 65 designation and previously worked for 20 years in the Northeastern York School District before transitioning to financial services. Minnich also has experience as an independent insurance agent. Lifetime Financial Foundations provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term investment approach based on fundamental analysis while maintaining flexibility for rebalancing and shorter-term trades, offering customized portfolios that include mutual funds, ETFs, individual equities, fixed income, and allocations to independent managers.

Adam Saubel is a CFP® and ChFC® with seven years of industry experience. He is the principal of Saubel Financial Group in York, PA, and has prior experience with Northwestern Mutual Wealth Management Company. He serves as adjunct faculty at Elizabethtown College and holds several nonprofit roles, including assistant treasurer for a cerebral palsy home and vice chair of the Children’s Aid Society. Saubel Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, using a variety of investment strategies including fundamental and quantitative analysis and modern portfolio theory. The firm typically manages accounts on a discretionary basis and offers educational seminars and workshops.

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.

Erik Schoener is a financial advisor at BrightPath Financial Advisors, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at McClure Company for eight years. Outside of advising, he is CEO and owner of FTF Holdings, LLC, where he actively engages in day trading and market analysis. BrightPath Financial Advisors, LLC provides personalized financial planning and portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs diversified asset-allocation models and integrates insurance analysis within its financial planning services, serving a client base that includes employer-sponsored plans and held-away institutional accounts.

Mark Yoffe is a financial advisor at Secure Care Wealth Management, LLC in York, PA. He holds a Series 65 credential and has no prior industry experience as a financial advisor. Outside of his advisory role, he is an actively practicing physician at UPMC. Secure Care Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers tailored planning engagements and constructs portfolios using approaches such as Modern Portfolio Theory, fundamental analysis, and technical analysis.

Matthew Espina is a financial advisor at Myrmidon Private Capital in York, PA, holding a Series 65 designation and bringing seven years of industry experience. Prior to founding Myrmidon Private Capital, he worked at PowerTrain, Inc., Gap Solutions, Inc., and DSFederal, Inc. Myrmidon Private Capital is an independent advisory firm that provides fee-only investment management services to individuals, small and mid-size groups, and institutional clients, including retirement plans. The firm emphasizes discretionary portfolio management using a range of strategies and instruments such as options, derivatives, and fixed-income products, and maintains operational controls including proxy voting and detailed client reporting.

Edward Thomas is a financial advisor with Watchtower Wealth Management, Inc. in Elizabethtown, PA, holding Series 63 and 66 licenses and bringing 19 years of industry experience. He previously worked at Waddell & Reed for 12 years and serves as a junior high wrestling coach for the Elizabethtown Area School District. Watchtower Wealth Management is an independent, single-advisor firm providing portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a variety of analytic methods and trading strategies, emphasizing diversified portfolios with regular monitoring and client reporting.

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.

Stacy Heistand is a CFP® professional with 23 years of industry experience, currently serving as a Senior Consultant at Asset Strategy Retirement Plan Consultants, LLC. She has worked at Asset Strategy Retirement Plan Consultants since 2009 and has been with Asset Strategy Consultants, LLC since 2016. Asset Strategy Retirement Plan Consultants is a registered investment adviser focusing on ERISA retirement plan consulting for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes long-term, buy-and-hold investment strategies with a primarily non-discretionary approach and extensive plan-level services.

Keaton Macut is a Series 65-licensed financial advisor at Asset Strategy Retirement Plan Consultants, LLC with seven years of industry experience. He previously worked at USI Insurance Services for seven years before joining his current firm in 2018. Asset Strategy Retirement Plan Consultants serves individual and high-net-worth clients as well as pension and profit-sharing plans, focusing on ERISA retirement plan consulting. The firm employs long-term, buy-and-hold investment strategies with an emphasis on plan-level services such as investment policy development, manager selection, and performance monitoring.

Michael Boyer is a financial advisor at RCPlanners with a Series 65 designation and two years of industry experience. He has worked at Retirement Capital Planners, LifePro Asset Management, Fast Credit Union, Ultimate Life Financial, and FocusVision. Boyer is licensed to sell insurance products and dedicates approximately half of his time to insurance-related activities. RCPlanners serves individuals, trusts, estates, charitable organizations, corporations, and other businesses, providing comprehensive financial planning, consulting, and discretionary investment management. The firm employs a mix of fundamental and technical analysis along with a proprietary retirement income model to tailor plans to clients’ risk tolerance and goals.

Drew Keller is the sole advisor at Keller Financial Group in Camp Hill, PA, holding a Series 65 designation. The firm serves individual and high-net-worth clients as well as pension and charitable plans, providing portfolio management, financial planning, and pension consulting. Keller Financial Group develops written Investment Policy Statements for clients and offers discretionary portfolio management tailored to their goals, tax considerations, and risk tolerances. Keller Financial Group uses a long-term, fundamental analysis-based investment approach that includes model allocations and bespoke recommendations, with access to third-party managers through a sub-advisory relationship. The firm offers a range of investment options including mutual funds, fixed income, ETFs, REITs, annuities, and alternative/private offerings while maintaining responsibility for manager selection.

Frank Collins is a CFP® with 40 years of industry experience and currently serves as an advisor at Harmony Road Advisors in Elizabethtown, PA. Prior to joining Harmony Road Advisors in 2020, he held positions at firms including Avantra Family Wealth, Purshe Kaplan Sterling Investments, and Bank of America. He is also principal of Altius Learning Inc., a company that provides training and coaching for financial professionals. Harmony Road Advisors manages approximately $30.8 million in discretionary assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, and consulting services, using a mix of fundamental, technical, and cyclical analysis with a focus on low-cost mutual funds and ETFs alongside other investment vehicles.

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.