Robert Parks is a CFP® professional with 30 years of experience in financial advising. He is a partner at Parks & Company, a CPA firm, where he dedicates significant time alongside his role at WealthQuest, Ltd., an independent financial planning firm he has been associated with since 1995. WealthQuest, Ltd. provides fee-only financial planning primarily to individuals and businesses, focusing on retirement and investment planning without selling commission-based products. The firm’s approach integrates tax considerations through its close affiliation with Parks’s CPA practice and emphasizes personalized advice delivered on an hourly basis without managing client assets directly.

Joel Gish Jr. is a financial advisor at Solid Rock Financial Solutions LLC in Hummelstown, PA. He holds the Series 66 designation and began his career in the financial industry in 2026. Prior to joining the firm, he worked in various roles including positions at Cambridge Investment Research Inc and Lifeway Church Inc. Solid Rock Financial Solutions offers portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes tailored asset allocations guided by fundamental analysis and modern portfolio theory, with a focus on long-term trading and discretionary trade execution.

Dennis Grier is a financial advisor at Csa Financial Management, Inc. in Hummelstown, PA, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has led Csa Financial Management since 2003, following a year at Csa Financial Group, LLC. Csa Financial Management provides asset management and financial planning services to individuals, including high-net-worth clients, as well as trusts and estates. The firm manages approximately $33.2 million in assets for about 70 clients, emphasizing strategic asset allocation, a long-term buy-and-hold approach, and non-discretionary account management that requires client approval for trades.

Stephen Wingert is the sole advisor at Wingert Investment Management, LLC, an independent firm based in Hummelstown, PA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, all with his current firm since its founding in 2001. Wingert Investment Management, LLC provides discretionary and non-discretionary portfolio management primarily to individual clients, focusing on fiduciary investment advice for retirement accounts. The firm employs a value-oriented equity strategy and incorporates listed options strategies for eligible clients as part of its portfolio management approach.

Thomas Poltersdorf is the sole advisor at GT Wealth LLC in Lebanon, PA, with 16 years of industry experience. He holds the Series 66 designation and previously worked at Beyond Your Exit Wealth Management LLC and MML Investors Services/MassMutual from 2015 to 2021. GT Wealth LLC provides financial planning and portfolio management primarily to near-retirees, including federal employees covered by FERS and CSRS, as well as employee benefit plan advisory services to plan sponsors. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, utilizing low-cost index funds and ETFs to implement diversified, tax-aware allocations.

William Peeples is a financial advisor with Peeples Wealth Management LLC in Hummelstown, PA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at PNC Investments, Edward Jones, and JP Morgan Securities LLC. Peeples Wealth Management LLC provides ongoing portfolio management and investment advice to individuals, high-net-worth clients, and business entities. The firm manages predominantly non-discretionary accounts, utilizes a variety of analytical methods, and maintains a small client base with a focus on long-term trading and regular account reviews.

The driving force behind my work as a financial planner is empowering clients to build a meaningful financial plan, one that aligns with their core values and purpose. My Journey: After receiving entry-level training from a large brokerage firm back in 2012, I ultimately decided that an independent firm was more in alignment with my values as a planner. After dedicating nine years to a mid-sized firm in central Pennsylvania, I leveraged my invaluable experience and expertise to embark on a new journey by founding my own firm, First Light Wealth, LLC in 2023. Professional Growth: Throughout my career, I've embraced continuous learning and professional growth to stay at the forefront of the ever-evolving financial landscape. In 2021, I embarked upon the challenging journey of earning the CERTIFIED FINANCIAL PLANNER™ mark, a designation held by less than 30% of financial advisors. Who I Work WIth: I specialize in delivering comprehensive financial planning services tailored to the unique needs of attorneys, small business owners, and families. By understanding the distinct financial challenges and opportunities each group faces, I help them navigate their financial journey with confidence, ensuring a secure and prosperous future. Areas of Expertise: - Retirement planning - Investment management - Debt strategies - Insurance planning - Estate planning - Tax optimization Let's Connect: I'm excited to connect with professionals who share my passion for finance, whether you're an attorney, business owner, or an individual looking to secure your financial future.

Steven Economopoulos is a CFP® and ChFC® with 21 years of industry experience. He has been with ECON Wealth Management since 2015 and holds Series 63 and Series 65 licenses. Outside of advisory work, he serves as president of ECON Properties, LLC, a real estate-related business. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts of approximately $250,000 or more. The firm provides personalized financial planning and in-house asset management, employing a disciplined, active, team-based investment process that includes a range of strategies tailored to client goals and risk tolerances.

Michael Benkovic is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with DVB Private Wealth, joining in 2026 after prior roles at Private Advisor Group, LLC and LPL Financial, LLC. His background includes providing insurance services as part of his financial advisory work. DVB Private Wealth is an SEC-registered investment adviser managing approximately $225.7 million for about 240 clients. The firm serves individuals, foundations, trusts, estates, corporations, and business owners, employing a top-down, macro-environmental investment approach that emphasizes tactical asset allocation and sector rotation with discretionary portfolio management.

Jason Velencia is a CFP® with eight years of industry experience, currently serving as a financial advisor at DVB Private Wealth. He previously worked at Private Advisor Group, LLC and LPL Financial LLC, with earlier experience at Inter-Lux and Jeezny Consulting, LLC. DVB Private Wealth is an SEC-registered investment adviser managing approximately $225.7 million across about 240 clients. The firm serves individuals, foundations, trusts, estates, corporations, and business owners with discretionary portfolio management, comprehensive financial planning, retirement plan advisory, and consulting services, employing a top-down, macro-environmental investment approach.

Ruston Wolfe is a CFP® professional at Apricus Wealth LLC with three years of industry experience. Prior to joining Apricus Wealth, he spent twelve years at Bryn Mawr Trust. Apricus Wealth is a registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary investment process combining fundamental and technical analysis with long-term strategies, while providing integrated financial planning and comprehensive account monitoring.

Chase Shields is a financial advisor at DVB Private Wealth in Harrisburg, PA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at DVB Financial and New York Life, as well as five years at Drexel University. DVB Private Wealth is an SEC-registered investment adviser managing approximately $225.7 million for around 240 clients. The firm serves individuals, foundations, trusts, estates, corporations, and business owners, offering discretionary portfolio management, financial planning, retirement plan advisory, and consulting services with a top-down, macro-environmental investment approach.

Jacob Artz is a financial advisor at ECON Wealth Management with four years of industry experience. He holds a Series 65 designation and has worked at ECON Wealth Management since 2020. Outside of his advisory role, he has been affiliated with Saint Joseph's University since 2016. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts of approximately $250,000 or more while accommodating a range of client sizes. The firm employs a disciplined, active, team-based investment process with in-house asset management and offers a variety of strategies tailored to individual goals and risk tolerances.

Adam Koser is a CFA® charterholder with 2 years of experience at Grandview Asset Management LLC and 14 years previously at Federated Hermes. He is based in Harrisburg, PA. Outside of his advisory work, he is a passive member in multifamily real estate ventures through Bulldawg Property Investments, LLC and FSI Property Investments, LLC. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm employs a structured four-step security selection process and manages portfolios using a range of securities including stocks, bonds, ETFs, and mutual funds, offering both discretionary and non-discretionary account management.

Marc Bowman is a financial advisor with Bowman Wealth Management Group in Hershey, PA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior roles include positions at Innovation Partners LLC, Fortune Financial Services, Purshe Kaplan Sterling Investments, and as managing member of Stout Bowman & Associates, LLC. He is also an independent insurance agent, involved in life insurance sales including term, whole life, and universal life products. Bowman Wealth Management Group provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, businesses, and plan sponsors. The firm manages approximately $96.3 million in discretionary assets and employs individualized investment policies with quarterly portfolio reviews and tax-loss harvesting.

Thomas Parker is an associate advisor at Grandview Asset Management LLC with three years of industry experience. He has worked at Grandview Asset Management and Purshe Kaplan Sterling Investments since 2022, and has prior experience at Hershey Entertainment and Resorts. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm employs a detailed security selection process and manages approximately $411.7 million in assets across over 600 client relationships.

Ryan Troup is a Series 65-licensed advisor at ECON Wealth Management with four years of industry experience. Before joining ECON Wealth Management in 2021, he worked at Multiply Ink and Press Yourself Tees, and earlier at Shiffer Inc. He is also a partner at Big Hitter Sports, LLC, a company that designs and sells uniforms. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on personalized financial planning and in-house asset management. The firm employs both fundamental and technical analysis within a disciplined, team-based investment process and offers a range of strategies and service levels tailored to client goals and risk tolerances.

Brian Zellers is a CFP® with six years of industry experience and has been with ECON Wealth Management since 2019. Prior to joining ECON, he worked for ten years at Central Dauphin School District. He also serves as a volunteer baseball coach for the Central Dauphin Knights. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts of $250,000 or more. The firm offers personalized financial planning and in-house asset management using a disciplined, active, team-based process that incorporates both fundamental and technical analysis.

Gary Kephart is a financial advisor at Grandview Asset Management LLC with Series 63 and Series 65 credentials and 64 years of industry experience. He has worked at Grandview since 2020 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2020. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm manages approximately $411.7 million in assets, utilizing a structured security selection process and offering both discretionary and non-discretionary portfolio management.

Bruce Smith is a financial advisor with Grandview Asset Management LLC in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to joining Grandview in 2018, he worked at F&M Trust from 2014 to 2018. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm employs a disciplined security selection process and manages approximately $411.7 million in assets across over 600 client relationships.