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.

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.

Matthew Krupp is a financial advisor at Retirement Collaborative LLC with one year of industry experience. He has previously worked at Krupp Settlements since 2024 and DeSantis Krupp, LLC since 2017, following an 11-year tenure with the Commonwealth of Pennsylvania. Retirement Collaborative LLC serves individual clients, including high-net-worth individuals, as well as institutional clients such as retirement plans, trusts, and foundations. The firm provides retirement plan consulting, fiduciary reviews, participant education, investment management, and wealth management services, employing a four-step Fiduciary Quality Management System and offering discretionary portfolio management alongside customized plan support and financial planning tools.

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.

Stephen Hetrick is a financial advisor with Retirement Collaborative LLC in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 18 years with his current firm. In addition to advisory work, he is an independent agent providing non-variable life and health insurance through various insurance companies. Retirement Collaborative LLC serves individual clients, including high-net-worth individuals, as well as institutional clients such as retirement plans, trusts, and foundations. The firm offers retirement plan consulting, fiduciary reviews, participant education, and investment and wealth management services, utilizing a four-step Fiduciary Quality Management System and a combination of fundamental and technical analysis.

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.

Craig Velencia is a financial advisor at DVB Private Wealth in Harrisburg, PA, holding a Series 65 credential with one year of industry experience. Prior to joining DVB Private Wealth, he spent six years with LAXtastic and served six years in the U.S. Coast Guard. 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, using a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a relative growth/value framework.

William Angino is a financial advisor at Fischer Financial Services Inc in Harrisburg, PA, holding a Series 65 designation with 25 years of industry experience. He has been with Fischer Financial Services since 1989. Fischer Financial Services provides discretionary investment management to individual and institutional clients, employing a bottom-up, buy-and-hold equity approach focused on large-cap growth at reasonable prices. The firm manages over $500 million with a small team while serving several hundred client relationships across various account types.

Thomas Baldwin is a CFP® and Series 65-registered financial advisor with Fischer Financial Services Inc in Harrisburg, PA. He has 16 years of industry experience and has been with Fischer Financial Services since 2004. Fischer Financial Services provides discretionary investment management to individual and institutional clients across a variety of account types. The firm employs a bottom-up, buy-and-hold equity strategy focused on large-cap growth at reasonable prices, managing over $500 million with a small team while serving several hundred client relationships.

Frederick Fischer is a financial advisor at Fischer Financial Services Inc with 34 years of industry experience. He has been with Fischer Financial Services since 1988 and holds a Series 63 designation. Fischer Financial Services provides discretionary investment management to individual and institutional clients, employing a bottom-up, buy-and-hold equity strategy focused on large-cap growth at reasonable prices. The firm manages over $500 million with a small team and serves a diverse client base including corporations, non-profits, and retirement plans.

Casey Mc Millan is a financial advisor at Fischer Financial Services Inc with Series 65 credentials and one year of industry experience. Prior to joining Fischer, Mc Millan worked for the Commonwealth of Pennsylvania and served nine years in the Highspire Borough Police Department. Fischer Financial Services, Inc. provides fee-for-service investment management to individual and institutional clients, offering discretionary portfolio management and non-discretionary advisory support. The firm employs a bottom-up, buy-and-hold investment approach with an emphasis on low turnover and risk management across seven risk templates.

Eric Beittel is a Certified Financial Planner® with 26 years of industry experience. He is currently with Silver Oak Securities, Inc., where he has been since 2023. Prior to that, he held positions at Ambassador Advisors, LLC, American Portfolios Financial Services, Inc., and Enders Insurance Associates. He also owns Beittel Consulting LLC, providing consulting on employee benefits and health coverage options. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals managing about $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives and employs a primarily discretionary investment approach using individual securities, ETFs, mutual funds, and independent strategist models.

Stephen Landersman is a CFP®-certified financial advisor with 37 years of industry experience, currently with NewEdge Advisors since 2021. His prior experience includes 15 years at CUSO Financial Services and roles at NewEdge Securities. Outside of his advisory work, Landersman is involved in several business ventures, including serving as President of Unifi Advisors LLC and as Secretary/Treasurer of Blue Ridge Medical Spa, a medical spa providing Botox injections and other esthetic services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and access to third-party managers through multiple program structures, emphasizing centralized due diligence and technology-supported advisor solutions.

Stephen Myers is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at AE Wealth Management since 2021 and is also co-founder of Reverent Asset Management, where he sells fixed life insurance, annuities, and long-term care products. Additionally, he sells home and auto insurance to friends and family. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, employing a variety of investment strategies and serving a large client base through standardized model and platform services.

Ryan Christensen is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2008. He is a licensed insurance agent offering life insurance, annuities, and long-term care products. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selection. The firm uses a combination of affiliated and unaffiliated sub-advisers and employs both traditional asset allocation and tactical, momentum-based strategies in some legacy programs.

Dylan Warfield is a Series 66-licensed financial advisor with six years of industry experience. He is currently associated with AE Wealth Management, LLC and Reverent Asset Management, LLC, where he also serves as co-founder involved in insurance sales. His prior experience includes roles at ProEquities Inc, KCA Wealth Management, LLC, and Basildon Financial, LLC. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining multiple model portfolios and discretionary management, supported by an internal Investment Consulting Group and programs licensing models to other RIAs.