Jeffrey Yoffe is the principal of Yoffe Investment Management, LLC, an independent firm based in Lemoyne, PA. He holds legal credentials and has 11 years of experience in investment management, alongside over three decades as an attorney operating his own law firm, Yoffe & Yoffe, P.C. His legal practice is a notable aspect of his professional background. Yoffe Investment Management, LLC provides investment management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers integrated tax and financial planning, estate planning, and family philanthropy services.

Jeffrey Stouffer is a CFP® professional with 16 years of industry experience and has been the sole advisor at Mercantile Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses. Mercantile Advisors, LLC provides personalized financial planning and investment management to individuals, other advisors, and small businesses, operating a registered commodity trading advisory program as well. The firm offers customized portfolios that include traditional securities and a broad range of alternative and complex instruments, supporting both discretionary advisory accounts and a client-centric hedging program under its NFA/CFTC Commodity Trading Advisor registration.

Ryan Canfield is a financial advisor with Victus Wealth Management in Enola, PA, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at LPL Financial and Waddell & Reed, Inc. Canfield serves on the board of the West Shore Young Professionals, a nonprofit organization. Victus Wealth Management is an independent registered investment adviser primarily serving individual and high-net-worth clients. The firm provides ongoing asset management and financial planning, using a combination of fundamental and technical analysis, modern portfolio theory, and Monte Carlo analysis, and is known for offering public seminars at no cost.

William Benner is a financial advisor with Aviator Financial, LLC in Newport, PA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Waddell & Reed for 12 years and served in the Pennsylvania Air National Guard for 31 years. Outside of his advisory work, Benner is President of Rose Hunting Camp in Bedford, PA, and holds emeritus positions with the Perry County Chamber of Commerce and Perry County Republican Committee. Aviator Financial provides portfolio management and financial planning primarily for individual clients, high-net-worth individuals, and pension or profit-sharing plans. The firm emphasizes tailored investment strategies based on client goals, risk tolerance, and time horizon, with a non-discretionary, client-directed approach.

Michael Uehlein is a financial advisor at WealthU Advisors LLC with six years of industry experience. He holds a Series 66 designation and has worked at Summit Advisory since 2022, where he is an Associate Vice President. Prior to that, he was employed at Pruco Securities LLC and Cerner Corporation. WealthU Advisors LLC serves individual and high-net-worth clients, providing investment management and comprehensive financial planning, including services related to digital assets. The firm emphasizes passive portfolio construction with low-cost index funds and ETFs, supplemented by fundamental and cyclical analysis, and manages accounts on a discretionary basis following client-specific investment policies.

Wade Hoffman is a financial advisor at Avantra Family Wealth, Inc. in Mechanicsburg, PA, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Purshe Kaplan Sterling Investments since 2017. Hoffman is also a founding partner of Miacomet Partners LLC, where he supervises compliance support and consulting. Avantra Family Wealth provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized investment management, financial planning, and divorce-related financial planning, managing portfolios primarily with mutual funds, ETFs, equities, and fixed-income securities on a generally long-term basis.

Joshua Jenkins is a financial advisor at Seaside Wealth Advisors LLC with 12 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Seaside Wealth Advisors, he worked at Northwestern Mutual in various capacities from 2012 to 2023. Outside of his advisory role, Jenkins is involved in investment-related activities including serving as Vice President of Investor Relations for Opes Capital Manager LLC. Seaside Wealth Advisors provides discretionary asset management, financial planning, and consulting primarily to individual and high-net-worth clients and small business owners. The firm employs an active, tailored investment approach using Modern Portfolio Theory and asset allocation models, and offers specialized due diligence for private placements alongside in-house bookkeeping and tax services.

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.

Kyle Nickler is a financial advisor at RWM Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in tax preparation and accounting support roles, including at RWM & Company and Jackson Hewitt. Outside of his advisory work, he formed Nickler Research & Analytics LLC, which is currently inactive. RWM Asset Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $35.4 million across about 213 accounts. The firm employs tailored discretionary strategies and model portfolios that incorporate fundamental and cyclical analysis alongside modern portfolio theory.

Anna Santini is a financial advisor at RWM Asset Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Kitchen Table Consultants. Outside of her advisory role, Santini is a member-owner of Tuscarora Training Center LLC, a Jiu Jitsu gym where she handles administration and accounting tasks. RWM Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a variety of investment strategies and offers access to model portfolios and tax-management tools, supported by a small advisory team and an affiliated accounting practice.

James Adams III is a CFP® and CFA® credentialed financial advisor with 10 years of industry experience. He currently works at Lighthouse Wealth Management, LLC in Camp Hill, PA, where he has been employed since 2022. His prior experience includes roles at Advisory Services Network, LLC, Mighty Oak Strong America Investment Company, and operating as a sole proprietor. Lighthouse Wealth Management provides fee-only financial planning and investment management services to individuals, businesses, pensions, trusts, and charitable organizations. The firm uses fundamental analysis to develop personalized investment policy statements and manages accounts with a combination of long-term, primarily no-load mutual funds and ETFs, as well as more active trading strategies when appropriate, alongside integrated tax and accounting services through its ownership by a CPA firm.

Drew Keller is a financial advisor at Keller Financial Group with a Series 65 credential and one year of industry experience. Prior to joining Keller Financial Group, he worked at McKinsey & Company and spent several years affiliated with Harvard Business School. Keller Financial Group serves individual and high-net-worth clients, as well as pension and charitable plans, providing portfolio management, financial planning, and pension consulting. The firm utilizes fundamental analysis and a long-term approach, offering discretionary portfolio management and access to third-party managers through sub-advisory relationships.

Steven Thompson is a financial advisor at Avantra Family Wealth, Inc. with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch Pierce Fenner and Smith. Thompson is a founding partner at Avantra Family Wealth and also serves as a partner at Miacomet Partners LLC, where he is involved in operations, billing, and compliance consulting. Avantra Family Wealth provides comprehensive wealth management and investment advisory services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed-income securities, with a generally long-term investment focus and additional financial planning services including divorce-related planning and mediation.

Shawna Nale is a financial advisor at Snavely Associates Financial Services with six years of industry experience. She holds a Series 66 designation and has worked at Snavely Associates Financial Services and The O.N. Equity Sales Company. Outside of her advisory role, she has worked as a registered tax preparer during tax season and is involved in life insurance and annuity product sales. Snavely Associates Financial Services provides financial planning, asset-allocation advice, and portfolio management primarily for individual clients, including high-net-worth households, as well as trusts and estates. The firm manages portfolios on a non-discretionary basis, utilizing fundamental analysis and both long- and short-term investment strategies.

Teancum Light is a CFP® professional with eight years of industry experience, currently serving at Lighthouse Wealth Management, LLC since 2021. Prior to this, he worked at PricewaterhouseCoopers, LLP from 2010 to 2017 and held roles at Mighty Oak Strong America Investment Company and DeMuth & Kaufman Professional Management Consultants. He is also an adjunct professor of financial planning at the Graham School of Business at York College, where he teaches annually during the fall semester. Lighthouse Wealth Management provides fee-only financial planning and investment management to individuals, businesses, and charitable organizations. The firm emphasizes individualized investment policy statements and manages portfolios using fundamental analysis and asset allocation, typically employing no-load mutual funds and ETFs, with selective use of derivatives and shorter-term trading strategies.

Jack Snavely is a financial advisor at Snavely Associates Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at O.N. Investment Management Company, The O.N. Equity Sales Company, and Ohio National Life Insurance Company. In addition to his advisory role, he is a licensed insurance agent selling life, long-term care, and fixed indexed annuities. Snavely Associates Financial Services provides financial planning, asset allocation advice, and portfolio management primarily for individual clients, including high-net-worth households, as well as trusts and estates. The firm manages approximately $182.57 million in assets on a non-discretionary basis, using fundamental analysis and both long- and short-term investment strategies.

Robert Morris is a financial advisor at RWM Asset Management, LLC with 19 years of industry experience. He holds a Series 63 designation and has served as a director of the First National Bank of Newport since 1993. Morris has been with RWM Asset Management since 2006 and has over four decades of experience as a self-employed CPA. RWM Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a combination of fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term strategies, offering tailored portfolio solutions and access to third-party model portfolios.

Michael Cox is a financial advisor with Seaside Wealth Advisors LLC, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior roles include positions at Northwestern Mutual and Brad Nelson. Outside of his advisory work, he serves as Coaches Coordinator for the Red Land Midget Football Organization, a nonprofit youth football group. Seaside Wealth Advisors provides discretionary asset management, financial planning, and consulting primarily to individual and high-net-worth clients as well as small business owners. The firm employs an active, tailored investment process using Modern Portfolio Theory and targeted asset-allocation model portfolios, and it also offers due-diligence services for private placements along with bookkeeping and tax services for business clients.

William Wright is a financial advisor at Asset Strategy Retirement Plan Consultants, LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Asset Strategy Consultants and Asset Strategy Retirement Plan Consultants since 2015, working in the Camp Hill, PA area. Wright has also operated as a self-employed advisor since 2014. Asset Strategy Retirement Plan Consultants, LLC provides investment advisory and pension consulting services to individuals, including high-net-worth clients, and to retirement plans such as defined benefit plans and 401(k)s. The firm focuses on long-term, buy-and-hold investment strategies with diversified asset allocation and primarily offers non-discretionary investment management.