Michael Snyder is a financial advisor at RKL Private Wealth with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, CBFC, Avantax Advisory Services, Sniegocki Weaver Financial Services, FedEx, The Hershey Company, and KPMG LLP. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm integrates tax, accounting, and consulting services through its parent company, RKL LLP, and employs a core-satellite portfolio approach that may include equities, fixed income, ETFs, mutual funds, and private investments.

Michael Miller II is a CFP® professional with nine years of industry experience, currently serving as an advisor at RKL Private Wealth in Lancaster, PA. His career includes roles at Charles Schwab from 2019 to 2026 and Northwestern Mutual between 2016 and 2018. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high net worth clients, trusts, estates, and small businesses. The firm integrates tax, accounting, and consulting services through its affiliation with RKL LLP and employs a core-satellite investment approach tailored to client needs.

Matthew Hornberger is a financial advisor at RKL Private Wealth with a Series 65 designation and one year of experience at the firm. He previously worked for Emerald Advisers LLC for 21 years. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high net worth clients, trusts, estates, and businesses. The firm integrates tax and accounting services through its affiliation with RKL LLP and uses a core-satellite investment approach with customized portfolios.

Patrick Carney is a financial advisor at Rodgers & Associates in Lancaster, PA, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with Rodgers & Associates since 2015. Rodgers & Associates provides wealth management, financial planning, and hourly consultation services primarily to individuals nearing retirement or who are retired. The firm manages approximately $1.49 billion on a discretionary basis for about 980 clients and employs a quantitative security-selection process focused on mutual funds and ETFs.

Michael Gross is a financial advisor at ValMark Advisers, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with ValMark since 2014. Prior to that, he worked at Ross & Company, PC for 24 years. Outside of investment advising, Gross provides consulting services focused on accounting procedures and serves as an executor for estate administration. ValMark Advisers offers investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios and asset allocation strategies implemented via mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing by advisory representatives.

Gregory Reif is a CFP® with 12 years of industry experience, currently serving as a financial advisor at JFS Wealth Advisors, LLC. His prior roles include work at Compass Ion Advisors, LLC and the Lankenau Medical Center Foundation. JFS Wealth Advisors is a multi-team registered investment adviser offering wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm follows a goal-oriented investment approach supported by an internal Investment Committee and provides a range of services including tax preparation, business retirement plan fiduciary services, and access to private investment funds.

Devin Born is a financial advisor with Lifemark Securities Corp., holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at Lifemark Securities since 2016 and previously spent 20 years at B&D Financial Services. In addition to his advisory work, he has been an independent insurance agent since 1996, focusing on the marketing, sales, and servicing of various insurance products. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and utilizes platform tools to tailor investment strategies based on client suitability and risk assessments.

Susan Hall is a financial advisor at ValMark Advisers, Inc. with 48 years of industry experience. She holds the ChFC® and Series 66 designations and has been with ValMark since 2014. Outside of her advisory role, she serves as a Judge of Elections in Maidencreek Township, Berks County, Pennsylvania. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios utilizing mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and sub-advisory services.

Bryce Wandell is a financial advisor at Silver Oak Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has worked previously at American Portfolios Financial Services, Inc., Ambassador Advisors LLC, and Crossroads Community Church. Wandell also provides financial advice and support in wealth management and insurance planning through Coram Deo. Silver Oak Securities, Inc. serves a diverse client base including individuals, pension plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets. The firm offers tailored, primarily discretionary investment management with a variety of advisory programs and emphasizes operational features such as ongoing model monitoring and automatic investment processes.

Jonathan Lapp is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Mass Mutual Life Insurance Company and MML Investors Services LLC. Lapp is also a member and owner of Haven Financial Advisors, LLC, an investment-related business. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, providing customized portfolios through advisor-specific styles and third-party manager relationships.

Kristina Groff is a CFP® with eight years of industry experience, currently serving at Greenspring Advisors, LLC since 2022. Her prior roles include positions at Everence Trust Company, CONCOURSE Financial Group Securities Inc, and RBC Capital Markets. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a disciplined investment process using fundamental, quantitative, and qualitative analysis and provides a notable range of fiduciary and non-fiduciary retirement plan services.

Ian Imbody is a financial advisor at ValMark Advisers, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at several firms including SEI Investments and Velekei Giles Financial Advisors. His background also includes positions outside the financial sector, such as roles at Dick's Sporting Goods and Valvoline Inc. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based model portfolios primarily implemented through mutual funds, ETFs, and separate-account managers, and offers access to proprietary platforms and third-party manager programs.

Dianne Lutz is a financial advisor at Sowell Management with 38 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked previously at LaBrunerie Financial, Concert Wealth Management, and the Institute for Wealth Management. Outside of her advisory role, she is co-owner of Pappy G’s, a fine dining establishment, and serves as a member of the Council of Trustees at Kutztown State University of Pennsylvania. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management and financial planning services. The firm employs various management styles and offers model portfolios and third-party manager solutions through an independent-contractor model with over 100 investment adviser representatives.

Christopher Needs is a CFA® charterholder with 10 years of industry experience. He is currently with Good Life Advisors, LLC and has previously worked at LPL Financial, Park Avenue Securities, Guardian Life Insurance, and CUNA Brokerage Services. Good Life Advisors is an enterprise-scale registered investment adviser serving individuals, business entities, trusts, estates, and charitable organizations. The firm emphasizes tailored portfolios through a combination of fundamental, technical, and cyclical analysis, using a mix of direct management, model portfolios, and technology-enabled platforms.

Harold Wenger Jr. is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. from 2015 to 2023. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies, including proprietary ETFs and access to third-party managers and alternative investments.

Joseph Leon is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at Ambassador Advisors, LLC, American Portfolios Financial Services, Inc., and Massmutual. Outside of advisory work, he is involved in life insurance and Medicare sales through his businesses, Leon Insurance Group and Leon Financial Group. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, and trusts through a network of approximately 101 financial professionals managing around $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives, including financial planning, retirement consulting, and model-driven investment management.

Jaden Bookser is a financial advisor at The Partners Wealth Management with one year of industry experience. He holds the Series 66 designation and previously worked at OSAIC and CoActive Wealth Strategies. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, combining internally developed and third-party models through a platform that supports discretionary account management and plan services.

Leonard Bodnar is a financial advisor at Tucker Asset Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services. Before entering the financial advisory field, he spent 36 years at Power Concepts, Inc. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm provides discretionary investment management, financial planning, and retirement plan advisory services using a top-down, macroeconomic asset-allocation process and offers access to alternative investments through platforms such as CAIS.

Brad Small is a financial advisor at The Partners Wealth Management with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at OSAIC and American Portfolios Financial Services, Inc. Brad is involved with the Boy Scouts of America Hawk Mountain Council as a volunteer and serves as a board member. He also founded the Small Steps Scholarship Fund, a program supporting outstanding high school students pursuing higher education. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm provides customized and model-based portfolio management, utilizing both internal and third-party models and managers, with a focus on discretionary accounts.

Bradley Wilcox is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 designation and four years of industry experience. He has worked at several firms including Royal Alliance Associates and American Portfolios Financial Services. Outside of advising, he is involved with House on the Rock, a nonprofit marriage counseling organization where he serves as a business structure consultant. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios, model strategies, and sub-advisory relationships.