Ronald Stiles III is a financial advisor at RKL Private Wealth with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Lincoln Financial Advisors Corporation, Wilmington Trust Company, and M&T Securities, Inc. His current role at RKL Private Wealth involves being part of a team of 29 advisors based in Lancaster, PA. 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 investment approach with customized portfolios that may include equities, fixed income, ETFs, mutual funds, and alternative asset classes.

Harold Beshaw is a CFP® and ChFC® with 29 years of industry experience. He is currently with RKL Private Wealth and has previously worked at Avantax and 1st Global Advisors. He serves as Director of Financial Services at Rotz & Stonesifer Financial Services, LLC. RKL Wealth Management advises a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, offering investment management, financial planning, and consulting. The firm integrates investment services with tax and accounting support through its affiliation with RKL LLP and employs a discretionary, strategic asset allocation approach with a core-satellite portfolio structure.

Robert Simons is a financial advisor with RKL Private Wealth, holding a Series 65 designation and 17 years of industry experience. He has worked at RKL Wealth Management LLC since 2020 and previously spent time at RKL CPA and RKL Private Wealth. Outside of his advisory role, he serves as a board member and shareholder of Dart Trucking Co LLC, a dedicated carrier of activated carbon products. 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, and businesses. The firm integrates tax, accounting, and consulting services through its affiliation with RKL LLP and employs a core-satellite approach to portfolio management, offering a range of asset classes and fiduciary services.

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 63 and Series 65 credentials and has worked at several firms including Mass Mutual Life Insurance Company and MML Investors Services LLC. 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, utilizing customized portfolios and a variety of advisory models.

Terry Morris is a financial advisor with Dakota Wealth, LLC and holds six years of industry experience. Prior to joining Dakota Wealth, he worked at Lindenwold Advisors Inc., Truist Financial Corp, and Branch Banking and Trust Company. He is temporarily and transitionally dually registered with Dakota Wealth and Lindenwold Advisors, Inc. Dakota Wealth, LLC serves a diverse client base, including individuals, trusts, foundations, and business enterprises, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm’s investment approach combines fundamental, technical, and quantitative analysis to build diversified, customized portfolios and is involved directly in pooled and private fund structures and investment companies.

Dong Choe is a financial advisor at RKL Private Wealth with a Series 65 designation and two years of industry experience. Prior to joining RKL Private Wealth in 2024, he held roles at Ambassador Advisors and Avante Language Services, among others. Outside of finance, his work history includes experience in the food service industry. RKL Wealth Management LLC offers 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 combines investment advice with tax, accounting, and consulting services through its affiliation with RKL LLP, employing a core-satellite approach to portfolio management that includes a range of asset classes and fiduciary services.

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.

Matthew Gordner is a financial advisor with RKL Private Wealth in Lancaster, PA. He holds a Series 65 designation and has recent experience at Ernst & Young LLP and RKL LLP. His background also includes roles at Capital Blue Cross, Pathway Financial Group, and teaching positions at Messiah University and Garden Spot High School/Middle School. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm integrates tax, accounting, and consulting services through its parent company, RKL LLP, and utilizes a core-satellite investment approach tailored to client needs.

Abbey Mccormick is a financial advisor at RKL Private Wealth with a Series 65 designation and two years of industry experience. Prior to joining RKL Private Wealth, she worked at West Chester Golf and Country Club and is currently affiliated with The Pennsylvania State University. 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 firm, RKL LLP, and implements customized portfolios using a core-satellite approach with various asset classes.

Kyle Brady is a financial advisor at RKL Private Wealth in Lancaster, PA, holding a Series 65 designation. He has been with RKL Private Wealth since 2024 and previously worked in various roles at Donsco, Voith, Acme Markets, and Giant Food Stores. RKL Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plan sponsors, providing investment management, financial planning, and consulting. The firm integrates with its parent company, RKL LLP, to coordinate tax and accounting services and employs a discretionary, core-satellite portfolio approach that includes a range of investment types and fiduciary retirement plan services.

Jason Dietrich is a CFA® charterholder with nine years of industry experience. He is currently with RKL Private Wealth and previously worked at Vanguard for seven years. RKL Wealth Management LLC provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm integrates tax and accounting services through its affiliation with RKL LLP and employs a core-satellite approach to portfolio management that includes a range of asset classes and fiduciary services for defined contribution plans.

Harold Wenger Jr. is a financial advisor at Kingsview Wealth Management, LLC in Lancaster, PA, with 44 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes positions at Raymond James Financial Services Advisors Inc. and Wells Fargo Clearing. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through both in-house and third-party strategies, including model portfolios and alternative investments.

David Morais is a CFP® and holds a Series 66 license, with 25 years of industry experience. He is currently a member of the team at RKL Private Wealth in Lancaster, PA, where he has worked since 2024. His prior roles include positions at Wilmington Trust Wealth Advisory and M&T Securities, Inc. Morais serves on the Investment Committee of the Rotary Club of York (PA). 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 affiliation with RKL LLP and employs a core-satellite investment approach tailored to client needs.

Joseph Leon is a financial advisor with Silver Oak Securities, Inc. holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Ambassador Advisors, LLC, American Portfolios Financial Services, Inc., and Massmutual. He also owns Leon Insurance Group, which focuses on life insurance and fixed annuity sales, and operates as a Medicare agent through Leon Financial Group. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, and other entities through a network of financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances.