Andrew Nell is a CFP® with three years of industry experience, currently serving as a financial advisor at Greenspring Advisors, LLC. He previously worked at TFO Wealth Partners and has a background that includes roles outside finance, such as an independent contractor delivery driver for DoorDash. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profits, and employer-sponsored retirement plans. The firm’s approach combines fundamental, quantitative, and qualitative analysis with an asset-allocation emphasis and offers both discretionary and non-discretionary portfolio management.

Marissa Illingworth is a financial advisor at Summit Financial, LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at Canon Capital Investment Advisory, MML Investors Services, and uFinancial/MassMutual. Outside of investment advisory, she provides exit planning consulting for business owners through Kaboo Consulting, LLC. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a combination of discretionary and consultative investment management programs, financial planning, and retirement plan advisory services.

Lawrence Knolle is a financial advisor at Belpointe Asset Management LLC with eight years of industry experience and holds a Series 66 designation. His prior experience includes roles at Wealthcare Advisory Partners LLC dba Haven Advisory Partners, American Portfolios Financial Services, Inc., and Ambassador Advisors. Outside of his advisory work, he is a part owner of a specialty construction company. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors and manages more than $7.5 billion for individuals, corporations, trusts, and other investment advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting with customized portfolio strategies and several affiliated services.

Ryan Middleton is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc. and Ambassador Advisors, LLC. He is also president and owner of Motive Financial Services, a firm offering financial services to individuals and small businesses. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through over 100 financial professionals. The firm delivers personalized portfolio management and utilizes both internal and third-party due diligence processes to tailor investment strategies to clients’ objectives and risk tolerances.

Christopher Miller is a financial advisor with Geneos Wealth Management, Inc. in Lancaster, PA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Geneos Wealth Management since 2004 and also operates Personal Wealth Advisory, LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority and access to both in-house and third-party portfolio management.

Jeffrey Swope is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds the CFP® and ChFC® designations and has 37 years of industry experience. He has been with Mutual of Omaha Investor Services and Kirkpatrick, Pettis, Smith, Polian Inc. since 1987. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and consulting services, primarily delivered through a network of Investment Advisor Representatives using model portfolios and approved third-party managers.

Trent Hart is a financial advisor at Simplicity Wealth with a Series 65 designation and one year of industry experience. Prior to joining Simplicity Wealth, he worked at Hart Wealth and Retirement Planning and held roles at Senior Solutions Consulting Group, Rutters, and Pequea Valley School. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational support for other advisers.

Richard Braverman is a CFP® with 44 years of experience in the financial services industry. He has been with Geneos Wealth Management, Inc. since 2008 and previously operated Braverman Financial Associates from 1983 until 2026. He is also an author. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, including high-net-worth clients, trusts, estates, corporations, and institutional plans. The firm offers financial planning, portfolio management, and third-party money manager referrals, using a variety of investment strategies and platforms tailored to client needs.

Steven Hohenwarter is a financial advisor at Gradient Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Gradient Advisors since 2015. He also owns Assets & Insurance Management, Inc. and serves as Vice President on the Board of a homeowners association in Ocean City, Maryland. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports a network of 169 advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies.

Megan Smith is a financial advisor at Avantax Planning Partners, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Longhi Financial and Cetera Wealth Services. Outside of her advisory role, she volunteers as a treasurer and aid for the Blue Mountain School District’s PTO. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm manages approximately $7.57 billion in assets across about 164 advisors and serves individuals, pension plans, charitable organizations, and businesses.

Karl Klingmann II is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Kovack Advisors since 2015 and Kovack Securities since 2014. Outside of his advisory role, he owns and operates PENN RISE ADVISORS, LLC, a business providing financial services and brokerage for small businesses and individuals. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, alongside third-party manager recommendations and financial planning services.

Laura Peace is a financial advisor with Greenspring Advisors, LLC in Lancaster, PA, holding a Series 65 designation and 16 years of industry experience. Prior to joining Greenspring Advisors, she spent 12 years at ISI Financial Group. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm’s investment approach combines fundamental, quantitative, and qualitative analysis with an asset-allocation emphasis and includes services such as discretionary portfolio management and institutional retirement plan consulting.

James Palys is a CFP® and holds a Series 65 license, currently serving with Apollon Wealth Management, LLC in Lancaster, PA. He has seven years of industry experience, including time at RKL Wealth Management LLC and a prior role at Wilkes University. Apollon Wealth Management, LLC is a multi-team SEC-registered adviser that serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services such as financial planning, portfolio management, and consulting, investing across multiple asset classes including ESG models and tax-managed strategies.

Stephen Rau is a financial advisor at Tucker Asset Management LLC with six years of industry experience. He holds Series 65 and Series 63 designations and previously worked at PFS Investments Inc. and Primerica Financial Services. Outside of finance, he is involved with BlueGate Musicals LLC. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management and financial planning through a network of independent investment adviser representatives. The firm uses a top-down, macroeconomic asset-allocation approach and offers a range of strategies including growth, fixed income, direct indexing, and alternative investments.

Reed O’Brien is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Realta Investment Advisors since 2013, concurrently serving Realta Equities, Inc. during that time. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutional clients such as corporations and trusts. The firm employs an individualized investment approach using asset allocation across various investment vehicles and offers services including portfolio management, retirement-plan consulting, and estate planning.

Stephen Target is a financial advisor with M Holdings Securities, Inc., holding a ChFC® designation and Series 63 and 65 licenses. He has 34 years of industry experience and has been with M Holdings since 2016. Prior to this, he was involved with Newton One Investments, LLC for seven years. Outside of his advisory roles, he serves on the advisory boards of nonprofit organizations Pete’s Sake Cancer Respite and Founding Forward. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, combining discretionary and non-discretionary investment management with financial planning and insurance advisory services.

Aaron Fisher is a financial advisor with Bison Wealth, LLC in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at PFS Investments, Inc., Terra Wealth Management, and CAPE Securities, Inc. Outside of his advisory work, he is involved with ConnectMyBiz as a referral partner specializing in Employee Retention Credit services. Bison Wealth serves a diverse client base including individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, curated model portfolios, financial planning, and ERISA retirement plan advice, distinguished by its turnkey asset management platform and use of alternative investments and option-based overlay strategies.

Andrew Linn is a financial advisor at Greenspring Advisors, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Ernst & Young and ReFrame Wealth, LLC. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, nonprofit organizations, and retirement plans, using a multifaceted investment approach that includes fundamental, quantitative, and qualitative analysis with an asset allocation focus.

Timothy Decker is a financial advisor at Greenspring Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for 30 years at ISI Financial Group, Inc. before joining Greenspring Advisors in 2022. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis in its investment approach and provides a range of fiduciary and non-fiduciary retirement plan services.

Beverly Bankus is a financial advisor at AssuredPartners Investment Advisors with nine years of industry experience. She holds a Series 65 credential and has worked at Murray Securus Wealth Management since 2015. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.