Peter Xenias is a financial advisor with Prosperity Wealth Management, Inc. in Lancaster, PA. He holds the CFP® and ChFC® designations and has 43 years of industry experience. His career includes long-term roles at Changing Time Financial Planner, Inc. and Fortune Financial Services Inc. Outside of advising, he is a shareholder of Changing Times Financial Planners, Inc. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets for about 1,600 clients and employs a multi-method investment approach with continuous portfolio supervision and due diligence on third-party managers.

Steven Bell is a financial advisor with Geneos Wealth Management, Inc. in Lancaster, PA, holding CFP® and ChFC® designations and possessing 28 years of industry experience. He has been associated with Personal Wealth Advisory LLC and Geneos Wealth Management since 2006. Bell serves as a board member for both the Rotary Club of Lancaster Sunrise and Lititz Springs Park. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and customizable investment strategies.

Frank Andrescavage Sr. is a financial advisor at Impact Partnership Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including Aegis Wealth Management, Gradient Advisors LLC, and Brookstone Capital Management LLC. Additionally, he is the owner of Retirement Advisory, where he is involved in the sale of fixed annuities and life insurance. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing to deliver discretionary portfolio solutions and direct asset management.

David Over Jr. is a financial advisor with Silver Oak Securities, Incorporated. He holds a Series 66 designation and has been in the industry since 2023 with prior experience at Coram Deo Advisors and Deerfoot Lodge. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, and other entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs and emphasizes discretionary investment management tailored to client objectives and risk tolerances.

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 at Silver Oak Securities, Inc. with 26 years of industry experience. He has held positions at American Portfolios Financial Services, Inc. and Ambassador Advisors, LLC. Middleton is the president and owner of Motive Financial Services, which provides financial services to individuals and small businesses. Silver Oak Securities serves a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and estates. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Stefan Striffler is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Capital Analysts, Lincoln Investment, and Signator Investors, and previously served with the Red Lion Area School District. Outside of his advisory work, he is the owner of a healthcare consulting and management company, although it is currently inactive. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment and research team, with access to custom portfolios, third-party managers, and various advisory services.

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.

Andrew Woolley is a CFP® professional with 10 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. He has worked with Geneos since 2016 and directs Directed Wealth Strategies. Woolley also serves as a board member of the Warwick Community Hub. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with a diverse range of financial planning and portfolio management services. The firm employs a variety of investment strategies and offers both customized and model-based solutions through multiple advisory platforms.

Jeffrey Swope is a CFP® and ChFC® professional with 38 years of industry experience, currently serving at Mutual of Omaha Investor Services, Inc. He has been with Mutual of Omaha and Kirkpatrick, Pettis, Smith, Polian Inc. since 1987. In addition to his advisory role, he is involved in insurance sales across multiple lines including life, fixed annuities, accident and health, and property and casualty. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans. The firm offers a range of managed account programs and retirement plan consulting, primarily delivering solutions through platform relationships with Envestnet and Pershing.

Trent Hart is a financial advisor at Simplicity Wealth with a Series 65 designation and one year of industry experience. His previous roles include positions at Hart Wealth and Retirement Planning and Senior Solutions Consulting Group, as well as five years at Pequea Valley School. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers a range of advisory and operational services including a managed account platform for 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 11 years of industry experience. He holds a Series 65 designation and has been with Gradient Advisors since 2015. Outside of his advisory role, he 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 individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary model that integrates fundamental, technical, and cyclical analysis in portfolio management.

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.