David Over Jr. is affiliated with Silver Oak Securities, Inc. and holds a Series 66 designation. He has been working in the financial industry since 2023, including his current role at Silver Oak Securities since 2025. Prior to this, he held positions at Coram Deo Advisors and Deerfoot Lodge, as well as retail experience at Target. Silver Oak Securities, Inc. serves a diverse client base including individuals, pension plans, corporations, and trusts through a network of over 100 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives, combining financial professional-directed portfolios, UMA models, and fixed-fee services, supported by operational features like ongoing model monitoring and automated investment processes.

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. He holds a Series 66 designation and has worked at firms including Wealthcare Advisory Partners LLC and American Portfolios Financial Services, Inc. Outside of his advisory role, he is a part owner of Builders Specialty Services, a specialty construction company. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, implementing customized portfolios through various advisor-specific and third-party strategies.

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.

Emily Detz is a CFA® charterholder affiliated with RKL Private Wealth in Lancaster, PA. She has experience working at the Pennsylvania Public School Employees' Retirement System and IBM Retirement Funds prior to joining RKL Private Wealth. Outside of financial advising, she has been involved with Lancaster Catholic High School since 2022. 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 charitable organizations. The firm integrates tax, accounting, and consulting services through its parent company, RKL LLP, and employs a core-satellite investment approach tailored to client needs.

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.

Samuel Ben Ali is a CFP® and Series 65-registered advisor at RKL Private Wealth with three years of industry experience. Prior to joining RKL Private Wealth in 2023, he worked in educational roles at Cabrini University, Coatesville Area Senior High School, and Scott Middle School. RKL Wealth Management LLC provides discretionary investment management and financial planning to a broad range of clients, including individuals, high net worth clients, trusts, estates, and charitable organizations. The firm integrates tax, accounting, and consulting services through its affiliation with RKL LLP and employs a core-satellite investment approach with access to various asset classes and fiduciary services.

Evan Stein is a financial advisor at RKL Private Wealth in Lancaster, PA, holding a Series 65 designation with one year of industry experience. Prior to joining RKL Private Wealth, he worked in various roles including positions at TNT Fireworks and University Recreation. 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 charitable organizations. The firm integrates tax, accounting, and consulting services through its parent and affiliated firm, RKL LLP, utilizing a core-satellite investment approach tailored to client needs.

William Onorato Jr. is a financial advisor at RKL Private Wealth with six years of industry experience. He holds a Series 65 credential and has worked previously at Hawthorn, PNC Family Wealth. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, charitable organizations, and corporations. The firm integrates tax, accounting, and consulting services through its affiliation with RKL LLP, offering customized portfolios using a core-satellite approach and additional fiduciary services for defined contribution plans.

Trent Hart is a financial advisor at Simplicity Wealth with a Series 65 designation. He has held roles at Simplicity Wealth and Hart Wealth and Retirement Planning since 2026 and has experience in senior solutions consulting and education from previous positions. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios and third-party managers, while providing advisory services and technology solutions to other advisors.

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.

Karl Klingmann II is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Kovack Advisors since 2015 and Kovack Securities since 2014. Outside of his advisory work, he owns PENN RISE ADVISORS, LLC, a firm providing financial services and employee benefits to small businesses and individuals. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and access to sub-advisory programs through an Envestnet-supported investment process.

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 63 and Series 65 licenses and previously worked at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, 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, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach and offers access to alternative investments through platforms like CAIS.

Gabriel Stetler is a financial advisor at RKL Private Wealth with a Series 65 credential and one year of industry experience. His prior roles include positions at SEI Investment Company, Emerald Asset Management, and Susquehanna Financial Strategies Group - Ameriprise Financial. Before entering the financial industry, he worked in the restaurant sector. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, charitable organizations, and businesses. The firm integrates tax and accounting services through its affiliation with RKL LLP and employs a core-satellite investment approach tailored to client needs.