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 Series 65-licensed financial advisor with RKL Private Wealth, bringing 16 years of industry experience. He has worked at RKL Wealth Management LLC since 2020 and previously spent seven years with RKL CPA (formerly Reinsel Kuntz Lesher LLP). Outside of his advisory role, he serves as a board member and shareholder of Dart Trucking Co LLC. RKL Wealth Management advises a broad range of clients including individuals, high-net-worth clients, trusts, estates, and businesses, offering investment management, financial planning, and consulting services. The firm integrates tax and accounting services through its affiliation with RKL LLP and employs a discretionary, core-satellite investment approach with the option to include separate account managers and private investments.

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.

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 licenses and has previously worked at firms including Wealthcare Advisory Partners LLC, Ambassador Advisors LLC, American Portfolio Financial Services, MML Investors Services LLC, and Mass Mutual Life Insurance Company. He is also a member and owner of Haven Financial Advisors, LLC. 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, using customized portfolios and co- or sub-advisory relationships with third-party managers.

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.

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 Stofflet is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been associated with Coppell Advisory Solutions and its related entities in various roles since 2014 and has operated Stofflet Financial since 2001. Outside of advisory services, Mr. Stofflet works as an insurance agent, offering life, disability, and health insurance products. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporate clients. The firm provides discretionary portfolio management and financial planning using a combination of tailor-made asset allocation models, fundamental and technical analysis, and an open-architecture platform that includes a wide range of investment options.

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 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.

Shelby Jury is a Series 65-registered advisor with RKL Private Wealth in Lancaster, PA, with two years of industry experience. Their prior work includes four years at Susquehanna 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 affiliation with RKL LLP and employs a core-satellite investment approach tailored to client needs.

Donna Gurreri is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles within the Mutual of Omaha group since 2013, including as an insurance agent specializing in life, health, and annuities. Prior to advisory services, she was employed at AMZ Manufacturing for two years. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

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.

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.