Gregory Richards is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Merit Financial Advisors. His prior experience includes roles at Purshe Kaplan Sterling Investments, OSAIC, Triad Hybrid Solutions, Triad Advisors, Inc., and First Financial Group, Inc. Outside of his advisory work, Richards serves as Judge Advocate for the Hershey American Legion Post 386 and is an attorney consulting on estate planning matters. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm provides asset management, financial planning, retirement plan consulting, and employee financial wellness programs through a network of investment adviser representatives, emphasizing long-term, diversified asset allocation supported by internal and third-party investment management.

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.

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® with seven years of industry experience, currently serving at Apollon Wealth Management, LLC. He previously worked at RKL Wealth Management LLC and spent four years at Wilkes University. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in client assets through a network of about 145 advisors. The firm serves a diverse client base including individuals, high-net-worth families, family offices, trusts, estates, and businesses, combining centrally managed strategies with locally managed portfolios and utilizing advanced investment tools including ESG models and generative AI.

Stephen Rau is a financial advisor with Tucker Asset Management LLC in Lancaster, PA, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Tucker Asset Management in 2025, he worked at PFS Investments Inc. and Primerica Financial Services. Outside of finance, he has been involved with BlueGate Musicals LLC since 2024. 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 a range of strategies including growth, fixed income, alternative investments, and direct indexing.

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.

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. He holds a ChFC® designation and has 34 years of industry experience. Prior to joining M Holdings in 2016, he was involved with Newton One Investments, LLC. Outside of his advisory work, he serves on the advisory board of Pete’s Sake Cancer Respite and is a board member of the nonprofit 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, with investment management delivered both by in-house portfolio managers and selected third-party sub-advisors.

Christopher Simon is a financial advisor with Regal Investment Advisors LLC, holding a Series 63 designation and bringing 33 years of industry experience. His prior firms include Woodbury Financial Services, Inc. and Questar Asset Management. He is also the owner of Simon Financial Services, a business focused on life insurance sales and planning. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management primarily to unaffiliated registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, offering day-to-day trading discretion within selected models while Primary Advisors retain client-facing responsibilities.

Aaron Fisher is a financial advisor with Bison Wealth, LLC in Lancaster, PA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior roles include positions at American Global Wealth Management, CAPE Securities, Terra Wealth Management, PFS Investments, and Primerica Financial Services. Outside of his advisory work, he is involved with ConnectMyBiz as a referral partner for the Employee Retention Credit process. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and institutional entities, offering financial planning, portfolio management, model portfolios, and ERISA retirement plan services. The firm’s investment approach combines outcome-focused, multi-manager portfolios with tactical and strategic allocations across liquid and private-market strategies, including alternative investments and an options-based Overlay strategy.

Scott Ehrig is a CFP® with four years of industry experience, currently serving as an advisor at RKL Private Wealth. His prior roles include positions at F&M Trust and FMA Advisory, Inc. He took a one-year retirement before joining RKL Private Wealth. RKL Wealth Management LLC provides discretionary investment management and financial planning services 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 and accounting services through its affiliation with RKL LLP and utilizes a core‑satellite investment approach tailored to client needs.

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 with AssuredPartners Investment Advisors in Lancaster, PA, holding a Series 65 designation and nine years of industry experience. She has been with 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.

Senator Bueno is a financial advisor at Greenspring Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Greenspring, Bueno held roles in various fields including baseball scouting and corporate partnerships. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, nonprofit organizations, and employer-sponsored retirement plans. The firm’s investment approach combines fundamental, quantitative, and qualitative analysis with an asset-allocation focus, and it offers services such as portfolio management, comprehensive wealth planning, and institutional retirement plan consulting.

Scott Lumbatis is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds the Series 63 and Series 66 credentials. His career includes positions at Scottrade, Inc., Triad Advisors, Inc., Osaic Advisory Services, OSAIC, and Purshe Kaplan Sterling Investment. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy overseen by an internal investment committee and offers customizable model portfolios, third-party managers, and various account service options.

Brayden Campbell is a CFP® professional with eight years of industry experience, currently serving as an advisor at Apollon Wealth Management, LLC. He previously worked at RKL Wealth Management LLC, LANTERNA Distributors Inc., and Greysteel. Apollon Wealth Management is a multi-team SEC-registered investment adviser with approximately $11.56 billion in assets under management, serving individuals, high-net-worth families, family offices, and various institutional clients. The firm combines centrally managed strategy mandates with locally managed portfolios and employs a range of investment techniques, including ESG risk-based models and generative AI, while also providing portfolio management and consulting services to registered products and insurance-dedicated funds.

Reed Bruner is a financial advisor with RKL Private Wealth in Lancaster, PA, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Fiathward Advisors, American Portfolios Financial Services, and Edward Jones. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high net worth clients, trusts, and businesses. 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.

Anthony Knight is a CFP® and Series 65-registered advisor with five years of industry experience. He is currently with Greenspring Advisors, LLC and previously worked at Domani Wealth, LLC, Elizabethtown College, Customers Bank, and The Hershey Company. 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 fundamental, quantitative, and qualitative analysis in its investment approach and provides both fiduciary and non-fiduciary retirement plan services.