Karl Klingmann II is a financial advisor at Kovack Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors since 2015. In addition to his advisory role, he owns and operates PENN RISE ADVISORS, LLC, a financial services and advisory business serving small businesses and individuals. Kovack Advisors, Inc. is a multi-team registered investment adviser with about 260 advisors and over $6 billion in client assets. The firm serves a range of clients including individuals, pension and profit-sharing plans, charitable organizations, and government entities, implementing portfolios through a combination of proprietary models, third-party managers, and technology-supported workflows.

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. 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.

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, holding the Series 65 designation with one year of industry experience. Prior to joining Greenspring, Bueno’s background includes roles in banking, media, and sports management. Outside of finance, Bueno has experience in baseball scouting and corporate partnerships within the sports sector. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm employs a fundamental, quantitative, and qualitative investment approach with an emphasis on asset allocation and offers services such as discretionary portfolio management, wealth planning, and institutional retirement plan consulting.

Brayden Campbell is a CFP®-certified financial advisor with eight years of industry experience. He is currently with Apollon Wealth Management, LLC, where he has worked since 2025. Prior to joining Apollon, he was with RKL Wealth Management LLC for seven years and also held positions at LANTERNA Distributors Inc. and Greysteel. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and consulting services, combining centrally managed investment strategies with locally managed portfolios to tailor solutions across various asset classes.

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.

George Zook is a Series 66-licensed financial advisor at Silver Oak Securities, Inc. with 24 years of industry experience. He previously worked at Ambassador Advisors, LLC and American Portfolios Financial Services, Inc., and operated GHZ, Inc. for over two decades. Zook also serves as an executive committee member of the Willow Valley Memory Care Committee. Silver Oak Securities, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals, managing around $2.4 billion in discretionary assets. The firm offers multiple advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Andrew Barninger is a CFP® certificant with 14 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. and Personal Wealth Advisory LLC since 2013. He serves as a board member of the Lancaster Building Industry Association. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with a variety of financial planning and portfolio management services, utilizing both discretionary and non-discretionary strategies across multiple investment approaches.

Brian Shank is a financial advisor with Capital Analysts who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked at Phillips Financial Services, Inc. and Lincoln Investment Planning Inc. since 2007 and 2008, respectively. Outside of his advisory roles, Shank serves as president of BCS Annuity and Insurance Benefits Company, which focuses on fixed annuities and life insurance products. Capital Analysts serves a diverse client base including retail and institutional investors such as high-net-worth individuals, trusts, foundations, and charitable organizations. The firm provides portfolio management, advisor-managed portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house discretionary investment management.

David Over is a financial advisor at Silver Oak Securities, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including American Portfolios Financial Services, Ambassador Advisors, Janney Montgomery Scott, and Merrill. Outside of advising, he is president of the Manheim Township Mat Club, a wrestling booster organization, and serves as Senior Philanthropic Relationship Manager at CDA Philanthropic, providing consulting services focused on stewardship and planned giving for nonprofit clients. Silver Oak Securities serves individual and institutional clients through a network of over 100 financial professionals and manages approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs tailored to client objectives, emphasizing discretionary management and automated investment processes.

Paul Mulholland is a CFP® with 28 years of industry experience, currently serving at Silver Oak Securities, Inc. He previously worked at The Vanguard Group for 25 years and has held roles at Private Advisor Group and LPL Financial. In addition to his advisory work, he is an assistant professor of accounting, economics, corporate finance, and personal finance at Lancaster Bible College. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other entities through a network of financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs focused primarily on discretionary investment management tailored to client objectives and utilizes distinctive platform arrangements to support its advisor network.

Jacqueline Keener is a financial advisor at Savant Wealth Management with 10 years of industry experience. She previously worked at Domani Wealth, LLC and PBWM Holdings, LLC before joining Savant in 2023. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers specialized services including accounting, legal, and trust services through affiliated entities.