Harold Wenger Jr. is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. from 2015 to 2023. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies, including proprietary ETFs and access to third-party managers 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.

Joseph Leon is a financial advisor at Silver Oak Securities, Incorporated with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Ambassador Advisors, LLC and American Portfolios Financial Services, Inc. Outside of his advisory role, he is involved in insurance sales through Leon Insurance Group and assists clients with Medicare decisions as a Medicare agent. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers tailored portfolio management and unified managed accounts through both internal and third-party strategies, delivering investment advice primarily on a discretionary basis.

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.

John Frick is a financial advisor at Realta Investment Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at Realta Equities, Fulton Financial Advisors, and Raymond James Financial Services Advisors Inc. Frick is involved in building a marketing platform under the New Era Wealth Management brand. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension plans, and institutional clients. The firm employs a personalized approach to asset allocation and offers access to third-party money managers, retirement-plan consulting, and estate planning services.

Grace Roland is a financial advisor at Personal Wealth Advisory, LLC with a Series 66 designation and two years of industry experience. She previously worked at THRIVENT Financial and Hershey Wealth Advisors. Roland is also an independent representative for fixed insurance sales. Personal Wealth Advisory, LLC provides financial planning and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, with a focus on Pennsylvania educators through its TeachersRetire program. The firm offers a collaborative, multi-step planning process emphasizing strategic asset allocation without managing client assets or charging percentage-based fees.

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.

Lyndsey Michelsen is a financial advisor at Lombard Advisers Incorporated in York, PA, holding Series 65 and Series 63 licenses with four years of industry experience. Her prior roles include positions at The Vanguard Group, Inc., and Lombard Securities Incorporated. Lombard Advisers provides personalized investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a multi-team structure. The firm employs a range of analytical methods to construct portfolios and offers both discretionary and non-discretionary solutions, managing approximately $670 million in assets.

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.