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 licenses and eight years of industry experience. His prior roles include positions at Ambassador Advisors, LLC, American Portfolios Financial Services, Inc., and Massmutual. He also owns Leon Insurance Group, which focuses on life insurance and fixed annuity sales, and operates as a Medicare agent through Leon Financial Group. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, 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 with a primarily discretionary investment approach tailored to client objectives and risk tolerances.

James King is a Series 63 licensed advisor with six years of industry experience. He currently works at Dakota Wealth, LLC and previously held positions at Lindenwold Advisors, Inc. and BB&T Institutional Advisers. He serves as treasurer and chair of finance for Historic Highfield Hall and Gardens, a charitable organization. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base that includes individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm employs a primarily long-term, customized investment approach using a combination of fundamental, technical, and quantitative analysis to build diversified portfolios.

Jaden Bookser is a financial advisor at The Partners Wealth Management with one year of industry experience. He holds the Series 66 designation and previously worked at OSAIC and CoActive Wealth Strategies. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, combining internally developed and third-party models through a platform that supports discretionary account management and plan services.

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.

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.

Brad Small is a financial advisor at The Partners Wealth Management with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at OSAIC and American Portfolios Financial Services, Inc. Brad is involved with the Boy Scouts of America Hawk Mountain Council as a volunteer and serves as a board member. He also founded the Small Steps Scholarship Fund, a program supporting outstanding high school students pursuing higher education. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm provides customized and model-based portfolio management, utilizing both internal and third-party models and managers, with a focus on discretionary accounts.

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.

Laurie Peer is a CFP® and Series 66-licensed advisor with 23 years of industry experience. She is currently a partner at RKL LLP and has been with RKL Wealth Management LLC since 2016. Laurie serves as President of the Berks County Estate Planning Council, a nonprofit organization. RKL Wealth Management LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, trusts, and charitable organizations. The firm integrates tax and accounting consulting through its parent company, RKL LLP, and employs a core-satellite approach to constructing customized portfolios.

Deborah Lander is a CFP® with 19 years of industry experience, currently serving at RKL Private Wealth. Her career includes roles at M&T Securities and M&T Bank, spanning nearly three decades prior to joining RKL. RKL Wealth Management LLC provides discretionary investment management and financial planning services to a diverse clientele, including individuals, high net worth clients, trusts, estates, and businesses. The firm integrates tax and accounting services from its parent company, RKL LLP, and employs a customized, core-satellite investment approach tailored to client needs.

Edward Monborne is a financial advisor at RKL Private Wealth with 26 years of industry experience. He holds a Series 65 designation and has been with Reinsel Kuntz Lesher LLP since 2005. 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 its advisory services with accounting and tax offerings through its parent company and employs a discretionary management approach focused on strategic asset allocation and a core-satellite portfolio structure.

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.

Regina Rinehimer is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. She previously worked at Wells Fargo Clearing for five years before joining Kingsview Partners in 2021. Outside of her advisory role, she acts as a power of attorney for family members on investment matters. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through both discretionary and non-discretionary advisory services, utilizing a combination of in-house strategies and third-party managers.

Abigail Smith is a financial advisor with RKL Private Wealth in Lancaster, PA, holding a Series 66 designation and one year of industry experience. Prior to joining RKL Private Wealth, she held positions at Ameriprise and Haas Financial Group, among others. Outside of finance, she has worked in various roles in the hospitality and retail sectors. 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 parent company, RKL LLP, and employs a core-satellite investment approach tailored to client needs.

Connor Quesenberry is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Velekei Giles Financial Advisors and Vanguard-related entities. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by an investment committee.

Daniel Preziosi is a financial advisor with RKL Private Wealth in Lancaster, PA. He holds a Series 65 designation and has experience across several firms including Psecu, Paramount Management Group, and Triad Advisors Inc. He has been active in the industry since 2021. RKL Wealth Management LLC offers discretionary investment management and financial planning services to a diverse client base, leveraging its affiliation with RKL LLP to coordinate tax, accounting, and consulting services alongside its investment advice. The firm employs a core-satellite portfolio approach and provides fiduciary services for defined contribution plans.

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.

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.