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.

Scott Lumbatis is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Scottrade, Inc., Triad Advisors, Inc., and OSAIC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across 144 advisors. The firm serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a long-term, diversified investment approach implemented through model portfolios and customizable strategies.

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, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked with Phillips Financial Services, Inc. and Lincoln Investment Planning Inc. since 2007 and 2008, respectively. Shank is president of BCS Annuity and Insurance Benefits Company, Inc., focusing on fixed annuity and insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and foundations, offering discretionary and non-discretionary portfolio management through various programs and custom portfolios. The firm’s investment decisions are overseen by an in-house research team and incorporate proprietary screening processes and multiple advisor-managed options.

David Over is a financial advisor at Silver Oak Securities, Incorporated with 14 years of industry experience. He holds a Series 66 designation and has worked previously at American Portfolios Financial Services and Ambassador Advisors, LLC. Outside of his advisory role, he serves as president of the Manheim Township Mat Club, a wrestling booster organization, and is involved in philanthropic consulting through Coram Deo Advisors. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers individualized portfolio management, unified managed accounts, financial planning, and solutions for held-away retirement plan assets.

Arthur Vignoli is a financial advisor at Lifemark Securities Corp. with 35 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Coastal Equities, Inc., LPL Financial, and Invest Financial Corp. Outside of advisory work, Vignoli is involved in business brokering, assisting small business owners with sales. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored, suitability-driven advice with programs including Unified Managed Accounts and Separately Managed Accounts, managing client assets on both discretionary and non-discretionary bases.

Aaron Barr is a financial advisor with SPC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience and has worked at Parkland Securities and SPC since 2014, as well as operating Barr Associates Inc. since 2001. Outside of his advisory work, he serves as team director of a youth mountain bike racing team and is vice president and board member of a youth mountain bike nonprofit. SPC serves individual clients, charitable organizations, corporations, and retirement plans through over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies typically through discretionary management with options for nondiscretionary arrangements.

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.

Kevin Bradley is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He has been with Janney Montgomery Scott and its predecessor entities since 1990. He holds Series 63 and Series 65 designations. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and a variety of wrap and advisory programs.

Scott George is an investment advisor at TLG Advisors, Inc. with 23 years of industry experience. He holds Series 65 and Series 63 credentials and has been affiliated with The Leaders Group, Inc. since 2016 and Premier One Financial Company since 2015, where he also serves as president focusing on insurance sales and services. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios and offers both traditional and digital investment programs.

Peter Costanzo Jr. is a CFP® with 31 years of industry experience and has been with Janney Montgomery Scott since 1997. He is based in Lancaster, PA. Outside of his advisory work, he owns a rental property in Long Beach Island, NJ. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, and advisory services.

Robert Oconnor is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with PNC Investments LLC since 2012. Outside of his advisory role, he is listed as the owner of a rental property, unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessment and implements portfolios via mutual funds and ETFs with annual rebalancing.

Alexandria Maldonado is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. She holds a Series 66 designation and has prior experience with The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she serves as a licensed assistant for Regal Wealth Advisors. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm utilizes a range of investment strategies and platforms, including discretionary and non-discretionary management, digital advice, and third-party managers.

David Whiting is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FNB Wealth Management and PFM Fund Distributors. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Paul Elfner is a CFP®-certified financial advisor with 11 years of industry experience, currently serving at Savant Wealth Management since 2023. His prior roles include six years at Domani Wealth, LLC and two years at Pbwm Holdings. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement consulting to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.