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.

Larry Forbes is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Global View Capital Advisors, LLC and Global View Capital Management, LLC since 2015 and previously worked at Asset & Retirement Protectors LLC and Money Concepts Capital Corp. He also serves as an independent contractor for Global View Capital Advisors, focusing on marketing, education, and sales of advisory and insurance services. Global View Capital Management provides investment advisory and financial planning to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach emphasizing momentum, relative strength, and trend-following, supported by proprietary research and execution infrastructure.

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.

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.

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 serving at Geneos Wealth Management, Inc. and Personal Wealth Advisory LLC since 2013. He previously worked at J. W. Cole Advisors, Inc. and is a board member of the Lancaster Building Industry Association. Geneos Wealth Management is an SEC-registered investment adviser managing over $5.5 billion in client assets as of December 2024. The firm provides financial planning, portfolio management, and referrals to third-party money managers for individuals, institutions, and retirement plans, utilizing a variety of investment strategies across discretionary and non-discretionary accounts.

Brian Shank is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked at Phillips Financial Services, Inc. and Lincoln Investment Planning Inc. for over 18 years each. Outside of his advisory role, Shank serves as president of BCS Annuity and Insurance Benefits Company, a firm focused on fixed annuities and life insurance products. Capital Analysts serves a broad client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a combination of in-house discretionary investment management and advisor-managed or third-party platforms.

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.

Joshua Wenger is a financial advisor with RKL Private Wealth, holding a Series 66 designation and two years of industry experience. Before joining RKL Private Wealth in 2025, he worked at J.P. Morgan Securities and JPMorgan Chase Bank. RKL Wealth Management LLC provides discretionary investment management and financial planning to 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 parent company, RKL LLP, and employs a core-satellite investment approach with customized portfolios.

Michael Hinerdeer is a financial advisor at RKL Private Wealth in Lancaster, PA, holding a Series 65 credential with 16 years of industry experience. He has been with RKL Wealth Management LLC since 2006. 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 uses a discretionary, consolidated asset management process with a core-satellite portfolio structure and is formally affiliated with a regional accounting and consulting firm to coordinate tax and advisory services.

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.

Michael Snyder is a financial advisor at RKL Private Wealth with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, CBFC, Avantax Advisory Services, Sniegocki Weaver Financial Services, FedEx, The Hershey Company, and KPMG LLP. 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 parent company, RKL LLP, and employs a core-satellite portfolio approach that may include equities, fixed income, ETFs, mutual funds, and private investments.

Michael Miller II is a CFP® professional with nine years of industry experience, currently serving as an advisor at RKL Private Wealth in Lancaster, PA. His career includes roles at Charles Schwab from 2019 to 2026 and Northwestern Mutual between 2016 and 2018. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high net worth clients, trusts, estates, and small 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.

Matthew Hornberger is a financial advisor at RKL Private Wealth with a Series 65 designation and one year of experience at the firm. He previously worked for Emerald Advisers LLC for 21 years. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high net worth clients, trusts, estates, and businesses. The firm integrates tax and accounting services through its affiliation with RKL LLP and uses a core-satellite investment approach with customized portfolios.

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.

Roben Hoffman is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 13 years of industry experience. Prior to joining Empower in 2026, he worked at T. Rowe Price for 12 years and Edward Jones for one year. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach combines proprietary and third-party planning methodologies with recordkeeping and administrative platforms to deliver point-in-time financial plans and optional managed account solutions.