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.

Thomas Mc Crea is a financial advisor with Good Life Advisors, LLC in Denver, PA. He holds the Series 66 credential and has one year of industry experience. Prior to his financial advisory role, he worked at United Parcel Service and has held various positions at the University of Pittsburgh and Bobby Rahal Toyota. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers through a combination of direct management and model portfolios.

Leon Pace is an investment advisor representative with Dakota Wealth, LLC and Lindenwold Advisors, Inc., holding Series 63 and Series 65 licenses and having seven years of industry experience. He previously worked at Truist Financial Corporation and Branch Banking and Trust Company. Mr. Pace is also involved in a family business, One Happy Pillow, LP, where he serves as General Partner and Vice President. Dakota Wealth, LLC provides wealth management and investment advisory services to a diverse client base including individuals, trusts, foundations, and business enterprises. The firm emphasizes customized, primarily long-term portfolios and active management roles in private funds and registered investment products.

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.

Michael Krumholz is a financial advisor with Perigon Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Prudeo Partners, Fortune Financial Services, LPL Financial, and Cambridge Investment Research. Outside of advisory work, he is involved with Pure Health Tonics, a retail health products firm, where he provides consulting services. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm employs a client-specific approach to portfolio development and may utilize sub-advisors or turnkey asset management programs while maintaining oversight of asset allocation and due diligence.

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.

Patrick Velekei is a CFP® professional with 26 years of industry experience, currently serving at ValMark Advisers, Inc. since 2010. He is involved in insurance sales through Velekei Giles Financial Advisors and serves as the Investment Committee Chairperson for the United Way of Berks County. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party platforms and services.

Brandt Beck is a financial advisor at Kingsview Wealth Management, LLC in Wyomissing, PA. He holds a Series 65 designation and has recently transitioned from a six-year tenure at Regeneron. Beck has been with Kingsview Wealth Management since 2026. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management through a combination of Investment Adviser Representatives and an internal portfolio group. The firm employs proprietary model portfolios, ETF product management, and partnerships for tax and estate review to support its client services.

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.

Angela Alexander is a financial advisor with Commonwealth Financial Network in Wyomissing, PA. She holds a Series 65 designation and has 1 year of industry experience. Her work history includes multiple roles at both Commonwealth Financial Network and Spring Ridge Financial Group LLC dating back to 2001. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving around 2,900 affiliated advisors and hundreds of thousands of clients nationwide. The firm manages approximately $212.7 billion in client assets and provides adviser support through a range of managed-account programs, third-party asset managers, retirement consulting, and custody services.