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.

Michael Krumholz is an advisor at Perigon Wealth Management, LLC with 37 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at firms including Cambridge Investment Research and LPL Financial. Outside of his advisory work, he is involved in a retail health products firm as a consultant. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, trusts, businesses, and banking institutions. The firm focuses on individualized portfolio construction and acts as sponsor and overseer of its wrap program and sub-advisor relationships, with a notable emphasis on serving banking and thrift institutions.

Andrew Barninger is a CFP® professional with 14 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. and Personal Wealth Advisory LLC. He previously worked at J. W. Cole Advisors, Inc. for one year. Outside of his advisory roles, he serves as a board member of the Lancaster Building Industry Association. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and access to third-party money managers for individuals, trusts, estates, corporations, and institutional clients. The firm employs a variety of analytical approaches and offers customizable investment programs, managing over $5.5 billion in client assets.

Brian Shank is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has worked with Phillips Financial Services, Inc. and Lincoln Investment Planning Inc. for nearly two decades. Shank is also President of BCS Annuity and Insurance Benefits Company, Inc., focusing on fixed annuities and insurance products. Capital Analysts serves a diverse client base including retail and institutional investors, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors. The firm employs both discretionary and non-discretionary investment approaches, supported by an in-house Investment Management & Research team and proprietary mutual fund screening.

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.

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.

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.

Darryl Bull Sr. is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Portfolio Medics and First Down Financial since 2022 and previously spent six years with Allstate Insurance Company. In addition to his advisory roles, Mr. Bull is an independent insurance agent through First Down Financial Group and Bull Financial Group, where he sells insurance products including annuities. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using a mix of strategic and tactical approaches across various model portfolios and strategies.

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.

Brandt Beck is a Series 65 licensed advisor at Kingsview Wealth Management, LLC with one year of industry experience. Prior to joining Kingsview, he was employed at Regeneron for six years. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through a combination of in-house strategies, third-party managers, and alternative investments.

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.

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. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management and financial planning using a blend of evidence-based asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

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.