Chase Shields is a financial advisor at DVB Private Wealth with one year of experience at the firm and prior roles including New York Life and Drexel University. He holds a Series 65 designation. DVB Private Wealth is an SEC-registered investment adviser managing approximately $225.7 million for about 240 clients. The firm serves individuals, foundations, trusts, estates, corporations, and business owners, offering discretionary portfolio management, financial planning, retirement plan advisory, and consulting services with a top-down, macro-environmental investment approach.

Zachary Buterbaugh is a financial advisor with Mangolds Investment Advisors Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His background includes roles at Primerica Advisors and operating as a sole proprietor. Outside of advisory services, he is involved with Mangold's Tax Service Inc., a tax preparation business. Mangolds Investment Advisors serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, nonprofits, and business entities. The firm offers discretionary portfolio management, written financial planning, and educational workshops, tailoring investment programs based on clients’ goals, time horizons, and risk tolerance.

Jacob Artz is a financial advisor at Econ Wealth Management in Harrisburg, PA, holding a Series 65 designation with three years of industry experience. He has worked at Econ Wealth Management since 2020 and previously spent time at Comprehensive Financial Associates and Explosive Sports Performance. Artz is also affiliated with Saint Joseph's University. Econ Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts around $250,000 and above. The firm offers personalized financial planning and in-house asset management through a disciplined, active, team-based investment process, managing all assets internally and employing a range of strategies tailored to client goals and risk tolerances.

Adam Koser is a CFA® charterholder with Grandview Asset Management LLC in Harrisburg, PA, where he has worked since 2024. He has 15 years of industry experience, including 14 years at Federated Hermes. Outside of advisory work, he is a passive member of two multifamily real estate investment entities. Grandview Asset Management provides personalized investment management and financial planning to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm follows a disciplined security selection process and manages approximately $412 million in assets, primarily on a discretionary basis.

Geoffrey Finch is a financial advisor at Harmony Road Advisors with five years of industry experience and holds a Series 65 designation. He has worked at Harmony Road Advisors and The Wenger Group since 2020 and previously spent over two decades at Wenger Feeds. Outside of his advisory role, he serves as a project manager at The Wenger Group, overseeing strategic projects related to a new ingredient and a health care model for employees. Harmony Road Advisors manages approximately $30.8 million in discretionary assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, and consulting services, utilizing a combination of fundamental, technical, and cyclical analysis with a long-term investment approach that includes a variety of asset classes.

Stephen Hetrick is a financial advisor with Retirement Collaborative LLC in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 18 years with his current firm. In addition to advisory work, he is an independent agent providing non-variable life and health insurance through various insurance companies. Retirement Collaborative LLC serves individual clients, including high-net-worth individuals, as well as institutional clients such as retirement plans, trusts, and foundations. The firm offers retirement plan consulting, fiduciary reviews, participant education, and investment and wealth management services, utilizing a four-step Fiduciary Quality Management System and a combination of fundamental and technical analysis.

Marc Bowman is a financial advisor with Bowman Wealth Management Group in Hershey, PA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior roles include positions at Innovation Partners LLC, Fortune Financial Services, Purshe Kaplan Sterling Investments, and as managing member of Stout Bowman & Associates, LLC. He is also an independent insurance agent, involved in life insurance sales including term, whole life, and universal life products. Bowman Wealth Management Group provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, businesses, and plan sponsors. The firm manages approximately $96.3 million in discretionary assets and employs individualized investment policies with quarterly portfolio reviews and tax-loss harvesting.

Thomas Parker is an associate advisor at Grandview Asset Management LLC with three years of industry experience. He has worked at Grandview Asset Management and Purshe Kaplan Sterling Investments since 2022, and has prior experience at Hershey Entertainment and Resorts. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm employs a detailed security selection process and manages approximately $411.7 million in assets across over 600 client relationships.

Ryan Troup is a financial advisor with ECON Wealth Management, holding a Series 65 designation and three years of industry experience. Prior to joining ECON Wealth Management in 2021, he was involved with Multiply Ink and operated Press Yourself Tees. Outside of finance, he is a partner at Big Hitter Sports, LLC, a company that designs and sells sports uniforms. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on managing accounts of $250,000 or more. The firm offers personalized financial planning and in-house asset management using fundamental and technical analysis within a disciplined, active, team-based process.

Brian Zellers is a CFP® with six years of industry experience and has been with ECON Wealth Management since 2019. Prior to joining ECON, he worked for ten years at Central Dauphin School District. He also serves as a volunteer baseball coach for the Central Dauphin Knights. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts of $250,000 or more. The firm offers personalized financial planning and in-house asset management using a disciplined, active, team-based process that incorporates both fundamental and technical analysis.

Gary Kephart is a financial advisor at Grandview Asset Management LLC with Series 63 and Series 65 credentials and 64 years of industry experience. He has worked at Grandview since 2020 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2020. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm manages approximately $411.7 million in assets, utilizing a structured security selection process and offering both discretionary and non-discretionary portfolio management.

Bruce Smith is a financial advisor with Grandview Asset Management LLC in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to joining Grandview in 2018, he worked at F&M Trust from 2014 to 2018. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm employs a disciplined security selection process and manages approximately $411.7 million in assets across over 600 client relationships.

Craig Velencia is a financial advisor at DVB Private Wealth with one year of experience at the firm. He holds a Series 65 designation and previously worked for six years at LAXtastic and served six years in the U.S. Coast Guard. DVB Private Wealth is an SEC-registered investment adviser managing approximately $225.7 million for about 240 clients. The firm serves individuals, foundations, trusts, estates, corporations, and business owners, offering discretionary portfolio management, financial planning, retirement plan advisory, and consulting services, using a top-down investment approach focused on tactical asset allocation and sector rotation across various asset classes.

Jared Bowman is a financial advisor at Bowman Wealth Management Group in Hershey, PA, holding a Series 65 credential with one year of industry experience. Prior to his financial advisory career, he served with the Pennsylvania State Police for four years and worked at Fenicci's of Hershey for five years. He began his advisory career while transitioning his business from Stout Bowman & Associates. Bowman Wealth Management Group provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, businesses, and plan sponsors. The firm employs a mix of fundamental, technical, and charting analysis to manage approximately $96.3 million in discretionary assets across about 283 client relationships.

Richard Walters is a CFP® with 35 years of experience in financial advising. He has been with Comprehensive Financial Planning, Inc. since 1984 and has operated his own advisory business since 1983. Outside of advising, Walters owns Comprehensive Benefit Marketing Services, Inc., where he sells employee benefits including group life, disability, and dental insurance. Comprehensive Financial Planning, Inc. serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning, using an asset-allocation approach supported by fundamental, technical, and cyclical analysis.

Matthew Malick is a CFP® and CFA® with 18 years of experience in financial advisory. He has been with Atwater Malick, LLC since 2008, located in Lancaster, PA. Atwater Malick provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm employs a goal-based, fundamental and cyclical investment approach with a low-turnover, buy-and-hold strategy across various asset classes, tailoring services to each client’s goals and risk tolerance.

Leanne Fee is a financial advisor with Stewardship Advisors, LLC in Mount Joy, PA, holding a Series 66 designation and 22 years of industry experience. She has worked at Stewardship Advisors since 2018 and previously at Ameriprise Financial Services, Inc. from 2012 to 2018. Outside of her advisory role, Fee serves as a Notary Public in Mount Joy. Stewardship Advisors serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management services. The firm emphasizes strategic asset allocation using ETFs and mutual funds, offers a values-based ESG portfolio, and conducts public educational workshops.

Kellie Chandler is a financial advisor at Synergy Asset Management, LLC with two years of industry experience and holds a Series 65 designation. Her background includes roles at Messiah University and LifeGuide Financial Advisors, as well as experience in various positions outside finance including at The Hershey Company and Isaac's Restaurants. Synergy Asset Management provides personalized wealth management and financial planning to a diverse client base including individuals, business owners, trusts, and retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis across multiple active and tactical investment strategies, managing approximately $1.05 billion in regulatory assets.

Wendel King is a Series 66-licensed financial advisor with Comprehensive Financial Planning, Inc., where he has worked since 2007. He has 18 years of industry experience and also manages group medical insurance programs through a related business, Comprehensive Benefit Marketing Services, Inc. King serves as a board member for Tel Hai Retirement Community, overseeing leadership activities and expansion projects. Comprehensive Financial Planning, Inc. serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with an asset-allocation focused approach, utilizing fundamental, technical, and cyclical analysis to manage portfolios and provide regular client reporting.

Mark Brinser is a CFP® professional with 18 years of industry experience, currently serving at Stewardship Advisors, LLC since 2011. His prior experience includes roles at Cambridge Investment Research, INC and Private Client Services, LLC. Outside of his advisory work, he is involved as an independent insurance agent with various companies and participates as a partner in Freedom Offices, a real estate venture. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors with financial planning, investment consultation, and portfolio management services. The firm’s approach centers on strategic asset allocation using ETFs and mutual funds, blending fundamental and technical analysis, and includes offerings such as a values-based ESG portfolio and complimentary public educational workshops.