Robert Morris III is a financial advisor at RWM Asset Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RWM Asset Management since 2004. In addition to his advisory role, he is employed by Robert W. Morris & Co., PC, a certified public accounting firm where he provides tax preparation, audits, and consulting services. RWM Asset Management primarily serves individual and high-net-worth clients, managing approximately $30.5 million across about 200 accounts. The firm offers discretionary portfolio management and financial planning, utilizing a combination of fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term strategies, supported by custom and third-party model portfolios and tax-management tools.

Dwayne Keller is a financial advisor at Keller Financial Group with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and INVEST Financial Corporation. Outside of advisory work, he serves as a board member for AAA of Central Penn and holds officer roles in several non-investment related businesses. Keller Financial Group provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm integrates accounting and tax services with investment advice and manages client accounts using a sub-advisory platform while emphasizing fundamental analysis and long-term trading strategies.

Kim Kenawell is a financial advisor with Avantra Family Wealth, Inc. in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Avantra in 2017, Kenawell worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 21 years. Outside of finance, Kenawell serves as an Emergency Medical Technician and holds leadership roles in several nonprofit and community organizations, including emergency health services and collaborative divorce support groups. Avantra Family Wealth provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized investment management, ongoing financial planning, and specialized divorce-related financial planning, managing portfolios primarily composed of mutual funds, ETFs, equities, and fixed-income securities with a long-term focus tailored to client objectives.

Clark Frese is a financial advisor with Asset Strategy Retirement Plan Consultants, LLC and holds 22 years of industry experience. He has worked at Asset Strategy Retirement Plan Consultants since 2008 and was previously associated with Charles River Retirement Consultants, Inc. and Invesmart Advisors Inc. He is also a licensed insurance agent and occasionally offers insurance products to clients. Asset Strategy Retirement Plan Consultants, LLC provides investment advisory and pension consulting services to individuals, including high-net-worth clients, and to retirement plans such as defined benefit plans and 401(k)s. The firm emphasizes long-term, buy-and-hold strategies with diversified asset allocation and primarily delivers non-discretionary investment recommendations to trustees and clients.

David Borowsky is a financial advisor at Invariant Investment Management with 14 years of industry experience. He holds a Series 65 designation and has held roles at Anthem Capital Management, Invariant Real Estate II and III, AB Grandview, and Invariant Tax Services. Borowsky is also involved in business consulting through Zurich Partners LLC and serves as managing member of AB Grandview, a real estate investment company. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans, providing portfolio management, financial planning, subadvisory, and platform consulting services. The firm uses a diversified investment approach combining fundamental, technical, and cyclical analysis alongside modern portfolio theory.

Heather Rivas is a CFP® and Series 65-licensed advisor with River Wealth Advisors LLC, where she has worked for four years. She has a total of 11 years of industry experience, including seven years at PSECU prior to joining River Wealth Advisors. River Wealth Advisors offers discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement-plan services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and plan sponsors. The firm uses a fundamentally oriented, customized investment approach and conducts regular portfolio monitoring and formal reviews.

Jennifer Collins is a CFP® with 21 years of industry experience. She has worked at River Wealth Advisors LLC since 2015 and previously spent 10 years with Fma Advisory Inc. She holds Series 63 and Series 65 licenses. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement-plan services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and plan sponsors. The firm employs a fundamentally oriented, customized investment approach and conducts regular portfolio reviews, managing some accounts through proprietary model portfolios.

Benjamin Dum is a Certified Financial Planner® with 29 years of experience in the financial services industry. He is currently with River Wealth Advisors LLC, where he has worked since 2022, following eight years at TIAA-CREF Individual & Institutional Services, LLC. Benjamin serves on the Finance Committee for the Partnership for Better Health, contributing to the oversight of the organization’s budgeting, regulatory compliance, and investment management. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs, utilizing proprietary model portfolios and a range of investment vehicles.

Andrew Otto is a CFP® with 16 years of experience in financial advising. He is currently with Boden Wealth in Lemoyne, PA, where he serves as Director of Trust and Fiduciary Services. His prior experience includes roles at Kestra Advisory Services, Questmont Strategic Wealth Advisors, and BNY Mellon Wealth Management. He serves on the boards of New Hope Ministries and the Estate Planning Council of Central Pennsylvania and acts as an expert witness in legal matters related to investment services. Boden Wealth provides personalized financial planning, business exit consulting, and investment management to individuals, families, and entities such as trusts and non-profits. The firm employs a client-tailored approach, combining fundamental analysis and long-term orientation with flexibility for shorter-term trading when appropriate.

Jesse Robinson is a financial advisor at River Wealth Advisors LLC with five years of industry experience. He holds a Series 65 designation and has worked at River Wealth Advisors since 2020. Prior to that, he was employed at JMT and United Cerebral Palsy. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, and investment consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and plan sponsors. The firm employs a fundamentally oriented, customized investment approach and conducts ongoing portfolio monitoring with formal reviews at least quarterly.

Bradford Houchins is a CFP® with 25 years of industry experience, currently serving as an advisor at River Wealth Advisors LLC since 2024. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC for a combined nine years. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs.

Tressia Marino is a financial advisor at Boden Wealth with 12 years of industry experience. She holds a Series 66 designation and previously worked at Kestra Advisory Services, LPL Financial, and Morgan Stanley. Marino serves on the Board of Directors and as Vice Chair of the Investment Committee for Choices Healthcare. Boden Wealth provides personalized financial planning, business exit consulting, and investment management to individuals, families, and various entities. The firm tailors portfolio recommendations based on clients’ financial situations and risk profiles, utilizing a long-term investment approach while allowing shorter-term trading when appropriate.

Mark Loomis is a financial advisor at River Wealth Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with River Wealth Advisors since 2016. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement-plan services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and plan sponsors. The firm employs a fundamentally oriented, customized investment approach and conducts ongoing portfolio monitoring with formal quarterly reviews.

Edward O’Gorman is a CFA® charterholder and holds a Series 65 license, with 16 years of industry experience. He has been with River Wealth Advisors LLC since 2014. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment process and manages certain strategies through proprietary model portfolios.

Noah Lehman is a financial advisor at Boden Wealth in Lemoyne, PA, holding a Series 65 credential with one year of industry experience. He previously worked at Kestra Advisory Services LLC and Faulkner CDJRF. Prior to his advisory career, his background includes roles in automotive sales and lawn care. Boden Wealth serves individuals, families, and entities such as trusts and businesses, offering personalized financial planning, business exit consulting, and investment management. The firm customizes portfolio recommendations based on clients’ financial situations and risk tolerance, using fundamental analysis with a long-term focus while allowing some shorter-term trading when appropriate.

William Fenimore is a financial advisor at River Wealth Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Griffin Financial Group, LLC for 17 years before joining River Wealth Advisors and Kenmar Securities, LLC. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm uses a fundamental, client-specific investment process tailored to risk tolerance, time horizon, and liquidity needs, managing certain strategies through proprietary model portfolios.

Trent Heckman is a financial advisor at Integrated Wealth Solutions, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Primerica and CAPE Securities. Outside of advising, he is the owner and president of a real estate management company. Integrated Wealth Solutions, LLC is an SEC-registered adviser providing discretionary asset management and financial planning to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm’s team manages about $114 million across roughly 300 clients, using fundamental and technical analysis with common investment vehicles, and offers educational seminars on general investment topics.

Gary Smith Jr. is a CFA® charterholder with seven years of experience in the financial industry. He has worked at Invariant Investment Management since 2019 and previously held a position at CME Group from 2015 to 2019. Outside of investment management, he is the CEO of GR72 Financial Consulting, a business consulting firm focused on operational efficiency and incentive design. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans with portfolio management, financial planning, subadvisory services, and platform consulting. The firm employs a blend of fundamental, technical, and cyclical analysis alongside modern portfolio theory to manage diversified portfolios, typically on a discretionary basis with regular adviser monitoring.

Rachel Stam is a CPA and owner of Stam & Associates CPAs, a public accounting firm she has operated since 2011. She is affiliated with River Wealth Advisors LLC, a team-based advisory firm in Camp Hill, PA, and has seven years of industry experience. River Wealth Advisors provides asset management, financial planning, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs, and utilizes proprietary model portfolios in its management strategies.

Seth Arbogast is a CFP® professional with 16 years of industry experience, currently serving at Invariant Investment Management. He has been with Invariant since 2014, following a prior role at Team Financial Managers from 2010 to 2013. Arbogast is also the principal of Invariant Tax Services, a tax preparation and e-filing subsidiary of his firm, where he provides supervisory oversight. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans by offering portfolio management and financial planning services. The firm employs a mix of fundamental, technical, and cyclical analysis alongside modern portfolio theory to manage client accounts, typically on a discretionary basis, and also provides subadvisory and consulting services to other advisers and financial institutions.