Joshua Jenkins is a ChFC® credentialed financial advisor with 12 years of industry experience. He currently works at Seaside Wealth Advisors LLC in Mechanicsburg, PA, where he has been since 2024, following prior roles at Northwestern Mutual Wealth Management Company and related entities. Outside of his advisory role, he is involved in managing private investment ventures including serving as a vice president in investor relations for Opes Capital Manager LLC. Seaside Wealth Advisors provides discretionary asset management and financial planning primarily to individual and high-net-worth clients and small business owners. The firm uses an active asset management approach guided by Modern Portfolio Theory and offers specialized services including private real estate lending and due-diligence consulting on privately placed investments.

Michael Benkovic is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with DVB Private Wealth, joining in 2026 after prior roles at Private Advisor Group, LLC and LPL Financial, LLC. His background includes providing insurance services as part of his financial advisory work. 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, employing a top-down, macro-environmental investment approach that emphasizes tactical asset allocation and sector rotation with discretionary portfolio management.

Shawn Mullarkey is a financial advisor at Taylor Securities Services, Inc. with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Brookstone Capital Management and Tap N' Atk Games. He is also involved in insurance sales through Taylor Retirement Services, Inc. Taylor Securities Services, Inc. provides investment management to individuals and high-net-worth clients through its Wrap Fee Program, offering discretionary portfolio construction, ongoing monitoring, and the option to allocate client accounts to independent third-party managers. The firm predominantly utilizes mutual funds and ETFs and incorporates alternative strategies and derivatives in separately managed accounts.

Jason Velencia is a CFP® with eight years of industry experience, currently serving as a financial advisor at DVB Private Wealth. He previously worked at Private Advisor Group, LLC and LPL Financial LLC, with earlier experience at Inter-Lux and Jeezny Consulting, LLC. DVB Private Wealth is an SEC-registered investment adviser managing approximately $225.7 million across about 240 clients. The firm serves individuals, foundations, trusts, estates, corporations, and business owners with discretionary portfolio management, comprehensive financial planning, retirement plan advisory, and consulting services, employing a top-down, macro-environmental investment approach.

Stacy Heistand is a CFP® with 23 years of experience in the financial services industry. She has worked at Asset Strategy Retirement Plan Consultants, LLC since 2009 and previously held positions at Asset Strategy Consultants, LLC, Asset Strategy Advisors, LLC, Cetera Wealth Services, LLC, and Invesmart Advisors Inc. Heistand serves as a Senior Consultant at Asset Strategy Retirement Plan Consultants, LLC. Asset Strategy Retirement Plan Consultants, LLC provides investment advisory and pension consulting services to individuals and retirement plans, focusing on long-term, buy-and-hold strategies and diversified asset allocation. The firm primarily offers non-discretionary investment management and specializes in advising participant-directed retirement plans.

Keaton Macut is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at Asset Strategy Retirement Plan Consultants, LLC since 2018 and previously spent seven years at USI Insurance Services. Asset Strategy Retirement Plan Consultants, LLC provides investment advisory and pension consulting services to individuals and retirement plans, including defined benefit, 401(k), and profit-sharing plans. The firm emphasizes long-term, buy-and-hold investment strategies and diversified asset allocation, primarily offering non-discretionary investment management and recommendations to trustees and clients.

Matthew Taylor is a CFP® with 18 years of industry experience, currently serving at Taylor Securities Services, Inc. since 2020. He previously worked at Brookstone Capital Management LLC for 13 years and has been president and owner of Taylor Retirement Services, Inc. since 2003, where he dedicates time to insurance education and sales. Taylor Securities Services, Inc. provides discretionary investment management primarily to individual and high-net-worth clients through a sponsored wrap fee program, focusing on mutual funds, ETFs, and hedged equity funds with a long-term investment approach. The firm also employs options and derivatives in client accounts and manages roughly $153 million in discretionary assets.

James Adams III is a CFP® and CFA® credentialed financial advisor with 10 years of industry experience. He currently works at Lighthouse Wealth Management, LLC in Camp Hill, PA, where he has been employed since 2022. His prior experience includes roles at Advisory Services Network, LLC, Mighty Oak Strong America Investment Company, and operating as a sole proprietor. Lighthouse Wealth Management provides fee-only financial planning and investment management services to individuals, businesses, pensions, trusts, and charitable organizations. The firm uses fundamental analysis to develop personalized investment policy statements and manages accounts with a combination of long-term, primarily no-load mutual funds and ETFs, as well as more active trading strategies when appropriate, alongside integrated tax and accounting services through its ownership by a CPA firm.

Matthew Krupp is a financial advisor at Retirement Collaborative LLC with one year of industry experience. He has previously worked at Krupp Settlements since 2024 and DeSantis Krupp, LLC since 2017, following an 11-year tenure with the Commonwealth of Pennsylvania. 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 provides retirement plan consulting, fiduciary reviews, participant education, investment management, and wealth management services, employing a four-step Fiduciary Quality Management System and offering discretionary portfolio management alongside customized plan support and financial planning tools.

Drew Keller is a financial advisor at Keller Financial Group with a Series 65 credential and one year of industry experience. Prior to joining Keller Financial Group, he held roles at Harvard Business School and McKinsey & Company. Keller Financial Group provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm combines investment advice with accounting and tax services, managing client accounts on a discretionary basis using fundamental analysis and a long-term trading orientation.

Steven Thompson is a financial advisor at Avantra Family Wealth, Inc. with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch Pierce Fenner and Smith. Thompson is a founding partner at Avantra Family Wealth and also serves as a partner at Miacomet Partners LLC, where he is involved in operations, billing, and compliance consulting. Avantra Family Wealth provides comprehensive wealth management and investment advisory services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed-income securities, with a generally long-term investment focus and additional financial planning services including divorce-related planning and mediation.

Janet Lowe is a financial advisor at Taylor Securities Services, Inc. with 24 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Members 1st Federal Credit Union, Invest Financial Corp., and Morgan Stanley. In addition to her advisory role, she is a licensed insurance agent and devotes significant time to insurance education and sales through Taylor Retirement Services, Inc. Taylor Securities Services, Inc. provides investment management to individuals and high-net-worth clients through its Wrap Fee Program, offering discretionary portfolio construction, monitoring, and the option to allocate assets to third-party managers. The firm typically uses mutual funds, ETFs, and alternative strategies, combining portfolio management with supervisory oversight.

Shawna Nale is a financial advisor at Snavely Associates Financial Services with six years of industry experience. She holds a Series 66 designation and has worked at Snavely Associates Financial Services and The O.N. Equity Sales Company. Outside of her advisory role, she has worked as a registered tax preparer during tax season and is involved in life insurance and annuity product sales. Snavely Associates Financial Services provides financial planning, asset-allocation advice, and portfolio management primarily for individual clients, including high-net-worth households, as well as trusts and estates. The firm manages portfolios on a non-discretionary basis, utilizing fundamental analysis and both long- and short-term investment strategies.

Colin is the founder of Zizzi Investments. Investing and athletics have always been two of Colin’s biggest passions. He began playing soccer at age five and was introduced to the stock market in middle school through a mock stock-picking competition. Colin studied finance and accounting at American University, where he played on the NCAA Division 1 soccer team. After college, he moved to Spain for 16 months to pursue his dream of playing professional soccer. He returned home to play professional soccer in Central PA for the next three years. While still playing soccer, he joined a local advisory firm in Harrisburg, where he spent the next 10 years. During this time, Colin earned his CFP®, AIF®, and CEPA® designations, while helping to oversee both qualified retirement plan assets and individual wealth management relationships. Colin resides in Mechanicsburg, PA with his wife Molly, his sons Carter, Julian, and Leo, and his dog Sage. He’s a member of the West Shore Free Church in Mechanicsburg. He continues to stay involved in soccer through coaching and volunteering with the JT Dorsey Foundation, a local non-profit dedicated to positively impacting youth through the sport of soccer. Colin’s other hobbies include golfing, travel, playing guitar, reading, and working out.

Chase Shields is a financial advisor at DVB Private Wealth in Harrisburg, PA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at DVB Financial and New York Life, as well as five years at Drexel University. DVB Private Wealth is an SEC-registered investment adviser managing approximately $225.7 million for around 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.

Teancum Light is a CFP® professional with nine years of industry experience, currently serving at Lighthouse Wealth Management, LLC. He has prior experience at PricewaterhouseCoopers, LLp, and other firms, and also works as an adjunct professor of financial planning at the Graham School of Business at York College. Lighthouse Wealth Management provides fee-only financial planning and investment management to individuals, businesses, pensions, trusts, and charitable organizations. The firm emphasizes fundamental analysis and tailored investment strategies, combining advisory services with affiliated accounting practice to integrate investment and tax planning.

Jack Snavely II is a financial advisor at Snavely Associates Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at O.N. Investment Management Company, The O.N. Equity Sales Company, and Ohio National Life Insurance Company prior to his current role. He is also an insurance agent, licensed to sell life, long-term care, and fixed indexed annuities. Snavely Associates Financial Services provides financial planning, asset-allocation advice, and portfolio management primarily for individuals, high-net-worth households, trusts, estates, and other entities. The firm manages approximately $182.57 million in client assets on a non-discretionary basis, utilizing fundamental analysis and a mix of long- and short-term investments across stocks, ETFs, mutual funds, bonds, and CDs.

Jacob Artz is a financial advisor at ECON Wealth Management with four years of industry experience. He holds a Series 65 designation and has worked at ECON Wealth Management since 2020. Outside of his advisory role, he has been affiliated with Saint Joseph's University since 2016. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts of approximately $250,000 or more while accommodating a range of client sizes. The firm employs a disciplined, active, team-based investment process with in-house asset management and offers a variety of strategies tailored to individual goals and risk tolerances.

Adam Koser is a CFA® charterholder with 2 years of experience at Grandview Asset Management LLC and 14 years previously at Federated Hermes. He is based in Harrisburg, PA. Outside of his advisory work, he is a passive member in multifamily real estate ventures through Bulldawg Property Investments, LLC and FSI Property Investments, LLC. 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 structured four-step security selection process and manages portfolios using a range of securities including stocks, bonds, ETFs, and mutual funds, offering both discretionary and non-discretionary account management.

Michael Cox is a financial advisor at Seaside Wealth Advisors LLC with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Northwestern Mutual and Brad Nelson. Outside of his advisory role, he serves as a coaches coordinator for a youth football organization in Pennsylvania. Seaside Wealth Advisors provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, small business owners, and investment company clients. The firm employs active asset management based on Modern Portfolio Theory, offering tailored portfolio management, third-party manager selection, and private real estate lending opportunities through an affiliated sponsor.