Simon Hilliard is a financial advisor at Wellington Adams Investment Advisory, LLC with 17 years of industry experience. He holds a Series 65 designation and has been with Wellington Adams since 2017. Prior to this, he worked at Gradient Advisors, LLC and is a partner in Wellington Adams Financial Group, Inc. Outside of his advisory role, he is a 50% owner of a real estate holding company, 7 Rathton Road, LLC. Wellington Adams serves individual and high-net-worth clients, providing discretionary portfolio management, financial and retirement planning, and access to third-party money managers. The firm uses a combination of fundamental, technical, cyclical, and quantitative analysis to tailor investment strategies and offers various portfolio implementation options, including in-house management and alternative investments.

Richard Heilig is a financial advisor at Chestnut Street Investment Counsel, LLC with 33 years of industry experience. He worked for Wheatland Advisors Inc. for 32 years prior to joining Chestnut Street Investment Counsel in 2020. Chestnut Street Investment Counsel provides discretionary investment management and comprehensive wealth planning services to individuals, trusts, estates, retirement plans, and businesses. The firm utilizes a portfolio approach based on individual stocks and bonds, applying both fundamental and technical analysis with a generally long-term focus, and offers fiduciary retirement plan services alongside traditional wealth management.

Joshua Kroll is a financial advisor at Tarigas Investment Advisory in Lancaster, PA, holding a Series 65 credential. He has professional experience spanning roles at Tarigas Investment Advisory, Kroll Strategies, and Sutter Home, following a 13-year career in the US Navy. Tarigas Investment Advisory provides financial planning and portfolio management services to individuals and high-net-worth clients, as well as family office and fractional CFO services through an affiliated entity. The firm employs a long-term investment approach using quantitative, fundamental, and cyclical analysis within a broad investment universe.

Robert Teague is a financial advisor at Markle Financial LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Teague serves as Executive Director of the Eden Bridge Foundation and is a board member and treasurer for Jessica and Friends Community, a nonprofit supporting individuals with disabilities. Markle Financial provides discretionary and non-discretionary portfolio management, co-advisory services, and financial planning to individuals, high-net-worth clients, and pension and profit-sharing plan sponsors. The firm employs a range of analytical approaches and conducts due diligence on third-party managers, while also serving as adviser to a private pooled investment fund.

Nathan Kibler is a financial advisor with Tarigas Investment Advisory in Lancaster, PA, holding the ChFC® and Series 66 designations. He has nine years of industry experience, including five years with Tarigas and Black Diamond Financial Solutions and five years at MASS MUTUAL. Tarigas Investment Advisory provides financial planning and portfolio management services to individuals and high-net-worth clients, as well as family office and fractional CFO services through an affiliated entity. The firm employs a long-term investment approach based on quantitative, fundamental, and cyclical analysis, managing a diverse investment universe while acting as a fiduciary for retirement accounts.

Brad Stein is a CFP® with 34 years of experience in the financial services industry. He has been associated with LPL Financial and The Financial Advisory Group since 2000 and 2003, respectively. Stein provides financial planning and consulting services through The Financial Advisory Group, an independent advisory firm based in York, PA. The Financial Advisory Group offers fee-based financial planning primarily to individuals and families, focusing on comprehensive plans that include asset/liability analysis, tax and estate considerations, retirement and education planning, and cash flow management. The firm emphasizes planning and consulting over portfolio management and does not take discretionary control or custody of client assets.

Sharon England is a financial advisor with Mangolds Investment Advisors Inc. She holds a Series 65 designation and has been with the firm since 2026. Prior to this role, she has experience with Mangolds Tax Service Inc. as a tax professional since 2012 and spent 13 years at The Lancaster School of Cosmetology. Mangolds Investment Advisors serves individual and high-net-worth clients, trusts, estates, retirement plans, nonprofit organizations, and business entities. The firm provides discretionary portfolio management, written financial planning, and educational workshops, tailoring investment programs based on clients’ goals, time horizons, and risk tolerances.

James Lyter is a Series 65-licensed advisor with Wellington Adams Investment Advisory, LLC, bringing 12 years of industry experience. He has held roles at Virtue Capital Management, Horter Investment Management, and has led his own firms, Lyter Group, Inc. and Lyter Financial, LLC. In addition to his advisory work, he serves as president of Lyter Group, Inc., which conducts insurance sales. Wellington Adams Investment Advisory provides discretionary portfolio management primarily for individual and high-net-worth clients, utilizing a mix of fundamental, technical, cyclical, and quantitative analysis. The firm offers access to mutual funds, ETFs, individual equities, model portfolios, and alternative investment vehicles, while also hosting public seminars and collaborating with third-party managers in a co-advisory capacity.

Mary Winand is a financial advisor with The Financial Advisory Group in York, PA, holding CFP® and Series 66 credentials and nine years of industry experience. She has been affiliated with The Financial Advisory Group and LPL Financial since 2016 and serves as the firm's Chief Compliance Officer. The Financial Advisory Group provides fee-based financial planning primarily to individuals and families, focusing on comprehensive planning including asset/liability analysis, tax and estate considerations, retirement, and education planning. The firm emphasizes planning and consulting over portfolio management and does not take custody or discretionary control of client assets.

Mateusz Atlasik is a financial advisor at Chestnut Street Investment Counsel, LLC in Lancaster, PA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at The Vanguard Group, Inc., Ameriprise Financial Services, Inc., and PeoplesBank, A Codorus Valley Company. Chestnut Street Investment Counsel serves individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses with discretionary investment management, comprehensive wealth management, and financial planning. The firm emphasizes customized portfolios combining individual stocks and bonds with mutual funds, applying both fundamental and technical analysis within a long-term investment orientation while allowing flexibility for shorter-term adjustments.

Logan Gotshall is a Series 65-licensed advisor with Lancaster County Financial Group, LLC, where he has worked since 2020. His prior experience includes roles in healthcare and other industries, including Quantum Imaging & Therapeutic Associates, Inc., and Scribe America. Lancaster County Financial Group provides investment management, wealth planning, and consulting services primarily to individuals, trusts, retirement plans, and businesses. The firm employs a Managed Asset Allocation Model approach, tailoring portfolios and rebalancing them based on client goals and economic conditions.

Lee Kerr is a financial advisor at Crosswalk Investment Advisory, Inc. with 26 years of industry experience. He has been with Crosswalk Investment Advisory since 1999. Kerr holds Series 63 and Series 65 licenses. Crosswalk Investment Advisory, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, corporations, and estates. The firm employs a range of strategies including fundamental and technical analysis, buy-and-hold, asset allocation, shorter-term trading, short sales, and option writing.

Beth Vulopas is a Series 65-licensed financial advisor with six years of industry experience, currently with Chestnut Street Investment Counsel, LLC. Her prior roles include positions at Financial Advisory Services, LLC, Atwater Malick, Vulopas & Associates Daily Money Management, and Wheatland Advisors. Chestnut Street Investment Counsel serves individuals, trusts, estates, retirement plans, and businesses with discretionary investment management and comprehensive wealth planning. The firm combines fundamental and technical analysis with a generally long-term investment orientation, offering portfolio management, financial planning, and fiduciary retirement plan services.

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.

Robert Rago is a ChFC® credentialed financial advisor with three years of industry experience, currently practicing at Cedar Spring Advisors, LLC. Prior to his advisory career, he worked in various roles including at Ferrera Candy Company and Kellogg Company. He also owns and operates Rago Financial, a business focused on insurance and consulting services. Cedar Spring Advisors serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm employs a tailored investment approach that incorporates fundamental analysis, various strategies including options, and third-party managed solutions, overseeing approximately $169 million in assets across nearly 284 client relationships.

Barron Fitz Gerald is a financial advisor with Wellington Adams Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Wellington Adams since 2017 and previously worked at Gradient Advisors, LLC. Outside of his advisory role, he is a partner and insurance agent at Wellington Adams Financial Group, Inc. Wellington Adams serves individual and high-net-worth clients by providing discretionary portfolio management, financial and retirement planning, and access to third-party managers. The firm employs a tailored investment approach using fundamental, technical, cyclical, and quantitative analysis, and offers a variety of portfolio implementation options including in-house management and alternative investments.

Michelle Fletcher is a CFP®-certified financial advisor with 33 years of industry experience. She has worked at Cedar Spring Advisors, LLC since 2017 and has been involved with Fletch Financial since 2011. Prior to that, she spent a decade at INVEST Financial Corporation. Cedar Spring Advisors serves individual and high-net-worth clients as well as charitable organizations, providing portfolio management and financial planning services tailored to client goals and risk tolerance through a variety of investment strategies and third-party managed solutions.

Teressa Beard is a financial advisor at Sequinox Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Mulholland Wealth Advisors, LLC and J.W. Cole Advisors, Inc. prior to her current role. Outside of advising, she serves as an Executive Administrative Assistant for Sequinox. Sequinox Wealth Management provides discretionary portfolio management, financial planning, and third-party money manager selection for individual clients and charitable organizations. The firm primarily uses model portfolios and allocates to third-party sub-advisers, serving 757 clients with $160 million in discretionary assets under management.

Matthew Lebo is a CFP® and Series 66-registered financial advisor with 11 years of industry experience. He is currently with Sequinox Wealth Management, LLC and has also worked at Mulholland Wealth Advisors, LLC and Sageworth Trust Company. Sequinox Wealth Management provides discretionary portfolio management, financial planning, and third-party money manager selection for individual clients and charitable organizations. The firm serves 757 clients with $160 million in discretionary assets under management and implements client programs primarily through model portfolios and allocations to third-party advisers.

Justin McMaster is a financial advisor at Cedar Spring Advisors, LLC with 14 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Cedar Spring Advisors since 2017. He is also the owner of McMaster Financial Services, LLC, which provides financial investment services, small business consulting, tax preparation, and insurance. Cedar Spring Advisors serves individual and high-net-worth clients as well as charitable organizations, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm customizes investment programs based on client goals and risk tolerance, employing a range of strategies and utilizing third-party managed solutions.