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.

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.

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.

William Wright is a financial advisor at Asset Strategy Retirement Plan Consultants, LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Asset Strategy Consultants and Asset Strategy Retirement Plan Consultants since 2015, working in the Camp Hill, PA area. Wright has also operated as a self-employed advisor since 2014. 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 focuses on long-term, buy-and-hold investment strategies with diversified asset allocation and primarily offers non-discretionary investment management.

Drew Demuth is a CFA® charterholder currently with Mighty Oak Strong America Investment Company, where he has worked since 2026. He has prior experience with Heritage Development Org from 2014 to 2025 and spent a year self-employed before joining his current firm. Mighty Oak Strong America Investment Company serves individual clients, pension plans, trusts, and estates, managing approximately $398 million in assets. The firm uses a combination of active and passive investment strategies tailored to clients’ risk tolerance and provides discretionary portfolio management and financial planning, with access to institutional asset-class funds and related tax preparation services through an affiliated CPA firm.

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.

John Harris is a financial advisor with Mighty Oak Strong America Investment Company, holding Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Mighty Oak Strong America Investment Company, he worked at Carr & Associates for 16 years. He also performs tax preparation services for an affiliated CPA firm, DeMuth & Kaufman Professional Management Consultants. Mighty Oak Strong America Investment Company serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering investment supervisory services, portfolio management, and financial planning. The firm’s investment approach includes fundamental analysis with an emphasis on long-term positions in no-load mutual funds and ETFs, while also employing active strategies when appropriate, and provides clients access to institutional asset-class funds and tax-preparation services through its CPA affiliation.

Dwayne Keller is a financial advisor with Keller Financial Group in Camp Hill, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior firms include LPL Financial LLC and INVEST Financial Corporation. Keller serves as an officer for two non-investment-related companies and is a board member of AAA of Central Penn. Keller Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses fundamental analysis and a long-term trading approach, tailoring portfolios to client goals and risk tolerance, and combines registered advisory services with accounting and insurance activities alongside a sub-advisory relationship with AssetMark.

Donald Demuth is a CFA® and PFS™ credentialed advisor with 26 years of industry experience. He has been with Mighty Oak Strong America Investment Company since 2003 and is also a partner at DeMuth & Kaufman Professional Management Consultants, a firm he has been affiliated with since 1976. Mighty Oak Strong America Investment Company serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing investment supervisory services, portfolio management, and financial planning. The firm utilizes fundamental analysis with a focus on long-term positions in no-load mutual funds and ETFs, while also employing active strategies when appropriate, and offers clients access to institutional asset-class funds and coordinated tax-preparation services through its affiliation with DeMuth & Kaufman.

Clark Frese is a financial advisor with Asset Strategy Retirement Plan Consultants, LLC, holding 22 years of industry experience. He has been with Asset Strategy Retirement Plan Consultants and affiliated firms since 2006. In addition to his advisory role, he is a licensed insurance agent and occasionally offers related products and advice to clients. Asset Strategy Retirement Plan Consultants serves individual and high-net-worth clients as well as pension and profit-sharing plans, focusing on ERISA retirement plan consulting. The firm emphasizes long-term, buy-and-hold investment strategies with asset allocation across mutual funds, ETFs, and fixed income, primarily providing non-discretionary plan-level services.

Glenn McKenzie is a financial advisor with Mighty Oak Strong America Investment Company, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Oakmont Capital Management and operating his own advisory practice. Outside of advisory work, he serves as a management consultant for DeMuth & Kaufman Professional Management Consultants. Mighty Oak Strong America Investment Company serves a range of clients including individuals, retirement plans, trusts, and charitable organizations, offering discretionary investment management and financial planning. The firm employs fundamental analysis with a focus on long-term positions in mutual funds and ETFs, while also utilizing active strategies and access to institutional asset-class funds.

Martin Leonard is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 21 years of industry experience. He is currently with IFS Group and has previously worked at LPL Financial LLC and Investacorp Advisory Services. Outside of advisory work, he is an author associated with Triton, Inc. IFS Group advises individuals, corporations, and retirement plan sponsors, providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a client-focused approach with diverse investment options and portfolio oversight through an internal investment committee and multiple LPL-sponsored platforms.

David Marrazzo is a financial advisor with Guardian Asset Advisors, LLC in Mechanicsburg, PA, holding Series 63 and Series 66 licenses and with 38 years of industry experience. He has been with Guardian Asset Advisors since 2007 and previously worked at National Planning Corporation and Securities America Inc. Marrazzo is also involved in community and religious activities, serving as Chairman of the Cursillo Committee and as a member of the Diocesan Pastoral Council. Additionally, he operates a tax preparation service and is engaged in insurance sales. Guardian Asset Advisors, LLC serves individuals, trusts, estates, and business entities, managing approximately $278 million in assets for about 1,196 clients through a team of eight advisors. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party money managers, emphasizing fiduciary duty and diversified, asset-allocation-driven portfolios.

Richard Wilkinson is a financial advisor with Integrated Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Integrated Wealth Solutions in 2025, he worked at TerraWealth, LLC and CAPE SECURITIES, Inc., and spent ten years at Primerica. He is also an independent licensed insurance agent. Integrated Wealth Solutions, LLC is an SEC-registered investment adviser serving individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm manages approximately $114 million across 300 client relationships, providing discretionary asset management and financial planning with an emphasis on tailored investment programs and public educational seminars.

Jordan Abell is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Johnson & White Wealth Management LLC in York, PA, where he has worked in various roles since 2021. Prior to this, he was associated with Mercari Consultants (The Boston Executives) and Washington & Finnegan, Inc. Jordan’s background also includes time at California State University, Northridge. Johnson & White Wealth Management LLC provides financial planning and investment management services to individuals, trusts, foundations, pensions, and corporate clients. The firm is noted for its multigenerational engagement approach and use of artificial intelligence tools for data aggregation, offering customized asset-allocation strategies and continuous portfolio monitoring.

Joseph Krichten is a financial advisor with IFS Group in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with IFS Group and affiliated entities since 2002. In addition to his advisory role, he is an independent insurance agent specializing in non-variable insurance. IFS Group is a team of six advisors managing approximately $210 million for individuals, corporations, and municipal plans. The firm provides discretionary portfolio management, financial planning, and pension consulting, using a range of analytical approaches and maintaining model portfolios through LPL Financial’s platforms.

Joseph Perretta is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at firms including Raymond James Financial Services and Fulton Bank, and currently provides investment advisory services through IFS Group LLC. Outside of his advisory role, he serves as a wrestling coach at Trinity High School. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a broad range of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

Sara Brackett is a financial advisor at Johnson & White Wealth Management LLC with one year of industry experience. She holds a Series 65 designation and has previous experience at PeopleBank and Browns Orchards & Farm Market. Johnson & White Wealth Management advises individuals, trusts, foundations, pensions, and corporate clients, offering personalized financial planning and investment management services. The firm incorporates multigenerational engagement into its planning process and uses artificial intelligence tools for meeting note-taking and data aggregation, emphasizing client data protection.

Trevor Hoffman is a financial advisor with Collective Family Office, LLC, holding seven years of industry experience. He previously worked at BNY Mellon Wealth Management from 2015 to 2019 before joining his current firm. Outside of advisory work, he is a part owner of an agricultural and residential property business. Collective Family Office, LLC provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes strategies including long- and short-term positions, option writing, direct indexing, and investments in structured products, ETFs, and private funds.