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 worked at McKinsey & Company and spent several years affiliated with Harvard Business School. Keller Financial Group serves individual and high-net-worth clients, as well as pension and charitable plans, providing portfolio management, financial planning, and pension consulting. The firm utilizes fundamental analysis and a long-term approach, offering discretionary portfolio management and access to third-party managers through sub-advisory relationships.

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 with Taylor Securities Services, Inc. in Harrisburg, PA, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at LPL Financial LLC, Members 1st Federal Credit Union, and INVEST Financial Corp. She also devotes a significant portion of her time to insurance education and sales as a licensed insurance agent through Taylor Retirement Services, Inc. Taylor Securities Services, Inc. provides discretionary investment management primarily to individual and high-net-worth clients via a sponsored wrap fee program, focusing on mutual funds, ETFs, and a long-term investing approach that incorporates derivatives and third-party managers. The firm manages approximately $153 million in discretionary assets and integrates insurance sales, including annuities, into its financial planning services.

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.

Scot Whiskeyman is a CFP® with 14 years of industry experience, currently serving at Providers & Families Wealth Management. His prior experience includes roles at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and MetLife Securities. Outside of his advisory work, he is the author of "The Retiree's Complete Annuity Handbook," tutors candidates for FINRA licensing and CFP certification, and serves as board member and treasurer for Carlisle Young Professionals. Providers & Families Wealth Management serves individuals, high-net-worth clients, families, trusts, estates, businesses, and charitable organizations with financial planning and discretionary investment management. The firm offers customized portfolios using strategic asset allocation and integrates tax-aware and estate coordination into its planning, distinguishing itself with a structured subscription model and inclusion of insurance and risk-management reviews.

Teancum Light is a CFP® professional with eight years of industry experience, currently serving at Lighthouse Wealth Management, LLC since 2021. Prior to this, he worked at PricewaterhouseCoopers, LLP from 2010 to 2017 and held roles at Mighty Oak Strong America Investment Company and DeMuth & Kaufman Professional Management Consultants. He is also an adjunct professor of financial planning at the Graham School of Business at York College, where he teaches annually during the fall semester. Lighthouse Wealth Management provides fee-only financial planning and investment management to individuals, businesses, and charitable organizations. The firm emphasizes individualized investment policy statements and manages portfolios using fundamental analysis and asset allocation, typically employing no-load mutual funds and ETFs, with selective use of derivatives and shorter-term trading strategies.

Jack Snavely is a financial advisor at Snavely Associates Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at O.N. Investment Management Company, The O.N. Equity Sales Company, and Ohio National Life Insurance Company. In addition to his advisory role, he is a licensed insurance agent selling life, long-term care, and fixed indexed annuities. 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 approximately $182.57 million in assets on a non-discretionary basis, using fundamental analysis and both long- and short-term investment strategies.

Matthew Stout is a financial advisor with Stout Wealth Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Stout Wealth Advisory Group since 2012 and has prior experience as an independent licensed insurance agent and involvement in other business ventures, including co-owning a cigar business and consulting in real estate. Outside of advising, he is engaged as a co-owner and consultant with Padron Property Group. Stout Wealth Advisory Group is a registered investment adviser serving individual and high-net-worth clients, as well as corporations, partnerships, and non-profits. The firm offers discretionary and non-discretionary asset management along with written financial planning, emphasizing tailored portfolios, continuous supervision, and integrated tax, estate, and insurance considerations.

Paul Macnamara is a financial advisor at Redwood Financial Planning, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked previously at PVG Asset Management Corporation and Strategic Investment Partners. Outside of finance, he owns and operates a farm in Carlisle, PA, and is a partner in a cattle sales business. Redwood Financial Planning, LLC provides portfolio management and financial planning services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm manages approximately $213 million, employing a combination of fundamental analysis and tactical overlay strategies, and offers both discretionary and non-discretionary mandates.

Michael Cox is a financial advisor with Seaside Wealth Advisors LLC, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior roles include positions at Northwestern Mutual and Brad Nelson. Outside of his advisory work, he serves as Coaches Coordinator for the Red Land Midget Football Organization, a nonprofit youth football group. Seaside Wealth Advisors provides discretionary asset management, financial planning, and consulting primarily to individual and high-net-worth clients as well as small business owners. The firm employs an active, tailored investment process using Modern Portfolio Theory and targeted asset-allocation model portfolios, and it also offers due-diligence services for private placements along with bookkeeping and tax services for business clients.

Adam Korhut is a financial advisor at Taylor Securities Services, Inc. with one year of industry experience. He holds a Series 65 credential and has prior experience at State Farm Agency from 2014 to 2019. In addition to his advisory role, Korhut provides insurance-related financial services through Taylor Retirement Services, focusing on indexed annuities and insurance investment vehicles. Taylor Securities Services, Inc. offers discretionary investment management primarily to individual and high-net-worth clients through a sponsored wrap fee program. The firm emphasizes mutual funds and ETFs, including the use of derivatives, and manages approximately $153 million in assets across its client base.

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.

Paul Vollmar is a financial advisor with Stout Wealth Advisory Group, LLC, holding a Series 66 designation and 21 years of industry experience. He has worked at Stout Wealth Advisory Group since 2012 and previously had a 39-year career at PVC Software. Stout Wealth Advisory Group, LLC is a small registered investment adviser that primarily serves individual and high-net-worth clients, as well as corporations, partnerships, and non-profit organizations. The firm provides discretionary and non-discretionary asset management alongside written financial planning and consulting, with a focus on tailored portfolios and regular account reviews.

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.

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.

Allen Tyndall is a financial advisor at Seaside Wealth Advisors LLC with 13 years of industry experience. His prior roles include positions at Northwestern Mutual and Eagles Coast Wealth Management. Outside of his advisory work, Tyndall is involved in managing a bike shop and a juice bar as well as participating in several real estate investment and development ventures. Seaside Wealth Advisors provides discretionary asset management, financial planning, and consulting primarily to individual and high-net-worth clients and small business owners. The firm uses an active, tailored investment approach grounded in Modern Portfolio Theory and offers due diligence on private placements alongside in-house bookkeeping and tax services.