Keaton Macut is a Series 65-licensed financial advisor at Asset Strategy Retirement Plan Consultants, LLC with seven years of industry experience. He previously worked at USI Insurance Services for seven years before joining his current firm in 2018. 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 employs long-term, buy-and-hold investment strategies with an emphasis on plan-level services such as investment policy development, manager selection, and performance monitoring.

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.

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.

Frank Collins is a CFP® with 40 years of industry experience and currently serves as an advisor at Harmony Road Advisors in Elizabethtown, PA. Prior to joining Harmony Road Advisors in 2020, he held positions at firms including Avantra Family Wealth, Purshe Kaplan Sterling Investments, and Bank of America. He is also principal of Altius Learning Inc., a company that provides training and coaching for financial professionals. 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, using a mix of fundamental, technical, and cyclical analysis with a focus on low-cost mutual funds and ETFs alongside other investment vehicles.

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.

Chase Shields is a financial advisor at DVB Private Wealth with one year of experience at the firm and prior roles including New York Life and Drexel University. He holds a Series 65 designation. 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, 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 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.

Jacob Artz is a financial advisor at Econ Wealth Management in Harrisburg, PA, holding a Series 65 designation with three years of industry experience. He has worked at Econ Wealth Management since 2020 and previously spent time at Comprehensive Financial Associates and Explosive Sports Performance. Artz is also affiliated with Saint Joseph's University. Econ Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts around $250,000 and above. The firm offers personalized financial planning and in-house asset management through a disciplined, active, team-based investment process, managing all assets internally and employing a range of strategies tailored to client goals and risk tolerances.

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.

Adam Koser is a CFA® charterholder with Grandview Asset Management LLC in Harrisburg, PA, where he has worked since 2024. He has 15 years of industry experience, including 14 years at Federated Hermes. Outside of advisory work, he is a passive member of two multifamily real estate investment entities. Grandview Asset Management provides personalized investment management and financial planning to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm follows a disciplined security selection process and manages approximately $412 million in assets, primarily on a discretionary basis.

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.

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.

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.