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 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.

Matthew Stout is a financial advisor at Stout Wealth Advisory Group, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at the firm since 2009, with prior experience at Waddell & Reed. Outside of advising, he is involved with Padron Property Group as a consultant and co-owner, and previously operated A Cut Above Cigars, LLC. Stout Wealth Advisory Group primarily serves individual and high-net-worth clients, as well as corporations, partnerships, and non-profit organizations. The firm offers customized portfolio management and financial planning services, focusing on continuous account supervision and integrating tax, estate, and insurance considerations into their written plans.

Robert Morris is a financial advisor at RWM Asset Management, LLC with 19 years of industry experience. He holds a Series 63 designation and has served as a director of the First National Bank of Newport since 1993. Morris has been with RWM Asset Management since 2006 and has over four decades of experience as a self-employed CPA. RWM Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a combination of fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term strategies, offering tailored portfolio solutions and access to third-party model portfolios.

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.

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 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.

Adam Korhut is a financial advisor at Taylor Securities Services, Inc. in Harrisburg, PA, holding a Series 65 credential with two years of industry experience. His prior experience includes five years at State Farm Agency and ongoing work with Taylor Retirement Services since 2019, where he provides recommendations and service related to insurance investment vehicles. Taylor Securities Services, Inc. offers investment management to individuals and high-net-worth clients through its Wrap Fee Program, providing discretionary portfolio construction and ongoing monitoring, often utilizing mutual funds, ETFs, and alternative strategies.

William Wright is a Series 65-licensed financial advisor with 11 years of experience. He has worked at Asset Strategy Consultants and Asset Strategy Retirement Plan Consultants, LLC since 2015 and has been self-employed since 2014. Asset Strategy Retirement Plan Consultants, LLC provides investment advisory and pension consulting services to individuals, including high-net-worth clients, and retirement plans such as defined benefit plans, 401(k)s, and profit-sharing plans. The firm focuses on long-term, buy-and-hold 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 with Seaside Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Northwestern Mutual and Eagles Coast Wealth Management prior to joining Seaside. Outside of advisory work, he is involved in several entrepreneurial ventures, including managing a bike shop and a juice bar in Wilmington, NC. Seaside Wealth Advisors provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, small business owners, and investment companies. The firm uses active asset management based on Modern Portfolio Theory, incorporating tailored portfolios, ongoing monitoring, and private real estate lending through an affiliated sponsor.

Brennan Zizzi is a CFP® and Series 66-licensed advisor with seven years of industry experience. He is a principal at Zizzi Investments and co-owns Zizzi Tax Services, a tax preparation business. Prior to founding his firms, he worked at Cambridge Investment Research Advisors and related entities for several years. Zizzi Investments serves individuals, including high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm combines financial planning, discretionary investment management, and retirement plan consulting with a portfolio approach based on asset allocation and Modern Portfolio Theory, integrating tax efficiency and client risk tolerance.

Thomas Parker is an associate advisor at Grandview Asset Management LLC with three years of industry experience. He has worked at Grandview Asset Management and Purshe Kaplan Sterling Investments since 2022, and has prior experience at Hershey Entertainment and Resorts. 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 detailed security selection process and manages approximately $411.7 million in assets across over 600 client relationships.

Ryan Troup is a Series 65-licensed advisor at ECON Wealth Management with four years of industry experience. Before joining ECON Wealth Management in 2021, he worked at Multiply Ink and Press Yourself Tees, and earlier at Shiffer Inc. He is also a partner at Big Hitter Sports, LLC, a company that designs and sells uniforms. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on personalized financial planning and in-house asset management. The firm employs both fundamental and technical analysis within a disciplined, team-based investment process and offers a range of strategies and service levels tailored to client goals and risk tolerances.

Robert Morris III is a financial advisor at RWM Asset Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RWM Asset Management since 2004. In addition to his advisory role, he is employed by Robert W. Morris & Co., PC, a certified public accounting firm where he provides tax preparation, audits, and consulting services. RWM Asset Management primarily serves individual and high-net-worth clients, managing approximately $30.5 million across about 200 accounts. The firm offers discretionary portfolio management and financial planning, utilizing a combination of fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term strategies, supported by custom and third-party model portfolios and tax-management tools.

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.