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.

Brennan Zizzi is a CFP® and holds a Series 66 license, with seven years of experience in the financial industry. He has worked at Cambridge Investment Research and its affiliates from 2018 to 2022 before joining Zizzi Investments, LLC, where he has been since 2022. Prior to his financial career, he spent over a decade with Cumberland Golf Club. Zizzi Investments, LLC is a fee-only registered investment adviser serving individuals, retirement plan sponsors, charitable organizations, and small businesses. The firm focuses on asset allocation and Modern Portfolio Theory, combining passive and active funds with select alternative investments, and offers tailored financial planning, discretionary investment management, and retirement plan consulting.

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 financial advisor with ECON Wealth Management, holding a Series 65 designation and three years of industry experience. Prior to joining ECON Wealth Management in 2021, he was involved with Multiply Ink and operated Press Yourself Tees. Outside of finance, he is a partner at Big Hitter Sports, LLC, a company that designs and sells sports uniforms. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on managing accounts of $250,000 or more. The firm offers personalized financial planning and in-house asset management using fundamental and technical analysis within a disciplined, active, team-based process.

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.

Brian Zellers is a CFP® with six years of industry experience and has been with ECON Wealth Management since 2019. Prior to joining ECON, he worked for ten years at Central Dauphin School District. He also serves as a volunteer baseball coach for the Central Dauphin Knights. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts of $250,000 or more. The firm offers personalized financial planning and in-house asset management using a disciplined, active, team-based process that incorporates both fundamental and technical analysis.

Gary Kephart is a financial advisor at Grandview Asset Management LLC with Series 63 and Series 65 credentials and 64 years of industry experience. He has worked at Grandview since 2020 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2020. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm manages approximately $411.7 million in assets, utilizing a structured security selection process and offering both discretionary and non-discretionary portfolio management.

Kim Kenawell is a financial advisor with Avantra Family Wealth, Inc. in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Avantra in 2017, Kenawell worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 21 years. Outside of finance, Kenawell serves as an Emergency Medical Technician and holds leadership roles in several nonprofit and community organizations, including emergency health services and collaborative divorce support groups. Avantra Family Wealth provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized investment management, ongoing financial planning, and specialized divorce-related financial planning, managing portfolios primarily composed of mutual funds, ETFs, equities, and fixed-income securities with a long-term focus tailored to client objectives.

Bruce Smith is a financial advisor with Grandview Asset Management LLC in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to joining Grandview in 2018, he worked at F&M Trust from 2014 to 2018. 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 disciplined security selection process and manages approximately $411.7 million in assets across over 600 client relationships.

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.

Craig Velencia is a financial advisor at DVB Private Wealth with one year of experience at the firm. He holds a Series 65 designation and previously worked for six years at LAXtastic and served six years in the U.S. Coast Guard. 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, using a top-down investment approach focused on tactical asset allocation and sector rotation across various asset classes.

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.

Marc Smith is a financial advisor at Oars Capital with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Red Wave Investments and operated his own firm, Marc Smith Investments. Oars Capital serves individual and family clients with discretionary investment portfolio management and integrated financial planning. The firm manages approximately $360 million in assets, employing ETF-based asset allocation and tactical value-oriented security selection strategies within a total-portfolio framework.