Curt Stauffer is a financial advisor at MCM Wealth with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CS Planning Corp., Seven Summits Capital, LLC, and Coastal Investment Advisors. MCM Wealth provides investment advisory and financial planning services to individuals, trusts, small-business retirement plans, family offices, institutions, and pooled investment vehicles. The firm uses a multi-asset class, core-and-satellite approach with portfolios tailored to client goals and offers a proprietary rules-based options overlay platform for eligible clients.

Edward Plakans is a financial advisor at Crosswalk Investment Advisory, Inc. in Strasburg, PA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Crosswalk Investment Advisory since 1999. Crosswalk Investment Advisory, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, corporations, and estates. The firm employs a range of investment strategies, including buy-and-hold, asset allocation, short-term trading, short sales, and option writing, managing approximately $63.9 million in client assets.

Christopher Hasircoglu is a financial advisor with Lancaster County Financial Group, LLC, holding Series 63 and Series 65 licenses and 35 years of industry experience. His prior roles include positions at Securities Service Network, Inc., Securities America, Inc., and OSAIC. He also sells occasional term life and short-term health insurance products. Lancaster County Financial Group provides investment advisory services to individuals, trusts, retirement plans, and businesses, serving both high-net-worth and non-high-net-worth clients. The firm offers discretionary managed asset allocation portfolio management, fee-based wealth planning, and hourly consulting, managing accounts with individualized asset allocation models and regular portfolio rebalancing.

Donald Lamison is a financial advisor with Sequinox Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Highland Financial, Ltd and Trustmont Financial Group, Inc. Lamison is also the head varsity hockey coach for the Westmont Hilltop High School hockey team in Johnstown, PA. Sequinox Wealth Management provides discretionary portfolio management, financial planning, and third-party money manager selection for individual and charitable clients. The firm serves over 750 clients through a four-advisor team and implements client programs primarily via model portfolios and sub-adviser allocations.

Jeanne Miller is a financial advisor at Hazlett, Burt & Watson, Inc. with 25 years of industry experience. She has been with the firm since 2014 and holds a Series 66 designation. Hazlett, Burt & Watson, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process that emphasizes asset allocation modeling and ongoing monitoring, offering both discretionary and non-discretionary asset management alongside a range of financial planning services.

Gregory Staub is a financial advisor at PSI Capital Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PSI Capital Management since 2018, following a nine-year tenure at Pilot Capital Management, Inc. PSI Capital Management is an SEC-registered investment adviser serving individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a Modern Portfolio Theory-based approach with a four-step process of goal setting, analysis, implementation, and ongoing monitoring, primarily advising through mutual funds and exchange-traded funds.

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.

Clinton Simmons is a financial advisor at Vantus Wealth with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Mass Mutual Investors Services and Wienken Advisors, Ltd. Outside of his advisory role, Simmons is a licensed independent insurance agent and a partner in an LLC that manages real estate. Vantus Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, estates, trusts, retirement plans, and institutional clients. The firm offers discretionary and non-discretionary investment management, financial planning, and fiduciary services, combining strategic and tactical asset allocation with active management and long-term holding strategies.

Paul Broomell is a financial advisor at Vantus Wealth with 11 years of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services and Mass Mutual Life Insurance Company. In addition to his advisory role, he is a licensed independent insurance agent, spending minimal hours weekly on this activity. Vantus Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, estates, trusts, retirement plans, and institutional clients. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan fiduciary services, combining strategic and tactical asset allocation with active management and long-term holding strategies.

Karl Lehman is a financial advisor at PSI Capital Management with 25 years of industry experience. He holds a Series 65 designation and has worked at PSI since 2018, with prior roles at Pilot Capital Management and RLH CPA's & Business Advisors, where he has also served as managing partner since 1980. His background includes accounting and business advisory services through RLH CPA's & Business Advisors, a non-investment related firm. PSI Capital Management provides financial planning, investment management, pension consulting, and related services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages diversified portfolios using Modern Portfolio Theory and offers both discretionary and non-discretionary asset management.

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.

Michael Summers is a CFP® with 41 years of industry experience, currently serving at Investment Research Corp. He has been affiliated with World Capital Brokerage, Inc. since 2008. Summers is also the owner of Summers Financial Planning and Investments, where he focuses on investment and insurance sales. Investment Research Corp provides investment supervisory services, portfolio management, and financial planning to both individual and institutional clients. The firm employs a fundamental approach to security analysis and offers a broad product range, including equities, debt securities, and mutual funds.

James Balthaser is a financial advisor at PSI Capital Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PSI Capital Management since 2018. In addition to his advisory role, he is a member and treasurer of RLH CPA's & Business Advisors, LLC, a non-investment related CPA firm. PSI Capital Management provides financial planning, investment management, pension consulting, and related services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach, primarily using mutual funds and ETFs to build diversified portfolios tailored to client goals and risk profiles.

Trevor Kasulen is a financial advisor at Collective Family Office, LLC with a Series 65 credential and one year of industry experience. His prior work includes positions at GHI Engineers & Surveyors and Napoli Hospitality Group. Collective Family Office provides discretionary portfolio management and pension consulting to high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a range of investment strategies including the use of derivatives and structured products, and it manages over $527 million in discretionary assets with a small advisory team.

Jacob Little is a financial advisor at Johnson & White Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Johnson & White, he held positions in various fields including construction and education. Johnson & White Wealth Management advises individuals, trusts, foundations, pensions, and corporate clients, offering personalized financial planning and investment management services. The firm emphasizes multigenerational engagement, uses artificial intelligence tools for data aggregation with human oversight, and manages diverse portfolios tailored to client risk tolerance.

Scott Smith is a financial advisor with PSI Capital Management in Lancaster, PA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Securities Service Network, Inc. and Planning Strategies, Inc. since the early 2000s. Outside of his advisory role, Smith is an educational book author and serves as Vice President and President of the Board of Directors for The Hershey Partnership, a nonprofit organization. PSI Capital Management is an SEC-registered investment adviser that provides financial planning, pension consulting, and investment management services to individuals, plans, trusts, and charitable organizations. The firm uses a Modern Portfolio Theory-based process and primarily advises with mutual funds and ETFs, offering both discretionary and non-discretionary management.

George Weaver III is a financial advisor with Hazlett, Burt & Watson, Inc. in Lancaster, PA, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Hazlett, Burt & Watson since 1994. Hazlett, Burt & Watson’s division, Security Capital Management, provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm uses an asset allocation investment approach guided by economic forecasting and research, offering both discretionary and non-discretionary portfolio management alongside various financial planning engagements.

Jacob Kent is a financial advisor with Integrated Wealth Solutions, LLC, holding Series 65, Series 66, and Series 63 licenses and two years of industry experience. He has prior work experience at Leidos, Inc., CACI, Inc., and Primerica. Integrated Wealth Solutions, LLC is an SEC-registered advisory firm serving individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm manages approximately $114 million across about 300 client relationships, employing a combination of fundamental and technical analysis to create investment programs tailored to clients' goals, time horizons, and risk tolerances.