Wade Cornett is a financial advisor at Macro Advisors, Inc. with 31 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. Cornett also manages a small portfolio of rental properties as a personal business activity. Macro Advisors, Inc. provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charities, and other business entities. The firm manages approximately $371 million for about 669 clients through a team of nine advisors, using proprietary model allocations that combine equities, hedging strategies, and fixed-income securities, with regular portfolio monitoring and rebalancing.

Jay Desai is a CFP® with 37 years of industry experience and is currently with Macro Advisors, Inc. He has been with the firm since 2003. Outside of his advisory role, he is an independent insurance agent focusing on term insurance, whole life, long-term care, and disability insurance. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs proprietary model portfolios and integrates modern portfolio theory with fundamental, technical, and cyclical analysis to tailor investments to client risk profiles.

Christopher Albright is a financial advisor with Integrated Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at CAPE Securities, Inc., PFS Investments Inc., and Primerica Financial Services. Outside of finance, he serves as a wrestling coach during the school year. Integrated Wealth Solutions, LLC provides discretionary asset management and financial planning services to individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm combines fundamental and technical analysis to tailor investment programs and offers educational seminars focused on general investment topics.

David Sivel is a CFP®-credentialed financial advisor with 21 years of industry experience. He has worked at Collective Family Office, LLC since 2019 and previously was with BNY Mellon Wealth Management from 2015 to 2019. Collective Family Office 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 variety of investment strategies including fundamental, technical, and cyclical analysis, utilizing tools such as derivatives, options, direct indexing, and private funds.

Bryan Mahon is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, holding Series 63 and Series 65 licenses with four years of industry experience. His work history includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Under Armour Inc., and AIX Platform. Faithward Advisors serves individual investors, retirement plans, trusts, estates, and nonprofit organizations, managing approximately $1.05 billion in assets across about 3,000 client relationships through a multi-team advisory platform. The firm employs a Modern Portfolio Theory-based investment approach, including mutual funds, ETFs, and a Biblically Responsible Investing overlay, complemented by discretionary portfolio management and financial planning services.

Dipal Patel is a financial advisor at Macro Advisors, Inc. with 18 years of industry experience. He holds a Series 65 credential and has been with Macro Advisors in various capacities since 2005. In addition to his advisory role, Patel is an independent insurance agent specializing in term insurance, whole life, long-term care, and disability insurance. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm employs proprietary model portfolios and a combination of modern portfolio theory with fundamental, technical, and cyclical analysis to tailor investment strategies to client risk profiles.

Charles Wise III is a financial advisor at Invariant Investment Management with 16 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Invariant Investment Management in 2017, he worked at Pure Capital Management Limited for seven years. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans, offering portfolio management, financial planning, subadvisory services, and platform consulting. The firm uses a disciplined investment approach combining fundamental, technical, and cyclical analysis with modern portfolio theory, managing diverse asset classes on a discretionary basis with regular monitoring.

Mikesh Desai is a CFP® and Series 65-licensed financial advisor at Macro Advisors, Inc. with 10 years of industry experience. He has been with Macro Advisors since 2015. Outside of his advisory role, he also works as an independent insurance agent, focusing on term insurance, whole life, long-term care, and disability insurance. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs proprietary model portfolios and a combination of modern portfolio theory and various analytical strategies to tailor investments to client risk profiles.

Michael Hoyt is a financial advisor with Integrated Wealth Solutions, LLC and holds a Series 65 designation. He has one year of industry experience and previously worked in academic roles at Gettysburg College, Gov. Thomas Johnson High School, and Grove City College. Integrated Wealth Solutions, LLC is an SEC-registered investment adviser serving individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm’s team of eight advisors manages approximately $114 million across 300 client relationships, providing discretionary asset management and financial planning with an emphasis on client-specific goals and risk tolerance.

Michael Paranich is a Series 66-licensed financial advisor with Faithward Advisors, LLC in Lancaster, PA, bringing four years of industry experience. His background includes roles at OSAIC and American Portfolios Financial Services, as well as entrepreneurial activities as the owner of Blue Light Ventures Limited, a company involved in new product development and property due diligence. Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profits, and related donors through a multi-team platform managing approximately $1.05 billion in assets. The firm employs Modern Portfolio Theory in building portfolios and offers discretionary management, financial planning, and estate services, with a Biblically Responsible Investing overlay as part of its approach.

Shannon Shupp is a CFP® with 29 years of industry experience, currently serving as an advisor at Macro Advisors, Inc. since 2017. Prior to this, Shupp worked for Metropolitan Life Insurance Company and MetLife Securities Inc. from 1995 to 2017. Outside of advisory services, Shupp is an independent insurance agent specializing in term, whole life, long-term care, and disability insurance. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm employs proprietary model portfolios and a combination of modern portfolio theory and fundamental, technical, and cyclical analysis to tailor investment strategies to client risk profiles.

Brian Luster is a financial advisor with Collective Family Office, LLC and holds a Series 66 designation. He has 17 years of industry experience, including prior work at BNY Mellon Wealth Management from 2016 to 2019. Luster has been with Collective Family Office since 2019. Collective Family Office provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate entities. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, using sub-advisors for alternative allocations, and incorporates derivatives and secured borrowing within its managed accounts.

Michelle Wilkinson is a financial advisor with Integrated Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior work includes roles at CAPE Securities Inc., TerraWealth, LLC, and Primerica Advisors. She also has insurance sales experience, dedicating approximately 10% of her time to this activity. Integrated Wealth Solutions is an SEC-registered investment adviser serving individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs a combination of fundamental and technical analysis to manage portfolios, offers discretionary asset management, and provides public seminars focused on general investment education.

Dirk Olds is a financial advisor at Faithward Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Osaic Wealth, INC., American Portfolios Financial Services, Inc., and Ambassador Advisors, LLC. Outside of his advisory role, Olds serves on the finance committee of Endwell United Methodist Church. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a long-term investment approach using Modern Portfolio Theory alongside fundamental, quantitative, and qualitative analysis, and offers a Biblically Responsible Investing policy aligned with Christian values.

Melinda Bodi is a Series 65-licensed advisor at Johnson & White Wealth Management LLC with six years of industry experience. Prior to joining the firm, she worked at the York VA Outpatient Clinic for four years. Johnson & White Wealth Management serves individuals, trusts, foundations, pensions, and corporate clients with personalized financial planning and investment management. The firm incorporates multigenerational engagement in its planning and utilizes artificial intelligence tools for note-taking and data aggregation, with portfolios that may include a wide range of investment instruments.

Meghan Baum is a financial advisor at Atwater Malick in Lancaster, PA, holding a Series 65 designation. She has been with Atwater Malick since 2017 and also has prior work experience at Marriott and Hershey Pantry. Atwater Malick provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities, tailoring strategies to client goals and risk tolerances. The firm follows a low-turnover, buy-and-hold investment approach and manages all assets in-house.

John Landis is a financial advisor with Faithward Advisors, LLC in Lancaster, PA. He holds Series 63 and Series 66 designations and has five years of industry experience. Prior to joining Faithward Advisors in 2026, he worked at The Vanguard Group, Inc. and BB&T. Outside of finance, he has experience running a yard sign rental business. Faithward Advisors serves individual investors, retirement plans, trusts, estates, and non-profit organizations, managing approximately $1.05 billion in client assets. The firm uses a multi-team advisory platform and applies Modern Portfolio Theory with a focus on mutual funds, ETFs, and other securities, offering a Biblically Responsible Investing option within its strategies.

Angela Shea is a financial advisor at Faithward Advisors, LLC with 20 years of industry experience. She holds the Series 63 designation and has worked at multiple firms including American Portfolios Financial Services, Inc. and Ambassador Advisors, LLC. Shea is also a partner at Garcia Garman & Shea, PC, an accounting and tax preparation firm, and serves as treasurer for the Mount Gretna Foundation. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm constructs portfolios using Modern Portfolio Theory combined with fundamental, quantitative, and qualitative analysis, offering a Biblically Responsible Investing policy aligned with Christian values.

Benjamin Atwater is a financial advisor with Atwater Malick, holding a Series 65 designation and 18 years of industry experience. He has been with Atwater Malick since 2008. Outside of advising, he is a partner and member-owner of Main St. EP Restaurant, LLC, which operates Josie’s Pub in East Petersburg, PA. Atwater Malick provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm employs a goal-based, fundamental and cyclical investment approach with a low-turnover, buy-and-hold strategy across equities, fixed income, indexed ETFs, and cash equivalents.

Robert Allan III is a financial advisor at Johnson & White Wealth Management LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Johnson & White since 2014. Outside of his advisory role, he is involved as a professional ultimate frisbee athlete with the Philadelphia Phoenix. Johnson & White Wealth Management serves individuals, trusts, foundations, pensions, and corporate clients, providing personalized financial planning and investment management. The firm incorporates multigenerational engagement in its planning and uses artificial intelligence tools with human oversight to support client service.