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.

Jamie Roth is a financial advisor with Solyco Wealth LLC in Hanover, PA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Solyco Wealth, Roth worked at AE Wealth Management and Encompass More Asset Management, among other firms. Roth also operates independently as a life insurance agent, assisting clients with retirement planning including annuities and life insurance. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and written financial planning services. The firm constructs portfolios using a combination of mutual funds, ETFs, stocks, bonds, options, and alternative investments, employing fundamental and technical analysis with a primarily long-term focus.

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.

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.

Mahir Desai is a CFP® with six years of industry experience, currently serving as a financial advisor at Macro Advisors, Inc. in York, PA. Prior to joining Macro Advisors, he spent nine years at PNC Bank, National Association. In addition to his advisory role, he works as 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 with fundamental, technical, and cyclical analysis to tailor investments to client risk profiles.

Darshana Desai is a financial advisor at Macro Advisors, Inc. with 23 years of industry experience. She holds a Series 65 designation and has been with Macro Advisors for over two decades. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan advisory services. The firm uses proprietary model portfolios combining equities, fixed income, and hedging strategies, applying modern portfolio theory alongside fundamental, technical, and cyclical analysis to tailor client portfolios.

Timothy White is a CFP® professional with 37 years of industry experience, currently serving at Johnson & White Wealth Management LLC. He has been with the firm since 2014 and also has experience with Purshe Kaplan Sterling Investments. Outside of his financial advisory work, he co-owns Guidon, LLC, a leadership training business focused on lessons from Civil War battlefields. Johnson & White Wealth Management advises individuals, trusts, foundations, pensions, and corporate clients, offering personalized financial planning and investment management. The firm develops individualized asset-allocation guidelines, continuously monitors portfolios, and incorporates multigenerational engagement and artificial intelligence tools into its planning process.

James Shaffer is a financial advisor at Integrated Wealth Solutions, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at Cape Securities, Terra Wealth Management, and Primerica. Outside of advisory work, he serves as a project manager for Kinsley Construction, Inc. and is involved in insurance sales and life insurance review through the Financial Independence Group. Integrated Wealth Solutions, LLC is an SEC-registered adviser providing discretionary asset management and financial planning to individuals, small businesses, trusts, estates, and charities. The firm uses a combination of fundamental and technical analysis to develop investment programs tailored to clients’ goals and risk tolerance, and it offers public seminars focused on general investment education.

Arthur Gallo is a CFP® professional with seven years of industry experience, currently serving at Lombard Advisers Incorporated. His career includes roles at Lombard Securities Incorporated and NYLIFE Securities LLC, as well as New York Life Insurance Co. Outside of advisory work, he is involved with Corto Financial Group, where he focuses primarily on insurance sales and also participates in a partnership that refers clients for student loan refinancing. Lombard Advisers provides personalized investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management using a variety of analytical methods and manages approximately $670 million in assets, with an operational emphasis on non-discretionary accounts.

Derek Mauldin is a financial advisor with Inspire Advisors, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Thrivent Financial and In Him Christian Wellness. Outside of his advisory work, he volunteers as Treasurer for Mechanicsburg Brethren in Christ Church and serves as a board member for a Christian counseling nonprofit focused on mental health. Inspire Advisors, LLC manages over $1.3 billion in discretionary client assets and serves individual, high-net-worth, institutional, and charitable clients. The firm incorporates Biblically Responsible Investing through proprietary tools and employs diverse investment methods while frequently utilizing sub-advisors and offering tax-mitigation services.

Donna Gurreri is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and two years of industry experience. She has worked at Mutual of Omaha Investor Services since 2024 and previously at AMZ Manufacturing. In addition to her advisory role, she is an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm delivers solutions primarily through Envestnet and acts as the client contact for third‑party managers, operating alongside broker‑dealer and insurance businesses within the Mutual of Omaha group.

John Frick is a financial advisor at Realta Investment Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at Realta Equities, Fulton Financial Advisors, and Raymond James Financial Services Advisors Inc. Frick is involved in building a marketing platform under the New Era Wealth Management brand. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension plans, and institutional clients. The firm employs a personalized approach to asset allocation and offers access to third-party money managers, retirement-plan consulting, and estate planning services.

Justin Pierce is a financial advisor at AlphaStar Capital Management with eight years of industry experience. He holds Series 63 and 65 licenses and has worked at several firms including Terra Wealth Management and PFS Investments Inc. Outside of his advisory role, he owns THAT Guy's Graphics, a business involving design and photography services, and is also involved as a mortgage loan originator. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and participant account management. The firm employs a range of model portfolios and strategic approaches, supports subadvisory relationships, and provides ERISA-related plan services.

Mitchell Wirth is a financial advisor at Inspire Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Daymark Financial Solutions, Members 1st Federal Credit Union, and Select Medical. He is also an independent licensed insurance agent in Pennsylvania, focusing on life and fixed annuities as well as accident and health insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a combination of fundamental, technical, and quantitative methods to construct portfolios, often delegating management to sub-advisors and offering tax-mitigation services.

Lyndsey Michelsen is a financial advisor at Lombard Advisers Incorporated in York, PA, holding Series 65 and Series 63 licenses with four years of industry experience. Her prior roles include positions at The Vanguard Group, Inc., and Lombard Securities Incorporated. Lombard Advisers provides personalized investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a multi-team structure. The firm employs a range of analytical methods to construct portfolios and offers both discretionary and non-discretionary solutions, managing approximately $670 million in assets.

Michael Smith is a CFP® professional with 23 years of experience in financial advising. He currently serves at Inspire Advisors, LLC and previously spent 20 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, he is vice-president of Our Father’s Hope, a nonprofit organization supporting orphans and foster children. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and primarily serves individual and institutional clients. The firm integrates Biblically Responsible Investing using proprietary tools and employs various analytical methods to construct portfolios, often delegating management to sub-advisors and affiliated managers.

Nicole Johndro is a financial advisor at Inspire Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Inspire Advisors, she served as Communications and Development Director for In Him Christian Wellness, a faith-based nonprofit organization. In this role, she worked on marketing strategy, fundraising campaigns, and donor relations. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing and employs a variety of quantitative and fundamental strategies implemented through model portfolios and proprietary ETFs.

Christopher Pagotto is a financial advisor at Inspire Advisors, LLC with seven years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he serves as a percussion music judge, providing commentary and scoring for high school indoor percussion competitions. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing using proprietary scoring and screening tools and employs a range of portfolio strategies including index-based and tactical allocations.

Frank Corto is a financial advisor with Lombard Advisers Incorporated in York, PA, holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with Lombard Securities Incorporated since 2017 and previously worked at IFS Securities. Outside of his advisory role, he is the managing partner of Corto Financial Group, which serves physicians by providing disability and life insurance products, and he owns a financial interest in the Central Pennsylvania Lacrosse Club. Lombard Advisers provides personalized investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a multi-team approach. The firm offers both discretionary and non-discretionary portfolio management solutions, employing various analytical methods and managing approximately $670 million in assets under management as of 2025.

Jeffrey Farrell is a financial advisor at Sound Income Strategies, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Wunderlich Securities, Inc. and FTB Advisors, Inc. He also serves as a Strategic Wealth Advisor and Client Service Advisor at McAdams Group LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized managed portfolios with an emphasis on fixed-income analysis and equity review, utilizing both discretionary and non-discretionary strategies.