Richard Heilig is a financial advisor at Chestnut Street Investment Counsel, LLC with 33 years of industry experience. He worked for Wheatland Advisors Inc. for 32 years prior to joining Chestnut Street Investment Counsel in 2020. Chestnut Street Investment Counsel provides discretionary investment management and comprehensive wealth planning services to individuals, trusts, estates, retirement plans, and businesses. The firm utilizes a portfolio approach based on individual stocks and bonds, applying both fundamental and technical analysis with a generally long-term focus, and offers fiduciary retirement plan services alongside traditional wealth management.

Joshua Kroll is a financial advisor at Tarigas Investment Advisory in Lancaster, PA, holding a Series 65 credential. He has professional experience spanning roles at Tarigas Investment Advisory, Kroll Strategies, and Sutter Home, following a 13-year career in the US Navy. Tarigas Investment Advisory provides financial planning and portfolio management services to individuals and high-net-worth clients, as well as family office and fractional CFO services through an affiliated entity. The firm employs a long-term investment approach using quantitative, fundamental, and cyclical analysis within a broad investment universe.

Robert Teague is a financial advisor at Markle Financial LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Teague serves as Executive Director of the Eden Bridge Foundation and is a board member and treasurer for Jessica and Friends Community, a nonprofit supporting individuals with disabilities. Markle Financial provides discretionary and non-discretionary portfolio management, co-advisory services, and financial planning to individuals, high-net-worth clients, and pension and profit-sharing plan sponsors. The firm employs a range of analytical approaches and conducts due diligence on third-party managers, while also serving as adviser to a private pooled investment fund.

Nathan Kibler is a financial advisor at Tarigas Investment Advisory with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Tarigas Investment Advisory in 2025, he worked at Tarigas and Black Diamond Financial Solutions since 2021, and at MASS MUTUAL from 2016 to 2021. He is also licensed as a broker with multiple life insurance companies. Tarigas Investment Advisory provides financial planning and portfolio management services for individuals and high-net-worth clients, along with family office and fractional CFO services through an affiliated entity. The firm uses a combination of quantitative, fundamental, and cyclical analysis within a long-term investment approach, offering a wide range of investment options and acting as a fiduciary for retirement accounts.

Frank Collins is a CFP® with 40 years of industry experience and currently serves as an advisor at Harmony Road Advisors in Elizabethtown, PA. Prior to joining Harmony Road Advisors in 2020, he held positions at firms including Avantra Family Wealth, Purshe Kaplan Sterling Investments, and Bank of America. He is also principal of Altius Learning Inc., a company that provides training and coaching for financial professionals. Harmony Road Advisors manages approximately $30.8 million in discretionary assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, and consulting services, using a mix of fundamental, technical, and cyclical analysis with a focus on low-cost mutual funds and ETFs alongside other investment vehicles.

Sharon England is a financial advisor with Mangolds Investment Advisors Inc. She holds a Series 65 designation and has been with the firm since 2026. Prior to this role, she has experience with Mangolds Tax Service Inc. as a tax professional since 2012 and spent 13 years at The Lancaster School of Cosmetology. Mangolds Investment Advisors serves individual and high-net-worth clients, trusts, estates, retirement plans, nonprofit organizations, and business entities. The firm provides discretionary portfolio management, written financial planning, and educational workshops, tailoring investment programs based on clients’ goals, time horizons, and risk tolerances.

Ross Burnam is a CFP® with 20 years of industry experience and serves as an advisor at Omicron Advisors, LLC, where he has worked since 2012. He also operates his own accounting practice, Ross W. Burnam, CPA, PA, providing accounting services. Omicron Advisors provides investment supervisory services, financial planning, and pension consulting to individuals, pension and profit-sharing plans, and nonprofit accounts. The firm follows an academic-driven investment approach that emphasizes diversification and passive strategies, managing approximately $151 million across about 74 client relationships.

Ross Burnam is a CFP® and PFS™ with 25 years of industry experience. He is a principal at Omicron Advisors, LLC, where he has worked since 2012, and he also owns and operates Ross W. Burnam, CPA, PA, a separate accounting practice established in 1989. Burnam serves as successor trustee for a testamentary education trust. Omicron Advisors, LLC provides investment supervisory services, financial planning, and pension consulting to individuals, trusts, partnerships, and non-profit plans. The firm manages discretionary portfolios for a small client base using an investment approach based on academic research, emphasizing diversification and passive strategies through mutual funds and ETFs.

James Lyter is a Series 65-licensed advisor with Wellington Adams Investment Advisory, LLC, bringing 12 years of industry experience. He has held roles at Virtue Capital Management, Horter Investment Management, and has led his own firms, Lyter Group, Inc. and Lyter Financial, LLC. In addition to his advisory work, he serves as president of Lyter Group, Inc., which conducts insurance sales. Wellington Adams Investment Advisory provides discretionary portfolio management primarily for individual and high-net-worth clients, utilizing a mix of fundamental, technical, cyclical, and quantitative analysis. The firm offers access to mutual funds, ETFs, individual equities, model portfolios, and alternative investment vehicles, while also hosting public seminars and collaborating with third-party managers in a co-advisory capacity.

Mateusz Atlasik is a financial advisor at Chestnut Street Investment Counsel, LLC in Lancaster, PA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at The Vanguard Group, Inc., Ameriprise Financial Services, Inc., and PeoplesBank, A Codorus Valley Company. Chestnut Street Investment Counsel serves individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses with discretionary investment management, comprehensive wealth management, and financial planning. The firm emphasizes customized portfolios combining individual stocks and bonds with mutual funds, applying both fundamental and technical analysis within a long-term investment orientation while allowing flexibility for shorter-term adjustments.

Logan Gotshall is a Series 65-licensed advisor with Lancaster County Financial Group, LLC, where he has worked since 2020. His prior experience includes roles in healthcare and other industries, including Quantum Imaging & Therapeutic Associates, Inc., and Scribe America. Lancaster County Financial Group provides investment management, wealth planning, and consulting services primarily to individuals, trusts, retirement plans, and businesses. The firm employs a Managed Asset Allocation Model approach, tailoring portfolios and rebalancing them based on client goals and economic conditions.

Wendy Rowley is a CFP® with 30 years of industry experience. She is currently with Rowley Financial, where she has worked since 2023, and previously held roles at Markle Financial LLC and Cambridge Investment Research Advisors Inc. Outside of financial advising, she has ownership interests in real estate entities. Rowley Financial provides advisory services to individual investors, including high-net-worth and non-high-net-worth clients, as well as sponsors of pension and profit-sharing plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using multiple analytical methods to tailor investment programs across a broad range of asset classes.

Beth Vulopas is a Series 65-licensed financial advisor with six years of industry experience, currently with Chestnut Street Investment Counsel, LLC. Her prior roles include positions at Financial Advisory Services, LLC, Atwater Malick, Vulopas & Associates Daily Money Management, and Wheatland Advisors. Chestnut Street Investment Counsel serves individuals, trusts, estates, retirement plans, and businesses with discretionary investment management and comprehensive wealth planning. The firm combines fundamental and technical analysis with a generally long-term investment orientation, offering portfolio management, financial planning, and fiduciary retirement plan services.

Zachary Buterbaugh is a financial advisor with Mangolds Investment Advisors Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His background includes roles at Primerica Advisors and operating as a sole proprietor. Outside of advisory services, he is involved with Mangold's Tax Service Inc., a tax preparation business. Mangolds Investment Advisors serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, nonprofits, and business entities. The firm offers discretionary portfolio management, written financial planning, and educational workshops, tailoring investment programs based on clients’ goals, time horizons, and risk tolerance.

Joshua Groff is a financial advisor with Odyssey Group Wealth Advisors in Lancaster, PA, holding Series 63 and Series 65 licenses with 12 years of industry experience. His career includes roles at PFM Fund Distributors, Inc. and Commonwealth Financial Network before joining Odyssey Group Wealth Advisors in 2018. Odyssey Group Wealth Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages approximately $421 million and employs a discretionary investment approach utilizing mutual funds, ETFs, stocks, and bonds tailored to client objectives.

Greg Boll is a financial advisor with Hershey Financial Advisers, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Leigh Baldwin & Co., LLC since 2011. Outside of his advisory role, he serves as treasurer for Cocolico Community Chapel. Hershey Financial Advisers provides investment management, comprehensive financial planning, and insurance solutions to individual, institutional, and charitable clients. The firm offers model-based programs emphasizing asset allocation and active management, serving approximately 591 clients with $139.3 million in discretionary assets under management.

Robert Rago is a ChFC® credentialed financial advisor with three years of industry experience, currently practicing at Cedar Spring Advisors, LLC. Prior to his advisory career, he worked in various roles including at Ferrera Candy Company and Kellogg Company. He also owns and operates Rago Financial, a business focused on insurance and consulting services. Cedar Spring Advisors serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm employs a tailored investment approach that incorporates fundamental analysis, various strategies including options, and third-party managed solutions, overseeing approximately $169 million in assets across nearly 284 client relationships.

Michael Novak is a Certified Financial Planner® at Life Stewardship Advisors in Lancaster, PA, with 10 years of industry experience. He has been with Life Stewardship Advisors since 2013. Novak serves as a board member of the Water Street Mission, a nonprofit organization, and is a supervisor for Pequea Township. Life Stewardship Advisors is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm offers discretionary portfolio management and financial planning services tailored to client objectives and utilizes a variety of investment strategies.

Christian Pascuzzo is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Odyssey Group Wealth Advisors and has previously worked at firms including Commonwealth Financial Network, Spring Ridge Financial Group, RKL Wealth Management LLC, and The Prudential Insurance Company of America. Odyssey Group Wealth Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, and corporations. The firm emphasizes asset allocation and fundamental analysis, managing portfolios that typically include mutual funds, ETFs, stocks, and bonds.

Aaron Sherman is a CFP® with 11 years of industry experience, currently practicing at Odyssey Group Wealth Advisors in Lancaster, PA. He has worked at Odyssey Group Wealth Advisors since 2018 and previously spent 10 years at Commonwealth Financial Network. Outside of advising, he is the owner of Sterling 22AB, LLC, an entity involved in managing commercial real estate in Lancaster. Odyssey Group Wealth Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages approximately $421 million across 245 client relationships, employing a discretionary investment approach with portfolios constructed from mutual funds, ETFs, stocks, and bonds tailored to client objectives.