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.

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.

Dante Giorgio is a financial advisor with EHG Wealth Management and holds a Series 65 designation. He has several years of experience, including roles at Kerr Wealth Management, Giorgio Financial Advisors LLC, Benefix, and Benecon Group. Outside of finance, he is involved with Giorgio Transport, Inc., a family business operating since 2015. EHG Wealth Management provides fee-based investment advisory services and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset-allocation strategy based on technical analysis and offers a combination of discretionary portfolio management and hourly financial planning.

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.

Raymond Bradley is a financial advisor at Bradley Advisory with 37 years of industry experience. He holds the ChFC® designation and Series 63 license, and has been affiliated with Ausdal Financial Partners, Inc. since 2009. In addition to his advisory work, he owns and operates a life and health insurance practice providing investment advice and financial planning in Stevens, PA. Bradley Advisory serves individuals, families, small corporations, and trusts, managing approximately $90 million in client assets. The firm employs a value-oriented, long-term investment approach focused on diversification, periodic rebalancing, and the use of mutual funds and ETFs, offering both discretionary and non-discretionary account 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.

Michelle Fletcher is a CFP®-certified financial advisor with 33 years of industry experience. She has worked at Cedar Spring Advisors, LLC since 2017 and has been involved with Fletch Financial since 2011. Prior to that, she spent a decade at INVEST Financial Corporation. Cedar Spring Advisors serves individual and high-net-worth clients as well as charitable organizations, providing portfolio management and financial planning services tailored to client goals and risk tolerance through a variety of investment strategies and third-party managed solutions.

Teressa Beard is a financial advisor at Sequinox Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Mulholland Wealth Advisors, LLC and J.W. Cole Advisors, Inc. prior to her current role. Outside of advising, she serves as an Executive Administrative Assistant for Sequinox. Sequinox Wealth Management provides discretionary portfolio management, financial planning, and third-party money manager selection for individual clients and charitable organizations. The firm primarily uses model portfolios and allocates to third-party sub-advisers, serving 757 clients with $160 million in discretionary assets under management.

Geoffrey Finch is a financial advisor at Harmony Road Advisors with five years of industry experience and holds a Series 65 designation. He has worked at Harmony Road Advisors and The Wenger Group since 2020 and previously spent over two decades at Wenger Feeds. Outside of his advisory role, he serves as a project manager at The Wenger Group, overseeing strategic projects related to a new ingredient and a health care model for employees. 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, utilizing a combination of fundamental, technical, and cyclical analysis with a long-term investment approach that includes a variety of asset classes.

Matthew Lebo is a CFP® and Series 66-registered financial advisor with 11 years of industry experience. He is currently with Sequinox Wealth Management, LLC and has also worked at Mulholland Wealth Advisors, LLC and Sageworth Trust Company. Sequinox Wealth Management provides discretionary portfolio management, financial planning, and third-party money manager selection for individual clients and charitable organizations. The firm serves 757 clients with $160 million in discretionary assets under management and implements client programs primarily through model portfolios and allocations to third-party advisers.

Justin McMaster is a financial advisor at Cedar Spring Advisors, LLC with 14 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Cedar Spring Advisors since 2017. He is also the owner of McMaster Financial Services, LLC, which provides financial investment services, small business consulting, tax preparation, and insurance. Cedar Spring Advisors serves individual and high-net-worth clients as well as charitable organizations, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm customizes investment programs based on client goals and risk tolerance, employing a range of strategies and utilizing third-party managed solutions.

Marc Bowman is a financial advisor with Bowman Wealth Management Group in Hershey, PA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior roles include positions at Innovation Partners LLC, Fortune Financial Services, Purshe Kaplan Sterling Investments, and as managing member of Stout Bowman & Associates, LLC. He is also an independent insurance agent, involved in life insurance sales including term, whole life, and universal life products. Bowman Wealth Management Group provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, businesses, and plan sponsors. The firm manages approximately $96.3 million in discretionary assets and employs individualized investment policies with quarterly portfolio reviews and tax-loss harvesting.