Matthew Stout is a financial advisor with Stout Wealth Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Stout Wealth Advisory Group since 2012 and has prior experience as an independent licensed insurance agent and involvement in other business ventures, including co-owning a cigar business and consulting in real estate. Outside of advising, he is engaged as a co-owner and consultant with Padron Property Group. Stout Wealth Advisory Group is a registered investment adviser serving individual and high-net-worth clients, as well as corporations, partnerships, and non-profits. The firm offers discretionary and non-discretionary asset management along with written financial planning, emphasizing tailored portfolios, continuous supervision, and integrated tax, estate, and insurance considerations.

Adam Koser is a CFA® charterholder with 2 years of experience at Grandview Asset Management LLC and 14 years previously at Federated Hermes. He is based in Harrisburg, PA. Outside of his advisory work, he is a passive member in multifamily real estate ventures through Bulldawg Property Investments, LLC and FSI Property Investments, LLC. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm employs a structured four-step security selection process and manages portfolios using a range of securities including stocks, bonds, ETFs, and mutual funds, offering both discretionary and non-discretionary account management.

Michael Cox is a financial advisor with Seaside Wealth Advisors LLC, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior roles include positions at Northwestern Mutual and Brad Nelson. Outside of his advisory work, he serves as Coaches Coordinator for the Red Land Midget Football Organization, a nonprofit youth football group. Seaside Wealth Advisors provides discretionary asset management, financial planning, and consulting primarily to individual and high-net-worth clients as well as small business owners. The firm employs an active, tailored investment process using Modern Portfolio Theory and targeted asset-allocation model portfolios, and it also offers due-diligence services for private placements along with bookkeeping and tax services for business clients.

Adam Korhut is a financial advisor at Taylor Securities Services, Inc. with one year of industry experience. He holds a Series 65 credential and has prior experience at State Farm Agency from 2014 to 2019. In addition to his advisory role, Korhut provides insurance-related financial services through Taylor Retirement Services, focusing on indexed annuities and insurance investment vehicles. Taylor Securities Services, Inc. offers discretionary investment management primarily to individual and high-net-worth clients through a sponsored wrap fee program. The firm emphasizes mutual funds and ETFs, including the use of derivatives, and manages approximately $153 million in assets across its client base.

William Wright is a Series 65-licensed financial advisor with 11 years of experience. He has worked at Asset Strategy Consultants and Asset Strategy Retirement Plan Consultants, LLC since 2015 and has been self-employed since 2014. Asset Strategy Retirement Plan Consultants, LLC provides investment advisory and pension consulting services to individuals, including high-net-worth clients, and retirement plans such as defined benefit plans, 401(k)s, and profit-sharing plans. The firm focuses on long-term, buy-and-hold strategies with diversified asset allocation and primarily offers non-discretionary investment management.

Paul Vollmar is a financial advisor with Stout Wealth Advisory Group, LLC, holding a Series 66 designation and 21 years of industry experience. He has worked at Stout Wealth Advisory Group since 2012 and previously had a 39-year career at PVC Software. Stout Wealth Advisory Group, LLC is a small registered investment adviser that primarily serves individual and high-net-worth clients, as well as corporations, partnerships, and non-profit organizations. The firm provides discretionary and non-discretionary asset management alongside written financial planning and consulting, with a focus on tailored portfolios and regular account reviews.

Drew Demuth is a CFA® charterholder currently with Mighty Oak Strong America Investment Company, where he has worked since 2026. He has prior experience with Heritage Development Org from 2014 to 2025 and spent a year self-employed before joining his current firm. Mighty Oak Strong America Investment Company serves individual clients, pension plans, trusts, and estates, managing approximately $398 million in assets. The firm uses a combination of active and passive investment strategies tailored to clients’ risk tolerance and provides discretionary portfolio management and financial planning, with access to institutional asset-class funds and related tax preparation services through an affiliated CPA firm.

Stephen Hetrick is a financial advisor with Retirement Collaborative LLC in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 18 years with his current firm. In addition to advisory work, he is an independent agent providing non-variable life and health insurance through various insurance companies. Retirement Collaborative LLC serves individual clients, including high-net-worth individuals, as well as institutional clients such as retirement plans, trusts, and foundations. The firm offers retirement plan consulting, fiduciary reviews, participant education, and investment and wealth management services, utilizing a four-step Fiduciary Quality Management System and a combination of fundamental and technical analysis.

Allen Tyndall is a financial advisor at Seaside Wealth Advisors LLC with 13 years of industry experience. His prior roles include positions at Northwestern Mutual and Eagles Coast Wealth Management. Outside of his advisory work, Tyndall is involved in managing a bike shop and a juice bar as well as participating in several real estate investment and development ventures. Seaside Wealth Advisors provides discretionary asset management, financial planning, and consulting primarily to individual and high-net-worth clients and small business owners. The firm uses an active, tailored investment approach grounded in Modern Portfolio Theory and offers due diligence on private placements alongside in-house bookkeeping and tax services.

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.

Brennan Zizzi is a CFP® with seven years of industry experience, currently serving as an advisor at Zizzi Investments. He previously worked at Cambridge Investment Research and has operated Zizzi Tax Services. Outside of financial advising, he has a background working at Cumberland Golf Club. Zizzi Investments is a fee-only registered investment adviser managing approximately $45.1 million in assets for individual and high-net-worth clients as well as employer retirement plan sponsors. The firm combines asset allocation with passive and active strategies to construct tailored portfolios and offers financial planning, investment management, and retirement plan consulting.

Thomas Parker is an associate advisor at Grandview Asset Management LLC with three years of industry experience. He has worked at Grandview Asset Management and Purshe Kaplan Sterling Investments since 2022, and has prior experience at Hershey Entertainment and Resorts. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm employs a detailed security selection process and manages approximately $411.7 million in assets across over 600 client relationships.

Ryan Troup is a Series 65-licensed advisor at ECON Wealth Management with four years of industry experience. Before joining ECON Wealth Management in 2021, he worked at Multiply Ink and Press Yourself Tees, and earlier at Shiffer Inc. He is also a partner at Big Hitter Sports, LLC, a company that designs and sells uniforms. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on personalized financial planning and in-house asset management. The firm employs both fundamental and technical analysis within a disciplined, team-based investment process and offers a range of strategies and service levels tailored to client goals and risk tolerances.

John Harris is a financial advisor with Mighty Oak Strong America Investment Company, holding Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Mighty Oak Strong America Investment Company, he worked at Carr & Associates for 16 years. He also performs tax preparation services for an affiliated CPA firm, DeMuth & Kaufman Professional Management Consultants. Mighty Oak Strong America Investment Company serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering investment supervisory services, portfolio management, and financial planning. The firm’s investment approach includes fundamental analysis with an emphasis on long-term positions in no-load mutual funds and ETFs, while also employing active strategies when appropriate, and provides clients access to institutional asset-class funds and tax-preparation services through its CPA affiliation.

Dwayne Keller is a financial advisor with Keller Financial Group in Camp Hill, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior firms include LPL Financial LLC and INVEST Financial Corporation. Keller serves as an officer for two non-investment-related companies and is a board member of AAA of Central Penn. Keller Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses fundamental analysis and a long-term trading approach, tailoring portfolios to client goals and risk tolerance, and combines registered advisory services with accounting and insurance activities alongside a sub-advisory relationship with AssetMark.

Brian Zellers is a CFP® with six years of industry experience and has been with ECON Wealth Management since 2019. Prior to joining ECON, he worked for ten years at Central Dauphin School District. He also serves as a volunteer baseball coach for the Central Dauphin Knights. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts of $250,000 or more. The firm offers personalized financial planning and in-house asset management using a disciplined, active, team-based process that incorporates both fundamental and technical analysis.

Gary Kephart is a financial advisor at Grandview Asset Management LLC with Series 63 and Series 65 credentials and 64 years of industry experience. He has worked at Grandview since 2020 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2020. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm manages approximately $411.7 million in assets, utilizing a structured security selection process and offering both discretionary and non-discretionary portfolio management.

Kimberly Schneider is a CFP® with 16 years of industry experience. She is the principal advisor at Oars Capital, where she has worked since 2026. Her prior roles include positions at The Vanguard Group and New York Life Insurance Company. Oars Capital provides discretionary investment management and wealth-planning services to individuals and families, serving both retirement-age and working-age clients. The firm employs ETF-based asset allocation and tactical security-selection strategies, and its use of derivatives as hedging tools distinguishes it within its peer group.

Kim Kenawell is a financial advisor with Avantra Family Wealth, Inc. in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Avantra in 2017, Kenawell worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 21 years. Outside of finance, Kenawell serves as an Emergency Medical Technician and holds leadership roles in several nonprofit and community organizations, including emergency health services and collaborative divorce support groups. Avantra Family Wealth provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized investment management, ongoing financial planning, and specialized divorce-related financial planning, managing portfolios primarily composed of mutual funds, ETFs, equities, and fixed-income securities with a long-term focus tailored to client objectives.

Bruce Smith is a financial advisor with Grandview Asset Management LLC in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to joining Grandview in 2018, he worked at F&M Trust from 2014 to 2018. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm employs a disciplined security selection process and manages approximately $411.7 million in assets across over 600 client relationships.