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.

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.

Craig Velencia is a financial advisor at DVB Private Wealth in Harrisburg, PA, holding a Series 65 credential with one year of industry experience. Prior to joining DVB Private Wealth, he spent six years with LAXtastic and served six years in the U.S. Coast Guard. DVB Private Wealth is an SEC-registered investment adviser managing approximately $225.7 million for around 240 clients. The firm serves individuals, foundations, trusts, estates, corporations, and business owners, using a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a relative growth/value framework.

Clark Frese is a financial advisor with Asset Strategy Retirement Plan Consultants, LLC and holds 22 years of industry experience. He has worked at Asset Strategy Retirement Plan Consultants since 2008 and was previously associated with Charles River Retirement Consultants, Inc. and Invesmart Advisors Inc. He is also a licensed insurance agent and occasionally offers insurance products to clients. Asset Strategy Retirement Plan Consultants, LLC provides investment advisory and pension consulting services to individuals, including high-net-worth clients, and to retirement plans such as defined benefit plans and 401(k)s. The firm emphasizes long-term, buy-and-hold strategies with diversified asset allocation and primarily delivers non-discretionary investment recommendations to trustees and clients.

David Borowsky is a financial advisor at Invariant Investment Management with 14 years of industry experience. He holds a Series 65 designation and has held roles at Anthem Capital Management, Invariant Real Estate II and III, AB Grandview, and Invariant Tax Services. Borowsky is also involved in business consulting through Zurich Partners LLC and serves as managing member of AB Grandview, a real estate investment company. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans, providing portfolio management, financial planning, subadvisory, and platform consulting services. The firm uses a diversified investment approach combining fundamental, technical, and cyclical analysis alongside modern portfolio theory.

Bradley Sanders is a CFP® professional with 19 years of experience in financial advising. He is currently with Stonebridge Financial Group, LLC and previously worked at Triad Advisors and Wells Fargo Advisors. Sanders serves on the boards of Hospice of Central PA/Choices Healthcare and Bishop McDevitt High School, and participates in fundraising and volunteer efforts for Open Stage, a regional professional theatre and educational program. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm offers tailored portfolio management and retirement-plan consulting, implementing strategies primarily through accounts custodied at Charles Schwab.

Heather Rivas is a CFP® and Series 65-licensed advisor with River Wealth Advisors LLC, where she has worked for four years. She has a total of 11 years of industry experience, including seven years at PSECU prior to joining River Wealth Advisors. River Wealth Advisors offers discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement-plan services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and plan sponsors. The firm uses a fundamentally oriented, customized investment approach and conducts regular portfolio monitoring and formal reviews.

Jennifer Collins is a CFP® with 21 years of industry experience. She has worked at River Wealth Advisors LLC since 2015 and previously spent 10 years with Fma Advisory Inc. She holds Series 63 and Series 65 licenses. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement-plan services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and plan sponsors. The firm employs a fundamentally oriented, customized investment approach and conducts regular portfolio reviews, managing some accounts through proprietary model portfolios.

William Angino is a financial advisor at Fischer Financial Services Inc in Harrisburg, PA, holding a Series 65 designation with 25 years of industry experience. He has been with Fischer Financial Services since 1989. Fischer Financial Services provides discretionary investment management to individual and institutional clients, employing a bottom-up, buy-and-hold equity approach focused on large-cap growth at reasonable prices. The firm manages over $500 million with a small team while serving several hundred client relationships across various account types.

Benjamin Dum is a Certified Financial Planner® with 29 years of experience in the financial services industry. He is currently with River Wealth Advisors LLC, where he has worked since 2022, following eight years at TIAA-CREF Individual & Institutional Services, LLC. Benjamin serves on the Finance Committee for the Partnership for Better Health, contributing to the oversight of the organization’s budgeting, regulatory compliance, and investment management. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs, utilizing proprietary model portfolios and a range of investment vehicles.

Cody Gehman is a financial advisor at Stonebridge Financial Group, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Triad Advisors and Wells Fargo Advisors. Outside of his advisory role, Gehman serves as Treasurer on the board of Girls on the Run Mid State PA, a nonprofit focused on empowering girls through structured programs. Stonebridge Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm employs tailored investment strategies and offers a formal retirement-plan consulting practice, with affiliations in payroll/HR services and insurance.

Andrew Otto is a CFP® with 16 years of experience in financial advising. He is currently with Boden Wealth in Lemoyne, PA, where he serves as Director of Trust and Fiduciary Services. His prior experience includes roles at Kestra Advisory Services, Questmont Strategic Wealth Advisors, and BNY Mellon Wealth Management. He serves on the boards of New Hope Ministries and the Estate Planning Council of Central Pennsylvania and acts as an expert witness in legal matters related to investment services. Boden Wealth provides personalized financial planning, business exit consulting, and investment management to individuals, families, and entities such as trusts and non-profits. The firm employs a client-tailored approach, combining fundamental analysis and long-term orientation with flexibility for shorter-term trading when appropriate.

Carly Hopkins is a financial advisor with Stonebridge Financial Group, LLC in Wormleysburg, PA, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and Triad Advisors. She also serves as a Notary Public in Pennsylvania. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm employs a tailored investment approach using asset allocation, technical analysis, and a variety of portfolio management strategies, with a formal retirement-plan consulting practice and affiliations with related service businesses.

Nathan Bailey is a CFP® professional with 7 years of experience in the financial services industry. He is currently with Stonebridge Financial Group, LLC, where he has worked since 2026. His prior experience includes roles at Conrad Siegel Investment Advisors, Citizens Securities, Inc., Ameriprise Financial Services, Inc., and Massmutual, among others. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans, offering tailored portfolio management and retirement-plan consulting through a variety of strategies and account types.

Jesse Robinson is a financial advisor at River Wealth Advisors LLC with five years of industry experience. He holds a Series 65 designation and has worked at River Wealth Advisors since 2020. Prior to that, he was employed at JMT and United Cerebral Palsy. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, and investment consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and plan sponsors. The firm employs a fundamentally oriented, customized investment approach and conducts ongoing portfolio monitoring with formal reviews at least quarterly.

Brian Mccarver is a CFP® with 28 years of industry experience, currently serving at Stonebridge Financial Group, LLC. His prior roles include positions at Triad Advisors and Wells Fargo Advisors. He is involved with Veterans Outreach of Pennsylvania, assisting with fundraising efforts for a program supporting veterans experiencing homelessness. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm offers tailored investment strategies and retirement-plan consulting, with a focus on discretionary and non-discretionary portfolio management.

Daniel Mc Garvey is a financial advisor at Stonebridge Financial Group, LLC with six years of industry experience. He holds the Series 66 designation and has worked at Triad Advisors and Triad Hybrid Solutions prior to joining Stonebridge in 2024. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm offers tailored investment strategies including discretionary portfolio management, retirement-plan consulting, and utilizes various techniques such as asset allocation, technical analysis, and options trading to meet client objectives.

Bradford Houchins is a CFP® with 25 years of industry experience, currently serving as an advisor at River Wealth Advisors LLC since 2024. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC for a combined nine years. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs.