Jay Kready is a financial advisor at Stewardship Advisors, LLC with 23 years of industry experience. His career includes roles at Everence Trust Company, ProEquities, Everence Financial Advisors, and Concourse Financial Group Securities, Inc. Outside of advising, he is involved in several family and partnership real estate ventures focusing on investment properties. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors with financial planning, investment consultation, and portfolio management. The firm manages approximately $545 million in client assets, emphasizing strategic asset allocation using ETFs and mutual funds along with a values-based ESG portfolio option, and offers complimentary public workshops on personal finance and investing.

Wilbur Shertzer is a CFP® and ChFC® with 39 years of industry experience. He is a managing partner at Stewardship Advisors, LLC, where he has worked since 2011, following five years at Cambridge Investment Research, INC. Outside of his advisory role, Shertzer serves as treasurer for Black Rock Retreat, a camp and retreat center. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by offering financial planning, investment consultation, and portfolio management. The firm employs a team approach with nine advisors managing approximately $545 million in client assets, emphasizing strategic asset allocation through ETFs and mutual funds, and providing public educational workshops on personal finance and investing.

Jonathan Lapp is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Mass Mutual Life Insurance Company and MML Investors Services LLC. Lapp is also a member and owner of Haven Financial Advisors, LLC, an investment-related business. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, providing customized portfolios through advisor-specific styles and third-party manager relationships.

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.

David Stofflet is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been associated with Coppell Advisory Solutions and its related entities in various roles since 2014 and has operated Stofflet Financial since 2001. Outside of advisory services, Mr. Stofflet works as an insurance agent, offering life, disability, and health insurance products. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporate clients. The firm provides discretionary portfolio management and financial planning using a combination of tailor-made asset allocation models, fundamental and technical analysis, and an open-architecture platform that includes a wide range of investment options.

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.

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.

Lawrence Knolle is a financial advisor at Belpointe Asset Management LLC with eight years of industry experience and holds a Series 66 designation. His prior experience includes roles at Wealthcare Advisory Partners LLC dba Haven Advisory Partners, American Portfolios Financial Services, Inc., and Ambassador Advisors. Outside of his advisory work, he is a part owner of a specialty construction company. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors and manages more than $7.5 billion for individuals, corporations, trusts, and other investment advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting with customized portfolio strategies and several affiliated services.

Stefan Striffler is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Capital Analysts, Lincoln Investment, and Signator Investors, and previously served with the Red Lion Area School District. Outside of his advisory work, he is the owner of a healthcare consulting and management company, although it is currently inactive. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment and research team, with access to custom portfolios, third-party managers, and various advisory services.

Jeffrey Swope is a CFP® and ChFC® professional with 38 years of industry experience, currently serving at Mutual of Omaha Investor Services, Inc. He has been with Mutual of Omaha and Kirkpatrick, Pettis, Smith, Polian Inc. since 1987. In addition to his advisory role, he is involved in insurance sales across multiple lines including life, fixed annuities, accident and health, and property and casualty. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans. The firm offers a range of managed account programs and retirement plan consulting, primarily delivering solutions through platform relationships with Envestnet and Pershing.

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.

Sean Clark is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining Royal Fund Management, he worked at AE Wealth Management, LLC and Brokers International Financial Services, LLC. Clark is also an adjunct professor at the University of Arizona, Grand Canyon University, and Southern New Hampshire University. Additionally, he serves as CEO of York Independents, Inc., an insurance sales business. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm provides portfolio management, financial planning, and pension consulting, applying fundamental, technical, and cyclical analysis to develop tailored investment strategies with regular monitoring tied to clients’ risk tolerances.

Stephen Prindle is a financial advisor at Lombard Advisers Incorporated with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lombard Advisers and its affiliated entity, Lombard Securities, since 2017. Prior to that, he worked at Ifs for one year. Outside of his advisory role, Prindle is involved with Corto Financial, where he serves as an agent offering insurance products, and participates in a referral partnership with Splash Financial to assist clients with medical student loan refinancing. Lombard Advisers provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a team-based approach. The firm offers both discretionary and non-discretionary portfolio management using a variety of analytical methods and manages approximately $670 million in assets, with a notable focus on non-discretionary accounts.

Christopher Simon is a financial advisor with Regal Investment Advisors LLC, holding a Series 63 designation and bringing 33 years of industry experience. His prior firms include Woodbury Financial Services, Inc. and Questar Asset Management. He is also the owner of Simon Financial Services, a business focused on life insurance sales and planning. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management primarily to unaffiliated registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, offering day-to-day trading discretion within selected models while Primary Advisors retain client-facing responsibilities.

Constance Craig Mason is a financial advisor at Altitude Capital Management LLC with three years of industry experience. She holds a Series 65 credential and has worked at several firms including Forthright Capital Partners and Money Concepts Capital Corp. Outside of advisory services, Mason is CEO of Concierge Financial Advisory, where she provides financial literacy and leadership content through speaking engagements and collaborative book projects. Altitude Capital Management LLC offers investment advisory and financial planning services to individuals and high net worth clients. The firm provides tailored portfolio management and consulting with an emphasis on long-term purchasing power, managing accounts primarily on a discretionary basis.

Larry Forbes is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Global View Capital Advisors, LLC and Global View Capital Management, LLC since 2015. His additional role as an independent contractor involves marketing, education, and sales of advisory and insurance services within affiliated entities. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans, emphasizing model-driven strategies based on technical and quantitative research. The firm operates its own research subsidiary, AdvisorGuide, LLC, which supports its algorithmic approach to investment selection and alert systems.

Brian Shank is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked with Phillips Financial Services, Inc. and Lincoln Investment Planning Inc. since 2007 and 2008, respectively. Shank is president of BCS Annuity and Insurance Benefits Company, Inc., focusing on fixed annuity and insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and foundations, offering discretionary and non-discretionary portfolio management through various programs and custom portfolios. The firm’s investment decisions are overseen by an in-house research team and incorporate proprietary screening processes and multiple advisor-managed options.